Expressive Wealth LLC
Expressive Wealth LLC reported 133 positions worth $105.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: CGDV (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $5.1M | 4.85% | 104,189 | — | — | |
| ▸ 2 | GLD | SH | $4.1M | 3.83% | 11,004 | — | — | |
| ▸ 3 | CGGR | SH | $3.0M | 2.85% | 64,001 | — | — | |
| ▸ 4 | SCHF | SH | $3.0M | 2.82% | 107,785 | — | — | |
| ▸ 5 | NVDA | SH | $2.8M | 2.64% | 13,974 | — | — | |
| ▸ 6 | IVW | SH | $2.6M | 2.46% | 18,911 | — | — | |
| ▸ 7 | MDY | SH | $2.6M | 2.45% | 3,693 | — | — | |
| ▸ 8 | VGK | SH | $2.6M | 2.43% | 29,019 | — | — | |
| ▸ 9 | EEM | SH | $2.3M | 2.16% | 33,407 | — | — | |
| ▸ 10 | IJR | SH | $2.3M | 2.13% | 15,189 | — | — |
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Frequently Asked Questions
What stocks does Expressive Wealth LLC hold as of Q2 2026?
Expressive Wealth LLC reported 133 positions worth $105.9M in its Q2 2026 13F filing. Largest positions: CGDV (4.8%), GLD (3.8%), CGGR (2.9%), SCHF (2.8%) and NVDA (2.6%).
What did Expressive Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Expressive Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.