N10 Wealth, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 106 distinct positions held by the firm.
The portfolio is concentrated in technology and semiconductor companies. The largest position is in Taiwan Semiconductor Manufacturing Company (TSMC), where the firm holds 18,267,216 shares. The firm also holds significant stakes in NVIDIA Corporation, with 20,726,627 shares, and Microsoft Corporation, with 10,836,038 shares.
Other notable holdings include Palantir Technologies (11,718,121 shares), Vertiv Holdings Co (14,724,736 shares), and Applied Optoelectronics (10,000 shares).
The filing includes a mix of individual stocks and exchange-traded funds (ETFs). Notable ETF holdings include the SPDR Gold Shares (2,856,300 shares) and the Vanguard Index Funds Morningstar Mid Cap (220,203 shares). The filing was signed by Lauren Urbanski, the Chief Compliance and Administrative Officer of N10 Wealth, LLC.
