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Expressive Wealth LLC

Q4 2025 · 13F-HR

Expressive Wealth LLCholdings as filed

Filed 2026-02-09 · accession 0002026980-26-000001

$92.6M
Reported value
122
Positions
2025-12-31
Period end
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The Brief · Expressive Wealth LLC · Q4 2025

AI · grounded in 13F

Expressive Wealth LLC established a new position in GLD worth $4.4M. The fund also initiated new stakes in CGGR for $4.1M and CGDV for $3.9M. Additional new positions include NVDA at $2.6M and VGK at $2.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$4.4M4.78%11,167CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$4.1M4.41%91,765CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$3.9M4.20%89,216CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M2.77%13,752CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$2.5M2.66%29,423CommonNONE
594918104MSFTMICROSOFT CORP$2.3M2.45%4,695CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.3M2.45%3,761CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.3M2.44%94,198CommonNONE
464287804IJRISHARES TR$2.2M2.38%18,324CommonNONE
464287309IVWISHARES TR$2.2M2.33%17,526CommonNONE
464287457SHYISHARES TR$2.1M2.32%25,933CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.9M2.01%2,725CommonNONE
11135F101AVGOBROADCOM INC$1.9M2.00%5,351CommonNONE
464287234EEMISHARES TR$1.7M1.82%30,808CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$1.6M1.75%7,912CommonNONE
037833100AAPLAPPLE INC$1.6M1.69%5,761CommonNONE
023135106AMZNAMAZON COM INC$1.5M1.66%6,673CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M1.62%4,662CommonNONE
02079K305GOOGLALPHABET INC$1.4M1.53%4,528CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M1.42%7,411CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M1.41%1,977CommonNONE
26923N801WLTGETF OPPORTUNITIES TRUST$1.1M1.18%31,382CommonNONE
464289446IWLISHARES TR$1.1M1.13%6,155CommonNONE
478160104JNJJOHNSON & JOHNSON$940,5881.02%4,545CommonNONE
464287614IWFISHARES TR$780,9450.84%1,650CommonNONE
57636Q104MAMASTERCARD INCORPORATED$770,1170.83%1,349CommonNONE
032095101APHAMPHENOL CORP NEW$733,2700.79%5,426CommonNONE
532457108LLYELI LILLY & CO$721,1100.78%671CommonNONE
651639106NEMNEWMONT CORP$707,9370.76%7,090CommonNONE
46090E103QQQINVESCO QQQ TR$697,8560.75%1,136CommonNONE
56501R106MFCMANULIFE FINL CORP$684,2770.74%18,861CommonNONE
931142103WMTWALMART INC$671,0220.72%6,023CommonNONE
37045V100GMGENERAL MTRS CO$661,1320.71%8,130CommonNONE
231021106CMICUMMINS INC$657,9700.71%1,289CommonNONE
68389X105ORCLORACLE CORP$647,6860.70%3,323CommonNONE
34959E109FTNTFORTINET INC$645,6830.70%8,131CommonNONE
82509L107SHOPSHOPIFY INC$643,0750.69%3,995CommonNONE
03831W108APPAPPLOVIN CORP$641,4770.69%952CommonNONE
14149Y108CAHCARDINAL HEALTH INC$640,7490.69%3,118CommonNONE
149123101CATCATERPILLAR INC$630,7300.68%1,101CommonNONE
02079K107GOOGALPHABET INC$625,0900.67%1,992CommonNONE
17275R102CSCOCISCO SYS INC$615,7010.66%7,993CommonNONE
747525103QCOMQUALCOMM INC$612,3590.66%3,580CommonNONE
461202103INTUINTUIT$607,4390.66%917CommonNONE
78464A854SPYMSPDR SERIES TRUST$605,3400.65%7,546CommonNONE
369550108GDGENERAL DYNAMICS CORP$605,3150.65%1,798CommonNONE
038222105AMATAPPLIED MATLS INC$599,3010.65%2,332CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$595,7090.64%4,323CommonNONE
05722G100BKRBAKER HUGHES COMPANY$569,5230.61%12,506CommonNONE
92826C839VVISA INC$562,8900.61%1,605CommonNONE
369604301GEGE AEROSPACE$533,8160.58%1,733CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$529,4770.57%614CommonNONE
15101Q207CLSCELESTICA INC$527,3680.57%1,784CommonNONE
97717X669DGRWWISDOMTREE TR$525,6700.57%5,878CommonNONE
30231G102XOMEXXON MOBIL CORP$525,0430.57%4,363CommonNONE
58933Y105MRKMERCK & CO INC$520,9320.56%4,949CommonNONE
Y2573F102FLEXFLEX LTD$485,8370.52%8,041CommonNONE
020002101ALLALLSTATE CORP$483,9490.52%2,325CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$475,1710.51%17,534CommonNONE
147528103CASYCASEYS GEN STORES INC$472,5670.51%855CommonNONE
64110L106NFLXNETFLIX INC$472,4570.51%5,039CommonNONE
256746108DLTRDOLLAR TREE INC$471,9890.51%3,837CommonNONE
922908637VVVANGUARD INDEX FDS$470,3110.51%1,494CommonNONE
26951R104EFSIEAGLE FINL SVCS INC$469,5410.51%11,799CommonNONE
751212101RLRALPH LAUREN CORP$466,4120.50%1,319CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$453,5640.49%516CommonNONE
631103108NDAQNASDAQ INC$436,5990.47%4,495CommonNONE
002824100ABTABBOTT LABS$428,2410.46%3,418CommonNONE
58155Q103MCKMCKESSON CORP$420,8090.45%513CommonNONE
20825C104COPCONOCOPHILLIPS$418,2490.45%4,468CommonNONE
65473P105NINISOURCE INC$416,9320.45%9,984CommonNONE
009066101ABNBAIRBNB INC$415,0320.45%3,058CommonNONE
36828A101GEVGE VERNOVA INC$413,0560.45%632CommonNONE
00287Y109ABBVABBVIE INC$409,4540.44%1,792CommonNONE
876030107TPRTAPESTRY INC$407,4590.44%3,189CommonNONE
580135101MCDMCDONALDS CORP$405,2650.44%1,326CommonNONE
375558103GILDGILEAD SCIENCES INC$398,7820.43%3,249CommonNONE
59156R108METMETLIFE INC$397,3840.43%5,034CommonNONE
231561101CWCURTISS WRIGHT CORP$391,9530.42%711CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$386,0700.42%1,331CommonNONE
64110W102NTESNETEASE INC$380,3820.41%2,764CommonNONE
466313103JBLJABIL INC$378,5130.41%1,660CommonNONE
95040Q104WELLWELLTOWER INC$377,9020.41%2,036CommonNONE
697435105PANWPALO ALTO NETWORKS INC$377,4260.41%2,049CommonNONE
92840M102VSTVISTRA CORP$377,1900.41%2,338CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$367,2750.40%4,425CommonNONE
665859104NTRSNORTHERN TR CORP$364,6950.39%2,670CommonNONE
14040H105COFCAPITAL ONE FINL CORP$357,9660.39%1,477CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$357,4330.39%1,669CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$356,5110.38%1,708CommonNONE
052769106ADSKAUTODESK INC$356,3960.38%1,204CommonNONE
02209S103MOALTRIA GROUP INC$351,9570.38%6,104CommonNONE
172062101CINFCINCINNATI FINL CORP$343,7890.37%2,105CommonNONE
422806109HEIHEICO CORP NEW$342,6820.37%1,059CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$341,0940.37%2,012CommonNONE
G25508105CRHCRH PLC$337,8340.36%2,707CommonNONE
291011104EMREMERSON ELEC CO$331,8000.36%2,500CommonNONE
617446448MSMORGAN STANLEY$326,1230.35%1,837CommonNONE
464287515IGVISHARES TR$317,8100.34%3,007CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$304,4500.33%3,360CommonNONE
92939U106WECWEC ENERGY GROUP INC$294,6550.32%2,794CommonNONE
09260D107BXBLACKSTONE INC$292,8660.32%1,900CommonNONE
739128106POWLPOWELL INDS INC$292,3210.32%917CommonNONE
842587107SOSOUTHERN CO$284,0950.31%3,258CommonNONE
901109108TPCTUTOR PERINI CORP$271,7660.29%4,055CommonNONE
05464C101AXONAXON ENTERPRISE INC$265,2230.29%467CommonNONE
001055102AFLAFLAC INC$262,7730.28%2,383CommonNONE
501044101KRKROGER CO$256,0430.28%4,098CommonNONE
26875P101EOGEOG RES INC$252,5490.27%2,405CommonNONE
464289438IWYISHARES TR$250,9080.27%906CommonNONE
571903202MARMARRIOTT INTL INC NEW$248,8120.27%802CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$246,9410.27%960CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$243,5620.26%963CommonNONE
457187102INGRINGREDION INC$241,1390.26%2,187CommonNONE
00766T100ACMAECOM$240,4220.26%2,522CommonNONE
464288638IGIBISHARES TR$236,2100.26%4,384CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$230,1550.25%777CommonNONE
464287200IVVISHARES TR$228,0850.25%333CommonNONE
46432F396MTUMISHARES TR$225,5290.24%901CommonNONE
125269100CFCF INDS HLDGS INC$224,0540.24%2,897CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$220,7860.24%471CommonNONE
009158106APDAIR PRODS & CHEMS INC$214,9070.23%870CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.