§ 13F · FUND PROFILE
Expressive Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 130Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 12K | $5M | 5.0% | +10% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 110K | $5M | 5.0% | +23% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 71K | $3M | 3.1% | −23% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 109K | $3M | 2.8% | +15% |
| 5 | NVDA | NVIDIA CORPORATION | 14K | $3M | 2.7% | +1% |
| 6 | IVW | ISHARES TR | 19K | $3M | 2.5% | +11% |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | 4K | $3M | 2.5% | +2% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 29K | $3M | 2.5% | −1% |
| 9 | EEM | ISHARES TR | 35K | $2M | 2.3% | +15% |
| 10 | IJR | ISHARES TR | 16K | $2M | 2.2% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EXPRESSIVE SIGNAL
AC read
Expressive Wealth LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed