1858 WEALTH MANAGEMENT, LLC 13F Holdings

CIK 02823789 · AKRON, OH

As of Sep 30, 2025, 1858 WEALTH MANAGEMENT, LLC reported 113 positions worth 42.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology16,720$8.7M6.08%
NVIDIA CORPNVDATechnology39,245$7.3M5.14%
APPLE INCAAPLTechnology28,338$7.2M5.07%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—57,004$5.5M3.86%
META PLATFORMS INCMETACommunication Services6,909$5.1M3.56%
CME GROUP INCCMEFinancial Services18,300$4.9M3.47%
GE VERNOVA INCGEVUtilities7,178$4.4M3.10%
AMAZON.COM INCAMZNEquity18,175$4.0M2.80%
AMETEK INCAMEIndustrials21,171$4.0M2.79%
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETFGRNY—154,864$3.9M2.72%
VERTIV HOLDINGS COVRTIndustrials23,125$3.5M2.45%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—41,884$3.5M2.44%
DANA UNCONSTRAINED EQUITY ETFDUNK—129,173$3.3M2.30%
PALO ALTO NETWORKS INCPANWTechnology15,441$3.1M2.21%
ALPHABET INCGOOGEquity12,659$3.1M2.16%
UBER TECHNOLOGIES INCUBERTechnology29,707$2.9M2.04%
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUNDGRID—18,054$2.7M1.92%
ARISTA NETWORKS INCANETTechnology17,546$2.6M1.80%
SERVICENOW INCNOWTechnology2,709$2.5M1.75%
CISCO SYSTEMS INCCSCOTechnology36,250$2.5M1.74%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services4,901$2.5M1.73%
PACER GLOBAL CASH COWS DIVIDEND ETFGCOW—60,000$2.4M1.67%
GE AEROSPACEGEIndustrials7,072$2.1M1.49%
NETFLIX INCNFLXCommunication Services1,634$2.0M1.38%
BROADCOM INCAVGOTechnology5,847 .9M1.35%