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Expressive Wealth LLC

SEC CIK
0002026980
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 9, 2026. Long positions only.

Institution overview
Positions
122
No filing for Q3 2025
Portfolio value
$92.6M
No filing for Q3 2025
Filed
Feb 9, 2026
SEC

Expressive Wealth LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Expressive Wealth LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF11,167$4.43M4.8%––History
Capital Group Growth ETF14020G101SHS CREAT UNIT91,765$4.08M4.4%–––
Capital Group Dividend Value14020W106SHS CREAT UNIT89,216$3.89M4.2%–––
NVDANVIDIA CorpStock13,752$2.56M2.8%––History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF29,423$2.46M2.7%–––
MSFTMicrosoft CorpStock4,695$2.27M2.5%––History
MDYSPDR S&P Midcap 400 ETF TrustETF3,761$2.27M2.4%––History
Schwab International Equity ETF808524805ETF94,198$2.26M2.4%–––
iShares Core S&P Small Cap ETF464287804ETF18,324$2.20M2.4%–––
iShares S&P 500 Growth ETF464287309ETF17,526$2.16M2.3%–––
iShares Tr4642874571 3 YR TREAS BD25,933$2.15M2.3%–––
SPYSPDR S&P 500 ETF TrustETF2,725$1.86M2.0%––History
AVGOBroadcom Inc.Stock5,351$1.85M2.0%––History
iShares Tr464287234MSCI EMG MKT ETF30,808$1.69M1.8%–––
Vanguard S&P 500 Value ETF921932703ETF7,912$1.62M1.7%–––
AAPLApple Inc.Stock5,761$1.57M1.7%––History
AMZNAmazon Com IncStock6,673$1.54M1.7%––History
JPMJPMorgan Chase & CoStock4,662$1.50M1.6%––History
GOOGLAlphabet Inc.Stock4,528$1.42M1.5%––History
PLTRPalantir Technologies Inc.Stock7,411$1.32M1.4%––History
METAMeta Platforms, Inc.Stock1,977$1.30M1.4%––History
ETF Opportunities Trust26923N801WEALTHTRUST DBS31,382$1.09M1.2%–––
iShares Tr464289446RUS TOP 200 ETF6,155$1.05M1.1%–––
JNJJohnson & JohnsonStock4,545$940.6K1.0%––History
iShares Russell 1000 Growth ETF464287614ETF1,650$780.9K0.8%–––
MAMastercard IncStock1,349$770.1K0.8%––History
APHAmphenol CorpCL A5,426$733.3K0.8%––History
LLYEli Lilly & CoStock671$721.1K0.8%––History
NEMNEWMONT CorpStock7,090$707.9K0.8%––History
Invesco QQQ Trust Series I46090E103ETF1,136$697.9K0.8%–––
MFCManulife Financial CorpCOM18,861$684.3K0.7%––History
WMTWalmart Inc.Stock6,023$671.0K0.7%––History
GMGeneral Motors CoCOM8,130$661.1K0.7%––History
CMICummins IncStock1,289$658.0K0.7%––History
ORCLOracle CorpStock3,323$647.7K0.7%––History
FTNTFortinet, Inc.Stock8,131$645.7K0.7%––History
SHOPShopify Inc.Stock3,995$643.1K0.7%––History
APPAppLovin CorpCOM CL A952$641.5K0.7%––History
CAHCardinal Health IncStock3,118$640.7K0.7%––History
CATCaterpillar IncStock1,101$630.7K0.7%––History
GOOGAlphabet Inc.Stock1,992$625.1K0.7%––History
CSCOCisco Systems, Inc.Stock7,993$615.7K0.7%––History
QCOMQualcomm IncStock3,580$612.4K0.7%––History
INTUIntuit Inc.Stock917$607.4K0.7%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF7,546$605.3K0.7%–––
GDGeneral Dynamics CorpStock1,798$605.3K0.7%––History
AMATApplied Materials IncStock2,332$599.3K0.6%––History
HIGHartford Insurance Group, Inc.Stock4,323$595.7K0.6%––History
BKRBaker Hughes CoCL A12,506$569.5K0.6%––History
VVisa Inc.Stock1,605$562.9K0.6%––History
GEGeneral Electric CoStock1,733$533.8K0.6%––History
COSTCostco Wholesale CorpStock614$529.5K0.6%––History
CLSCelestica IncStock1,784$527.4K0.6%––History
WisdomTree Tr97717X669US QTLY DIV GRT5,878$525.7K0.6%–––
XOMExxonMobil Holdings CorpCOM4,363$525.0K0.6%––History
MRKMerck & Co., Inc.Stock4,949$520.9K0.6%––History
FLEXFlex Ltd.Stock8,041$485.8K0.5%––History
ALLAllstate CorpStock2,325$483.9K0.5%––History
RFRegions Financial CorpCOM17,534$475.2K0.5%––History
CASYCaseys General Stores IncCOM855$472.6K0.5%––History
NFLXNetflix IncStock5,039$472.5K0.5%––History
DLTRDollar Tree, Inc.COM3,837$472.0K0.5%––History
Vanguard Morningstar Large-Cap ETF922908637ETF1,494$470.3K0.5%–––
EFSIEagle Financial Services IncCOM11,799$469.5K0.5%––History
RLRalph Lauren CorpCL A1,319$466.4K0.5%––History
GSGoldman Sachs Group IncStock516$453.6K0.5%––History
NDAQNasdaq, Inc.COM4,495$436.6K0.5%––History
ABTAbbott LaboratoriesStock3,418$428.2K0.5%––History
MCKMcKesson CorpStock513$420.8K0.5%––History
COPConocoPhillipsStock4,468$418.2K0.5%––History
NINisource Inc.COM9,984$416.9K0.5%––History
ABNBAirbnb, Inc.Stock3,058$415.0K0.4%––History
GEVGE Vernova Inc.Stock632$413.1K0.4%––History
ABBVAbbVie Inc.Stock1,792$409.5K0.4%––History
TPRTapestry, Inc.COM3,189$407.5K0.4%––History
MCDMcDonalds CorpStock1,326$405.3K0.4%––History
GILDGilead Sciences, Inc.Stock3,249$398.8K0.4%––History
METMetlife IncStock5,034$397.4K0.4%––History
CWCurtiss Wright CorpStock711$392.0K0.4%––History
TRVTravelers Companies, Inc.Stock1,331$386.1K0.4%––History
NTESNetEase, Inc.SPONSORED ADS2,764$380.4K0.4%––History
JBLJabil IncStock1,660$378.5K0.4%––History
WELLWelltower Inc.REIT2,036$377.9K0.4%––History
PANWPalo Alto Networks IncStock2,049$377.4K0.4%––History
VSTVistra Corp.Stock2,338$377.2K0.4%––History
CTSHCognizant Technology Solutions CorpCL A4,425$367.3K0.4%––History
NTRSNorthern Trust CorpCOM2,670$364.7K0.4%––History
COFCapital One Financial CorpStock1,477$358.0K0.4%––History
AMDAdvanced Micro Devices IncStock1,669$357.4K0.4%––History
PNCPNC Financial Services Group, Inc.Stock1,708$356.5K0.4%––History
ADSKAutodesk, Inc.COM1,204$356.4K0.4%––History
MOAltria Group, Inc.Stock6,104$352.0K0.4%––History
CINFCincinnati Financial CorpCOM2,105$343.8K0.4%––History
HEIHeico CorpCOM1,059$342.7K0.4%––History
AEMAgnico Eagle Mines LtdStock2,012$341.1K0.4%––History
CRHCRH Public Ltd CoORD2,707$337.8K0.4%––History
EMREmerson Electric CoStock2,500$331.8K0.4%––History
MSMorgan StanleyStock1,837$326.1K0.4%––History
iShares Tr464287515EXPANDED TECH3,007$317.8K0.3%–––
CMCanadian Imperial Bank of CommerceCOM3,360$304.4K0.3%––History