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Home > Institutional Investor > Expressive Wealth Llc > Profile

Instuitional Investor - Expressive Wealth Llc

Fund Profile
Filing Period:
Fund Name: Expressive Wealth Llc
Portfolio Value $104,905,136
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 12,238 $5,274,088 5.03%
2.
Capital Group Dividend Value
 109,566 $5,198,907 4.96%
3.
Capital Group Growth Etf
 70,645 $3,248,964 3.1%
4.
Schwab Strategic Trust
 SCHD 108,642 $2,973,532 2.83%
5.
Nvidia Corp
 NVDA 13,847 $2,877,833 2.74%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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