1776 Wealth LLC

CIK 0001803140 · Q2 2026

13F Equity AUM

$283.7M

+11.6% QoQ

Positions

152

-146 QoQ

AUM Rank

#6,767

Top 54%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #1,994 · Top 24%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 36.4%Top 10: 49.2%Top 20: 64.1%

AAPL12.6%

AMZN8.1%

PLTR6.1%

BWIN5.0%

NVDA4.6%

TSLA3.1%

ADBE2.6%

MSFT2.5%

GOOGL2.3%

FVD2.2%

Others (142)50.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 152Median: 0.22%Avg: 0.66%

0–0.5%

112(21.7%)

0.5–1%

21(15.2%)

1–3%

13(23.5%)

3–5%

2(7.7%)

5%+

4(31.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 152vs 20 funds

0%Low

152

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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