My Top-10 Portfolio Holdings for 2026

• There are astir 45 stocks successful my portfolio, but determination are immoderate I person acold much wealth successful than others.

• SoFi is my largest concern arsenic we caput into 2026 acknowledgment to stellar banal show implicit the past mates of years.

• MercadoLibre, General Motors, and Realty Income are besides ample positions for me.

• 10 stocks we similar amended than SoFi Technologies ›

Every year, I similar to bash an extended portfolio checkup, making definite my portfolio isn't retired of equilibrium oregon successful request of large changes. And successful doing so, I measure the show of the respective twelve stocks and exchange-traded funds (ETFs) successful my portfolio, paying peculiar attraction to the largest positions.

Without further delay, present are my top-10 banal holdings arsenic we caput into 2026, listed successful bid from largest positions to smallest:

In afloat disclosure, I didn't program connected SoFi (NASDAQ: SOFI) becoming my largest banal position. But the fintech disruptor has risen by astir 400% from my outgo ground successful conscionable a mates of years acknowledgment to stellar maturation and better-than-expected profitability.

MercadoLibre (NASDAQ: MELI) is an unthinkable business. Often referred to arsenic the "Amazon (NASDAQ: AMZN) of Latin America," MercadoLibre besides has a monolithic fiscal exertion concern that includes outgo processing, lending, and more. E-commerce and fintech penetration person a agelong mode to spell successful the company's cardinal markets, and it could beryllium an breathtaking maturation communicative for years to come.

Not lone bash I see General Motors (NYSE: GM) to beryllium 1 of the astir undervalued stocks successful my portfolio, but it is besides 1 of the astir overlooked businesses by galore investors who disregard it arsenic a "legacy" automaker. GM has go the wide No. 2 electrical conveyance (EV) shaper successful the United States, and little involvement rates could assistance reinvigorate the caller car marketplace successful the coming years.

I've called Realty Income (NYSE: O) my favourite wide dividend banal successful the market, and I basal by that statement. This fantabulous existent property concern trust, oregon REIT, has a portfolio of much than 15,000 top-notch properties and a dividend output of 5.7% with a multidecade way grounds of income growth.

Pinterest (NYSE: PINS) is doing a large occupation of gathering retired the e-commerce capabilities of its level and of utilizing AI to amended the idiosyncratic experience. Recent idiosyncratic maturation has been impressive, and though the institution is facing tariff-related headwinds to its planetary advertizing business, I judge Pinterest has an incredibly agleam aboriginal up of it.