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N10 Wealth, LLC Portfolio
$347.6M across 65 positions as of 2026-09-30, with 53% of it in the ten largest. 2 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
0 of 1
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -3.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $28.5M | 8.2% | 124,940 |
| AMZNAmazon.com Inc | $23.8M | 6.8% | 95,433 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $22.8M | 6.6% | 49,927 |
| VRTVertiv Holdings Co | $19.5M | 5.6% | 80,798 |
| GOOGLAlphabet Inc | $16.7M | 4.8% | 48,455 |
| GOOGAlphabet Inc | $16.4M | 4.7% | 48,128 |
| MSFTMicrosoft Corp | $16.3M | 4.7% | 31,844 |
| METAMeta Platforms Inc | $14.4M | 4.2% | 19,904 |
| LRCXLam Research Corp | $14M | 4.0% | 42,491 |
| PLTRPalantir Technologies Inc | $13.6M | 3.9% | 72,570 |
| MRVLMarvell Technology Inc | $13.2M | 3.8% | 49,863 |
| SNDKSandisk Corp | $12M | 3.5% | 6,912 |
| GEVGE Vernova Inc | $9.8M | 2.8% | 10,332 |
| AVGOBroadcom Inc | $9.7M | 2.8% | 27,546 |
| MUMicron Technology Inc | $9.1M | 2.6% | 8,499 |
| LITELumentum Holdings Inc | $8.8M | 2.5% | 9,093 |
| MCKMcKesson Corp | $8.7M | 2.5% | 10,215 |
| PWRQuanta Services Inc | $8.3M | 2.4% | 12,946 |
| UBERUber Technologies Inc | $6.2M | 1.8% | 90,600 |
| TXNTexas Instruments Inc | $6.1M | 1.8% | 21,784 |
| AAPLApple Inc | $5.9M | 1.7% | 17,590 |
| LLYEli Lilly and Co | $5.8M | 1.7% | 4,973 |
| AXPAmerican Express Co | $5.7M | 1.7% | 18,886 |
| APHAmphenol Corp | $5.5M | 1.6% | 64,989 |
| ORCLOracle Corp | $5.3M | 1.5% | 38,412 |
| TSLATesla Inc | $5.2M | 1.5% | 14,724 |
| AXONAxon Enterprise Inc | $5.2M | 1.5% | 12,196 |
| VSTVistra Corp | $4.6M | 1.3% | 33,210 |
| AMDAdvanced Micro Devices Inc | $4.3M | 1.2% | 7,030 |
| GLDSPDR Gold Shares | $2.9M | 0.8% | 7,500 |
| VOOGVanguard S&P 500 Growth ETF | $2M | 0.6% | 23,458 |
| SEAGATE TECHNOLOGY HLDNGS PL | $1.8M | 0.5% | 2,000 |
| ROYALTY PHARMA PLC | $1.7M | 0.5% | 29,605 |
| IVViShares Core S&P 500 ETF | $1.2M | 0.4% | 1,610 |
| DELLDell Technologies Inc | $1.2M | 0.3% | 2,160 |
| APPLIED OPTOELECTRONICS INC | $992.6K | 0.3% | 10,000 |
| ETEnergy Transfer LP | $790.8K | 0.2% | 40,000 |
| GSGoldman Sachs Group Inc | $614.9K | 0.2% | 683 |
| RTXRTX Corp | $601.5K | 0.2% | 3,240 |
| QQQInvesco QQQ Trust, Series 1 | $591.8K | 0.2% | 800 |
| HDHome Depot Inc | $520.3K | 0.1% | 1,829 |
| CATCaterpillar Inc | $517.3K | 0.1% | 638 |
| AMGNAmgen Inc | $496.1K | 0.1% | 1,177 |
| BRK.BBerkshire Hathaway Inc | $490K | 0.1% | 984 |
| VVisa Inc | $463.5K | 0.1% | 1,290 |
| NAVAN INC | $403.9K | 0.1% | 19,244 |
| MOAltria Group Inc | $401.4K | 0.1% | 5,961 |
| ANETArista Networks Inc | $381.1K | 0.1% | 1,872 |
| SPCXSpace Exploration Technologies Corp | $362.4K | 0.1% | 2,402 |
| FCXFreeport-McMoRan Inc | $315K | 0.1% | 4,500 |
| MGMMGM Resorts International | $310.5K | 0.1% | 10,000 |
| LINDE PLC | $309K | 0.1% | 651 |
| XOMExxonmobil Holdings Corp | $295.9K | 0.1% | 1,818 |
| AZOAutozone Inc | $291.5K | 0.1% | 103 |
| ABBVAbbVie Inc | $282.5K | 0.1% | 1,080 |
| MRKMerck & Co Inc | $279.4K | 0.1% | 1,923 |
| VOVanguard Mid-Cap ETF | $251.6K | 0.1% | 3,208 |
| JPMJPMorgan Chase & Co | $251.4K | 0.1% | 760 |
| IBMInternational Business Machines Corp | $247.9K | 0.1% | 1,127 |
| COINCoinbase Global Inc | $234.9K | 0.1% | 1,260 |
| WMTWalmart Inc | $215.5K | 0.1% | 2,074 |
| VTIVanguard Total Stock Market ETF | $207K | 0.1% | 553 |
| EMREmerson Electric Co | $201.2K | 0.1% | 1,297 |
| PHRPhreesia Inc | $117.9K | 0.0% | 11,410 |
| QSQuantumscape Corp | $83.6K | 0.0% | 18,000 |
Quarter ending 2026-09-30.
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