Expressive Wealth LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 141 total positions held by the firm, managed by COO and Managing Partner Lauren Genuardi.
The report details a portfolio that includes a mix of large-cap technology companies, healthcare firms, and various exchange-traded funds (ETFs). Among the largest individual stock holdings disclosed are Apple Inc., with 6,670 shares; Microsoft Corporation, with 4,890 shares; and NVIDIA Corporation, with 13,918 shares. Other notable positions include Alphabet Inc. Class A shares (4,859 shares), Amazon.com Inc. (6,073 shares), and Broadcom Inc. (5,376 shares).
The portfolio also includes significant exposure to the healthcare sector, with holdings in Eli Lilly & Co. (1,032 shares), Johnson & Johnson (4,666 shares), and Merck & Co. (3,332 shares). Additionally, the filing lists substantial stakes in financial services companies such as JPMorgan Chase & Co. (2,859 shares) and Mastercard Incorporated (1,453 shares).
A significant portion of the portfolio is allocated to ETFs, including the Invesco Exchange Traded Fund Trust T S&P 500 GARP ETF, the iShares Core S&P 500 ETF, and the Vanguard International Equity Index Fund FTSE Europe ETF. The filing indicates that all positions are held as sole voting power and sole dispositive power.
