StockDriftsStockDriftsTop 50 Expressive Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.85% | 104.2K | $5.1M | -4.91%(-5.38K) | $42.88(+19.64%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.83% | 11.0K | $4.1M | -10.08%(-1.23K) | $379.16(+6.44%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.85% | 64.0K | $3.0M | -9.40%(-6.64K) | $44.19(+6.45%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.82% | 107.8K | $3.0M | -0.79%(-857) | $23.83(+18.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.64% | 14.0K | $2.8M | +0.92%(+127) | $186.46(+18.23%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.46% | 18.9K | $2.6M | -2.70%(-525) | $121.62(+16.56%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 2.45% | 3.7K | $2.6M | -3.60%(-138) | $599.84(+18.36%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.43% | 29.0K | $2.6M | -0.67%(-196) | $81.71(+13.40%) | 2026-06-30 | |
| EEM | ISHARES TR | 2.16% | 33.4K | $2.3M | -5.65%(-2.00K) | $54.28(+21.10%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.13% | 15.2K | $2.3M | -7.24%(-1.19K) | $119.51(+24.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.19% |
Expressive Wealth LLC reports $105.89M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (4.8%), GLD (3.8%) and CGGR (2.9%). The top 20 holdings account for 45.34% of reported assets. Its disclosed equity book has returned +7.25% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Expressive Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2026980). View Expressive Wealth LLC’s 13F filings on SEC