Quick Takeaways
- 1858 WEALTH MANAGEMENT, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2025.
- Latest reported holdings value: $142,425,869.
- Info
- Portfolio
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.
Follow Filing Activity
Follow 1858 WEALTH MANAGEMENT, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 14 Nov 2025, 11:41.
- Reported value moved from $135,573,486 to $142,425,869.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| 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 |