1858 WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location akron, OHCIK 0002011812All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
113 | $142.43M | MSFT, NVDA, AAPL, IEF | 13F-HR | Nov 14, 2025 | 000195175725001435 | ||
117 | $135.57M | MSFT, NVDA, AAPL, SHV | 13F-HR | Jul 25, 2025 | 000195175725000950 | ||
117 | $118.05M | AAPL, MSFT, CME, NVDA | 13F-HR | Apr 22, 2025 | 000195175725000415 | ||
121 | $126.26M | AAPL, MSFT, NVDA, META | 13F-HR | Jan 27, 2025 | 000195175725000131 | ||
122 | $121.52M | AAPL, MSFT, NVDA, META | 13F-HR | Oct 21, 2024 | 000195175724001079 | ||
117 | $120.49M | MSFT, AAPL, NVDA, AME | 13F-HR | Jul 18, 2024 | 000195175724000525 | ||
121 | $105.46M | MSFT, AAPL, CME, AME | 13F-HR | Apr 15, 2024 | 000195175724000265 | ||
121 | $105.46M | MSFT, AAPL, CME, AME | 13F-HR | Feb 13, 2024 | 000195175724000250 |