Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Imprint Wealth LLC (CIK 1972653) reported $21.9M across 293 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($3.1M, 14.16%), DYNF ($1.7M, 7.97%), CORO ($1.3M, 6.13%), NVDA ($852,642, 3.89%), AAPL ($721,779, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.1M | 14.16% | 40,529 | Added |
| 2 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $1.7M | 7.97% | 30,014 | Added |
| 3 | CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $1.3M | 6.13% | 41,766 | New |
| 4 | NVDA | NVIDIA CORPORATION COM | $852,642 | 3.89% | 4,889 | Trimmed |
| 5 | AAPL | APPLE INC COM | $721,779 | 3.30% | 2,844 | Trimmed |
| 6 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $699,722 | 3.20% | 7,833 | Added |
| 7 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $635,275 | 2.90% | 3,312 | Added |
| 8 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $559,755 | 2.56% | 16,988 | Added |
| 9 | THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $506,645 | 2.31% | 13,988 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $483,676 | 2.21% | 1,682 | Hold |
| 11 | MU | MICRON TECHNOLOGY INC COM | $467,571 | 2.14% | 1,384 | Hold |
| 12 | META | META PLATFORMS INC CL A | $441,112 | 2.01% | 771 | Added |
| 13 | IWB | ISHARES RUSSELL 1000 ETF | $417,888 | 1.91% | 1,172 | Hold |
| 14 | BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $413,269 | 1.89% | 10,065 | New |
| 15 | SHLD | GLOBAL X DEFENSE TECH ETF | $404,851 | 1.85% | 5,715 | Added |
| 16 | CVX | CHEVRON CORPORATION COM | $382,558 | 1.75% | 1,849 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $372,421 | 1.70% | 1,102 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO COM | $330,048 | 1.51% | 1,122 | Trimmed |
| 19 | AMZN | AMAZON COM INC COM | $327,817 | 1.50% | 1,574 | Trimmed |
| 20 | CRWD | CROWDSTRIKE HLDGS INC CL A | $318,575 | 1.45% | 816 | Hold |
| 21 | WMT | WALMART INC COM | $293,177 | 1.34% | 2,359 | Trimmed |
| 22 | IMMX | IMMIX BIOPHARMA INC COM | $284,669 | 1.30% | 31,248 | Added |
| 23 | CRH | CRH PLC ORD | $281,511 | 1.29% | 2,678 | Hold |
| 24 | XOM | EXXON MOBIL CORP COM | $267,045 | 1.22% | 1,574 | Trimmed |
| 25 | VOO | VANGUARD S&P 500 ETF | $249,776 | 1.14% | 418 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31