DOSSIER · 13F-HR · Q2 2026

Expressive Wealth LLC

$106M in tracked AUM across 133 positions as of Q2 2026.

EW
CIK 0002026980 · last filed Jun 30, 2026
Total AUM
$106M
as of Q2 2026
Holdings
133
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Expressive Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGDV
CAPITAL GROUP DIVIDEND VALUE
$5M104K4.8%
02
GLD
SPDR GOLD TR
$4M11K3.8%
03
CGGR
CAPITAL GROUP GROWTH ETF
$3M64K2.9%
04
SCHF
SCHWAB STRATEGIC TR
$3M108K2.8%
05
NVDA
NVIDIA CORPORATION
$3M14K2.6%
06
IVW
ISHARES TR
$3M19K2.5%
07
MDY
STATE STR SPDR S&P MIDCAP 40
$3M4K2.5%
08
VGK
VANGUARD INTL EQUITY INDEX F
$3M29K2.4%
09
EEM
ISHARES TR
$2M33K2.2%
10
IJR
ISHARES TR
$2M15K2.1%

Filing history

2026Q2Jun 30
$106M 0.9%
133 positionsView →
2026Q1Mar 31
$105M 13.3%
130 positionsView →
2025Q4Dec 31
$93M
122 positionsView →