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CIK 0001966219 • 2 13F filings • May 13, 2026 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $411K | 0.3%Prev: 0.3% | 1,798 SH | Decreased+7 SH |
| ALLSTATE CORP | COM | $334K | 0.2%Prev: 0.2% | 1,604 SH | Decreased-91 SH |
| ALPHABET INC | CAP STK CL A | $509K | 0.3%Prev: 0.2% | 1,627 SH | Increased+153 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 0.7%Prev: 0.6% | 3,830 SH | Increased-64 SH |
| AMAZON COM INC | COM | $870K | 0.5%Prev: 0.6% | 3,770 SH | Increased-92 SH |
| AMGEN INC | COM | $224K | 0.1% | 685 SH | New |
| APPLE INC | COM | $2.0M | 1.2%Prev: 1.2% | 7,353 SH | Increased+204 SH |
| BANK AMERICA CORP | COM | $469K | 0.3%Prev: 0.3% | 8,532 SH | Increased-243 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $820K | 0.5%Prev: 0.6% | 1,632 SH | Decreased-108 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $4.7M | 2.9%Prev: 1.2% | 77,373 SH | Increased+46,241 SH |
| BLACKROCK ETF TRUST II | SHORT DURATION H | $250K | 0.2% | 11,273 SH | New |
| BLACKSTONE INC | COM | $221K | 0.1%Prev: 0.2% | 1,434 SH | Decreased+79 SH |
| BROADCOM INC | COM | $706K | 0.4%Prev: 0.4% | 2,039 SH | Increased+12 SH |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $339K | 0.2%Prev: 0.2% | 11,483 SH | Increased+66 SH |
| CINTAS CORP | COM | $294K | 0.2%Prev: 0.2% | 1,564 SH | Decreased+68 SH |
| COCA COLA CO | COM | $227K | 0.1% | 3,254 SH | New |
| COSTCO WHSL CORP NEW | COM | $669K | 0.4%Prev: 0.5% | 776 SH | Decreased+11 SH |
| CUMMINS INC | COM | $538K | 0.3%Prev: 0.3% | 1,054 SH | Increased+15 SH |
| EATON CORP PLC | SHS | $416K | 0.3%Prev: 0.2% | 1,307 SH | Increased+317 SH |
| ELI LILLY & CO | COM | $656K | 0.4%Prev: 0.2% | 611 SH | Increased+151 SH |
| EXXON MOBIL CORP | COM | $591K | 0.4%Prev: 0.3% | 4,913 SH | Increased+336 SH |
| FEDEX CORP | COM | $245K | 0.1% | 847 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $745K | 0.5%Prev: 0.5% | 18,951 SH | Decreased-1,770 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $252K | 0.2% | 4,926 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $663K | 0.4%Prev: 0.1% | 16,615 SH | Increased+11,192 SH |
| GE AEROSPACE | COM NEW | $383K | 0.2%Prev: 0.2% | 1,243 SH | Increased+16 SH |
| GE VERNOVA INC | COM | $329K | 0.2%Prev: 0.2% | 504 SH | Increased+49 SH |
| GLOBAL X FDS | US INFR DEV ETF | $445K | 0.3%Prev: 0.3% | 9,320 SH | Increased |
| HOME DEPOT INC | COM | $507K | 0.3%Prev: 0.4% | 1,474 SH | Decreased-24 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.6M | 2.8%Prev: 2.2% | 7,510 SH | Increased+1,775 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $894K | 0.5%Prev: 0.5% | 18,009 SH | Increased+6,789 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.1M | 0.6%Prev: 0.6% | 12,960 SH | Increased+14 SH |
| ISHARES SILVER TR | ISHARES | $420K | 0.3%Prev: 0.2% | 6,520 SH | Increased-650 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $2.3M | 1.4%Prev: 1.2% | 22,899 SH | Increased+4,181 SH |
| ISHARES TR | 0-5YR INVT GR CP | $502K | 0.3%Prev: 0.9% | 9,899 SH | Decreased-18,550 SH |
| ISHARES TR | CORE HIGH DV ETF | $331K | 0.2% | 2,718 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $6.1M | 3.7%Prev: 3.4% | 71,504 SH | Increased+8,418 SH |
| ISHARES TR | CORE S&P MCP ETF | $7.6M | 4.6%Prev: 4.7% | 115,161 SH | Increased+4,153 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.9M | 2.4%Prev: 2.6% | 32,467 SH | Decreased-913 SH |
| ISHARES TR | CORE S&P500 ETF | $46.9M | 28.7%Prev: 31.6% | 68,535 SH | Decreased-4,109 SH |
| ISHARES TR | CORE US AGGBD ET | $17.4M | 10.6%Prev: 11.3% | 173,846 SH | Increased+872 SH |
| ISHARES TR | CRE U S REIT ETF | $1.7M | 1.0%Prev: 0.3% | 29,341 SH | Increased+20,467 SH |
| ISHARES TR | FLTG RATE NT ETF | $1.0M | 0.6%Prev: 0.3% | 19,719 SH | Increased+9,524 SH |
| ISHARES TR | ISHS 1-5YR INVS | $632K | 0.4%Prev: 0.9% | 11,958 SH | Decreased-15,245 SH |
| ISHARES TR | MSCI ACWI EX US | $439K | 0.3%Prev: 0.3% | 6,537 SH | Increased-179 SH |
| ISHARES TR | MSCI USA MIN VOL | $250K | 0.2% | 2,655 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $411K | 0.3%Prev: 0.6% | 2,071 SH | Decreased-2,621 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.6M | 3.4%Prev: 3.6% | 52,443 SH | Increased+236 SH |
| ISHARES TR | PFD AND INCM SEC | $1.3M | 0.8% | 40,488 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $248K | 0.2%Prev: 0.2% | 1,181 SH | Increased+6 SH |
| ISHARES TR | RUS MID CAP ETF | $556K | 0.3%Prev: 0.4% | 5,774 SH | Decreased-26 SH |
| ISHARES TR | RUS TP200 GR ETF | $542K | 0.3%Prev: 0.3% | 1,957 SH | Increased+2 SH |
| ISHARES TR | US INFRASTRUC | $1.9M | 1.2%Prev: 1.2% | 36,873 SH | Increased+2,022 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $281K | 0.2%Prev: 0.2% | 5,569 SH | Increased+298 SH |
| JPMORGAN CHASE & CO. | COM | $4.0M | 2.4%Prev: 0.6% | 12,288 SH | Increased+9,532 SH |
| LEGENCE CORP | CL A | $769K | 0.5% | 17,857 SH | New |
| LISTED FDS TR | ROUNDHILL MAGNIF | $638K | 0.4%Prev: 0.4% | 9,680 SH | Increased |
| LOWES COS INC | COM | $295K | 0.2%Prev: 0.2% | 1,224 SH | Increased+61 SH |
| MASTERCARD INCORPORATED | CL A | $294K | 0.2%Prev: 0.2% | 515 SH | Increased+99 SH |
| MCDONALDS CORP | COM | $257K | 0.2%Prev: 0.1% | 841 SH | Increased+99 SH |
| META PLATFORMS INC | CL A | $438K | 0.3%Prev: 0.4% | 664 SH | Decreased-100 SH |
| MICROSOFT CORP | COM | $1.5M | 0.9%Prev: 1.0% | 3,154 SH | Decreased+140 SH |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $569K | 0.3%Prev: 1.2% | 10,564 SH | Decreased-23,376 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $1.3M | 0.8%Prev: 1.0% | 24,260 SH | Decreased-4,187 SH |
| NETFLIX INC | COM | $231K | 0.1%Prev: 0.2% | 2,462 SH | Decreased+2,182 SH |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | $282K | 0.2%Prev: 0.2% | 11,606 SH | Increased+97 SH |
| NEXTERA ENERGY INC | COM | $230K | 0.1%Prev: 0.1% | 2,864 SH | Increased+53 SH |
| NORFOLK SOUTHN CORP | COM | $217K | 0.1%Prev: 0.1% | 750 SH | Increased+38 SH |
| NVIDIA CORPORATION | COM | $1.4M | 0.8%Prev: 0.8% | 7,295 SH | Increased+567 SH |
| ORACLE CORP | COM | $293K | 0.2%Prev: 0.3% | 1,503 SH | Decreased-62 SH |
| OREILLY AUTOMOTIVE INC | COM | $292K | 0.2%Prev: 0.2% | 3,201 SH | Decreased+10 SH |
| PACCAR INC | COM | $202K | 0.1% | 1,845 SH | New |
| PACER FDS TR | LUNT LRGCP MULTI | $671K | 0.4%Prev: 1.0% | 12,849 SH | Decreased-16,292 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.4M | 0.9%Prev: 0.9% | 27,263 SH | Increased+710 SH |
| PROLOGIS INC. | COM | $250K | 0.2%Prev: 0.1% | 1,957 SH | Increased+112 SH |
| PURECYCLE TECHNOLOGIES INC | COM | $178K | 0.1%Prev: 0.4% | 20,713 SH | Decreased-20,781 SH |
| QUALCOMM INC | COM | $222K | 0.1%Prev: 0.1% | 1,297 SH | Increased-32 SH |
| QUANTA SVCS INC | COM | $1.9M | 1.2%Prev: 1.2% | 4,482 SH | Increased+3 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $273K | 0.2% | 1,894 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.9%Prev: 0.9% | 2,123 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $5.0M | 3.1% | 62,701 SH | New |
| SSGA ACTIVE TR | SPDR BRIDGEWATER | $5.1M | 3.1%Prev: 0.3% | 186,408 SH | Increased+172,368 SH |
| STRYKER CORPORATION | COM | $232K | 0.1% | 660 SH | New |
| TESLA INC | COM | $786K | 0.5%Prev: 0.5% | 1,748 SH | Increased+83 SH |
| TJX COS INC NEW | COM | $602K | 0.4%Prev: 0.4% | 3,922 SH | Increased-122 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | $227K | 0.1%Prev: 0.2% | 2,033 SH | Decreased-60 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $273K | 0.2% | 3,501 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.3M | 1.4%Prev: 1.3% | 3,597 SH | Increased+283 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $691K | 0.4%Prev: 0.4% | 2,062 SH | Increased-18 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $280K | 0.2%Prev: 0.1% | 3,716 SH | Increased+614 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $261K | 0.2% | 1,816 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $635K | 0.4%Prev: 1.0% | 843 SH | Decreased-1,232 SH |
| WALMART INC | COM | $396K | 0.2%Prev: 0.2% | 3,550 SH | Increased-88 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $697K | 0.4%Prev: 0.4% | 8,160 SH | Increased-535 SH |
| 13F-HR |
| 0001951757-26-001211 |
| $190.3M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000958 | $138.8M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000850 | $168.9M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000482 | $124.7M | View |