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1858 Wealth Management, LLC

CIK:0002011812
Investment Adviser
$207M AUM
117 holdings
Akron, OH, USA
Founded:2009
3 employees
1858wm.com
Latest filing:Jun 30, 2025

1858 Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Akron, Ohio, at 3250 West Market Street. Founded in October 2009, the firm provides wealth management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. The firm acts as a fiduciary, focusing on long-term investment management, retirement, estate, and financial planning strategies. 1858 Wealth Management employs three staff, and its partners are Joseph P. D'Anniballe and Sean M. Houston, both with clean disciplinary records. The firm is committed to transparency and client service and serves primarily US-based clients.

Investment Strategy

1858 Wealth Management employs discretionary investment management with a focus on long-term strategies. The firm utilizes fundamental and technical analysis to build portfolios, often based on individual equities, bonds, and exchange-traded funds (ETFs). Clients may customize their restrictions and risk profiles. The firm emphasizes diversified, client-specific allocations intended to meet long-term personal or business financial goals, and charges tiered, asset-based fees (not performance fees).

Latest 13F Filing Activity

1858 Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 117 equity positions with a total 13F market value of $136M. The fund increased holdings in Ishares TR, Wisdomtree TR, Ge Vernova Inc. among other positions. 1858 Wealth Management, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.

Top Buys
S
SHVISHARES TR
+$5.8M
U
USFRWISDOMTREE TR
+$3.1M
G
GEVGE VERNOVA INC
+$2.2M
M
MSFTMICROSOFT CORP
+$2.1M
N
NVDANVIDIA CORPORATION
+$2.0M
Top Sells
I
IBTFISHARES TR
-$2.9M
I
IBTHISHARES TR
-$2.9M
I
IBTJISHARES TR
-$2.9M
I
IWMISHARES TR
-$1.1M
S
SMMVISHARES TR
-$1.1M

Top Holdings

M
MSFTMICROSOFT CORP
+6.1%$8.3M
N
NVDANVIDIA CORPORATION
+4.5%$6.2M
A
AAPLAPPLE INC
+4.5%$6.1M
S
SHVISHARES TR
+4.3%$5.8M
M
METAMETA PLATFORMS INC
+4.0%$5.5M

Equity Positions (117)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.10%$8.3M16,629$381.72$497.41+$2.1M
N
NVDA
NVIDIA CORPORATION4.54%$6.2M38,999$54.05$157.99+$2.0M
A
AAPL
APPLE INC4.48%$6.1M29,618$197.31$205.17-$602.9K
S
SHV
ISHARES TR4.29%$5.8M52,638$110.42$110.42+$5.8M
M
META
META PLATFORMS INC4.04%$5.5M7,422$390.47$738.09+$1.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.6%
SEMICONDUCTORS & RELATED DEVICES
+7.4%
ELECTRONIC COMPUTERS
+5.5%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+4.8%
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