Data as of Q4 2025 (Dec 31, 2025)

Expressive Wealth LLC

•CIK: 2026980•Filing: Q4 2025

**Expressive Wealth LLC** manages $93M across a diversified portfolio of 122 positions. The fund exhibits notable concentration in technology and growth sectors, highlighted by top holdings including GQ9 ($4.4M) and CGGR ($4.1M). Significant allocations are also maintained in core indices and mega-cap technology names, such as NVDA ($2.6M) and MSFT ($2.3M). This structure suggests a tactical, growth-oriented mandate within established market leaders.

Total AUM
$92.6M
QoQ Performance
N/A
Positions
111
Top 10 Concentration
30.9%
Latest Filing
Q4 2025

Top Holdings Allocation

GQ94.8%
CGGR4.4%
CGDV4.2%
NVDA2.8%
VGK2.7%
MSFT2.5%
MDY2.4%
SCHF2.4%

📈 Biggest Buys

GQ9
SPDR GOLD TR
NEW
4.8% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
NEW
4.4% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
NEW
4.2% of portfolio
NVDA
NVIDIA CORPORATION
NEW
2.8% of portfolio
VGK
VANGUARD INTL EQUITY INDEX F
NEW
2.7% of portfolio

📉 Biggest Sells

No reductions this quarter

Sector Breakdown

Other65.5%
Technology15.8%
Consumer4.1%
Financial3.9%
Healthcare3.7%
ETF2.3%
Energy1.3%
Industrial1.3%

📌 Top Holdings

GQ94.8%
SPDR GOLD TR
$4.4M
CGGR4.4%
CAPITAL GROUP GROWTH ETF
$4.1M
CGDV4.2%
CAPITAL GROUP DIVIDEND VALUE
$3.9M
NVDA2.8%
NVIDIA CORPORATION
$2.6M
VGK2.7%
VANGUARD INTL EQUITY INDEX F
$2.5M

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