Expressive Wealth LLC

Other Low signal CIK 2026980
League rank
#786
in Other · #2681 overall
Long book
$104.9M
Q1 2026
Positions
130
Top-10 weight
31%
concentration
Last quarter
+12.9%
SPY +14.8%
Turnover
49%
of book per quarter

Strategy in plain words

auto-generated from filings

Expressive Wealth LLC is an institutional manager, running a $104.9M US long book across 130 positions.

The portfolio is moderately concentrated (top 10 ≈ 31% of the book). The portfolio is actively managed, with meaningful quarterly turnover.

Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-2.1%
Q1 2026
+12.9%

Sector allocation

No sector data

Long book by quarter

$92.6M
Q4 2025
$104.9M
Q1 2026

What does Expressive Wealth own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 2026130$104.9M canonicalSEC ↗
Q4 202513F-HRFeb 9, 2026122$92.6M canonicalSEC ↗

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