Expressive Wealth LLC Top Holdings and 13F Report (2026) About Expressive Wealth LLCInvestment ActivityExpressive Wealth LLC has $104.91 million in total holdings as of March 31, 2026.Expressive Wealth LLC owns shares of 130 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 24.46% of the portfolio was purchased this quarter.About 18.99% of the portfolio was sold this quarter.This quarter, Expressive Wealth LLC has purchased 122 new stocks and bought additional shares in 43 stocks.Expressive Wealth LLC sold shares of 37 stocks and completely divested from 37 stocks this quarter.Largest Holdings SPDR Gold Shares $5,274,088Capital Group Dividend Value ETF $5,198,907Capital Group Growth ETF $3,248,964Schwab International Equity ETF $2,973,532NVIDIA $2,877,833 Largest New Holdings this Quarter 12572Q105 - CME Group $730,942 Holding247361702 - Delta Air Lines $674,215 HoldingG87052109 - TE CONNECTIVITY PLC $633,594 Holding85472N109 - Stantec $614,031 Holding30161Q104 - Exelixis $608,507 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 20,350 shares (about $965.61K)CME Group 2,535 shares (about $730.94K)Delta Air Lines 9,193 shares (about $674.22K)TE CONNECTIVITY PLC 2,931 shares (about $633.59K)Stantec 6,667 shares (about $614.03K) Largest Sales this Quarter Capital Group Growth ETF 21,120 shares (about $971.31K)iShares Russell Top 200 ETF 4,508 shares (about $820.59K)JPMorgan Chase & Co. 1,697 shares (about $534.32K)Cummins 685 shares (about $490.30K)Baker Hughes 7,147 shares (about $476.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofExpressive Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$5,274,088$461,558 â–²9.6%12,2385.0%FinanceCGDVCapital Group Dividend Value ETF$5,198,907$965,608 â–²22.8%109,5665.0%ETFCGGRCapital Group Growth ETF$3,248,964$971,309 â–¼-23.0%70,6453.1%ETFSCHFSchwab International Equity ETF$2,973,532$395,332 â–²15.3%108,6422.8%ETFNVDANVIDIA$2,877,833$19,744 â–²0.7%13,8472.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,610,671$256,554 â–²10.9%19,4362.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,608,599$47,664 â–²1.9%3,8312.5%ETFVGKVanguard FTSE Europe ETF$2,606,833$18,560 â–¼-0.7%29,2152.5%ETFEEMiShares MSCI Emerging Markets ETF$2,389,618$310,386 â–²14.9%35,4072.3%FinanceIJRiShares Core S&P Small-Cap ETF$2,274,882$270,919 â–¼-10.6%16,3742.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,247,284$112,998 â–²5.3%27,3062.1%ManufacturingAVGOBroadcom$2,217,497$59,139 â–¼-2.6%5,2122.1%Computer and TechnologyMSFTMicrosoft$2,096,391$152,758 â–²7.9%5,0642.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,993,239$6,605 â–¼-0.3%2,7161.9%FinanceAAPLApple$1,859,805$203,546 â–²12.3%6,4691.8%Computer and TechnologyGOOGLAlphabet$1,845,284$42,988 â–²2.4%4,6361.8%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$1,836,001$118,115 â–²6.9%8,4561.8%ETFAMZNAmazon.com$1,670,564$164,444 â–¼-9.0%6,0751.6%Retail/WholesaleMETAMeta Platforms$1,187,240$24,517 â–¼-2.0%1,9371.1%Computer and TechnologyCATCaterpillar$1,052,888$32,439 â–²3.2%1,1361.0%IndustrialsJNJJohnson & Johnson$1,027,475$6,514 â–²0.6%4,5741.0%MedicalLLYEli Lilly and Company$1,026,636$364,258 â–²55.0%1,0401.0%MedicalWLTGWealthTrust DBS Long Term Growth ETF$993,859$186,078 â–¼-15.8%26,4330.9%ETFAMATApplied Materials$979,406$20,145 â–¼-2.0%2,2850.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$974,794$16,724 â–¼-1.7%7,2860.9%CL AJPMJPMorgan Chase & Co.$933,572$534,324 â–¼-36.4%2,9650.9%FinanceGILDGilead Sciences$932,759$489,893 â–²110.6%6,8430.9%MedicalPOWLPowell Industries$881,145$587,430 â–²200.0%2,7510.8%IndustrialsQQQInvesco QQQ$874,263$84,157 â–²10.7%1,2570.8%FinanceNEMNewmont$872,228$56,169 â–²6.9%7,5780.8%Basic MaterialsCSCOCisco Systems$858,580$126,097 â–²17.2%9,3690.8%Computer and TechnologyQCOMQualcomm$817,832$128,442 â–²18.6%4,2470.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$802,227$600,201 â–²297.1%6,5520.8%ETFGOOGAlphabet$772,894$14,225 â–¼-1.8%1,9560.7%Computer and TechnologyWALMART INC$772,155$11,317 â–¼-1.4%5,9360.7%COMXOMExxonMobil$759,806$111,071 â–²17.1%5,1100.7%EnergyGE VERNOVA INC$756,428$49,235 â–²7.0%6760.7%COMHEIHeico$740,063$426,196 â–²135.8%2,4970.7%AerospaceCELESTICA INC$738,3440.0%1,7840.7%COMCMECME Group$730,942$730,942 â–²New Holding2,5350.7%FinanceAMDAdvanced Micro Devices$712,149$8,849 â–²1.3%1,6900.7%Computer and TechnologyGDGeneral Dynamics$711,904$87,512 â–²14.0%2,0500.7%AerospaceMAMastercard$678,839$15,249 â–²2.3%1,3800.6%Business ServicesDALDelta Air Lines$674,215$674,215 â–²New Holding9,1930.6%TransportationCASYCasey's General Stores$653,909$79,808 â–¼-10.9%7620.6%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$643,543$8,205 â–¼-1.3%7,4510.6%ETFTE CONNECTIVITY PLC$633,594$633,594 â–²New Holding2,9310.6%ORD SHSMFCManulife Financial$619,495$134,379 â–¼-17.8%15,4990.6%FinanceSTNStantec$614,031$614,031 â–²New Holding6,6670.6%Business ServicesEXELExelixis$608,507$608,507 â–²New Holding12,4950.6%MedicalFTNTFortinet$599,157$132,227 â–¼-18.1%6,6610.6%Computer and TechnologyROPER TECHNOLOGIES INC$595,442$595,442 â–²New Holding1,7000.6%COMCNICanadian National Railway$595,280$595,280 â–²New Holding5,3060.6%TransportationITTITT$589,883$589,883 â–²New Holding2,7230.6%Multi-Sector ConglomeratesALLEAllegion$581,242$581,242 â–²New Holding4,2950.6%IndustrialsGEGE Aerospace$579,878$49,852 â–²9.4%1,8960.6%AerospaceINCYIncyte$574,836$574,836 â–²New Holding5,7570.5%MedicalCBChubb$568,475$568,475 â–²New Holding1,7660.5%FinanceARISTA NETWORKS INC$568,093$568,093 â–²New Holding3,8630.5%COM SHSTPRTapestry$554,923$80,359 â–²16.9%3,7290.5%Retail/WholesaleSNASnap-On$552,438$552,438 â–²New Holding1,4300.5%Consumer DiscretionarySTRLSterling Infrastructure$552,115$552,115 â–²New Holding6230.5%ConstructionWTSWatts Water Technologies$549,233$549,233 â–²New Holding1,8810.5%Computer and TechnologyMRKMerck & Co., Inc.$547,019$14,990 â–¼-2.7%4,8170.5%MedicalISRGIntuitive Surgical$546,142$546,142 â–²New Holding1,2090.5%MedicalTYLTyler Technologies$543,181$543,181 â–²New Holding1,6940.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$541,478$541,478 â–²New Holding3,4500.5%Financial ServicesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$536,465$302,798 â–²129.6%10,0650.5%ManufacturingNVSNovartis$516,144$516,144 â–²New Holding3,4790.5%MedicalNFLXNetflix$515,850$71,057 â–²16.0%5,8440.5%Consumer DiscretionaryBARRICK MNG CORP$514,345$514,345 â–²New Holding12,3700.5%COM SHSBMYBristol Myers Squibb$513,554$513,554 â–²New Holding9,0750.5%MedicalORCLOracle$488,428$156,406 â–¼-24.3%2,5170.5%Computer and TechnologyAPHAmphenol$484,368$266,970 â–¼-35.5%3,4980.5%Computer and TechnologyGSThe Goldman Sachs Group$483,7300.0%5160.5%FinanceVVVanguard Large-Cap ETF$478,756$25,304 â–¼-5.0%1,4190.5%ETFMETMetLife$478,395$74,869 â–²18.6%5,9680.5%FinanceAPPLOVIN CORP$467,892$21,566 â–²4.8%9980.4%COM CL ARFRegions Financial$463,631$31,003 â–¼-6.3%16,4350.4%FinanceNDAQNasdaq$452,530$51,560 â–²12.9%5,0730.4%FinanceIYMiShares U.S. Basic Materials ETF$449,318$449,318 â–²New Holding2,4140.4%ETFMCKMcKesson$444,722$63,213 â–²16.6%5980.4%MedicalEOGEOG Resources$438,820$114,891 â–²35.5%3,2580.4%EnergyCMICummins$432,319$490,296 â–¼-53.1%6040.4%Auto/Tires/TrucksEAGLE FINL SVCS INC$428,734$13,493 â–¼-3.1%11,4390.4%COMCAVACAVA Group$407,360$407,360 â–²New Holding4,5510.4%Retail/WholesaleTPCTutor Perini$393,2540.0%4,0550.4%ConstructionCOINCoinbase Global$368,602$368,602 â–²New Holding1,8620.4%FinanceINTUIntuit$368,381$12,046 â–²3.4%9480.4%Computer and TechnologySCHBSchwab US Broad Market ETF$363,849$363,849 â–²New Holding12,8390.3%ETFBCEBCE$362,457$362,457 â–²New Holding14,9590.3%UtilitiesABBVAbbVie$360,853$6,561 â–¼-1.8%1,7600.3%MedicalBKRBaker Hughes$357,285$476,491 â–¼-57.1%5,3590.3%EnergyAEMAgnico Eagle Mines$356,463$25,435 â–¼-6.7%1,8780.3%Basic MaterialsMSMorgan Stanley$355,2520.0%1,8370.3%FinanceCMCanadian Imperial Bank of Commerce$342,832$34,227 â–¼-9.1%3,0550.3%FinanceCOSTCostco Wholesale$338,579$272,855 â–¼-44.6%3400.3%Retail/WholesaleNTESNetEase$329,069$1,894 â–²0.6%2,7800.3%Computer and TechnologyPNCThe PNC Financial Services Group$328,744$51,158 â–¼-13.5%1,4780.3%FinanceQQQMInvesco NASDAQ 100 ETF$328,311$52,427 â–²19.0%1,1460.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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