Ownership history in 1776 Wealth LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in APPLE INCORPORATED (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 1776 Wealth LLC outperformed the S&P 500 by +12.1% annually on this AAPL position. Timing score: 48% (11/23 decisions correct). Average cost basis: $112.25. Maximum drawdown during holding period: β26.4%.
π₯ Exceptional β beat the S&P 500 by 12.1% per year on this position.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 23 add/trim decisions correct
Best entry: $70.79 (2019 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 9 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π 1776 Wealth LLC has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 12.71% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size