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Portfolio (Quarterly) Guide ↗

N10 WEALTH, LLC

· CIK 0002146357
13F Portfolio $282M AUM 75 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 43 New
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCK MCKESSON CORP Healthcare 7,599.0 $5.7M 2.04% NEW $755.60 +20.2%
22 AXP AMERICAN EXPRESS CO Financial Services 15,499.0 $5.2M 1.86% NEW $338.25 -3.6%
23 APH AMPHENOL CORP NEW Technology 27,977.0 $4.9M 1.75% NEW $176.32 -53.1%
24 LLY ELI LILLY & CO Healthcare 4,111.0 $4.9M 1.75% NEW $1199.43 -4.3%
25 UBER UBER TECHNOLOGIES INC Technology 67,519.0 $4.9M 1.73% NEW $72.16 +5.0%
26 TSLA TESLA INC Consumer Cyclical 10,418.0 $4.4M 1.55% NEW $420.60 -15.8%
27 MU MICRON TECHNOLOGY INC Technology 2,499.0 $2.9M 1.02% NEW $1154.29 -11.9%
28 NYF ISHARES TR 42,540.0 $2.3M 0.81% NEW $53.91 -3.4%
29 RPRX ROYALTY PHARMA PLC Healthcare 29,605.0 $1.7M 0.59% NEW $56.07 +14.1%
30 SHY ISHARES TR 18,094.0 $1.5M 0.53% NEW $82.11 -0.5%
31 VOOG VANGUARD ADMIRAL FDS INC 11,742.0 $970K 0.34% NEW $82.62 +2.3%
32 AAPL APPLE INC Technology 2,774.0 $803K 0.28% NEW $289.36 +10.6%
33 VONG VANGUARD SCOTTSDALE FDS 4,675.0 $598K 0.21% NEW $127.81 -0.6%
34 BERKSHIRE HATHAWAY INC DEL 984.0 $492K 0.17% NEW $500.39
35 QQQ INVESCO QQQ TR Financial Services 507.0 $373K 0.13% NEW $736.40 -2.4%
36 CAT CATERPILLAR INC Industrials 350.0 $373K 0.13% NEW $1064.90 -23.6%
37 AZO AUTOZONE INC Consumer Cyclical 103.0 $329K 0.12% NEW $3195.94 -6.7%
38 NAVN NAVAN INC Technology 11,949.0 $273K 0.10% NEW $22.87 +21.5%
39 AMGN AMGEN INC Healthcare 724.0 $262K 0.09% NEW $362.12 +20.7%
40 JPM JPMORGAN CHASE & CO Financial Services 760.0 $249K 0.09% NEW $327.33 +9.6%
Page 2 of 3  ·  43 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 52.3%
Industrials 15.0%
Consumer Cyclical 9.1%
Communication Services 8.9%
Utilities 6.8%
Healthcare 5.4%
Financial Services 2.5%