13F Filings History of 1858 WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$142,425,869
Signature - Title
Joseph D'Anniballe - Chief Compliance Officer
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by 1858 WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 1858 WEALTH MANAGEMENT, LLC reported 113 stock holdings with total value $142,425,869 as of Q3 2025. Top holdings included MSFT, NVDA, AAPL, IEF, and META.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 113 $142,425,869 +$22,995,397 -$25,924,831 -$2,929,434 MSFT, NVDA, AAPL, IEF, META 13F-HR 14 Nov 2025, 11:41
Q2 2025 117 $135,573,486 +$18,671,939 -$17,569,823 +$1,102,116 MSFT, NVDA, AAPL, SHV, META 13F-HR 25 Jul 2025, 08:57
Q1 2025 117 $118,052,287 +$9,434,044 -$13,103,098 -$3,669,054 AAPL, MSFT, CME, NVDA, META 13F-HR 22 Apr 2025, 15:49
Q4 2024 121 $126,255,833 +$13,843,013 -$9,991,441 +$3,851,572 AAPL, MSFT, NVDA, META, CME 13F-HR 27 Jan 2025, 09:41
Q3 2024 122 $121,519,805 +$9,877,066 -$15,014,438 -$5,137,372 AAPL, MSFT, NVDA, META, CME 13F-HR 21 Oct 2024, 09:05
Q2 2024 117 $120,493,470 +$19,232,476 -$15,328,000 +$3,904,476 MSFT, AAPL, NVDA, AME, META 13F-HR 18 Jul 2024, 12:08
Q1 2024 121 $92,916,716 $0 $0 $0 MSFT, AAPL, CME, AME, IBTH 13F-HR 15 Apr 2024, 11:23
Q4 2023 121 $105,458,734 $0 $0 $0 MSFT, AAPL, CME, AME, IBTH 13F-HR 13 Feb 2024, 16:17