N10 Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), N10 Wealth, LLC reported 43 stock positions worth $281.9 million. Its top holding was Angel Oak Income ETF (CARY) at 7.4% of the portfolio, followed by Vertiv Class A (VRT, 7.1%) and Taiwan Semiconductor-SP ADR (TSM, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0002146357
- Portfolio Value
- $281.9M (Q2 2026)
- SEC Filing
- 0002146357-26-000001 ↗ filed Aug 14, 2026
Holdings 43 stocks · $281.9M
| CARY Angel Oak Income ETF | 7.42% | 1,006,181 | $20.9M | — |
| VRT Vertiv Holdings Co. Class A | 7.15% | 60,194 | $20.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 6.88% | 40,601 | $19.4M | — |
| NVDA Nvidia Corp. | 6.88% | 96,866 | $19.4M | — |
| GOOG Alphabet Inc. Class C | 5.94% | 47,381 | $16.7M | — |
| AMZN Amazon.com Inc. | 5.92% | 70,014 | $16.7M | — |
| LRCX Lam Research Corp. | 5.22% | 33,943 | $14.7M | — |
| GOOGL Alphabet Inc. Class A | 4.40% | 34,706 | $12.4M | — |
| SNDK Sandisk Corp. | 4.25% | 5,271 | $12.0M | — |
| MRVL Marvell Technology Inc. | 4.13% | 39,117 | $11.7M | — |
| GEV GE Vernova Inc. | 3.38% | 8,118 | $9.5M | — |
| META Meta Platforms Inc. Class A | 3.16% | 15,815 | $8.9M | — |
| AVGO Broadcom Inc. | 2.86% | 21,344 | $8.1M | — |
| AXON Axon Enterprise Inc. | 2.78% | 13,974 | $7.8M | — |
| PWR Quanta Services Inc. | 2.59% | 10,155 | $7.3M | — |
| PLTR Palantir Technologies Inc. Class A | 2.52% | 60,914 | $7.1M | — |
| MSFT Microsoft Corp. | 2.44% | 18,422 | $6.9M | — |
| VST Vistra Corp. | 2.37% | 42,097 | $6.7M | — |
| LITE Lumentum Holdings Inc. | 2.10% | 6,896 | $5.9M | — |
| ORCL Oracle Corp. | 2.08% | 39,916 | $5.8M | — |
| MCK McKesson Corp. | 2.04% | 7,599 | $5.7M | — |
| AXP American Express Co. | 1.86% | 15,499 | $5.2M | — |
| APH Amphenol Corp. Class A | 1.75% | 27,977 | $4.9M | — |
| LLY Eli Lilly & Co. | 1.75% | 4,111 | $4.9M | — |
| UBER Uber Technologies Inc. | 1.73% | 67,519 | $4.9M | — |
| TSLA Tesla Inc. | 1.55% | 10,418 | $4.4M | — |
| MU Micron Technology Inc. | 1.02% | 2,499 | $2.9M | — |
| NYF iShares New York Muni Bond E | 0.81% | 42,540 | $2.3M | — |
| RPRX Royalty Pharma PLC Class A | 0.59% | 29,605 | $1.7M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.53% | 18,094 | $1.5M | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.34% | 11,742 | $970K | — |
| AAPL Apple Inc. | 0.28% | 2,774 | $803K | — |
| VONG Vanguard Russell 1000 Growth | 0.21% | 4,675 | $598K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 984 | $492K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 507 | $373K | — |
| CAT Caterpillar Inc. | 0.13% | 350 | $373K | — |
| AZO AutoZone Inc. | 0.12% | 103 | $329K | — |
| NAVN Navan Inc. Class A | 0.10% | 11,949 | $273K | — |
| AMGN Amgen Inc. | 0.09% | 724 | $262K | — |
| JPM JPMorgan Chase & Co. | 0.09% | 760 | $249K | — |
| HD Home Depot Inc. | 0.08% | 632 | $223K | — |
| MRK Merck & Co. Inc. | 0.08% | 1,689 | $217K | — |
| SPCX Space Exploration Techn Class A | 0.07% | 1,228 | $210K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $281.9M | CARY, VRT, TSM, NVDA, GOOG |