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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 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC Technology 4,247.0 $818K 0.78% +667.0 +18.6% $192.57 +5.8%
22 IWF ISHARES TR 6,552.0 $802K 0.77% +5K +297.1% $122.44 +0.5%
23 XOM EXXON MOBIL CORP Energy 5,110.0 $760K 0.72% +747.0 +17.1% $148.69 +7.9%
24 GEV GE VERNOVA INC Utilities 676.0 $756K 0.72% +44.0 +7.0% $1118.98 -9.5%
25 HEI HEICO CORP NEW Industrials 2,497.0 $740K 0.70% +1K +135.8% $296.38 -0.9%
26 AMD ADVANCED MICRO DEVICES INC Technology 1,690.0 $712K 0.68% +21.0 +1.3% $421.39 -1.7%
27 GD GENERAL DYNAMICS CORP Industrials 2,050.0 $712K 0.68% +252.0 +14.0% $347.27 -1.2%
28 MA MASTERCARD INCORPORATED Financial Services 1,380.0 $679K 0.65% +31.0 +2.3% $491.91 +2.8%
29 GE GE AEROSPACE Industrials 1,896.0 $580K 0.55% +163.0 +9.4% $305.84 -6.5%
30 TPR TAPESTRY INC Consumer Cyclical 3,729.0 $555K 0.53% +540.0 +16.9% $148.81 -11.9%
31 IGIB ISHARES TR 10,065.0 $536K 0.51% +6K +129.6% $53.30 -1.6%
32 NFLX NETFLIX INC. Communication Services 5,844.0 $516K 0.49% +805.0 +16.0% $88.27 +1.6%
33 MET METLIFE INC Financial Services 5,968.0 $478K 0.46% +934.0 +18.6% $80.16 +1.6%
34 APP APPLOVIN CORP Technology 998.0 $468K 0.45% +46.0 +4.8% $468.83 +1.7%
35 NDAQ NASDAQ INC Financial Services 5,073.0 $453K 0.43% +578.0 +12.9% $89.20 +3.8%
36 MCK MCKESSON CORP Healthcare 598.0 $445K 0.42% +85.0 +16.6% $743.68 +4.3%
37 EOG EOG RES INC Energy 3,258.0 $439K 0.42% +853.0 +35.5% $134.69 +6.2%
38 INTU INTUIT Technology 948.0 $368K 0.35% +31.0 +3.4% $388.59 +3.8%
39 NTES NETEASE COM INC Technology 2,780.0 $329K 0.31% +16.0 +0.6% $118.37 -4.0%
40 QQQM INVESCO EXCH TRADED FD TR II 1,146.0 $328K 0.31% +183.0 +19.0% $286.48 +0.8%
Page 2 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%