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Home > Institutional Investor > 1776 Wealth Llc > Profile

Instuitional Investor - 1776 Wealth Llc

Fund Profile
Filing Period:
Fund Name: 1776 Wealth Llc
Portfolio Value $283,729,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 123,714 $35,773,943 12.61%
2.
Amazon Com Inc
 AMZN 96,585 $23,010,351 8.11%
3.
Palantir Technologies Inc.
 PLTR 148,600 $17,333,422 6.11%
4.
Baldwin Insurance Group Inc.
 BWIN 537,410 $14,284,358 5.03%
5.
Nvidia Corp
 NVDA 64,945 $12,979,760 4.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.