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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
APDAir Products & Chemicals, Inc.Stock870$214.9K0.2%––History
CRWDCrowdStrike Holdings, Inc.Stock471$220.8K0.2%––History
CFCF Industries Holdings, Inc.COM2,897$224.1K0.2%––History
iShares MSCI USA Momentum Factor ETF46432F396ETF901$225.5K0.2%–––
iShares Core S&P 500 ETF464287200ETF333$228.1K0.2%–––
IBMInternational Business Machines CorpStock777$230.2K0.2%––History
iShares Tr464288638ISHS 5-10YR INVT4,384$236.2K0.3%–––
ACMAecomCOM2,522$240.4K0.3%––History
INGRIngredion IncCOM2,187$241.1K0.3%––History
Invesco Nasdaq 100 ETF46138G649ETF963$243.6K0.3%–––
ADPAutomatic Data Processing IncStock960$246.9K0.3%––History
MARMarriott International IncStock802$248.8K0.3%––History
iShares Russell Top 200 Growth ETF464289438ETF906$250.9K0.3%–––
EOGEOG Resources IncStock2,405$252.5K0.3%––History
KRKroger CoStock4,098$256.0K0.3%––History
AFLAflac IncStock2,383$262.8K0.3%––History
AXONAxon Enterprise, Inc.COM467$265.2K0.3%––History
TPCTutor Perini CorpCOM4,055$271.8K0.3%––History
SOSouthern CoStock3,258$284.1K0.3%––History
POWLPowell Industries IncStock917$292.3K0.3%––History
BXBlackstone Inc.COM1,900$292.9K0.3%––History
WECWec Energy Group, Inc.Stock2,794$294.7K0.3%––History
CMCanadian Imperial Bank of CommerceCOM3,360$304.4K0.3%––History
iShares Tr464287515EXPANDED TECH3,007$317.8K0.3%–––
MSMorgan StanleyStock1,837$326.1K0.4%––History
EMREmerson Electric CoStock2,500$331.8K0.4%––History
CRHCRH Public Ltd CoORD2,707$337.8K0.4%––History
AEMAgnico Eagle Mines LtdStock2,012$341.1K0.4%––History
HEIHeico CorpCOM1,059$342.7K0.4%––History
CINFCincinnati Financial CorpCOM2,105$343.8K0.4%––History
MOAltria Group, Inc.Stock6,104$352.0K0.4%––History
ADSKAutodesk, Inc.COM1,204$356.4K0.4%––History
PNCPNC Financial Services Group, Inc.Stock1,708$356.5K0.4%––History
AMDAdvanced Micro Devices IncStock1,669$357.4K0.4%––History
COFCapital One Financial CorpStock1,477$358.0K0.4%––History
NTRSNorthern Trust CorpCOM2,670$364.7K0.4%––History
CTSHCognizant Technology Solutions CorpCL A4,425$367.3K0.4%––History
VSTVistra Corp.Stock2,338$377.2K0.4%––History
PANWPalo Alto Networks IncStock2,049$377.4K0.4%––History
WELLWelltower Inc.REIT2,036$377.9K0.4%––History
JBLJabil IncStock1,660$378.5K0.4%––History
NTESNetEase, Inc.SPONSORED ADS2,764$380.4K0.4%––History
TRVTravelers Companies, Inc.Stock1,331$386.1K0.4%––History
CWCurtiss Wright CorpStock711$392.0K0.4%––History
METMetlife IncStock5,034$397.4K0.4%––History
GILDGilead Sciences, Inc.Stock3,249$398.8K0.4%––History
MCDMcDonalds CorpStock1,326$405.3K0.4%––History
TPRTapestry, Inc.COM3,189$407.5K0.4%––History
ABBVAbbVie Inc.Stock1,792$409.5K0.4%––History
GEVGE Vernova Inc.Stock632$413.1K0.4%––History
ABNBAirbnb, Inc.Stock3,058$415.0K0.4%––History
NINisource Inc.COM9,984$416.9K0.5%––History
COPConocoPhillipsStock4,468$418.2K0.5%––History
MCKMcKesson CorpStock513$420.8K0.5%––History
ABTAbbott LaboratoriesStock3,418$428.2K0.5%––History
NDAQNasdaq, Inc.COM4,495$436.6K0.5%––History
GSGoldman Sachs Group IncStock516$453.6K0.5%––History
RLRalph Lauren CorpCL A1,319$466.4K0.5%––History
EFSIEagle Financial Services IncCOM11,799$469.5K0.5%––History
Vanguard Morningstar Large-Cap ETF922908637ETF1,494$470.3K0.5%–––
DLTRDollar Tree, Inc.COM3,837$472.0K0.5%––History
NFLXNetflix IncStock5,039$472.5K0.5%––History
CASYCaseys General Stores IncCOM855$472.6K0.5%––History
RFRegions Financial CorpCOM17,534$475.2K0.5%––History
ALLAllstate CorpStock2,325$483.9K0.5%––History
FLEXFlex Ltd.Stock8,041$485.8K0.5%––History
MRKMerck & Co., Inc.Stock4,949$520.9K0.6%––History
XOMExxonMobil Holdings CorpCOM4,363$525.0K0.6%––History
WisdomTree Tr97717X669US QTLY DIV GRT5,878$525.7K0.6%–––
CLSCelestica IncStock1,784$527.4K0.6%––History
COSTCostco Wholesale CorpStock614$529.5K0.6%––History
GEGeneral Electric CoStock1,733$533.8K0.6%––History
VVisa Inc.Stock1,605$562.9K0.6%––History
BKRBaker Hughes CoCL A12,506$569.5K0.6%––History
HIGHartford Insurance Group, Inc.Stock4,323$595.7K0.6%––History
AMATApplied Materials IncStock2,332$599.3K0.6%––History
GDGeneral Dynamics CorpStock1,798$605.3K0.7%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF7,546$605.3K0.7%–––
INTUIntuit Inc.Stock917$607.4K0.7%––History
QCOMQualcomm IncStock3,580$612.4K0.7%––History
CSCOCisco Systems, Inc.Stock7,993$615.7K0.7%––History
GOOGAlphabet Inc.Stock1,992$625.1K0.7%––History
CATCaterpillar IncStock1,101$630.7K0.7%––History
CAHCardinal Health IncStock3,118$640.7K0.7%––History
APPAppLovin CorpCOM CL A952$641.5K0.7%––History
SHOPShopify Inc.Stock3,995$643.1K0.7%––History
FTNTFortinet, Inc.Stock8,131$645.7K0.7%––History
ORCLOracle CorpStock3,323$647.7K0.7%––History
CMICummins IncStock1,289$658.0K0.7%––History
GMGeneral Motors CoCOM8,130$661.1K0.7%––History
WMTWalmart Inc.Stock6,023$671.0K0.7%––History
MFCManulife Financial CorpCOM18,861$684.3K0.7%––History
Invesco QQQ Trust Series I46090E103ETF1,136$697.9K0.8%–––
NEMNEWMONT CorpStock7,090$707.9K0.8%––History
LLYEli Lilly & CoStock671$721.1K0.8%––History
APHAmphenol CorpCL A5,426$733.3K0.8%––History
MAMastercard IncStock1,349$770.1K0.8%––History
iShares Russell 1000 Growth ETF464287614ETF1,650$780.9K0.8%–––
JNJJohnson & JohnsonStock4,545$940.6K1.0%––History
iShares Tr464289446RUS TOP 200 ETF6,155$1.05M1.1%–––