§ 13F · FUND PROFILE
Expressive Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 122Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$92.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 11K | $4.4T | 4.8% | NEW |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 92K | $4.1T | 4.4% | NEW |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 89K | $3.9T | 4.2% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 14K | $2.6T | 2.8% | NEW |
| 5 | VGK | VANGUARD INTL EQUITY INDEX F | 29K | $2.5T | 2.7% | NEW |
| 6 | MSFT | MICROSOFT CORP | 5K | $2.3T | 2.5% | NEW |
| 7 | MDY | SPDR S&P MIDCAP 400 ETF TR | 4K | $2.3T | 2.4% | NEW |
| 8 | SCHF | SCHWAB STRATEGIC TR | 94K | $2.3T | 2.4% | NEW |
| 9 | IJR | ISHARES TR | 18K | $2.2T | 2.4% | NEW |
| 10 | IVW | ISHARES TR | 18K | $2.2T | 2.3% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed