Expressive Wealth LLC - Portfolio Stock Holdings
Expressive Wealth LLC disclosed 146 stock positions in a recent SEC 13F filing. $104,722,061 of stock holdings were filed, with the largest holdings including CGDV, GLD, and CGGR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $165,171,203 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
146Est. Stock Holding Value:
$104,722,061Top Stock Holdings By Sector
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Portfolio Stock Holdings - Expressive Wealth LLC
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% of Portfolio
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