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Portfolio (Quarterly) Guide ↗

1776 Wealth LLC

· CIK 0001803140
13F Portfolio $284M AUM 152 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 19 Added 21 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 INTU INTUIT Technology 709 $307K 0.12% SOLD
2 BARON SMID CAP ETF 10,325 $223K 0.09% SOLD
3 ABR ARBOR REALTY TRUST INCORPORATED REIT Real Estate 13,737 $106K 0.04% SOLD
Sector Allocation
Technology 50.3%
Consumer Cyclical 20.6%
Financial Services 11.8%
Communication Services 5.2%
Industrials 4.0%
Healthcare 3.4%
Energy 1.8%
Real Estate 1.5%
Consumer Defensive 1.1%
Basic Materials 0.5%