Expressive Wealth LLC
CIK: 0002026980SEC EDGAR →
Portfolio Value
$92.6M
Holdings
122
As of
Q4 2025
New Positions
122
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR GOLD TR | 11,167 | $4.4M | 4.78% |
| 2 | CAPITAL GROUP GROWTH ETF | 91,765 | $4.1M | 4.40% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 89,216 | $3.9M | 4.20% |
| 4 | NVIDIA CORPORATION | 13,752 | $2.6M | 2.77% |
| 5 | VANGUARD INTL EQUITY INDEX F | 29,423 | $2.5M | 2.66% |
| 6 | MICROSOFT CORP | 4,695 | $2.3M | 2.45% |
| 7 | SPDR S&P MIDCAP 400 ETF TR | 3,761 | $2.3M | 2.45% |
| 8 | SCHWAB STRATEGIC TR | 94,198 | $2.3M | 2.44% |
| 9 | ISHARES TR | 18,324 | $2.2M | 2.38% |
| 10 | ISHARES TR | 17,526 | $2.2M | 2.33% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $40.6M | 43.9% |
| Technology | 24 | $19.0M | 20.5% |
| Unknown | 5 | $7.0M | 7.5% |
| Consumer Cyclical | 9 | $5.0M | 5.3% |
| Industrials | 12 | $4.8M | 5.2% |
| Healthcare | 8 | $4.5M | 4.8% |
| Communication Services | 4 | $3.8M | 4.1% |
| Consumer Defensive | 6 | $2.5M | 2.7% |
| Utilities | 5 | $1.8M | 1.9% |
| Energy | 4 | $1.8M | 1.9% |
| Basic Materials | 4 | $1.5M | 1.6% |
| Real Estate | 1 | $377K | 0.4% |