Expressive Wealth LLC

CIK

2026980

Location

CHICAGO, IL

Portfolio Value

Micro $64,998,501

Diversification

Diversified

Filing Date

Global Rank

#6,457 / 8,603 ▲ 200 · as of Mar 2026

Top Industry

Drug Manufacturers - General 9.2%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed May 11, 2026 · 59d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.5%

SPY

+10.0%

Annualised alpha

-4.3%

Max drawdown

−8.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

106 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

+1.0 pts

Top 5

21.1%

−0.3 pts

Top 10

31.8%

−2.2 pts

HHI

190

Diversified−2

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$15,898,621	20
Unclassified	15.6%	$10,120,534	4
Industrials	14.7%	$9,562,526	20
Healthcare	12.7%	$8,247,429	15
Financial Services	12.0%	$7,768,297	18
Communication Services	6.6%	$4,310,366	7
Consumer Cyclical	4.9%	$3,198,257	6
Basic Materials	4.5%	$2,918,869	8
Energy	2.1%	$1,332,576	4
Consumer Defensive	1.7%	$1,076,512	2
Utilities	0.9%	$564,514	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GILD	Gilead Sciences, Inc.	+3,594	6,843	$953,708
POWL	Powell Industries Inc	+1,834	2,751	$496,170
HEI	Heico Corp	+1,438	2,497	$684,677
CSCO	Cisco Systems, Inc.	+1,376	9,369	$726,940
GLD	Spdr Gold Trust	+1,071	12,238	$5,265,889
MET	Metlife Inc	+934	5,968	$422,056
EOG	Eog Resources Inc	+853	3,258	$471,009
NFLX	Netflix Inc	+805	5,844	$561,900
AAPL	Apple Inc.	+708	6,469	$1,641,767
QCOM	Qualcomm Inc/De	+667	4,247	$546,928
NDAQ	Nasdaq, Inc.	+578	5,073	$430,646
TPR	Tapestry, Inc.	+540	3,729	$526,199
NEM	NEWMONT Corp /DE/	+488	7,578	$820,318
LLY	ELI LILLY & Co	+369	1,040	$956,560
MSFT	Microsoft Corp	+369	5,064	$1,874,540
GD	General Dynamics Corp	+252	2,050	$703,601
GE	General Electric Co	+163	1,896	$538,027
QQQ	Invesco Qqq Trust, Series 1	+121	1,257	$725,515
GOOGL	Alphabet Inc.	+108	4,636	$1,333,128
NVDA	Nvidia Corp	+95	13,847	$2,414,916
MCK	Mckesson Corp	+85	598	$517,485
MDY	Spdr S&P Midcap 400 ETF Trust	+70	3,831	$2,362,807
CRH	Crh Public Ltd Co	+59	2,766	$290,761
APP	AppLovin Corp	+46	998	$397,204
GEV	GE Vernova Inc.	+44	676	$590,080
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKR	Baker Hughes Co	−7,147	5,359	$327,166
MFC	Manulife Financial Corp	−3,362	15,499	$533,785
APH	Amphenol Corp /De/	−1,928	3,498	$441,972
JPM	Jpmorgan Chase & Co	−1,697	2,965	$872,184
FTNT	Fortinet, Inc.	−1,470	6,661	$544,336
RF	Regions Financial Corp	−1,099	16,435	$429,282
ORCL	Oracle Corp	−806	2,517	$370,275
CMI	Cummins Inc	−685	604	$324,964
AMZN	Amazon Com Inc	−598	6,075	$1,265,240
AFL	Aflac Inc	−483	1,900	$208,449
EFSI	Eagle Financial Services Inc	−360	11,439	$400,136
CW	Curtiss Wright Corp	−321	390	$265,636
MCD	Mcdonalds Corp	−316	1,010	$313,897
CM	Canadian Imperial Bank Of Commerce /Can/	−305	3,055	$289,461
COST	Costco Wholesale Corp /New	−274	340	$338,786
PNC	Pnc Financial Services Group, Inc.	−230	1,478	$307,557
AVGO	Broadcom Inc.	−139	5,212	$1,613,166
AEM	Agnico Eagle Mines Ltd	−134	1,878	$381,196
MRK	Merck & Co., Inc.	−132	4,817	$579,436
WEC	Wec Energy Group, Inc.	−126	2,668	$308,874
PLTR	Palantir Technologies Inc.	−125	7,286	$1,065,796
CINF	Cincinnati Financial Corp	−97	2,008	$315,958
CASY	Caseys General Stores Inc	−93	762	$554,629
WMT	Walmart Inc.	−87	5,936	$737,726
AMAT	Applied Materials Inc /De	−47	2,285	$780,990
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	2,535	$748,712
ALLE	Allegion plc	4,295	$624,020
TEL	TE Connectivity plc	2,931	$612,637
DAL	Delta Air Lines, Inc.	9,193	$611,150
ROP	Roper Technologies Inc	1,700	$601,562
TYL	Tyler Technologies Inc	1,694	$579,991
STN	Stantec Inc	6,667	$576,028
CB	Chubb Ltd	1,766	$575,592
ISRG	Intuitive Surgical Inc	1,209	$557,336
BMY	Bristol Myers Squibb Co	9,075	$550,398
WTS	Watts Water Technologies Inc	1,881	$546,035
CNI	Canadian National Railway Co	5,306	$545,297
INCY	Incyte Corp	5,757	$541,848
EXEL	Exelixis, Inc.	12,495	$535,910
NVS	Novartis AG	3,479	$531,417
SNA	Snap-on Inc	1,430	$519,404
ITT	Itt Inc.	2,723	$518,813
B	Barrick Mining Corp	12,370	$504,572
ANET	Arista Networks, Inc.	3,863	$474,299
BCE	Bce Inc	14,959	$377,565
CAVA	Cava Group, Inc.	4,551	$368,175
COIN	Coinbase Global, Inc.	1,862	$325,123
SLB	Slb Limited/Nv	5,918	$304,126
PPG	Ppg Industries Inc	2,776	$296,698
MRSH	Marsh & Mclennan Companies, Inc.	1,590	$275,785
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GM	General Motors Co	8,130	$661,131
SHOP	Shopify Inc.	3,995	$643,075
CAH	Cardinal Health Inc	3,118	$640,749
HIG	Hartford Insurance Group, Inc.	4,323	$595,709
V	Visa Inc.	1,605	$562,889
FLEX	Flex Ltd.	8,041	$485,837
ALL	Allstate Corp	2,325	$483,948
DLTR	Dollar Tree, Inc.	3,837	$471,989
RL	Ralph Lauren Corp	1,319	$466,411
COP	Conocophillips	4,468	$418,249
NI	Nisource Inc.	9,984	$416,931
ABNB	Airbnb, Inc.	3,058	$415,031
TRV	Travelers Companies, Inc.	1,331	$386,069
JBL	Jabil Inc	1,660	$378,513
WELL	Welltower Inc.	2,036	$377,901
PANW	Palo Alto Networks Inc	2,049	$377,425
VST	Vistra Corp.	2,338	$377,189
CTSH	Cognizant Technology Solutions Corp	4,425	$367,275
NTRS	Northern Trust Corp	2,670	$364,695
COF	Capital One Financial Corp	1,477	$357,965
ADSK	Autodesk, Inc.	1,204	$356,396
MO	Altria Group, Inc.	6,104	$351,956
EMR	Emerson Electric Co	2,500	$331,800
BX	Blackstone Inc.	1,900	$292,866
SO	Southern Co	3,258	$284,097
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

106 positions · $64,998,501 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Added	12,238	+1,071	$5,265,889	+19.0%	8.10%
NVDA	Nvidia Corp Technology	Added	13,847	+95	$2,414,916	−5.8%	3.72%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	3,831	+70	$2,362,807	+4.1%	3.64%
MSFT	Microsoft Corp Technology	Added	5,064	+369	$1,874,540	−17.4%	2.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,716	-9	$1,766,323	−4.9%	2.72%
AAPL	Apple Inc. Technology	Added	6,469	+708	$1,641,767	+4.8%	2.53%
AVGO	Broadcom Inc. Technology	Reduced	5,212	-139	$1,613,166	−12.9%	2.48%
GOOGL	Alphabet Inc. Communication Services	Added	4,636	+108	$1,333,128	−5.9%	2.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,075	-598	$1,265,240	−17.9%	1.95%
JNJ	Johnson & Johnson Healthcare	Added	4,574	+29	$1,118,068	+18.9%	1.72%
META	Meta Platforms, Inc. Communication Services	Reduced	1,937	-40	$1,108,215	−15.1%	1.70%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,286	-125	$1,065,796	−19.1%	1.64%
LLY	ELI LILLY & Co Healthcare	Added	1,040	+369	$956,560	+32.7%	1.47%
GILD	Gilead Sciences, Inc. Healthcare	Added	6,843	+3,594	$953,708	+139.2%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,965	-1,697	$872,184	−41.9%	1.34%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	7,578	+488	$820,318	+15.9%	1.26%
CAT	Caterpillar Inc Industrials	Added	1,136	+35	$804,810	+27.6%	1.24%
AMAT	Applied Materials Inc /De Technology	Reduced	2,285	-47	$780,990	+30.3%	1.20%
CME	Cme Group Inc. Financial Services	NEW	2,535	NEW	$748,712	NEW	1.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,936	-87	$737,726	+9.9%	1.13%
CSCO	Cisco Systems, Inc. Technology	Added	9,369	+1,376	$726,940	+18.1%	1.12%
QQQ	Invesco Qqq Trust, Series 1	Added	1,257	+121	$725,515	+4.0%	1.12%
GD	General Dynamics Corp Industrials	Added	2,050	+252	$703,601	+16.2%	1.08%
MA	Mastercard Inc Financial Services	Added	1,380	+31	$689,530	−10.5%	1.06%
HEI	Heico Corp Industrials	Added	2,497	+1,438	$684,677	+99.8%	1.05%
ALLE	Allegion plc Industrials	NEW	4,295	NEW	$624,020	NEW	0.96%
TEL	TE Connectivity plc Technology	NEW	2,931	NEW	$612,637	NEW	0.94%
DAL	Delta Air Lines, Inc. Industrials	NEW	9,193	NEW	$611,150	NEW	0.94%
ROP	Roper Technologies Inc Technology	NEW	1,700	NEW	$601,562	NEW	0.93%
GEV	GE Vernova Inc. Industrials	Added	676	+44	$590,080	+42.9%	0.91%
TYL	Tyler Technologies Inc Technology	NEW	1,694	NEW	$579,991	NEW	0.89%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,817	-132	$579,436	+11.2%	0.89%
STN	Stantec Inc Industrials	NEW	6,667	NEW	$576,028	NEW	0.89%
CB	Chubb Ltd Financial Services	NEW	1,766	NEW	$575,592	NEW	0.89%
NFLX	Netflix Inc Communication Services	Added	5,844	+805	$561,900	+18.9%	0.86%
ISRG	Intuitive Surgical Inc Healthcare	NEW	1,209	NEW	$557,336	NEW	0.86%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	762	-93	$554,629	+17.4%	0.85%
BMY	Bristol Myers Squibb Co Healthcare	NEW	9,075	NEW	$550,398	NEW	0.85%
QCOM	Qualcomm Inc/De Technology	Added	4,247	+667	$546,928	−10.7%	0.84%
WTS	Watts Water Technologies Inc Industrials	NEW	1,881	NEW	$546,035	NEW	0.84%
CNI	Canadian National Railway Co Industrials	NEW	5,306	NEW	$545,297	NEW	0.84%
FTNT	Fortinet, Inc. Technology	Reduced	6,661	-1,470	$544,336	−15.7%	0.84%
INCY	Incyte Corp Healthcare	NEW	5,757	NEW	$541,848	NEW	0.83%
GE	General Electric Co Industrials	Added	1,896	+163	$538,027	+0.8%	0.83%
EXEL	Exelixis, Inc. Healthcare	NEW	12,495	NEW	$535,910	NEW	0.82%
MFC	Manulife Financial Corp Financial Services	Reduced	15,499	-3,362	$533,785	−22.0%	0.82%
NVS	Novartis AG Healthcare	NEW	3,479	NEW	$531,417	NEW	0.82%
TPR	Tapestry, Inc. Consumer Cyclical	Added	3,729	+540	$526,199	+29.1%	0.81%
SNA	Snap-on Inc Industrials	NEW	1,430	NEW	$519,404	NEW	0.80%
ITT	Itt Inc. Industrials	NEW	2,723	NEW	$518,813	NEW	0.80%