Ryan Smith

1776 Wealth Llc

Assets Managed

$254.319M

Holdings

146

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

-4.25%(2Q avg: -0.93%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in 1776 Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of 1776 Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 254.319M in assets, with a quarterly growth rate of -4.25% and a 2-quarter average growth rate of -0.93%. The portfolio is managed by Ryan Smith, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 0.23%	12.43%	$31.596M 124,496 shares@ $253.79 avg price	Increased 0.23%
PLTR Palantir Technologies Inc-a Recent Activity Increased 6.53%	8.46%	$21.494M 146,935 shares@ $146.29 avg price	Increased 6.53%
AMZN Amazon.com Inc Recent Activity Decreased -0.25%	7.95%	$20.217M 97,069 shares@ $208.28 avg price	Decreased -0.25%
NVDA Nvidia Corp Recent Activity Increased 3.72%	4.36%	$11.077M 63,516 shares@ $174.41 avg price	Increased 3.72%
ADBE Adobe Inc Recent Activity Decreased -1.99%	3.46%	$8.798M 36,193 shares@ $243.08 avg price	Decreased -1.99%
BWIN Baldwin Insurance Group Inc Recent Activity New Position	3.1%	$7.881M 359,191 shares@ $21.95 avg price	New Position
TSLA Tesla Inc Recent Activity	3.08%	$7.816M 21,026 shares@ $371.76 avg price
MSFT Microsoft Corp Recent Activity Increased 0.54%	2.73%	$6.932M 18,726 shares@ $370.17 avg price	Increased 0.54%
FTSM First Trust Enh Short Mat Fd Recent Activity Decreased -3.32%	2.59%	$6.575M 109,981 shares@ $59.78 avg price	Decreased -3.32%
FVD First Trust Value Line Dvd Recent Activity Decreased -0.08%	2.5%	$6.35M 135,015 shares@ $47.04 avg price	Decreased -0.08%

1-10 of 146