1858 WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    akron, OH
  • Num holdings

    113

  • Value ($000)

    $142,426

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002011812
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$8.66M
6 %

16,720

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.32M
5 %

39,245

A
AAPL

APPLE INC

COM
037833100
$7.22M
5 %

28,338

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$5.50M
4 %

57,004

M
META

META PLATFORMS INC

CL A
30303M102
$5.07M
4 %

6,909

C
CME

CME GROUP INC

COM
12572Q105
$4.94M
4 %

18,300

G
GEV

GE VERNOVA INC

COM
36828A101
$4.41M
3 %

7,178

A
AMZN

AMAZON COM INC

COM
023135106
$3.99M
3 %

18,175

A
AME

AMETEK INC

COM
031100100
$3.98M
3 %

21,171

---

TIDAL TRUST I

FUNDSTRAT GRANNY
886364231
$3.87M
3 %

154,864

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