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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 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGGR CAPITAL GROUP GROWTH ETF 70,645.0 $3.2M 3.10% -21K -23.0% $45.99 -1.7%
2 VGK VANGUARD INTL EQUITY INDEX F 29,215.0 $2.6M 2.48% -208.0 -0.7% $89.23 -3.2%
3 IJR ISHARES TR 16,374.0 $2.3M 2.17% -2K -10.6% $138.93 -4.2%
4 AVGO BROADCOM INC Technology 5,212.0 $2.2M 2.11% -139.0 -2.6% $425.46 -3.4%
5 AMZN AMAZON COM INC Consumer Cyclical 6,075.0 $1.7M 1.59% -598.0 -9.0% $274.99 -5.7%
6 META META PLATFORMS INC Communication Services 1,937.0 $1.2M 1.13% -40.0 -2.0% $612.93 -0.3%
7 WLTG ETF OPPORTUNITIES TRUST 26,433.0 $994K 0.95% -5K -15.8% $37.60 -2.2%
8 AMAT APPLIED MATLS INC Technology 2,285.0 $979K 0.93% -47.0 -2.0% $428.62 -5.1%
9 PLTR PALANTIR TECHNOLOGIES INC Technology 7,286.0 $975K 0.93% -125.0 -1.7% $133.79 +1.0%
10 JPM JPMORGAN CHASE & CO Financial Services 2,965.0 $934K 0.89% -2K -36.4% $314.86 -4.5%
11 GOOG ALPHABET INC Communication Services 1,956.0 $773K 0.74% -36.0 -1.8% $395.14 -0.5%
12 WMT WALMART INC Consumer Defensive 5,936.0 $772K 0.74% -87.0 -1.4% $130.08 +2.5%
13 CASY CASEYS GEN STORES INC Consumer Cyclical 762.0 $654K 0.62% -93.0 -10.9% $858.15 -0.7%
14 SPYM SPDR SERIES TRUST 7,451.0 $644K 0.61% -95.0 -1.3% $86.37 -0.0%
15 MFC MANULIFE FINL CORP Financial Services 15,499.0 $619K 0.59% -3K -17.8% $39.97 -4.4%
16 FORTINET INC 6,661.0 $599K 0.57% -1K -18.1% $89.95
17 MRK MERCK & CO INC Healthcare 4,817.0 $547K 0.52% -132.0 -2.7% $113.56 -0.9%
18 ORCL ORACLE CORP Technology 2,517.0 $488K 0.47% -806.0 -24.3% $194.05 -3.8%
19 APH AMPHENOL CORP Technology 3,498.0 $484K 0.46% -2K -35.5% $138.47 -13.9%
20 VV VANGUARD INDEX FDS 1,419.0 $479K 0.46% -75.0 -5.0% $337.39 +0.0%
Page 1 of 2  ·  36 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%