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Portfolio (Quarterly) Guide ↗

Expressive Wealth LLC

· CIK 0002026980
13F Portfolio $105M AUM 130 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 43 Added 36 Reduced 37 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 12,238.0 $5.3M 5.03% +1K +9.6% $430.96 -4.0%
2 CGDV CAPITAL GROUP DIVIDEND VALUE 109,566.0 $5.2M 4.96% +20K +22.8% $47.45 +0.1%
3 SCHF SCHWAB STRATEGIC TR 108,642.0 $3.0M 2.83% +14K +15.3% $27.37 -2.0%
4 NVDA NVIDIA CORPORATION Technology 13,847.0 $2.9M 2.74% +95.0 +0.7% $207.83 +7.3%
5 IVW ISHARES TR 19,436.0 $2.6M 2.49% +2K +10.9% $134.32 +0.5%
6 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,831.0 $2.6M 2.49% +70.0 +1.9% $680.92 -3.9%
7 EEM ISHARES TR 35,407.0 $2.4M 2.28% +5K +14.9% $67.49 -4.1%
8 SHY ISHARES TR 27,306.0 $2.2M 2.14% +1K +5.3% $82.30 -0.3%
9 MSFT MICROSOFT CORP Technology 5,064.0 $2.1M 2.00% +369.0 +7.9% $413.98 +1.1%
10 AAPL APPLE INC Technology 6,469.0 $1.9M 1.77% +708.0 +12.3% $287.49 +3.9%
11 GOOGL ALPHABET INC Communication Services 4,636.0 $1.8M 1.76% +108.0 +2.4% $398.03 -2.0%
12 VOOV VANGUARD ADMIRAL FDS INC 8,456.0 $1.8M 1.75% +544.0 +6.9% $217.12 -0.3%
13 CAT CATERPILLAR INC Industrials 1,136.0 $1.1M 1.00% +35.0 +3.2% $926.84 -6.7%
14 JNJ JOHNSON & JOHNSON Healthcare 4,574.0 $1.0M 0.98% +29.0 +0.6% $224.63 +2.3%
15 LLY ELI LILLY & CO Healthcare 1,040.0 $1.0M 0.98% +369.0 +55.0% $987.15 +2.6%
16 GILD GILEAD SCIENCES INC Healthcare 6,843.0 $933K 0.89% +4K +110.6% $136.31 -3.6%
17 POWL POWELL INDS INC Industrials 2,751.0 $881K 0.84% +2K +200.0% $320.30 -17.0%
18 QQQ INVESCO QQQ TR Financial Services 1,257.0 $874K 0.83% +121.0 +10.7% $695.52 +1.2%
19 NEM NEWMONT CORP Basic Materials 7,578.0 $872K 0.83% +488.0 +6.9% $115.10 -8.2%
20 CSCO CISCO SYS INC Technology 9,369.0 $859K 0.82% +1K +17.2% $91.64 +27.2%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.2%
Technology 25.4%
Industrials 15.3%
Healthcare 11.1%
Communication Services 6.7%
Consumer Cyclical 5.2%
Basic Materials 3.8%
Energy 2.9%
Utilities 1.8%
Consumer Defensive 1.5%