# N10 WEALTH, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2146357. Source: https://holderbook.com/funds/2146357-n10-wealth-llc/

- Reported value: $281.9M
- Positions: 43
- Weight of the ten largest: 58.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ANGEL OAK FUNDS TRUST | [CARY](https://holderbook.com/stocks/CARY/) | $20.9M | 1,006,181 | 7.4% | 1 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $20.2M | 60,194 | 7.1% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $19.4M | 40,601 | 6.9% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $19.4M | 96,866 | 6.9% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $16.7M | 47,381 | 5.9% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $16.7M | 70,014 | 5.9% | 1 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $14.7M | 33,943 | 5.2% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $12.4M | 34,706 | 4.4% | 1 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $12.0M | 5,271 | 4.3% | 1 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $11.7M | 39,117 | 4.1% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $9.5M | 8,118 | 3.4% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $8.9M | 15,815 | 3.2% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $8.1M | 21,344 | 2.9% | 1 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $7.8M | 13,974 | 2.8% | 1 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $7.3M | 10,155 | 2.6% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $7.1M | 60,914 | 2.5% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.9M | 18,422 | 2.4% | 1 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $6.7M | 42,097 | 2.4% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $5.9M | 6,896 | 2.1% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $5.8M | 39,916 | 2.1% | 1 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $5.7M | 7,599 | 2.0% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $5.2M | 15,499 | 1.9% | 1 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $4.9M | 27,977 | 1.7% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.9M | 4,111 | 1.7% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $4.9M | 67,519 | 1.7% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.4M | 10,418 | 1.6% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.9M | 2,499 | 1.0% | 1 |
| ISHARES TR | [NYF](https://holderbook.com/stocks/NYF/) | $2.3M | 42,540 | 0.8% | 1 |
| ROYALTY PHARMA PLC | [RPRX](https://holderbook.com/stocks/RPRX/) | $1.7M | 29,605 | 0.6% | 1 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.5M | 18,094 | 0.5% | 1 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $970.1K | 11,742 | 0.3% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $802.7K | 2,774 | 0.3% | 1 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $597.5K | 4,675 | 0.2% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $492.4K | 984 | 0.2% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $373.4K | 507 | 0.1% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $372.7K | 350 | 0.1% | 1 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $329.2K | 103 | 0.1% | 1 |
| NAVAN INC | [NAVN](https://holderbook.com/stocks/NAVN/) | $273.3K | 11,949 | 0.1% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $262.2K | 724 | 0.1% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $248.8K | 760 | 0.1% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $222.9K | 632 | 0.1% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $217.0K | 1,689 | 0.1% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $209.8K | 1,228 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $281.9M | 43 |