N10 Wealth, LLC
N10 Wealth, LLC reported 75 holdings worth US$282M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
N10 Wealth, LLC reported 75 holdings worth US$282M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Vertiv Holdings, Llc and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$282M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 81,551 | US$29.1M | 10.3% |
| Vertiv Holdings, Llc | 60,194 | US$20.2M | 7.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 40,601 | US$19.4M | 6.9% |
| Nvidia Corporation | 96,866 | US$19.4M | 6.9% |
| Amazon.com, Inc. | 70,014 | US$16.7M | 5.9% |
| Lam Research Corporation | 33,943 | US$14.7M | 5.2% |
| Sandisk Corporation | 5,271 | US$12M | 4.3% |
| Marvell Technology, Inc. | 39,117 | US$11.7M | 4.1% |
| Ge Vernova Inc. | 8,118 | US$9.54M | 3.4% |
| Meta Platforms, Inc. | 15,815 | US$8.91M | 3.2% |
| Broadcom Inc. | 21,344 | US$8.06M | 2.9% |
| Axon Enterprise, Inc. | 13,974 | US$7.83M | 2.8% |
| Quanta Services, Inc. | 10,155 | US$7.31M | 2.6% |
| Palantir Technologies Inc. | 60,914 | US$7.11M | 2.5% |
| Microsoft Corp. | 18,422 | US$6.87M | 2.4% |
| Vistra Corp. | 42,097 | US$6.68M | 2.4% |
| Lumentum Holdings Inc. | 6,896 | US$5.92M | 2.1% |
| Oracle Corporation | 39,916 | US$5.85M | 2.1% |
| Mckesson Corporation | 7,599 | US$5.74M | 2.0% |
| American Express Company | 15,499 | US$5.24M | 1.9% |
| Amphenol Corporation | 27,977 | US$4.93M | 1.7% |
| Eli Lilly And Company | 4,111 | US$4.93M | 1.7% |
| Uber Technologies, Inc. | 67,519 | US$4.87M | 1.7% |
| Tesla, Inc. | 10,418 | US$4.38M | 1.6% |
| Micron Technology, Inc. | 2,499 | US$2.88M | 1.0% |
| Apple Inc | 2,774 | US$803K | 0.28% |
| Berkshire Hathaway Inc. | 984 | US$492K | 0.17% |
| Caterpillar, Inc. | 350 | US$373K | 0.13% |
| Autozone, Inc. | 103 | US$329K | 0.12% |
| Navan, Inc. | 11,949 | US$273K | 0.10% |
| Amgen Inc. | 724 | US$262K | 0.09% |
| Jp Morgan Chase & Co. | 760 | US$249K | 0.09% |
| Home Depot, Inc. (the) | 632 | US$223K | 0.08% |
| Merck & Company, Inc. | 1,689 | US$217K | 0.08% |
| Space Exploration Technologies Corp | 1,228 | US$210K | 0.07% |
Source
View original at SEC
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