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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 6,427.0 $798K 0.75% -125.0 -1.9% $124.17 -1.9%
22 MA MASTERCARD INCORPORATED Financial Services 1,371.0 $704K 0.67% -9.0 -0.7% $513.62 +16.7%
23 GOOG ALPHABET INC 1,933.0 $683K 0.65% -23.0 -1.2% $353.33
24 GE GE AEROSPACE Industrials 1,821.0 $681K 0.64% -75.0 -4.0% $373.74 -6.5%
25 SPYM SPDR SERIES TRUST 7,326.0 $644K 0.61% -125.0 -1.7% $87.88 +2.6%
26 APH AMPHENOL CORP Technology 3,219.0 $568K 0.54% -279.0 -8.0% $176.32 -9.9%
27 CME CME GROUP INC Financial Services 2,522.0 $557K 0.53% -13.0 -0.5% $220.83 +25.6%
28 FORTINET INC 3,608.0 $554K 0.52% -3K -45.8% $153.62
29 ITT ITT INC Industrials 2,682.0 $530K 0.50% -41.0 -1.5% $197.76 +4.2%
30 IGIB ISHARES TR 9,606.0 $511K 0.48% -459.0 -4.6% $53.17 -1.3%
31 TYL TYLER TECHNOLOGIES INC Technology 1,677.0 $490K 0.46% -17.0 -1.0% $292.46 +19.7%
32 ISRG INTUITIVE SURGICAL INC Healthcare 1,197.0 $476K 0.45% -12.0 -1.0% $397.68 -6.5%
33 MET METLIFE INC Financial Services 5,601.0 $474K 0.45% -367.0 -6.2% $84.61 +13.3%
34 EFSI EAGLE FINL SVCS INC Financial Services 10,471.0 $434K 0.41% -968.0 -8.5% $41.46 +1.7%
35 ABBV ABBVIE INC Healthcare 1,722.0 $433K 0.41% -38.0 -2.2% $251.64 +5.6%
36 MRK MERCK & CO INC Healthcare 3,332.0 $428K 0.40% -1K -30.8% $128.50 +21.7%
37 NFLX NETFLIX INC. Communication Services 5,477.0 $391K 0.37% -367.0 -6.3% $71.40 +15.2%
38 ABT ABBOTT LABORATORIES Healthcare 3,304.0 $300K 0.28% -150.0 -4.3% $90.74 +28.0%
39 COIN COINBASE GLOBAL INC Financial Services 1,839.0 $269K 0.25% -23.0 -1.2% $146.19 +28.0%
40 CW CURTISS WRIGHT CORP Industrials 342.0 $259K 0.24% -48.0 -12.3% $757.76 -19.5%
Page 2 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%