account_balance
Investment manager · 13F filer · SEC CIK 2026980
Expressive Wealth LLC
Reported value$111Mas of Sep 30, 2026
Positions141 22 new, 14 sold out
Top 10 weight28.3%CGDV alone is 5%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
4.8%Added +4%
GLDSPDR Gold Trust
3.5%Trimmed −8%
IVWiShares Tr
3.2%Added +30%
NVDANVIDIA Corp
2.9%
SCHFSchwab Strategic Tr
2.8%Added +6%
SHYiShares Tr
2.5%Added +26%
VGKVanguard Intl Equity Index F
2.3%
MSFTMicrosoft Corp
2.3%Trimmed −4%
MDYSPDR S&P Midcap 400 ETF Trust
2.2%Added +2%
AAPLApple Inc.
2.0%
EEMiShares Tr
2.0%−3%
IJRiShares Tr
1.9%
CGDVCapital Group Dividend Value
4.8%Added +4%
GLDSPDR Gold Trust
3.5%Trimmed −8%
IVWiShares Tr
3.2%+30%
NVDANVIDIA Corp
2.9%
SCHFSchwab Strategic Tr
2.8%+6%
SHYiShares Tr
2.5%
VGKVanguard Intl Equity Index F
2.3%
MSFTMicrosoft Corp
2.3%
MDYSPDR S&P Midcap 400 ETF Trust
2.2%
AAPL2.0%EEM2.0%
IJR1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CGDV Capital Group Dividend Value 4.8% Added +4%
GLD SPDR Gold Trust 3.5% Trimmed −8%IVW iShares Tr 3.2% Added +30%
NVDA NVIDIA Corp 2.9% HeldSCHF Schwab Strategic Tr 2.8% Added +6%
SHY iShares Tr 2.5% Added +26%
VGK Vanguard Intl Equity Index F 2.3% Held
MSFT Microsoft Corp 2.3% Trimmed −4%MDY SPDR S&P Midcap 400 ETF Trust 2.2% Added +2%AAPL Apple Inc. 2.0% HeldEEM iShares Tr 2.0% Trimmed −3%
IJR iShares Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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