N10 Wealth, LLC
N10 Wealth, LLC reported 106 holdings worth US$348M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
N10 Wealth, LLC reported 106 holdings worth US$348M as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 106
- Value as reported
- US$348M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 96,583 | US$33.1M | 9.5% |
| Nvidia Corporation | 125K | US$28.5M | 8.2% |
| Amazon.com, Inc. | 95,433 | US$23.8M | 6.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 49,927 | US$22.8M | 6.6% |
| Vertiv Holdings, Llc | 80,798 | US$19.5M | 5.6% |
| Microsoft Corp. | 31,844 | US$16.3M | 4.7% |
| Meta Platforms, Inc. | 19,904 | US$14.4M | 4.2% |
| Lam Research Corporation | 42,491 | US$14M | 4.0% |
| Palantir Technologies Inc. | 72,570 | US$13.6M | 3.9% |
| Marvell Technology, Inc. | 49,863 | US$13.2M | 3.8% |
| Sandisk Corporation | 6,912 | US$12M | 3.5% |
| Ge Vernova Inc. | 10,332 | US$9.82M | 2.8% |
| Broadcom Inc. | 27,546 | US$9.67M | 2.8% |
| Micron Technology, Inc. | 8,499 | US$9.05M | 2.6% |
| Lumentum Holdings Inc. | 9,093 | US$8.83M | 2.5% |
| Mckesson Corporation | 10,215 | US$8.72M | 2.5% |
| Quanta Services, Inc. | 12,946 | US$8.32M | 2.4% |
| Uber Technologies, Inc. | 90,600 | US$6.21M | 1.8% |
| Texas Instruments Incorporated | 21,784 | US$6.1M | 1.8% |
| Apple Inc | 17,590 | US$5.86M | 1.7% |
| Eli Lilly And Company | 4,973 | US$5.75M | 1.7% |
| American Express Company | 18,886 | US$5.74M | 1.7% |
| Amphenol Corporation | 64,989 | US$5.48M | 1.6% |
| Oracle Corporation | 38,412 | US$5.27M | 1.5% |
| Tesla, Inc. | 14,724 | US$5.22M | 1.5% |
| Axon Enterprise, Inc. | 12,196 | US$5.15M | 1.5% |
| Vistra Corp. | 33,210 | US$4.59M | 1.3% |
| Advanced Micro Devices Inc | 7,030 | US$4.3M | 1.2% |
| Dell Technologies Inc. | 2,160 | US$1.16M | 0.33% |
| Applied Optoelectronics, Inc. | 10,000 | US$993K | 0.29% |
| Energy Transfer Lp | 40,000 | US$791K | 0.23% |
| Goldman Sachs Group, Inc. (the) | 683 | US$615K | 0.18% |
| Rtx Corporation | 3,240 | US$602K | 0.17% |
| Home Depot, Inc. (the) | 1,829 | US$520K | 0.15% |
| Caterpillar, Inc. | 638 | US$517K | 0.15% |
| Amgen Inc. | 1,177 | US$496K | 0.14% |
| Berkshire Hathaway Inc. | 984 | US$490K | 0.14% |
| Visa Inc. | 1,290 | US$464K | 0.13% |
| Navan, Inc. | 19,244 | US$404K | 0.12% |
| Altria Group, Inc. | 5,961 | US$401K | 0.12% |
| Arista Networks, Inc. | 1,872 | US$381K | 0.11% |
| Space Exploration Technologies Corp | 2,402 | US$362K | 0.10% |
| Freeport-mcmoran, Inc. | 4,500 | US$315K | 0.09% |
| Mgm Resorts International | 10,000 | US$311K | 0.09% |
| Autozone, Inc. | 103 | US$291K | 0.08% |
| Abbvie Inc. | 1,080 | US$283K | 0.08% |
| Merck & Company, Inc. | 1,923 | US$279K | 0.08% |
| Jp Morgan Chase & Co. | 760 | US$251K | 0.07% |
| International Business Machines Corporation | 1,127 | US$248K | 0.07% |
| Coinbase Global, Inc. | 1,260 | US$235K | 0.07% |
| Walmart Inc. | 2,074 | US$216K | 0.06% |
| Emerson Electric Company | 1,297 | US$201K | 0.06% |
| Phreesia, Inc. | 11,410 | US$118K | 0.03% |
| Quantumscape Corporation | 18,000 | US$83,610 | 0.02% |
Source
View original at SEC
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