Holders — by stockHoldings — by fund
N10 WEALTH, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2146357
$281.9M
disclosed book value
43
positions
7.4%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CARYANGEL OAK FUNDS TRUST | 1.0M | $20.9M | 7.4% |
| 2 | VRTVERTIV HOLDINGS CO | 60,194 | $20.2M | 7.1% |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 40,601 | $19.4M | 6.9% |
| 4 | NVDANVIDIA CORPORATION | 96,866 | $19.4M | 6.9% |
| 5 | GOOGALPHABET INC | 47,381 | $16.7M | 5.9% |
| 6 | AMZNAMAZON COM INC | 70,014 | $16.7M | 5.9% |
| 7 | LRCXLAM RESEARCH CORP | 33,943 | $14.7M | 5.2% |
| 8 | GOOGLALPHABET INC | 34,706 | $12.4M | 4.4% |
| 9 | SNDKSANDISK CORP | 5,271 | $12.0M | 4.3% |
| 10 | MRVLMARVELL TECHNOLOGY INC | 39,117 | $11.7M | 4.1% |
| 11 | GEVGE VERNOVA INC | 8,118 | $9.5M | 3.4% |
| 12 | METAMETA PLATFORMS INC | 15,815 | $8.9M | 3.2% |
| 13 | AVGOBROADCOM INC | 21,344 | $8.1M | 2.9% |
| 14 | AXONAXON ENTERPRISE INC | 13,974 | $7.8M | 2.8% |
| 15 | PWRQUANTA SVCS INC | 10,155 | $7.3M | 2.6% |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 60,914 | $7.1M | 2.5% |
| 17 | MSFTMICROSOFT CORP | 18,422 | $6.9M | 2.4% |
| 18 | VSTVISTRA CORP | 42,097 | $6.7M | 2.4% |
| 19 | LITELUMENTUM HLDGS INC | 6,896 | $5.9M | 2.1% |
| 20 | ORCLORACLE CORP | 39,916 | $5.8M | 2.1% |
| 21 | MCKMCKESSON CORP | 7,599 | $5.7M | 2% |
| 22 | AXPAMERICAN EXPRESS CO | 15,499 | $5.2M | 1.9% |
| 23 | APHAMPHENOL CORP NEW | 27,977 | $4.9M | 1.7% |
| 24 | LLYELI LILLY & CO | 4,111 | $4.9M | 1.7% |
| 25 | UBERUBER TECHNOLOGIES INC | 67,519 | $4.9M | 1.7% |
| 26 | TSLATESLA INC | 10,418 | $4.4M | 1.6% |
| 27 | MUMICRON TECHNOLOGY INC | 2,499 | $2.9M | 1% |
| 28 | NYFISHARES TR | 42,540 | $2.3M | 0.8% |
| 29 | ROYALTY PHARMA PLC | 29,605 | $1.7M | 0.6% |
| 30 | SHYISHARES TR | 18,094 | $1.5M | 0.5% |
| 31 | VOOGVANGUARD ADMIRAL FDS INC | 11,742 | $970,124 | 0.3% |
| 32 | AAPLAPPLE INC | 2,774 | $802,685 | 0.3% |
| 33 | VONGVANGUARD SCOTTSDALE FDS | 4,675 | $597,512 | 0.2% |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 984 | $492,384 | 0.2% |
| 35 | QQQINVESCO QQQ TR | 507 | $373,355 | 0.1% |
| 36 | CATCATERPILLAR INC | 350 | $372,715 | 0.1% |
| 37 | AZOAUTOZONE INC | 103 | $329,182 | 0.1% |
| 38 | NAVNNAVAN INC | 11,949 | $273,274 | 0.1% |
| 39 | AMGNAMGEN INC | 724 | $262,175 | 0.1% |
| 40 | JPMJPMORGAN CHASE & CO | 760 | $248,771 | 0.1% |
| 41 | HDHOME DEPOT INC | 632 | $222,894 | 0.1% |
| 42 | MRKMERCK & CO INC | 1,689 | $217,037 | 0.1% |
| 43 | SPCXSPACE EXPLORATION TECHN CORP | 1,228 | $209,816 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.