Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Imprint Wealth LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Imprint Wealth LLC (CIK 1972653) reported $24.6M across 282 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($4.6M, 18.65%), DYNF ($1.9M, 7.66%), CORO ($1.5M, 6.28%), DLN ($1.2M, 5.03%), NVDA ($986,644, 4.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF$4.6M18.65%52,271Added
2DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$1.9M7.66%27,725Trimmed
3COROISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF$1.5M6.28%42,282Added
4DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$1.2M5.03%12,855Added
5NVDANVIDIA CORPORATION COM$986,6444.01%4,931Added
6MUMICRON TECHNOLOGY INC COM$903,8093.67%783Trimmed
7AAPLAPPLE INC COM$718,1922.92%2,482Trimmed
8BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF$689,0502.80%13,070Trimmed
9GOOGLALPHABET INC CAP STK CL A$606,8142.46%1,698Added
10IWBISHARES RUSSELL 1000 ETF$479,9341.95%1,172Hold
11BLCRISHARES LARGE CAP CORE ACTIVE ETF$473,3271.92%9,397Trimmed
12CRWDCROWDSTRIKE HLDGS INC CL A$470,0941.91%616Trimmed
13METAMETA PLATFORMS INC CL A$435,4231.77%773Added
14SHLDGLOBAL X DEFENSE TECH ETF$428,4791.74%7,176Added
15TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$383,9661.56%804Trimmed
16AMZNAMAZON COM INC COM$378,7221.54%1,589Added
17JPMJPMORGAN CHASE & CO COM$367,2641.49%1,122Hold
18THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF$362,5551.47%8,410Trimmed
19CVXCHEVRON CORPORATION COM$304,6671.24%1,838Trimmed
20VOOVANGUARD S&P 500 ETF$292,5811.19%426Added
21IMMXIMMIX BIOPHARMA INC COM$270,4621.10%26,233Trimmed
22GPCGENUINE PARTS CO COM$271,5901.10%2,302Hold
23WMTWALMART INC COM$265,1421.08%2,341Trimmed
24IVWISHARES S&P 500 GROWTH ETF$241,5030.98%1,756Trimmed
25IBMINTERNATIONAL BUSINESS MACHS COM$217,6570.88%774Hold

Source: SEC Form 13F filings · as of 2026-06-30