Imprint Wealth LLC

CIK: 0001972653Latest portfolio: $21.4M · Q4 2025

Holdings

307

Total Value

$21.4M

New Positions

37

Closed Positions

83

#StockSharesValue% PortfolioChangeType
1
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
24,525$2.0M9.19%+5K
2
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
23,950$1.5M6.81%+2K
3
VOOVANGUARD S&P 500 ETF
2,014$1.3M5.90%-899
4
NVDANVIDIA CORPORATION COM
5,790$1.1M5.04%-3,479
5
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
2,225$1.1M5.00%
6
AAPLAPPLE INC COM
3,453$938K4.38%-3,004
7
OEFISHARES S&P 100 ETF
1,901$651K3.04%+344
8
GOOGLALPHABET INC CAP STK CL A
1,682$526K2.46%-1,526
9
METAMETA PLATFORMS INC CL A
762$502K2.35%-623
10
QUALISHARES MSCI USA QUALITY FACTOR ETF
2,443$485K2.27%-2,577
11
IWBISHARES RUSSELL 1000 ETF
1,172$437K2.04%-1,172
12
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
4,708$414K1.93%-4,409
13
AMZNAMAZON COM INC COM
1,777$410K1.92%-1,227
14
MUMICRON TECHNOLOGY INC COM
1,384$395K1.85%-1,350
15
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF
11,789$392K1.83%+3K
16
CRWDCROWDSTRIKE HLDGS INC CL A
816$382K1.79%-817
17
JPMJPMORGAN CHASE & CO COM
1,157$372K1.74%-1,173
18
THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF
9,042$348K1.63%+2K
19
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
1,129$343K1.60%-1,096
20
RHCRH PLC ORD
2,678$334K1.56%-2,678
21
CVXCHEVRON CORPORATION COM
1,910$291K1.36%-1,673
22
GPCGENUINE PARTS CO COM
2,302$283K1.32%-2,302
23
WMTWALMART INC COM
2,504$278K1.30%-2,338
24
MSFTMICROSOFT CORP COM
503$243K1.14%-252
25
IVWISHARES S&P 500 GROWTH ETF
1,917$236K1.10%-4,451

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SPYM25K+5K
AQLT6K+4K
DYNF24K+2K
SPTL3K+2K
THRO9K+2K
BNDX1K+1K
IAUM2K+946
BINC2K+810
SHLD3K+798
SIVR871+349

Decreased Positions

NameSharesChange
IMMX20K-47414
INRO3K-5364
IVW2K-4451
DLN5K-4409
NVDA6K-3479
KWEB3K-3193
AAPL3K-3004
MP3K-2840
RH3K-2678
QUAL2K-2577

Sector Breakdown

Financial Services0.0% ($1.96714561263107e+204T)
Technology0.0% ($1.0799383953823431e+60T)
Healthcare0.0% ($1.1310460592820152e+31T)
Industrials0.0% ($8.528201614111111e+28T)
Consumer Cyclical0.0% ($410334283174522585088.0T)
Unknown0.0% ($1295748201612111.3T)
Basic Materials0.0% ($159521614.0T)
Communication Services0.0% ($5265025.8T)
Consumer Defensive0.0% ($2783730.3T)
Energy0.0% ($291218.2T)
Utilities0.0% ($3725.2T)
Real Estate0.0% ($38.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$21.4M307
Q3 2025Nov 14, 2025$31.2B354

Fund Information

CIK0001972653
Most Recent FilingFeb 17, 2026
Number of Filings2

Imprint Wealth LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $21.4M across 307 holdings. The largest position is STATE STREET SPDR PORTFOLIO S&P 500 ETF (SPYM), representing 9.2% of the portfolio. Compared to the previous quarter, the fund opened 38 new positions and closed 85 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.