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Lauren Genuardi

Expressive Wealth Llc

Assets Managed
$104.905M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
13.26%(2Q avg: 6.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Expressive Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Expressive Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.905M in assets, with a quarterly growth rate of 13.26% and a 2-quarter average growth rate of 6.63%. The portfolio is managed by Lauren Genuardi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Increased 9.6%
5.03%
$5.274M
12,238 shares@ $430.96 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 22.81%
4.96%
$5.199M
109,566 shares@ $47.46 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -23.01%
3.1%
$3.249M
70,645 shares@ $46.0 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 15.34%
2.84%
$2.974M
108,642 shares@ $27.38 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.7%
2.75%
$2.878M
13,847 shares@ $207.84 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 10.9%
2.49%
$2.611M
19,436 shares@ $134.33 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Increased 1.87%
2.49%
$2.609M
3,831 shares@ $680.92 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -0.7%
2.49%
$2.607M
29,215 shares@ $89.23 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 14.93%
2.28%
$2.39M
35,407 shares@ $67.49 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -10.64%
2.17%
$2.275M
16,374 shares@ $138.94 avg price

1-10 of 130