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Stock research / United States / Funds / N10 Wealth, LLC

N10 Wealth, LLC

CIK 2146357 · latest 13F filed 14 October 2026 · Read the filing on EDGAR

N10 Wealth, LLC reported 65 US-listed holdings worth $347.6 million in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: NVIDIA Corp. (8.2%), Amazon.com Inc. (6.8%) and Taiwan Semiconductor Manufacturing Company Limited (6.6%). Against the quarter before, it opened 26 positions, added to 32, trimmed 3 and sold out of 4.

Reported holdings$347.6M+23.3% on Q2 2026
Positions65+22 on Q2 2026
The largest ten53.5%of its reported holdings
Latest 13FQ3 2026filed 14 October 2026
Where the money is
Added to
NVDA8.2%AMZN6.8%TSM6.6%VRT5.6%GOOGL4.8%GOOG4.7%MSFT4.7%META4.2%LRCX4.0%PLTR3.9%MRVL3.8%SNDK3.5%GEV2.8%AVGO2.8%51 more33.6%

The 14 largest of its 65 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q2 2026: $281.9 million in 43 positions$282MQ2 26Q3 2026: $347.6 million in 65 positions$348MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 26Added 32Held 4Trimmed 3Sold out 4
Opened: 26Added: 32Held: 4Trimmed: 3Sold out: 4

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 26

  1. Texas Instruments Inc. TXN$6.1 million
  2. Advanced Micro Devices Inc. AMD$4.3 million
  3. SPDR Gold Trust GLD$2.9 million
  4. Seagate Technology Holdings plc STX$1.8 million
  5. iShares Core S&P 500 ETF IVV$1.2 million
  6. Dell Technologies Inc. DELL$1.2 million
  7. Applied Optoelectronics Inc. AAOI$992,600
  8. Energy Transfer LP ET$790,800

and 18 more in the table below

Added to 32

  1. Microsoft Corp. MSFT+13,422 shares · +73%
  2. NVIDIA Corp. NVDA+28,074 shares · +29%
  3. Micron Technology Inc. MU+6,000 shares · +240%
  4. Amazon.com Inc. AMZN+25,419 shares · +36%
  5. Vertiv Holdings Co. VRT+20,604 shares · +34%
  6. Apple Inc. AAPL+14,816 shares · +534%
  7. Alphabet Inc. GOOGL+13,749 shares · +40%
  8. Taiwan Semiconductor Manufacturing Company Limited TSM+9,326 shares · +23%

and 24 more in the table below

Trimmed 3

  1. Vistra Corp. VST-8,887 shares · -21%
  2. Axon Enterprise, Inc. AXON-1,778 shares · -13%
  3. Oracle Corp. ORCL-1,504 shares · -4%

Sold out of 4

  1. Angel Oak Funds Trust CARY$20.9 million last quarter
  2. iShares New York Muni Bond ETF NYF$2.3 million last quarter
  3. iShares Trust SHY$1.5 million last quarter
  4. Vanguard Scottsdale FDS VONG$597,512 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA124.9K$28.5 million8.21%+28.1K
Amazon.com Inc. AMZN95.4K$23.8 million6.84%+25.4K
Taiwan Semiconductor Manufacturing Company Limited TSM49.9K$22.8 million6.55%+9.3K
Vertiv Holdings Co. VRT80.8K$19.5 million5.61%+20.6K
Alphabet Inc. GOOGL48.5K$16.7 million4.80%+13.7K
Alphabet Inc. GOOG48.1K$16.4 million4.72%+747
Microsoft Corp. MSFT31.8K$16.3 million4.70%+13.4K
Meta Platforms, Inc. META19.9K$14.4 million4.15%+4.1K
Lam Research Corp. LRCX42.5K$14.0 million4.02%+8.5K
Palantir Technologies Inc. PLTR72.6K$13.6 million3.90%+11.7K
Marvell Technology, Inc. MRVL49.9K$13.2 million3.79%+10.7K
Sandisk Corp. SNDK6.9K$12.0 million3.46%+1.6K
GE Vernova Inc. GEV10.3K$9.8 million2.83%+2.2K
Broadcom Inc. AVGO27.5K$9.7 million2.78%+6.2K
Micron Technology Inc. MU8.5K$9.1 million2.60%+6.0K
Lumentum Holdings Inc. LITE9.1K$8.8 million2.54%+2.2K
McKesson Corp. MCK10.2K$8.7 million2.51%+2.6K
Quanta Services, Inc. PWR12.9K$8.3 million2.39%+2.8K
Uber Technologies, Inc. UBER90.6K$6.2 million1.79%+23.1K
Texas Instruments Inc. TXN21.8K$6.1 million1.76%new
Apple Inc. AAPL17.6K$5.9 million1.69%+14.8K
Eli Lilly & Co. LLY5.0K$5.8 million1.66%+862
American Express Co. AXP18.9K$5.7 million1.65%+3.4K
Amphenol Corp. APH65.0K$5.5 million1.58%+9.0K
Oracle Corp. ORCL38.4K$5.3 million1.52%-1.5K
Tesla, Inc. TSLA14.7K$5.2 million1.50%+4.3K
Axon Enterprise, Inc. AXON12.2K$5.2 million1.48%-1.8K
Vistra Corp. VST33.2K$4.6 million1.32%-8.9K
Advanced Micro Devices Inc. AMD7.0K$4.3 million1.24%new
SPDR Gold Trust GLD7.5K$2.9 million0.82%new
Vanguard S&P 500 Growth ETF VOOG23.5K$2.0 million0.58%+11.7K
Seagate Technology Holdings plc STX2.0K$1.8 million0.53%new
Royalty Pharma PLC RPRX29.6K$1.7 million0.50%no change
iShares Core S&P 500 ETF IVV1.6K$1.2 million0.35%new
Dell Technologies Inc. DELL2.2K$1.2 million0.33%new
Applied Optoelectronics Inc. AAOI10.0K$992,6000.29%new
Energy Transfer LP ET40.0K$790,8000.23%new
Goldman Sachs Group Inc. GS683$614,9460.18%new
RTX Corp. RTX3.2K$601,5060.17%new
Invesco QQQ Trust QQQ800$591,8160.17%+293
Home Depot, Inc. HD1.8K$520,3320.15%+1.2K
Caterpillar Inc. CAT638$517,2850.15%+288
Amgen Inc. AMGN1.2K$496,1170.14%+453
Berkshire Hathaway Inc. Class B BRKB984$489,9830.14%no change
Visa Inc. V1.3K$463,5360.13%new
Navan Inc. NAVN19.2K$403,9320.12%+7.3K
Altria Group, Inc. MO6.0K$401,4130.12%new
Arista Networks, Inc. ANET1.9K$381,1200.11%new
Space Exploration Techn Corp. Class A Com STK SPCX2.4K$362,3660.10%+1.2K
Freeport-McMoRan Inc. FCX4.5K$315,0000.09%new
MGM Resorts International MGM10.0K$310,5000.09%new
Linde plc LIN651$308,9970.09%new
ExxonMobil Holdings Corp. XOM1.8K$295,8800.09%new
Autozone Inc. AZO103$291,4920.08%no change
AbbVie Inc. ABBV1.1K$282,5170.08%new
Merck & Co., Inc. MRK1.9K$279,4310.08%+234
Vanguard Mid Cap Index ETF VO3.2K$251,5710.07%new
JPMorgan Chase & Co. JPM760$251,4310.07%no change
International Business Machines Corp. IBM1.1K$247,8610.07%new
Coinbase Global, Inc. COIN1.3K$234,8770.07%new
Walmart Inc. WMT2.1K$215,5300.06%new
VG Totl STK Vprs VTI553$206,9550.06%new
Emerson Electric Co. EMR1.3K$201,1650.06%new
Phreesia Inc. PHR11.4K$117,8650.03%new
Quantumscape Corp. QS18.0K$83,6100.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.