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Asset Manager ← All Institutions

Imprint Wealth LLC

Q4 2025 · Filed 2026-02-17
Market Value
$2.1B
Holdings
388
+89
New Purchases
38
Added To
37
Closed
83
Reduced
209
Top 10 Concentration
74.8%
Turnover
31.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAI 18.86% 0.00% +18.86% $393M
THRO 16.75% 0.00% +16.75% $349M
VMBS 6.25% 0.00% +6.25% $130M
GOVT 6.20% 0.00% +6.20% $129M
KWEB 5.22% 0.00% +5.22% $109M
IMMX 5.03% 0.00% +5.03% $105M
SPTL 4.34% 0.00% +4.34% $90M
IAUM 4.32% 0.00% +4.32% $90M
INRO 3.97% 0.00% +3.97% $83M
IBIT 3.84% 0.00% +3.84% $80M
BNDX 2.80% 0.00% +2.80% $58M
SMA 1.86% 0.00% +1.86% $39M
HUT.TO 1.84% 0.00% +1.84% $38M
BSJR 1.52% 0.00% +1.52% $32M
BSJS 1.51% 0.00% +1.51% $31M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $31M 1.5%
Large Cap 252 $670M 32.2%
Mid Cap 47 $1.0B 48.3%
Small Cap 23 $273M 13.1%
Micro Cap 5 $103M 4.9%

Portfolio Analytics

Avg Market Cap
$183.8B
Median Market Cap
$49.3B
Avg P/E
35.2
Median P/E
26.6
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
265
# ETFs / Funds
123

Top Holdings (388 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BAI 18.86% 11,789 $393M $33,300.03 $97M +3,128 +36.1%
2 THRO 16.75% 9,042 $349M $38,560.05 $68M +1,621 +21.8%
3 VMBS 6.25% 2,765 $130M $47,079.93 $105M +2,234 +420.7%
4 GOVT 6.20% 5,604 $129M $23,024.98 $82M +3,590 +178.2%
5 KWEB 5.22% 3,193 $109M $34,050.11 -$160M -3,193 -50.0%
6 IMMX 5.03% 20,009 $105M $5,230.00 -$36M -47,414 -70.3%
7 SPTL 4.34% 3,417 $90M $26,470.00 $46M +1,756 +105.7%
8 IAUM 4.32% 2,094 $90M $42,989.97 $46M +946 +82.4%
9 INRO 3.97% 2,570 $83M $32,170.04 -$169M -5,364 -67.6%
10 IBIT 3.84% 1,609 $80M $49,650.09 $80M +701 +77.2%
11 BNDX 2.80% 1,206 $58M $48,320.07 $53M +1,099 +1027.1%
12 SMA 1.86% 1,250 $39M $30,940.00 +1,250 NEW
13 HUT.TO 1.84% 836 $38M $45,940.19 +836 NEW
14 BSJR 1.52% 1,398 $32M $22,614.45 +1,398 NEW
15 BSJS 1.51% 1,429 $31M $22,000.00 +1,429 NEW
16 BIDD 1.35% 972 $28M $28,819.96 -$82M -2,956 -75.2%
17 HYDB 1.22% 535 $25M $47,349.53 $1M +29 +5.7%
18 VZ 1.06% 543 $22M $40,729.28 -$17M -358 -39.7%
19 BKNG 1.03% 4 $21M $5,355,250.00 -$176K
20 ENB 0.76% 331 $16M $47,830.82 $16M -287 -46.4%
21 HUMA 0.75% 16,363 $16M $960.52 -$17M -2,545 -13.5%
22 JCPB 0.72% 317 $15M $47,350.16 -$15M -317 -50.0%
23 XLU 0.63% 308 $13M $42,691.56 $13M -374 -54.8%
24 XLB 0.59% 270 $12M $45,351.85 $12M -336 -55.5%
25 XLRE 0.58% 297 $12M $40,350.17 -$43M -1,005 -77.2%
26 BAX 0.53% 581 $11M $19,110.15 -$15M -584 -50.1%
27 BXMX 0.44% 630 $9M $14,700.00 -$9M -630 -50.0%
28 JPIE 0.41% 186 $9M $46,290.32 -$24M -526 -73.9%
29 CSX 0.37% 214 $8M $36,252.34 $7M +205 +2277.8%
30 FPE 0.37% 425 $8M $18,221.18 -$8K
31 CMCSA 0.34% 237 $7M $29,890.30 -$19M -602 -71.8%
32 BN 0.33% 151 $7M $45,887.42 $7M -155 -50.6%
33 DD 0.33% 172 $7M $40,197.67 $7M -172 -50.0%
34 HPE 0.24% 211 $5M $24,018.96 -$5M -216 -50.6%
35 KNG 0.23% 97 $5M $49,154.64 -$15K
36 SNY 0.22% 94 $5M $48,457.45 -$5M -103 -52.3%
37 SNTH 0.20% 151 $4M $27,688.74 -$5M -151 -50.0%
38 DOW 0.19% 171 $4M $23,380.12 -$4M -171 -50.0%
39 OXY 0.18% 91 $4M $41,120.88 -$17M -355 -79.6%
40 KMI 0.17% 129 $4M $27,488.37 +129 NEW
41 BKR 0.16% 71 $3M $45,535.21 -$4M -71 -50.0%
42 BSCT 0.13% 140 $3M $18,835.71 +140 NEW
43 BSCS 0.11% 113 $2M $20,601.77 +113 NEW
44 BSCR 0.11% 117 $2M $19,743.59 +117 NEW
45 GIS 0.11% 47 $2M $46,510.64 $2M -183 -79.6%
46 QLTA 0.10% 44 $2M $48,090.91 -$2M -46 -51.1%
47 SPLG 0.09% 24,525 $2M $80.22 $471K +5,427 +28.4%
48 CMG 0.09% 52 $2M $37,000.00 -$5M -128 -71.1%
49 IP 0.09% 47 $2M $39,382.98 +47 NEW
50 DT 0.09% 42 $2M $43,333.33 -$7M -132 -75.9%
51 SCHV 0.08% 57 $2M $29,614.04 -$2M -57 -50.0%
52 DYNF 0.07% 23,950 $1M $60.81 $177K +2,335 +10.8%
53 FAST 0.07% 36 $1M $40,138.89 -$4M -84 -70.0%
54 VOO 0.06% 2,014 $1M $627.14 -$521K -899 -30.9%
55 VXX 0.06% 47 $1M $26,468.09 +47 NEW
56 IOT 0.06% 35 $1M $35,457.14 -$622K -15 -30.0%
57 IUSB 0.06% 25 $1M $46,560.00 -$1M -25 -50.0%
58 NVDA 0.05% 5,790 $1M $186.50 -$650K -3,479 -37.5%
59 DIA 0.05% 2,225 $1M $480.57 $37K
60 AAPL 0.05% 3,453 $939K $271.86 -$705K -3,004 -46.5%
61 TTD 0.04% 24 $911K $37,958.33 -$5M -88 -78.6%
62 SHYM 0.04% 40 $889K $22,225.00 -$12M -528 -93.0%
63 SOLS 0.04% 18 $874K $48,555.56 +18 NEW
64 SCHG 0.03% 20 $652K $32,600.00 -$624K -20 -50.0%
65 OEF 0.03% 1,901 $652K $342.97 $134K +344 +22.1%
66 GOOGL 0.03% 1,682 $526K $313.00 -$253K -1,526 -47.6%
67 META 0.02% 762 $503K $660.09 -$514K -623 -45.0%
68 QUAL 0.02% 2,443 $485K $198.62 -$491K -2,577 -51.3%
69 IWB 0.02% 1,172 $438K $373.44 -$419K -1,172 -50.0%
70 DLN 0.02% 4,708 $415K $88.08 -$379K -4,409 -48.4%
71 AMZN 0.02% 1,777 $410K $230.82 -$249K -1,227 -40.9%
72 MU 0.02% 1,384 $395K $285.41 -$62K -1,350 -49.4%
73 CRWD 0.02% 816 $383K $468.76 -$418K -817 -50.0%
74 JPM 0.02% 1,157 $373K $322.22 -$362K -1,173 -50.3%
75 TSM 0.02% 1,129 $343K $303.89 -$278K -1,096 -49.3%
76 CRH.L 0.02% 2,678 $334K $124.80 -$308K -2,678 -50.0%
77 IAGG 0.01% 6 $300K $50,000.00 $299K -6 -50.0%
78 CVX 0.01% 1,910 $291K $152.41 -$265K -1,673 -46.7%
79 GPC 0.01% 2,302 $283K $122.96 -$355K -2,302 -50.0%
80 WMT 0.01% 2,504 $279K $111.41 -$220K -2,338 -48.3%
81 AAAU 0.01% 6 $255K $42,500.00 -$1M -28 -82.3%
82 MSFT 0.01% 503 $243K $483.62 -$148K -252 -33.4%
83 IVW 0.01% 1,917 $236K $123.26 -$532K -4,451 -69.9%
84 IVE 0.01% 1,106 $235K $212.07 $225K +1,061 +2357.8%
85 IBM 0.01% 774 $229K $296.21 -$218K -812 -51.2%
86 XOM 0.01% 1,816 $219K $120.34 -$185K -1,762 -49.2%
87 SHLD 0.01% 3,162 $205K $64.79 $39K +798 +33.8%
88 BAC 0.01% 3,343 $184K $55.00 -$119K -2,533 -43.1%
89 TSLA 0.01% 389 $175K $449.72 -$159K -363 -48.3%
90 LQD 0.01% 1,492 $164K $110.19 $72K +662 +79.8%
91 MP 0.01% 3,154 $159K $50.52 -$243K -2,840 -47.4%
92 BINC 0.01% 2,192 $116K $52.77 $42K +810 +58.6%
93 LLY 0.01% 106 $114K $1,074.68 -$28K -80 -43.0%
94 VIG 0.01% 487 $107K $219.78 -$103K -487 -50.0%
95 MA —% 182 $104K $570.88 -$88K -155 -46.0%
96 SSO —% 1,766 $102K $57.92 -$181K -757 -30.0%
97 QCOM —% 523 $89K $171.05 -$87K -535 -50.6%
98 GE —% 276 $85K $308.03 -$95K -321 -53.8%
99 AVGO —% 240 $83K $346.10 -$7K -34 -12.4%
100 DGRO —% 1,118 $78K $69.42 -$109K -1,624 -59.2%

New Positions

SymbolValue% Port
SMA $39M 1.86%
HUT.TO $38M 1.84%
BSJR $32M 1.52%
BSJS $31M 1.51%
KMI $4M 0.17%
BSCT $3M 0.13%
BSCS $2M 0.11%
BSCR $2M 0.11%
IP $2M 0.09%
VXX $1M 0.06%
SOLS $874K 0.04%
FIBR $63K —%
JEPQ $42K —%
CRWV $23K —%
MS $17K —%

Sold Out Positions

SymbolValue% Port
T —%
PB —%
LHX —%
HR —%
BMY —%
D —%
SE —%
AXTA —%
REXR —%
LYB —%
ANET —%
VOYA —%
EIX —%
FNF —%
CAH —%
View SEC EDGAR Filings for Imprint Wealth LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms