1858 WEALTH MANAGEMENT, LLC
RIA/Wealth
1858 WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Akron, OH led by Sean Michael Houston, reporting $207.4M in AUM as of Q3 2025 with 36% Technology concentration.
Managing PartnerSean Michael Houston
- Portfolio Value
- $135.3M
- Positions
- 111
- Top Holding
- MSFT at 6.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 1858 WEALTH MANAGEMENT, LLC's portfolio (40.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $8.7M | 6.40% | +$47.1K Bought | 0.00% 16.7K shares | |
Semiconductors Technology | $7.3M | 5.41% | +$45.9K Bought | 0.00% 39.2K shares | |
Consumer Electronics Technology | $7.2M | 5.33% | -$325.9K Sold | 0.00% 28.3K shares | |
ETF ETF | $5.5M | 4.06% | +$5.5M New | — 57.0K shares | |
Internet Content & Information Communication Services | $5.1M | 3.75% | -$376.7K Sold | 0.00% 6.9K shares | |
Financial - Data & Stock Exchanges Financial Services | $4.9M | 3.66% | — | 0.01% 18.3K shares | |
Renewable Utilities Utilities | $4.4M | 3.26% | -$1.5M Sold | 0.00% 7.2K shares | |
Specialty Retail Consumer Cyclical | $4.0M | 2.95% | -$209.7K Sold | 0.00% 18.2K shares | |
Industrial - Machinery Industrials | $4.0M | 2.94% | -$172.0K Sold | 0.01% 21.2K shares | |
Electrical Equipment & Parts Industrials | $3.5M | 2.58% | -$544.0K Sold | 0.01% 23.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 1858 WEALTH MANAGEMENT, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for 1858 WEALTH MANAGEMENT, LLC
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