N10 Wealth, LLC reported 59 positions worth $331.30M for the quarter ended Sep 30, 2026, up 36.2% on the prior quarter. It opened 23 new positions, added to 29, trimmed 3 and exited 0. Its largest holding is Nvidia Corp at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +13.4K | +72.9% | $6.88M | 4.93% |
| NVDA Nvidia Corp | +28.1K | +29.0% | $6.41M | 8.61% |
| MU Micron Technology Inc | +6,000 | +240.1% | $6.39M | 2.73% |
| AMZN Amazon Com Inc | +25.4K | +36.3% | $6.33M | 7.18% |
| TXN Texas Instruments Inc | +21.8K | – | $6.10M | 1.84% |
| VRT Vertiv Holdings Co | +20.6K | +34.2% | $4.97M | 5.89% |
| AAPL Apple Inc. | +14.8K | +534.1% | $4.93M | 1.77% |
| GOOGL Alphabet Inc. | +13.7K | +39.6% | $4.73M | 5.03% |
| AMD Advanced Micro Devices Inc | +7,030 | – | $4.30M | 1.3% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +9,326 | +23.0% | $4.25M | 6.87% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TXN Texas Instruments Inc | +21.8K | $6.10M | 1.84% |
| AMD Advanced Micro Devices Inc | +7,030 | $4.30M | 1.3% |
| GLD Spdr Gold Trust | +7,500 | $2.86M | 0.862% |
| STX Seagate Technology Holdings plc | +2,000 | $1.84M | 0.557% |
| DELL Dell Technologies Inc. | +2,160 | $1.16M | 0.351% |
| AAOI Applied Optoelectronics, Inc. | +10.0K | $992.60K | 0.3% |
| ET Energy Transfer LP | +40.0K | $790.80K | 0.239% |
| GS Goldman Sachs Group Inc | +683 | $614.95K | 0.186% |
| RTX RTX Corp | +3,240 | $601.51K | 0.182% |
| V Visa Inc. | +1,290 | $463.54K | 0.14% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 124.9K | $28.53M | 8.61% | +28.1K | +29.0% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 95.4K | $23.78M | 7.18% | +25.4K | +36.3% | Added | 0% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 49.9K | $22.78M | 6.87% | +9,326 | +23.0% | Added | 0% |
| 4 | VRT Vertiv Holdings Co | Industrials | 80.8K | $19.50M | 5.89% | +20.6K | +34.2% | Added | 0.02% |
| 5 | GOOGL Alphabet Inc. | Technology | 48.5K | $16.67M | 5.03% | +13.7K | +39.6% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 48.1K | $16.40M | 4.95% | +747 | +1.6% | Added | 0% |
| 7 | MSFT Microsoft Corp | Technology | 31.8K | $16.33M | 4.93% | +13.4K | +72.9% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 19.9K | $14.43M | 4.36% | +4,089 | +25.9% | Added | 0% |
| 9 | LRCX Lam Research Corp | Technology | 42.5K | $13.96M | 4.21% | +8,548 | +25.2% | Added | 0% |
| 10 | PLTR Palantir Technologies Inc. | Technology | 72.6K | $13.57M | 4.1% | +11.7K | +19.1% | Added | 0% |
| 11 | MRVL Marvell Technology, Inc. | Technology | 49.9K | $13.17M | 3.98% | +10.7K | +27.5% | Added | 0.01% |
| 12 | GEV GE Vernova Inc. | Industrials | 10.3K | $9.82M | 2.96% | +2,214 | +27.3% | Added | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 27.5K | $9.67M | 2.92% | +6,202 | +29.1% | Added | 0% |
| 14 | MU Micron Technology Inc | Technology | 8,499 | $9.05M | 2.73% | +6,000 | +240.1% | Added | 0% |
| 15 | LITE Lumentum Holdings Inc. | Technology | 9,093 | $8.83M | 2.67% | +2,197 | +31.9% | Added | 0.01% |
Tip. Select a row to see that position’s full history at N10 Wealth.
As of its Q3 2026 13F filing, N10 Wealth, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.6%, Amazon Com Inc (AMZN) at 7.2%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 6.9%, Vertiv Holdings Co (VRT) at 5.9%, Alphabet Inc. (GOOGL) at 5.0% of the reported portfolio.
N10 Wealth, LLC reported a 13F portfolio worth $331.30M across 59 positions for Q3 2026. That is up 36.2% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($6.88M), Nvidia Corp ($6.41M), Micron Technology Inc ($6.39M). It opened 23 new positions.
Its largest sales by value were Vistra Corp. ($1.23M), Axon Enterprise, Inc. ($751.24K), Oracle Corp ($206.50K). It exited 0 positions entirely.
From the Form 13F-HR reports N10 Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.