N10 Wealth
GREENWICH, CTfiles as N10 WEALTH, LLC
$282m in 43 US stocks at the end of 30 June 2026. The top 10 are 58.2% of the money.
Value
$282m
Stocks
43
Top 10 share
58.2%
Turnover
n/a
What changed this quarter
This is the first quarter we have for this fund, so we can't show changes yet.
Holdings
- Angel OAK Funds TrustCARY
- Share
- 7.4%
- Value
- $21m
- Shares
- 1,006,181
- Vertiv HoldingsVRT
- Share
- 7.1%
- Value
- $20m
- Shares
- 60,194
- Taiwan Semiconductor ManufacturingTSM
- Share
- 6.9%
- Value
- $19m
- Shares
- 40,601
- NvidiaNVDA
- Share
- 6.9%
- Value
- $19m
- Shares
- 96,866
- AlphabetGOOG
- Share
- 5.9%
- Value
- $17m
- Shares
- 47,381
- Amazon.comAMZN
- Share
- 5.9%
- Value
- $17m
- Shares
- 70,014
- Lam ResearchLRCX
- Share
- 5.2%
- Value
- $15m
- Shares
- 33,943
- AlphabetGOOGL
- Share
- 4.4%
- Value
- $12m
- Shares
- 34,706
- SandiskSNDK
- Share
- 4.3%
- Value
- $12m
- Shares
- 5,271
- Marvell TechnologyMRVL
- Share
- 4.1%
- Value
- $12m
- Shares
- 39,117
- GE VernovaGEV
- Share
- 3.4%
- Value
- $10m
- Shares
- 8,118
- Meta PlatformsMETA
- Share
- 3.2%
- Value
- $9m
- Shares
- 15,815
- BroadcomAVGO
- Share
- 2.9%
- Value
- $8m
- Shares
- 21,344
- Axon EnterpriseAXON
- Share
- 2.8%
- Value
- $8m
- Shares
- 13,974
- Quanta ServicesPWR
- Share
- 2.6%
- Value
- $7m
- Shares
- 10,155
- Palantir TechnologiesPLTR
- Share
- 2.5%
- Value
- $7m
- Shares
- 60,914
- MicrosoftMSFT
- Share
- 2.4%
- Value
- $7m
- Shares
- 18,422
- VistraVST
- Share
- 2.4%
- Value
- $7m
- Shares
- 42,097
- Lumentum HoldingsLITE
- Share
- 2.1%
- Value
- $6m
- Shares
- 6,896
- OracleORCL
- Share
- 2.1%
- Value
- $6m
- Shares
- 39,916
- MckessonMCK
- Share
- 2.0%
- Value
- $6m
- Shares
- 7,599
- American ExpressAXP
- Share
- 1.9%
- Value
- $5m
- Shares
- 15,499
- AmphenolAPH
- Share
- 1.7%
- Value
- $5m
- Shares
- 27,977
- Eli LillyLLY
- Share
- 1.7%
- Value
- $5m
- Shares
- 4,111
- Uber TechnologiesUBER
- Share
- 1.7%
- Value
- $5m
- Shares
- 67,519
- TeslaTSLA
- Share
- 1.6%
- Value
- $4m
- Shares
- 10,418
- Micron TechnologyMU
- Share
- 1.0%
- Value
- $3m
- Shares
- 2,499
- Ishares TRNYF
- Share
- 0.8%
- Value
- $2m
- Shares
- 42,540
- Royalty PharmaRPRX
- Share
- 0.6%
- Value
- $2m
- Shares
- 29,605
- Ishares TRSHY
- Share
- 0.5%
- Value
- $1m
- Shares
- 18,094
- Vanguard Admiral FDSVOOG
- Share
- 0.3%
- Value
- $970,124
- Shares
- 11,742
- AppleAAPL
- Share
- 0.3%
- Value
- $802,685
- Shares
- 2,774
- Vanguard Scottsdale FDSVONG
- Share
- 0.2%
- Value
- $597,512
- Shares
- 4,675
- Berkshire HathawayBRK-B
- Share
- 0.2%
- Value
- $492,384
- Shares
- 984
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $373,355
- Shares
- 507
- CaterpillarCAT
- Share
- 0.1%
- Value
- $372,715
- Shares
- 350
- AutozoneAZO
- Share
- 0.1%
- Value
- $329,182
- Shares
- 103
- NavanNAVN
- Share
- <0.1%
- Value
- $273,274
- Shares
- 11,949
- AmgenAMGN
- Share
- <0.1%
- Value
- $262,175
- Shares
- 724
- JPMorgan ChaseJPM
- Share
- <0.1%
- Value
- $248,771
- Shares
- 760
- Home DepotHD
- Share
- <0.1%
- Value
- $222,894
- Shares
- 632
- MerckMRK
- Share
- <0.1%
- Value
- $217,037
- Shares
- 1,689
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $209,816
- Shares
- 1,228
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Angel OAK Funds TrustCARY | 7.4% | $21m | 1,006,181 | |
| Vertiv HoldingsVRT | 7.1% | $20m | 60,194 | |
| Taiwan Semiconductor ManufacturingTSM | 6.9% | $19m | 40,601 | |
| NvidiaNVDA | 6.9% | $19m | 96,866 | |
| AlphabetGOOG | 5.9% | $17m | 47,381 | |
| Amazon.comAMZN | 5.9% | $17m | 70,014 | |
| Lam ResearchLRCX | 5.2% | $15m | 33,943 | |
| AlphabetGOOGL | 4.4% | $12m | 34,706 | |
| SandiskSNDK | 4.3% | $12m | 5,271 | |
| Marvell TechnologyMRVL | 4.1% | $12m | 39,117 | |
| GE VernovaGEV | 3.4% | $10m | 8,118 | |
| Meta PlatformsMETA | 3.2% | $9m | 15,815 | |
| BroadcomAVGO | 2.9% | $8m | 21,344 | |
| Axon EnterpriseAXON | 2.8% | $8m | 13,974 | |
| Quanta ServicesPWR | 2.6% | $7m | 10,155 | |
| Palantir TechnologiesPLTR | 2.5% | $7m | 60,914 | |
| MicrosoftMSFT | 2.4% | $7m | 18,422 | |
| VistraVST | 2.4% | $7m | 42,097 | |
| Lumentum HoldingsLITE | 2.1% | $6m | 6,896 | |
| OracleORCL | 2.1% | $6m | 39,916 | |
| MckessonMCK | 2.0% | $6m | 7,599 | |
| American ExpressAXP | 1.9% | $5m | 15,499 | |
| AmphenolAPH | 1.7% | $5m | 27,977 | |
| Eli LillyLLY | 1.7% | $5m | 4,111 | |
| Uber TechnologiesUBER | 1.7% | $5m | 67,519 | |
| TeslaTSLA | 1.6% | $4m | 10,418 | |
| Micron TechnologyMU | 1.0% | $3m | 2,499 | |
| Ishares TRNYF | 0.8% | $2m | 42,540 | |
| Royalty PharmaRPRX | 0.6% | $2m | 29,605 | |
| Ishares TRSHY | 0.5% | $1m | 18,094 | |
| Vanguard Admiral FDSVOOG | 0.3% | $970,124 | 11,742 | |
| AppleAAPL | 0.3% | $802,685 | 2,774 | |
| Vanguard Scottsdale FDSVONG | 0.2% | $597,512 | 4,675 | |
| Berkshire HathawayBRK-B | 0.2% | $492,384 | 984 | |
| Invesco QQQ TRQQQ | 0.1% | $373,355 | 507 | |
| CaterpillarCAT | 0.1% | $372,715 | 350 | |
| AutozoneAZO | 0.1% | $329,182 | 103 | |
| NavanNAVN | <0.1% | $273,274 | 11,949 | |
| AmgenAMGN | <0.1% | $262,175 | 724 | |
| JPMorgan ChaseJPM | <0.1% | $248,771 | 760 | |
| Home DepotHD | <0.1% | $222,894 | 632 | |
| MerckMRK | <0.1% | $217,037 | 1,689 | |
| Space Exploration TechnologiesSPCX | <0.1% | $209,816 | 1,228 |
Over time and by industry
Value over time
Jun '26
Where the money is
Technology42.6%
Industrials17.8%
Media & telecom13.5%
Retail & consumer7.7%
Health care4.5%
Utilities2.4%
Financial services2.1%
Other9.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.