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Showing Q3 2025 data
1858 WEALTH MANAGEMENT, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
1858 WEALTH MANAGEMENT, LLC
•CIK: 2011812•Filing: Q3 2025
**1858 WEALTH MANAGEMENT, LLC** manages $142M across a diversified portfolio of 113 positions. The firm maintains significant exposure to mega-cap technology names, with top holdings including MSFT ($8.7M), NVDA ($7.3M), and AAPL ($7.2M). Notable allocations also include fixed income via IEF ($5.5M) and exposure to digital assets and commodities through CME ($4.9M). This concentration suggests a strategy balancing growth technology bets with defensive and alternative asset classes.
Total AUM
$142.4M
QoQ Performance
+5.0%
Positions
108
Top 10 Concentration
38.6%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT
NVDA
AAPL
MSFT6.1%
NVDA5.1%
AAPL5.1%
IEF3.9%
META3.6%
CME3.5%
GEV3.1%
AMZN2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.0%
Technology28.5%
Consumer5.4%
Industrial4.8%
Financial4.3%
Healthcare2.7%
Communication2.2%
Consumer Staples0.4%
🚪 Exited Positionssold since Q2 2025
—
INVESCO ACTIVELY MANAGED EXC
SOLD
$971.8K
+14 more exited positions
Changes from Q2 2025
NEW15 new positions
↑27 increased
↓52 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023