# EDGAR Filing Document

**Accession Number:** 0002011812
**File Stem:** 0001951757-25-001435
**Filing Date:** 2025-11
**Character Count:** 14332
**Document Hash:** f9c6f2765c508b7a14d67ea8020d0d38
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001435.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001951757-25-001435

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251114

**EFFECTIVENESS DATE**: 20251114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** 1858 WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0002011812

**ORGANIZATION NAME:**
- **EIN:** 271105942
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23789
- **FILM NUMBER:** 251483056

**BUSINESS ADDRESS:**
- **STREET 1:** 3250 WEST MARKET STREET
- **STREET 2:** SUITE 105
- **CITY:** AKRON
- **STATE:** OH
- **ZIP:** 44333
- **BUSINESS PHONE:** (234) 678-5183

**MAIL ADDRESS:**
- **STREET 1:** 3250 WEST MARKET STREET
- **STREET 2:** SUITE 105
- **CITY:** AKRON
- **STATE:** OH
- **ZIP:** 44333

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** 1858 WEALTH MANAGEMENT LLC<br>**Address:** 3250 WEST MARKET STREET<br>SUITE 105<br>AKRON, OH 44333

**Form 13F File Number:** 028-23789

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joseph D'Anniballe<br>**Title:** Chief Compliance Officer<br>**Phone:** 234-678-5183

**Signature, Place, and Date of Signing:**

Joseph D'Anniballe  Akron, OH  11-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $142425869

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 768146 | 5735 | SH |  | SOLE |  | 0 | 0 | 5735 |
| ABBVIE INC | COM | 00287Y109 |  | 742549 | 3207 | SH |  | SOLE |  | 0 | 0 | 3207 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 209117 | 848 | SH |  | SOLE |  | 0 | 0 | 848 |
| ADOBE INC | COM | 00724F101 |  | 1275897 | 3617 | SH |  | SOLE |  | 0 | 0 | 3617 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 788888 | 4876 | SH |  | SOLE |  | 0 | 0 | 4876 |
| AFLAC INC | COM | 001055102 |  | 261266 | 2339 | SH |  | SOLE |  | 0 | 0 | 2339 |
| ALLSTATE CORP | COM | 020002101 |  | 303730 | 1415 | SH |  | SOLE |  | 0 | 0 | 1415 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3083099 | 12659 | SH |  | SOLE |  | 0 | 0 | 12659 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 819976 | 3373 | SH |  | SOLE |  | 0 | 0 | 3373 |
| AMAZON COM INC | COM | 023135106 |  | 3990685 | 18175 | SH |  | SOLE |  | 0 | 0 | 18175 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 546403 | 1645 | SH |  | SOLE |  | 0 | 0 | 1645 |
| AMETEK INC | COM | 031100100 |  | 3980148 | 21171 | SH |  | SOLE |  | 0 | 0 | 21171 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 321795 | 7220 | SH |  | SOLE |  | 0 | 0 | 7220 |
| APPLE INC | COM | 037833100 |  | 7215705 | 28338 | SH |  | SOLE |  | 0 | 0 | 28338 |
| APPLIED MATLS INC | COM | 038222105 |  | 204740 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 2556628 | 17546 | SH |  | SOLE |  | 0 | 0 | 17546 |
| AT INC | COM | 00206R102 |  | 264948 | 9382 | SH |  | SOLE |  | 0 | 0 | 9382 |
| AUTOLIV INC | COM | 052800109 |  | 254534 | 2061 | SH |  | SOLE |  | 0 | 0 | 2061 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1570519 | 5351 | SH |  | SOLE |  | 0 | 0 | 5351 |
| BANK AMERICA CORP | COM | 060505104 |  | 308611 | 5982 | SH |  | SOLE |  | 0 | 0 | 5982 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 421348 | 3867 | SH |  | SOLE |  | 0 | 0 | 3867 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2463929 | 4901 | SH |  | SOLE |  | 0 | 0 | 4901 |
| BLACKROCK INC | COM | 09290D101 |  | 282141 | 242 | SH |  | SOLE |  | 0 | 0 | 242 |
| BLACKSTONE INC | COM | 09260D107 |  | 233210 | 1365 | SH |  | SOLE |  | 0 | 0 | 1365 |
| BOEING CO | COM | 097023105 |  | 1476061 | 6839 | SH |  | SOLE |  | 0 | 0 | 6839 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 466964 | 4783 | SH |  | SOLE |  | 0 | 0 | 4783 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 279620 | 6200 | SH |  | SOLE |  | 0 | 0 | 6200 |
| BROADCOM INC | COM | 11135F101 |  | 1928984 | 5847 | SH |  | SOLE |  | 0 | 0 | 5847 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 282231 | 1185 | SH |  | SOLE |  | 0 | 0 | 1185 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 628053 | 1788 | SH |  | SOLE |  | 0 | 0 | 1788 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 207827 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| CARLYLE SECURED LENDING INC | COM | 872280102 |  | 479288 | 38343 | SH |  | SOLE |  | 0 | 0 | 38343 |
| CATERPILLAR INC | COM | 149123101 |  | 1668594 | 3497 | SH |  | SOLE |  | 0 | 0 | 3497 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 216652 | 922 | SH |  | SOLE |  | 0 | 0 | 922 |
| CISCO SYS INC | COM | 17275R102 |  | 2480225 | 36250 | SH |  | SOLE |  | 0 | 0 | 36250 |
| CME GROUP INC | COM | 12572Q105 |  | 4944477 | 18300 | SH |  | SOLE |  | 0 | 0 | 18300 |
| COCA COLA CO | COM | 191216100 |  | 388503 | 5858 | SH |  | SOLE |  | 0 | 0 | 5858 |
| CRH PLC | ORD | G25508105 |  | 334281 | 2788 | SH |  | SOLE |  | 0 | 0 | 2788 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 353564 | 721 | SH |  | SOLE |  | 0 | 0 | 721 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 648881 | 4577 | SH |  | SOLE |  | 0 | 0 | 4577 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 217369 | 1519 | SH |  | SOLE |  | 0 | 0 | 1519 |
| DISNEY WALT CO | COM | 254687106 |  | 505861 | 4418 | SH |  | SOLE |  | 0 | 0 | 4418 |
| DOORDASH INC | CL A | 25809K105 |  | 400641 | 1473 | SH |  | SOLE |  | 0 | 0 | 1473 |
| EATON CORP PLC | SHS | G29183103 |  | 752991 | 2012 | SH |  | SOLE |  | 0 | 0 | 2012 |
| ELI LILLY  CO | COM | 532457108 |  | 1155945 | 1515 | SH |  | SOLE |  | 0 | 0 | 1515 |
| EMERSON ELEC CO | COM | 291011104 |  | 249504 | 1902 | SH |  | SOLE |  | 0 | 0 | 1902 |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | 26922A420 |  | 526648 | 5020 | SH |  | SOLE |  | 0 | 0 | 5020 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 205715 | 916 | SH |  | SOLE |  | 0 | 0 | 916 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 499539 | 11213 | SH |  | SOLE |  | 0 | 0 | 11213 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 2727598 | 18054 | SH |  | SOLE |  | 0 | 0 | 18054 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 1832954 | 30863 | SH |  | SOLE |  | 0 | 0 | 30863 |
| FIRSTENERGY CORP | COM | 337932107 |  | 290911 | 6349 | SH |  | SOLE |  | 0 | 0 | 6349 |
| GE AEROSPACE | COM NEW | 369604301 |  | 2127399 | 7072 | SH |  | SOLE |  | 0 | 0 | 7072 |
| GE VERNOVA INC | COM | 36828A101 |  | 4413752 | 7178 | SH |  | SOLE |  | 0 | 0 | 7178 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1188385 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| GENERAL MLS INC | COM | 370334104 |  | 277713 | 5508 | SH |  | SOLE |  | 0 | 0 | 5508 |
| GENUINE PARTS CO | COM | 372460105 |  | 253499 | 1829 | SH |  | SOLE |  | 0 | 0 | 1829 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 298640 | 6270 | SH |  | SOLE |  | 0 | 0 | 6270 |
| HOME DEPOT INC | COM | 437076102 |  | 530394 | 1309 | SH |  | SOLE |  | 0 | 0 | 1309 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 236653 | 1206 | SH |  | SOLE |  | 0 | 0 | 1206 |
| INVESCO EXCH TRADED FD TR II | S 500 HB ETF | 46138E370 |  | 239364 | 2180 | SH |  | SOLE |  | 0 | 0 | 2180 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 |  | 304042 | 2295 | SH |  | SOLE |  | 0 | 0 | 2295 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 277882 | 1463 | SH |  | SOLE |  | 0 | 0 | 1463 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 5498606 | 57004 | SH |  | SOLE |  | 0 | 0 | 57004 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3474697 | 41884 | SH |  | SOLE |  | 0 | 0 | 41884 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 236225 | 1274 | SH |  | SOLE |  | 0 | 0 | 1274 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 250576 | 2279 | SH |  | SOLE |  | 0 | 0 | 2279 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 935881 | 2967 | SH |  | SOLE |  | 0 | 0 | 2967 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 215979 | 1737 | SH |  | SOLE |  | 0 | 0 | 1737 |
| KROGER CO | COM | 501044101 |  | 238631 | 3540 | SH |  | SOLE |  | 0 | 0 | 3540 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 677668 | 5061 | SH |  | SOLE |  | 0 | 0 | 5061 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 1272835 | 6736 | SH |  | SOLE |  | 0 | 0 | 6736 |
| MAGNITE INC | COM | 55955D100 |  | 200637 | 9212 | SH |  | SOLE |  | 0 | 0 | 9212 |
| MCDONALDS CORP | COM | 580135101 |  | 276844 | 911 | SH |  | SOLE |  | 0 | 0 | 911 |
| MCKESSON CORP | COM | 58155Q103 |  | 299746 | 388 | SH |  | SOLE |  | 0 | 0 | 388 |
| MERCK  CO INC | COM | 58933Y105 |  | 483353 | 5759 | SH |  | SOLE |  | 0 | 0 | 5759 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5073831 | 6909 | SH |  | SOLE |  | 0 | 0 | 6909 |
| MICROSOFT CORP | COM | 594918104 |  | 8660124 | 16720 | SH |  | SOLE |  | 0 | 0 | 16720 |
| NETFLIX INC | COM | 64110L106 |  | 1959035 | 1634 | SH |  | SOLE |  | 0 | 0 | 1634 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 470907 | 6238 | SH |  | SOLE |  | 0 | 0 | 6238 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 1822594 | 113841 | SH |  | SOLE |  | 0 | 0 | 113841 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7322332 | 39245 | SH |  | SOLE |  | 0 | 0 | 39245 |
| ORACLE CORP | COM | 68389X105 |  | 430016 | 1529 | SH |  | SOLE |  | 0 | 0 | 1529 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 2377200 | 60000 | SH |  | SOLE |  | 0 | 0 | 60000 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 1063195 | 18500 | SH |  | SOLE |  | 0 | 0 | 18500 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1528132 | 8377 | SH |  | SOLE |  | 0 | 0 | 8377 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 3144096 | 15441 | SH |  | SOLE |  | 0 | 0 | 15441 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 306993 | 1998 | SH |  | SOLE |  | 0 | 0 | 1998 |
| PULTE GROUP INC | COM | 745867101 |  | 355033 | 2687 | SH |  | SOLE |  | 0 | 0 | 2687 |
| QUALCOMM INC | COM | 747525103 |  | 263847 | 1586 | SH |  | SOLE |  | 0 | 0 | 1586 |
| RTX CORPORATION | COM | 75513E101 |  | 1243597 | 7432 | SH |  | SOLE |  | 0 | 0 | 7432 |
| S GLOBAL INC | COM | 78409V104 |  | 241408 | 496 | SH |  | SOLE |  | 0 | 0 | 496 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 209038 | 6082 | SH |  | SOLE |  | 0 | 0 | 6082 |
| SERVICE CORP INTL | COM | 817565104 |  | 211296 | 2539 | SH |  | SOLE |  | 0 | 0 | 2539 |
| SERVICENOW INC | COM | 81762P102 |  | 2493039 | 2709 | SH |  | SOLE |  | 0 | 0 | 2709 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 755141 | 3348 | SH |  | SOLE |  | 0 | 0 | 3348 |
| STRYKER CORPORATION | COM | 863667101 |  | 229935 | 622 | SH |  | SOLE |  | 0 | 0 | 622 |
| SYSCO CORP | COM | 871829107 |  | 250067 | 3037 | SH |  | SOLE |  | 0 | 0 | 3037 |
| T-MOBILE US INC | COM | 872590104 |  | 343032 | 1433 | SH |  | SOLE |  | 0 | 0 | 1433 |
| TAPESTRY INC | COM | 876030107 |  | 381778 | 3372 | SH |  | SOLE |  | 0 | 0 | 3372 |
| TEXAS INSTRS INC | COM | 882508104 |  | 291028 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 212439 | 438 | SH |  | SOLE |  | 0 | 0 | 438 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 3870051 | 154864 | SH |  | SOLE |  | 0 | 0 | 154864 |
| TIDAL TRUST I | DANA UNCONSTRAIN | 88634W108 |  | 3281356 | 129173 | SH |  | SOLE |  | 0 | 0 | 129173 |
| TJX COS INC NEW | COM | 872540109 |  | 400809 | 2773 | SH |  | SOLE |  | 0 | 0 | 2773 |
| TOAST INC | CL A | 888787108 |  | 269444 | 7380 | SH |  | SOLE |  | 0 | 0 | 7380 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2910395 | 29707 | SH |  | SOLE |  | 0 | 0 | 29707 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 |  | 1387189 | 3542 | SH |  | SOLE |  | 0 | 0 | 3542 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 3488638 | 23125 | SH |  | SOLE |  | 0 | 0 | 23125 |
| VISA INC | COM CL A | 92826C839 |  | 1138502 | 3335 | SH |  | SOLE |  | 0 | 0 | 3335 |
| WASTE CONNECTIONS INC | COM | 94106B101 |  | 237506 | 1351 | SH |  | SOLE |  | 0 | 0 | 1351 |
| WORKDAY INC | CL A | 98138H101 |  | 226286 | 940 | SH |  | SOLE |  | 0 | 0 | 940 |
| ZOETIS INC | CL A | 98978V103 |  | 349266 | 2387 | SH |  | SOLE |  | 0 | 0 | 2387 |

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