StockDriftsStockDriftsTop 50 N10 Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.21% | 124.9K | $28.5M | +28.98%(+28.07K) | $189.73(+14.42%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 6.84% | 95.4K | $23.8M | +36.31%(+25.42K) | $226.06(+16.10%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.55% | 49.9K | $22.8M | +22.97%(+9.33K) | $410.08(+2.47%) | 2026-09-30 | |
| VRT | VERTIV HOLDINGS CO | 5.61% | 80.8K | $19.5M | +34.23%(+20.60K) | $285.42(-27.80%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.8% | 48.5K | $16.7M | +39.62%(+13.75K) | $325.45(+5.76%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.72% | 48.1K | $16.4M | +1.58%(+747) | $313.76(+8.41%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.7% | 31.8K | $16.3M | +72.86%(+13.42K) | $398.43(+33.90%) | 2026-09-30 | |
| META | META PLATFORMS INC | 4.15% | 19.9K | $14.4M | +25.86%(+4.09K) | $569.23(+23.93%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 4.02% | 42.5K | $14.0M | +25.18%(+8.55K) | $329.56(-17.41%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.9% | 72.6K | $13.6M | +19.14%(+11.66K) | $131.09(+48.11%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -0.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.84% |
N10 Wealth LLC reports $347.61M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.2%), AMZN (6.8%) and TSM (6.5%). The top 20 holdings account for 79.95% of reported assets. Its disclosed equity book has returned -0.97% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track N10 Wealth LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from N10 Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2146357). View N10 Wealth LLC’s 13F filings on SEC