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Portfolio (Quarterly) Guide ↗

Expressive Wealth LLC

· CIK 0002026980
13F Portfolio $106M AUM 133 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 52 Added 40 Reduced 14 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE 104,189.0 $5.1M 4.85% -5K -4.9% $49.28 +1.7%
2 GLD SPDR GOLD TR Financial Services 11,004.0 $4.1M 3.83% -1K -10.1% $368.38 +16.2%
3 CGGR CAPITAL GROUP GROWTH ETF 64,001.0 $3.0M 2.85% -7K -9.4% $47.20 -0.5%
4 SCHF SCHWAB STRATEGIC TR 107,785.0 $3.0M 2.82% -857.0 -0.8% $27.70 +3.2%
5 IVW ISHARES TR 18,911.0 $2.6M 2.46% -525.0 -2.7% $137.53 +0.9%
6 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,693.0 $2.6M 2.45% -138.0 -3.6% $703.36 -1.3%
7 VGK VANGUARD INTL EQUITY INDEX F 29,019.0 $2.6M 2.43% -196.0 -0.7% $88.54 +5.3%
8 EEM ISHARES TR 33,407.0 $2.3M 2.16% -2K -5.7% $68.41 -1.7%
9 IJR ISHARES TR 15,189.0 $2.3M 2.13% -1K -7.2% $148.31 -1.1%
10 VOOV VANGUARD ADMIRAL FDS INC 8,381.0 $1.8M 1.74% -75.0 -0.9% $219.20 +4.6%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,353.0 $1.8M 1.66% -363.0 -13.4% $746.84 +2.5%
12 AMAT APPLIED MATLS INC Technology 2,098.0 $1.5M 1.43% -187.0 -8.2% $723.01 -33.6%
13 CAT CATERPILLAR INC Industrials 1,118.0 $1.2M 1.12% -18.0 -1.6% $1064.79 -23.8%
14 LLY ELI LILLY & CO Healthcare 986.0 $1.2M 1.12% -54.0 -5.2% $1199.50 +2.8%
15 JNJ JOHNSON & JOHNSON Healthcare 4,429.0 $1.1M 1.06% -145.0 -3.2% $253.98 +7.5%
16 CSCO CISCO SYS INC Technology 8,776.0 $1.0M 0.97% -593.0 -6.3% $117.45 -5.4%
17 META META PLATFORMS INC Communication Services 1,817.0 $1.0M 0.97% -120.0 -6.2% $563.33 +1.2%
18 JPM JPMORGAN CHASE & CO Financial Services 2,927.0 $958K 0.91% -38.0 -1.3% $327.38 +8.9%
19 QQQ INVESCO QQQ TR Financial Services 1,192.0 $877K 0.83% -65.0 -5.2% $736.12 -3.5%
20 DAL DELTA AIR LINES INC Industrials 8,793.0 $824K 0.78% -400.0 -4.3% $93.66 -10.7%
Page 1 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 23.6%
Industrials 17.6%
Healthcare 11.3%
Communication Services 5.2%
Consumer Cyclical 3.7%
Energy 3.6%
Basic Materials 3.0%
Utilities 2.2%
Consumer Defensive 1.4%