Expressive Wealth LLC

Est. AUM

$104.9M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD TR	GOLD SHS	$5.3M	12238	5.03%	SOLE
2	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.2M	109566	4.96%	SOLE
3	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.2M	70645	3.10%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	108642	2.84%	SOLE
5	NVIDIA CORPORATION	COM	$2.9M	13847	2.74%	SOLE
6	ISHARES TR	S&P 500 GRWT ETF	$2.6M	19436	2.49%	SOLE
7	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.6M	3831	2.49%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.6M	29215	2.49%	SOLE
9	ISHARES TR	MSCI EMG MKT ETF	$2.4M	35407	2.28%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$2.3M	16374	2.17%	SOLE
11	ISHARES TR	1 3 YR TREAS BD	$2.2M	27306	2.14%	SOLE
12	BROADCOM INC	COM	$2.2M	5212	2.11%	SOLE
13	MICROSOFT CORP	COM	$2.1M	5064	2.00%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	2716	1.90%	SOLE
15	APPLE INC	COM	$1.9M	6469	1.77%	SOLE
16	ALPHABET INC	CAP STK CL A	$1.8M	4636	1.76%	SOLE
17	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.8M	8456	1.75%	SOLE
18	AMAZON COM INC	COM	$1.7M	6075	1.59%	SOLE
19	META PLATFORMS INC	CL A	$1.2M	1937	1.13%	SOLE
20	CATERPILLAR INC	COM	$1.1M	1136	1.00%	SOLE
21	ELI LILLY & CO	COM	$1.0M	1040	0.98%	SOLE
22	JOHNSON & JOHNSON	COM	$1.0M	4574	0.98%	SOLE
23	ETF OPPORTUNITIES TRUST	WEALTHTRUST DBS	$994K	26433	0.95%	SOLE
24	APPLIED MATLS INC	COM	$979K	2285	0.93%	SOLE
25	PALANTIR TECHNOLOGIES INC	CL A	$975K	7286	0.93%	SOLE
26	JPMORGAN CHASE & CO	COM	$934K	2965	0.89%	SOLE
27	GILEAD SCIENCES INC	COM	$933K	6843	0.89%	SOLE
28	POWELL INDS INC	COM	$881K	2751	0.84%	SOLE
29	INVESCO QQQ TR	UNIT SER 1	$874K	1257	0.83%	SOLE
30	NEWMONT CORP	COM	$872K	7578	0.83%	SOLE
31	CISCO SYS INC	COM	$859K	9369	0.82%	SOLE
32	QUALCOMM INC	COM	$818K	4247	0.78%	SOLE
33	ISHARES TR	RUS 1000 GRW ETF	$802K	6552	0.76%	SOLE
34	ALPHABET INC	CAP STK CL C	$773K	1956	0.74%	SOLE
35	WALMART INC	COM	$772K	5936	0.74%	SOLE
36	EXXON MOBIL CORP	COM	$760K	5110	0.72%	SOLE
37	GE VERNOVA INC	COM	$756K	676	0.72%	SOLE
38	HEICO CORP NEW	COM	$740K	2497	0.71%	SOLE
39	CELESTICA INC	COM	$738K	1784	0.70%	SOLE
40	CME GROUP INC	COM	$731K	2535	0.70%	SOLE
41	GENERAL DYNAMICS CORP	COM	$712K	2050	0.68%	SOLE
42	ADVANCED MICRO DEVICES INC	COM	$712K	1690	0.68%	SOLE
43	MASTERCARD INCORPORATED	CL A	$679K	1380	0.65%	SOLE
44	DELTA AIR LINES INC	COM NEW	$674K	9193	0.64%	SOLE
45	CASEYS GEN STORES INC	COM	$654K	762	0.62%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$644K	7451	0.61%	SOLE
47	TE CONNECTIVITY PLC	ORD SHS	$634K	2931	0.60%	SOLE
48	MANULIFE FINL CORP	COM	$619K	15499	0.59%	SOLE
49	STANTEC INC	COM	$614K	6667	0.59%	SOLE
50	EXELIXIS INC	COM	$609K	12495	0.58%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.