N10 Wealth, LLC
44 holdingsFiling period: 2026-06-30Current AUM: $262.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CARY | Angel Oak Funds Trust | 1.01M | $20.9M | $20.3M | 7.75% | -- | 2026-06-30 |
| 2 | VRT | Vertiv Holdings Co | 60.2K | $20.2M | $12.3M | 4.67% | -- | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Mfg Ltd | 40.6K | $19.4M | $17.3M | 6.58% | -- | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 96.9K | $19.4M | $21.0M | 7.99% | -- | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 47.4K | $16.7M | $15.9M | 6.08% | -- | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 70.0K | $16.7M | $18.4M | 7.01% | -- | 2026-06-30 |
| 7 | LRCX | Lam Research Corp | 33.9K | $14.7M | $8.9M | 3.41% | -- | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 34.7K | $12.4M | $11.8M | 4.50% | -- | 2026-06-30 |
| 9 | SNDK | Sandisk Corp | 5.3K | $12.0M | $7.2M | 2.74% | -- | 2026-06-30 |
| 10 | MRVL | Marvell Technology Inc | 39.1K | $11.7M | $9.4M | 3.58% | -- | 2026-06-30 |
| 11 | GEV | GE Vernova Inc | 8.1K | $9.5M | $7.2M | 2.75% | -- | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 15.8K | $8.9M | $11.0M | 4.18% | -- | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 21.3K | $8.1M | $7.1M | 2.72% | -- | 2026-06-30 |
| 14 | AXON | Axon Enterprise Inc | 14.0K | $7.8M | $5.5M | 2.09% | -- | 2026-06-30 |
| 15 | PWR | Quanta Svcs Inc | 10.2K | $7.3M | $6.1M | 2.31% | -- | 2026-06-30 |
| 16 | PLTR | Palantir Technologies Inc | 60.9K | $7.1M | $11.7M | 4.47% | -- | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 18.4K | $6.9M | $9.8M | 3.73% | -- | 2026-06-30 |
| 18 | VST | Vistra Corp | 42.1K | $6.7M | $6.3M | 2.41% | -- | 2026-06-30 |
| 19 | LITE | Lumentum Hldgs Inc | 6.9K | $5.9M | $5.7M | 2.16% | -- | 2026-06-30 |
| 20 | ORCL | Oracle Corp | 39.9K | $5.8M | $5.2M | 2.00% | -- | 2026-06-30 |
| 21 | MCK | McKesson Corp | 7.6K | $5.7M | $7.8M | 2.98% | -- | 2026-06-30 |
| 22 | AXP | American Express Co | 15.5K | $5.2M | $4.9M | 1.88% | -- | 2026-06-30 |
| 23 | APH | Amphenol Corp New | 28.0K | $4.9M | $4.4M | 1.69% | -- | 2026-06-30 |
| 24 | LLY | Eli Lilly & Co | 4.1K | $4.9M | $5.3M | 2.01% | -- | 2026-06-30 |
| 25 | UBER | Uber Technologies Inc | 67.5K | $4.9M | $4.7M | 1.77% | -- | 2026-06-30 |
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