Expressive Wealth LLC - Portfolio overview

Expressive Wealth LLC has 130 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 5.03%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 4.96%
3. CGGR - CAPITAL GROUP GROWTH ETF, 3.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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