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1776 Wealth LLC
1776 Wealth LLC is a privately owned, independent registered investment advisory firm headquartered in Sandy Springs, GA. Founded in 2017 by Sean O'Toole and Deanna Suarez, the firm specializes in providing a full suite of integrated and tailored wealth management services for entrepreneurs, executives, and their families, focusing on high net worth clients. Their offerings include financial planning, portfolio management, pension consulting, family office, and advisory consulting services. As of their March 2025 Form ADV, the team remains committed to serving a select clientele through fiduciary and highly customized advisory relationships.
Investment Strategy
1776 Wealth LLC serves high net worth individuals, entrepreneurs, executives, and their families with customized, integrated wealth management strategies. The firm provides investment advisory services tailored to client needs across a broad range of asset types including equities, fixed income, real estate, private placements, and alternative investments. As an independent fiduciary, the firm's philosophy emphasizes personalized portfolio construction, strategic asset allocation, and long-term wealth maximization. In addition to investment selection, the firm offers family office, financial planning, and robust consulting to ensure comprehensive wealth management for each client.
Latest 13F Filing Activity
1776 Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 141 equity positions with a total 13F market value of $243M. The fund increased holdings in Palantir Technologies Incorporated Class A, Nvidia Corporation, Amazon Com Incorporated among other positions. 1776 Wealth LLC reduced exposure to Apple Incorporated, First Trust Etf IV First Trust Enhanced Short, Unitedhealth Group Incorporated among others.
Top Holdings
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INCORPORATED | 10.55% | $25.6M | 124,835 | $90.34 | $205.17 | -$2.1M |
A AMZN | AMAZON COM INCORPORATED | 9.07% | $22.0M | 100,399 | $105.94 | $219.39 | +$2.8M |
P PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 7.89% | $19.2M | 140,569 | $25.10 | $136.32 | +$7.8M |
A ADBE | ADOBE INCORPORATED | 5.50% | $13.3M | 34,504 | $335.10 | $386.88 | +$334.6K |
M MSFT | MICROSOFT CORPORATION | 4.05% | $9.8M | 19,759 | $256.59 | $497.41 | +$2.6M |
Industry Allocation
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