N10 Wealth, LLC 13F Holdings · Q2 2026
N10 Wealth, LLC reported 43 securities worth $281.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CARY (7.42%), VRT (7.15%), NVDA (6.88%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CARY | ANGEL OAK FUNDS TRUST | $20.9M | 7.42% | 1.0M | New |
| 2 | VRT | VERTIV HOLDINGS CO | $20.2M | 7.15% | 60,194 | New |
| 3 | NVDA | NVIDIA CORPORATION | $19.4M | 6.88% | 96,866 | New |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $19.4M | 6.88% | 40,601 | New |
| 5 | GOOG | ALPHABET INC | $16.7M | 5.94% | 47,381 | New |
| 6 | AMZN | AMAZON COM INC | $16.7M | 5.92% | 70,014 | New |
| 7 | LRCX | LAM RESEARCH CORP | $14.7M | 5.22% | 33,943 | New |
| 8 | GOOGL | ALPHABET INC | $12.4M | 4.40% | 34,706 | New |
| 9 | SNDK | SANDISK CORP | $12.0M | 4.25% | 5,271 | New |
| 10 | MRVL | MARVELL TECHNOLOGY INC | $11.7M | 4.13% | 39,117 | New |
| 11 | GEV | GE VERNOVA INC | $9.5M | 3.38% | 8,118 | New |
| 12 | META | META PLATFORMS INC | $8.9M | 3.16% | 15,815 | New |
| 13 | AVGO | BROADCOM INC | $8.1M | 2.86% | 21,344 | New |
| 14 | AXON | AXON ENTERPRISE INC | $7.8M | 2.78% | 13,974 | New |
| 15 | PWR | QUANTA SVCS INC | $7.3M | 2.59% | 10,155 | New |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $7.1M | 2.52% | 60,914 | New |
| 17 | MSFT | MICROSOFT CORP | $6.9M | 2.44% | 18,422 | New |
| 18 | VST | VISTRA CORP | $6.7M | 2.37% | 42,097 | New |
| 19 | LITE | LUMENTUM HLDGS INC | $5.9M | 2.10% | 6,896 | New |
| 20 | ORCL | ORACLE CORP | $5.8M | 2.08% | 39,916 | New |
| 21 | MCK | MCKESSON CORP | $5.7M | 2.04% | 7,599 | New |
| 22 | AXP | AMERICAN EXPRESS CO | $5.2M | 1.86% | 15,499 | New |
| 23 | APH | AMPHENOL CORP NEW | $4.9M | 1.75% | 27,977 | New |
| 24 | LLY | ELI LILLY & CO | $4.9M | 1.75% | 4,111 | New |
| 25 | UBER | UBER TECHNOLOGIES INC | $4.9M | 1.73% | 67,519 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR