N10 WEALTH, LLC: 13F holdings
CIK 21463572026Q2
| Positions | 43 |
|---|---|
| Reported value | $281.9m |
| Filed | 2026-08-14 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CARY ANGEL OAK FUNDS TRUST | 1,006,181 | $20.9m | 7.4% |
| VRT VERTIV HOLDINGS CO | 60,194 | $20.2m | 7.1% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 40,601 | $19.4m | 6.9% |
| NVDA NVIDIA CORPORATION | 96,866 | $19.4m | 6.9% |
| GOOG ALPHABET INC | 47,381 | $16.7m | 5.9% |
| AMZN AMAZON COM INC | 70,014 | $16.7m | 5.9% |
| LRCX LAM RESEARCH CORP | 33,943 | $14.7m | 5.2% |
| GOOGL ALPHABET INC | 34,706 | $12.4m | 4.4% |
| SNDK SANDISK CORP | 5,271 | $12.0m | 4.3% |
| MRVL MARVELL TECHNOLOGY INC | 39,117 | $11.7m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2146357")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.