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CIK 0002056676 • 7 13F filings • May 5, 2025 – Oct 13, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $495K | 0.5% | 3,371 SH | |
| ABBOTT LABS | COM | $710K | 0.8% | 5,356 SH | |
| ABBVIE INC | COM | $628K | 0.7% | 2,997 SH | |
| ADVANCED MICRO DEVICES INC | COM | $529K | 0.6% | 5,145 SH | |
| ALPHABET INC | CAP STK CL A | $434K | 0.5% | 2,806 SH | |
| ALPHABET INC | CAP STK CL C | $879K | 1.0% | 5,623 SH | |
| AMAZON COM INC | COM | $1.2M | 1.3% | 6,242 SH | |
| APPLE INC | COM | $2.5M | 2.7% | 11,241 SH | |
| APPLIED MATLS INC | COM | $602K | 0.7% | 4,149 SH | |
| AT&T INC | COM | $302K | 0.3% | 10,687 SH | |
| AUTONATION INC | COM | $233K | 0.3% | 1,436 SH | |
| BANK AMERICA CORP | COM | $221K | 0.2% | 5,286 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 1.5% | 2,634 SH | |
| BLACKROCK TECH AND PRIVATE E | SHS BEN INT | $69K | 0.1% | 11,021 SH | |
| BOEING CO | COM | $1.1M | 1.1% | 6,160 SH | |
| BORR DRILLING LTD | SHS | $23K | 0.0% | 10,460 SH | |
| BROADCOM INC | COM | $477K | 0.5% | 2,847 SH | |
| CARNIVAL CORP | UNIT 99/99/9999 | $227K | 0.2% | 11,605 SH | |
| CASEYS GEN STORES INC | COM | $518K | 0.6% | 1,194 SH | |
| CATERPILLAR INC | COM | $462K | 0.5% | 1,401 SH | |
| CHEVRON CORP NEW | COM | $1.0M | 1.1% | 6,215 SH | |
| CISCO SYS INC | COM | $429K | 0.5% | 6,952 SH | |
| CLEVELAND-CLIFFS INC NEW | COM | $404K | 0.4% | 49,200 SH | |
| COCA COLA CO | COM | $206K | 0.2% | 2,876 SH | |
| CONOCOPHILLIPS | COM | $354K | 0.4% | 3,374 SH | |
| CURTISS WRIGHT CORP | COM | $432K | 0.5% | 1,361 SH | |
| DIAMONDBACK ENERGY INC | COM | $340K | 0.4% | 2,127 SH | |
| DIREXION SHS ETF TR | DLY S&P500 BR 1X | $301K | 0.3% | 25,961 SH | |
| DIREXION SHS ETF TR | DLY S&P500 BR 3X | $142K | 0.2% | 20,000 SH | |
| DISNEY WALT CO | COM | $567K | 0.6% | 5,744 SH | |
| DOLLAR GEN CORP NEW | COM | $575K | 0.6% | 6,535 SH | |
| E L F BEAUTY INC | COM | $508K | 0.6% | 8,096 SH | |
| ELI LILLY & CO | COM | $536K | 0.6% | 649 SH | |
| EXXON MOBIL CORP | COM | $470K | 0.5% | 3,950 SH | |
| FEDEX CORP | COM | $367K | 0.4% | 1,507 SH | |
| FIFTH THIRD BANCORP | COM | $783K | 0.9% | 19,985 SH | |
| FIRST TR VALUE LINE DIVID IN | SHS | $610K | 0.7% | 13,686 SH | |
| FLUENT INC | COM NEW | $37K | 0.0% | 16,936 SH | |
| GENERAL DYNAMICS CORP | COM | $338K | 0.4% | 1,240 SH | |
| GOLDMAN SACHS GROUP INC | COM | $421K | 0.5% | 772 SH | |
| GOODYEAR TIRE & RUBR CO | COM | $591K | 0.6% | 63,944 SH | |
| HASBRO INC | COM | $254K | 0.3% | 4,126 SH | |
| HERSHEY CO | COM | $269K | 0.3% | 1,575 SH | |
| HOME DEPOT INC | COM | $568K | 0.6% | 1,550 SH | |
| HONEYWELL INTL INC | COM | $455K | 0.5% | 2,148 SH | |
| INTEL CORP | COM | $604K | 0.7% | 26,588 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $580K | 0.6% | 2,333 SH | |
| INTUIT | COM | $462K | 0.5% | 752 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $411K | 0.4% | 829 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $270K | 0.3% | 7,888 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 1.8% | 3,489 SH | |
| ISHARES GOLD TR | ISHARES NEW | $555K | 0.6% | 9,418 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $1.9M | 2.1% | 18,850 SH | |
| ISHARES TR | 20 YR TR BD ETF | $1.9M | 2.1% | 20,697 SH | |
| ISHARES TR | CORE S&P500 ETF | $211K | 0.2% | 376 SH | |
| ISHARES TR | CORE US AGGBD ET | $397K | 0.4% | 4,013 SH | |
| ISHARES TR | US TREAS BD ETF | $2.6M | 2.8% | 111,182 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $3.8M | 4.1% | 66,400 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $2.5M | 2.7% | 47,463 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $963K | 1.0% | 19,781 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $1.5M | 1.7% | 30,252 SH | |
| JOHNSON & JOHNSON | COM | $1.5M | 1.6% | 8,956 SH | |
| JPMORGAN CHASE & CO. | COM | $563K | 0.6% | 2,295 SH | |
| MASTERCARD INCORPORATED | CL A | $423K | 0.5% | 771 SH | |
| MCDONALDS CORP | COM | $1.0M | 1.1% | 3,222 SH | |
| META PLATFORMS INC | CL A | $885K | 1.0% | 1,536 SH | |
| MICROSOFT CORP | COM | $1.7M | 1.8% | 4,511 SH | |
| NETFLIX INC | COM | $244K | 0.3% | 262 SH | |
| NEXTERA ENERGY INC | COM | $314K | 0.3% | 4,436 SH | |
| NIKE INC | CL B | $373K | 0.4% | 5,870 SH | |
| NORTHERN LTS FD TR IV | MONARCH PROCAP I | $4.2M | 4.6% | 145,944 SH | |
| NVIDIA CORPORATION | COM | $2.1M | 2.3% | 19,768 SH | |
| ORACLE CORP | COM | $354K | 0.4% | 2,530 SH | |
| PEPSICO INC | COM | $692K | 0.8% | 4,614 SH | |
| PFIZER INC | COM | $342K | 0.4% | 13,490 SH | |
| PORTILLOS INC | COM CL A | $518K | 0.6% | 43,542 SH | |
| PROCTER AND GAMBLE CO | COM | $599K | 0.7% | 3,513 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $1.6M | 1.8% | 15,914 SH | |
| PROSHARES TR | S&P TECH DIVIDEN | $431K | 0.5% | 5,917 SH | |
| PUBLIC STORAGE OPER CO | COM | $306K | 0.3% | 1,024 SH | |
| QUALCOMM INC | COM | $702K | 0.8% | 4,570 SH | |
| ROCKY MTN CHOCOLATE FACTORY | COM | $17K | 0.0% | 13,950 SH | |
| SALESFORCE INC | COM | $407K | 0.4% | 1,517 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $413K | 0.5% | 14,786 SH | |
| SCORPIO TANKERS INC | SHS | $395K | 0.4% | 10,507 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $565K | 0.6% | 6,042 SH | |
| SELECT SECTOR SPDR TR | INDL | $740K | 0.8% | 5,644 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $714K | 0.8% | 8,746 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.2M | 1.3% | 8,416 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $401K | 0.4% | 5,082 SH | |
| SIMON PPTY GROUP INC NEW | COM | $309K | 0.3% | 1,863 SH | |
| SOUTHERN CO | COM | $369K | 0.4% | 4,018 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $338K | 0.4% | 9,280 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $378K | 0.4% | 9,603 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $969K | 1.1% | 1,733 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $297K | 0.3% | 3,236 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $434K | 0.5% | 13,047 SH | |
| SPDR SER TR | PORTFOLIO LN TSR | $289K | 0.3% | 10,592 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $483K | 0.5% | 7,350 SH | |
| SPDR SER TR | PORTFOLIO SH TSR | $204K | 0.2% | 6,961 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $615K | 0.7% | 7,657 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $643K | 0.7% | 12,600 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $617K | 0.7% | 7,874 SH | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $357K | 0.4% | 12,575 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $218K | 0.2% | 6,365 SH | |
| T-MOBILE US INC | COM | $446K | 0.5% | 1,672 SH | |
| TESLA INC | COM | $776K | 0.8% | 2,993 SH | |
| TRAVELERS COMPANIES INC | COM | $451K | 0.5% | 1,704 SH | |
| ULTA BEAUTY INC | COM | $542K | 0.6% | 1,480 SH | |
| UNITEDHEALTH GROUP INC | COM | $337K | 0.4% | 644 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $924K | 1.0% | 20,101 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $560K | 0.6% | 1,510 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $859K | 0.9% | 1,672 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $636K | 0.7% | 2,528 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $640K | 0.7% | 12,899 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.5M | 2.7% | 30,833 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.8M | 3.0% | 47,254 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.2M | 2.4% | 27,697 SH | |
| VISA INC | COM CL A | $1.3M | 1.4% | 3,761 SH | |
| VITAL FARMS INC | COM | $216K | 0.2% | 7,078 SH | |
| VULCAN MATLS CO | COM | $276K | 0.3% | 1,182 SH | |
| WALMART INC | COM | $1.2M | 1.4% | 14,130 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $588K | 0.6% | 9,508 SH |
| 13F-HR |
| 0001941040-25-000575 |
| $112.0M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000425 | $130.3M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000412 | $98.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000269 | $117.0M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000258 | $91.8M | View |