13F

Investor

Expressive Wealth LLC

CIK 0002026980 · filed 2026-02-09 · SEC filing

13F book

$92.6M

Positions

122

Largest name

4.8%

Spdr Gold Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Spdr Gold Tr11.2K$4.43M4.8%Held
Capital Group Growth Etf91.8K$4.08M4.4%Held
Capital Group Dividend Value89.2K$3.89M4.2%Held
Nvidia CorpNVDA13.8K$2.56M2.8%Held
Vanguard Intl Equity Index F29.4K$2.46M2.7%Held
Microsoft CorpMSFT4.7K$2.27M2.5%Held
Spdr S&P Midcap 400 Etf Tr3.76K$2.27M2.5%Held
Schwab Strategic Tr94.2K$2.26M2.4%Held
Ishares Tr18.3K$2.2M2.4%Held
Ishares Tr17.5K$2.16M2.3%Held
Ishares Tr25.9K$2.15M2.3%Held
Spdr S&P 500 Etf Tr2.73K$1.86M2.0%Held
Broadcom Inc.AVGO5.35K$1.85M2.0%Held
Ishares Tr30.8K$1.69M1.8%Held
Vanguard Admiral Fds Inc7.91K$1.62M1.8%Held
Apple Inc.AAPL5.76K$1.57M1.7%Held
Amazon Com IncAMZN6.67K$1.54M1.7%Held
Jpmorgan Chase & Co.4.66K$1.5M1.6%Held
Alphabet Inc4.53K$1.42M1.5%Held
Palantir Technologies Inc.PLTR7.41K$1.32M1.4%Held
Meta Platforms, Inc.META1.98K$1.3M1.4%Held
Etf Opportunities Trust31.4K$1.09M1.2%Held
Ishares Tr6.16K$1.05M1.1%Held
Johnson & JohnsonJNJ4.54K$940.6K1.0%Held
Ishares Tr1.65K$780.9K0.8%Held
Mastercard IncMA1.35K$770.1K0.8%Held
Amphenol Corp New5.43K$733.3K0.8%Held
Eli Lilly & CoLLY671$721.1K0.8%Held
Newmont Corp7.09K$707.9K0.8%Held
Invesco Qqq Tr1.14K$697.9K0.8%Held
Manulife Finl Corp18.9K$684.3K0.7%Held
Walmart Inc.WMT6.02K$671K0.7%Held
General Mtrs Co8.13K$661.1K0.7%Held
Cummins IncCMI1.29K$658K0.7%Held
Oracle Corp3.32K$647.7K0.7%Held
Fortinet, Inc.FTNT8.13K$645.7K0.7%Held
Shopify Inc.SHOP4K$643.1K0.7%Held
Applovin CorpAPP952$641.5K0.7%Held
Cardinal Health IncCAH3.12K$640.7K0.7%Held
Caterpillar IncCAT1.1K$630.7K0.7%Held
Alphabet Inc1.99K$625.1K0.7%Held
Cisco Sys Inc7.99K$615.7K0.7%Held
Qualcomm Inc3.58K$612.4K0.7%Held
Intuit Inc.INTU917$607.4K0.7%Held
Spdr Series Trust7.55K$605.3K0.7%Held
General Dynamics CorpGD1.8K$605.3K0.7%Held
Applied Matls Inc2.33K$599.3K0.6%Held
Hartford Insurance Group Inc4.32K$595.7K0.6%Held
Baker Hughes Company12.5K$569.5K0.6%Held
Visa Inc.V1.6K$562.9K0.6%Held
Ge Aerospace1.73K$533.8K0.6%Held
Costco Whsl Corp New614$529.5K0.6%Held
Celestica IncCLS1.78K$527.4K0.6%Held
Wisdomtree Tr5.88K$525.7K0.6%Held
Exxon Mobil Corp4.36K$525K0.6%Held
Merck & Co., Inc.MRK4.95K$520.9K0.6%Held
Flex Ltd.FLEX8.04K$485.8K0.5%Held
Allstate Corp2.33K$483.9K0.5%Held
Regions Financial Corp New17.5K$475.2K0.5%Held
Caseys Gen Stores Inc855$472.6K0.5%Held
Netflix IncNFLX5.04K$472.5K0.5%Held
Dollar Tree, Inc.DLTR3.84K$472K0.5%Held
Vanguard Index Fds1.49K$470.3K0.5%Held
Eagle Finl Svcs Inc11.8K$469.5K0.5%Held
Ralph Lauren CorpRL1.32K$466.4K0.5%Held
Goldman Sachs Group Inc516$453.6K0.5%Held
Nasdaq, Inc.NDAQ4.5K$436.6K0.5%Held
Abbott LabsABT3.42K$428.2K0.5%Held
Mckesson CorpMCK513$420.8K0.5%Held
ConocophillipsCOP4.47K$418.2K0.5%Held
Nisource Inc.NI9.98K$416.9K0.4%Held
Airbnb, Inc.ABNB3.06K$415K0.4%Held
GE Vernova Inc.GEV632$413.1K0.4%Held
AbbVie Inc.ABBV1.79K$409.5K0.4%Held
Tapestry, Inc.TPR3.19K$407.5K0.4%Held
Mcdonalds CorpMCD1.33K$405.3K0.4%Held
Gilead Sciences, Inc.GILD3.25K$398.8K0.4%Held
Metlife Inc5.03K$397.4K0.4%Held
Curtiss Wright CorpCW711$392K0.4%Held
Travelers Companies, Inc.TRV1.33K$386.1K0.4%Held
Netease Inc2.76K$380.4K0.4%Held
Jabil IncJBL1.66K$378.5K0.4%Held
Welltower Inc.WELL2.04K$377.9K0.4%Held
Palo Alto Networks IncPANW2.05K$377.4K0.4%Held
Vistra Corp.VST2.34K$377.2K0.4%Held
Cognizant Technology Solutio4.42K$367.3K0.4%Held
Northern Tr Corp2.67K$364.7K0.4%Held
Capital One Finl Corp1.48K$358K0.4%Held
Advanced Micro Devices IncAMD1.67K$357.4K0.4%Held
Pnc Finl Svcs Group Inc1.71K$356.5K0.4%Held
Autodesk, Inc.ADSK1.2K$356.4K0.4%Held
Altria Group, Inc.MO6.1K$352K0.4%Held
Cincinnati Finl Corp2.1K$343.8K0.4%Held
Heico Corp New1.06K$342.7K0.4%Held
Agnico Eagle Mines LtdAEM2.01K$341.1K0.4%Held
Crh Plc2.71K$337.8K0.4%Held
Emerson Elec Co2.5K$331.8K0.4%Held
Morgan Stanley1.84K$326.1K0.4%Held
Ishares Tr3.01K$317.8K0.3%Held
Canadian Imperial Bank Of Co3.36K$304.4K0.3%Held
Wec Energy Group, Inc.WEC2.79K$294.7K0.3%Held
Blackstone Inc.BX1.9K$292.9K0.3%Held
Powell Inds Inc917$292.3K0.3%Held
Southern Co3.26K$284.1K0.3%Held
Tutor Perini CorpTPC4.05K$271.8K0.3%Held
Axon Enterprise, Inc.AXON467$265.2K0.3%Held
Aflac IncAFL2.38K$262.8K0.3%Held
Kroger CoKR4.1K$256K0.3%Held
Eog Res Inc2.4K$252.5K0.3%Held
Ishares Tr906$250.9K0.3%Held
Marriott Intl Inc New802$248.8K0.3%Held
Automatic Data Processing In960$246.9K0.3%Held
Invesco Exch Traded Fd Tr Ii963$243.6K0.3%Held
Ingredion IncINGR2.19K$241.1K0.3%Held
AecomACM2.52K$240.4K0.3%Held
Ishares Tr4.38K$236.2K0.3%Held
International Business Machs777$230.2K0.2%Held
Ishares Tr333$228.1K0.2%Held
Ishares Tr901$225.5K0.2%Held
Cf Inds Hldgs Inc2.9K$224.1K0.2%Held
Crowdstrike Hldgs Inc471$220.8K0.2%Held
Air Prods & Chems Inc870$214.9K0.2%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.