1858 WEALTH MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    akron, OH
  • Num holdings

    117

  • Value ($000)

    $135,573

  • Date Filed
    07/25/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.27 M
6 %

16,629

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.16 M
5 %

38,999

AAPL
AAPL

APPLE INC

COM
037833100
$6.08 M
5 %

29,618

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$5.81 M
4 %

52,638

META
META

META PLATFORMS INC

CL A
30303M102
$5.48 M
4 %

7,422

GEV
GEV

GE VERNOVA INC

COM
36828A101
$5.05 M
4 %

9,538

CME
CME

CME GROUP INC

COM
12572Q105
$5.04 M
4 %

18,300

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.20 M
3 %

19,130

AME
AME

AMETEK INC

COM
031100100
$4.00 M
3 %

22,086

VRT
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$3.43 M
3 %

26,731

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