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| Happy Holidays!! thanks for using AUM13F!! |
| 1776 Wealth LLC
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| CRD # | 286321 |
| SEC # | 801-109928 |
| CIK # | 0001803140 |
| AUM | $372.1 M (2025-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 678-257-2730 |
| Address | 750 Hammond Drive Sandy Springs, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803140 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.6 | ||
| Amazon Com Inc | 22.0 | ||
| Palantir Technologies Inc | 19.2 | ||
| Adobe Systems Inc | 13.3 | ||
| Microsoft Corp | 9.8 | ||
| Nvidia Corp | 9.2 | ||
| Tesla Motors Inc | 6.6 | ||
| Blackstone Group LP | 4.9 | ||
| TJX Companies Inc /DE/ | 4.1 | ||
| Alphabet Inc | 3.8 | ||
| Goldman Sachs Group Inc | 3.3 | ||
| VISA Inc | 3.3 | ||
| Eaton Corp Ltd | 2.2 | ||
| KB Home | 2.1 | ||
| Synopsys Inc | 2.0 | ||
| Salesforce Com Inc | 1.8 | ||
| Eaton Vance Tax Advantaged Dividend Income Fund | 1.7 | ||
| Lilly Eli & Co | 1.6 | ||
| Hubspot Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 46.7 |
| (b) Individuals (high net worth individuals) | 45 | 204.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 112.9 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 372.1 |
| By Discretionary | ||
| Discretionary | 367 | 372.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 367 | 372.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.1 | |
| Total | 367 | 372.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803140] |
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|---|---|---|
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Alpha Leonis Partners LLC
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NY | 0.4 |
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OR | 0.4 |
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FL | 0.4 |
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Websterrogers Financial Advisors LLC
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SC | 0.4 |
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Lloyd Advisory Services LLC
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GA | 0.4 |
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Warther Private Wealth LLC
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OH | 0.4 |
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RFG Holdings Inc
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TX | 0.4 |
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Wakefield Asset Management LLLP
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CO | 0.4 |
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NBZ Investment Advisors LLC
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TN | 0.4 |