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CIK 0002113282 • 4 13F filings • Mar 17, 2026 – Oct 21, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $357K | 0.3% | 3,475 SH | |
| ABBVIE INC | COM | $872K | 0.7% | 4,010 SH | |
| ADOBE INC | COM | $201K | 0.2% | 825 SH | |
| ADVANCED MICRO DEVICES INC | COM | $564K | 0.4% | 2,773 SH | |
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC FI | $5.2M | 4.0% | 210,610 SH | |
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC HA | $1.7M | 1.3% | 49,803 SH | |
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC IN | $502K | 0.4% | 17,704 SH | |
| ADVISORS INNER CIRCLE FD II | 3EDGE DYNAMIC US | $1.2M | 0.9% | 41,399 SH | |
| ALPHABET INC | CAP STK CL A | $2.9M | 2.2% | 9,929 SH | |
| ALPHABET INC | CAP STK CL C | $2.1M | 1.6% | 7,301 SH | |
| AMAZON COM INC | COM | $3.5M | 2.7% | 16,808 SH | |
| AMERICAN EXPRESS CO | COM | $306K | 0.2% | 1,012 SH | |
| AMGEN INC | COM | $278K | 0.2% | 791 SH | |
| AMPHENOL CORP | CL A | $206K | 0.2% | 1,627 SH | |
| APPLE INC | COM | $6.2M | 4.8% | 24,394 SH | |
| APPLIED MATLS INC | COM | $373K | 0.3% | 1,092 SH | |
| APPLOVIN CORP | COM CL A | $349K | 0.3% | 877 SH | |
| BANK AMERICA CORP | COM | $219K | 0.2% | 4,490 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $889K | 0.7% | 1,855 SH | |
| BROADCOM INC | COM | $3.0M | 2.3% | 9,687 SH | |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $3.9M | 3.0% | 126,260 SH | |
| CATERPILLAR INC | COM | $376K | 0.3% | 531 SH | |
| CHEVRON CORPORATION | COM | $267K | 0.2% | 1,292 SH | |
| CISCO SYS INC | COM | $253K | 0.2% | 3,262 SH | |
| COCA COLA CO | COM | $525K | 0.4% | 6,899 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $1.2M | 0.9% | 1,215 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $308K | 0.2% | 790 SH | |
| ELI LILLY & CO | COM | $1.7M | 1.3% | 1,800 SH | |
| EXXON MOBIL CORP | COM | $468K | 0.4% | 2,759 SH | |
| GE AEROSPACE | COM NEW | $320K | 0.2% | 1,129 SH | |
| GE VERNOVA INC | COM | $394K | 0.3% | 451 SH | |
| GOLDMAN SACHS GROUP INC | COM | $230K | 0.2% | 272 SH | |
| HOME DEPOT INC | COM | $817K | 0.6% | 2,483 SH | |
| HONEYWELL INTL INC | COM | $470K | 0.4% | 2,080 SH | |
| INTEL CORP | COM | $223K | 0.2% | 5,047 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $312K | 0.2% | 677 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.1M | 0.9% | 10,001 SH | |
| ISHARES TR | CORE MSCI EAFE | $3.1M | 2.4% | 34,211 SH | |
| ISHARES TR | CORE S&P500 ETF | $574K | 0.4% | 878 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.8M | 1.4% | 32,496 SH | |
| ISHARES TR | MSCI USA QLT FCT | $451K | 0.3% | 2,350 SH | |
| JOHNSON & JOHNSON | COM | $342K | 0.3% | 1,398 SH | |
| JPMORGAN CHASE & CO | COM | $691K | 0.5% | 2,348 SH | |
| LAM RESEARCH CORP | COM NEW | $301K | 0.2% | 1,410 SH | |
| MASTERCARD INCORPORATED | CL A | $536K | 0.4% | 1,072 SH | |
| MEDTRONIC PLC | SHS | $245K | 0.2% | 2,828 SH | |
| MERCK & CO INC | COM | $264K | 0.2% | 2,193 SH | |
| META PLATFORMS INC | CL A | $2.4M | 1.9% | 4,235 SH | |
| MICRON TECHNOLOGY INC | COM | $387K | 0.3% | 1,145 SH | |
| MICROSOFT CORP | COM | $4.8M | 3.8% | 13,076 SH | |
| MORGAN STANLEY | COM NEW | $213K | 0.2% | 1,296 SH | |
| NETFLIX INC. | COM | $1.4M | 1.1% | 14,432 SH | |
| NORTHERN LTS FD TR IV | MAIN BUYWRITE | $8.0M | 6.2% | 565,137 SH | |
| NORTHERN LTS FD TR IV | MAIN INTNL ETF | $4.8M | 3.7% | 170,106 SH | |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $9.6M | 7.4% | 158,854 SH | |
| NVIDIA CORPORATION | COM | $8.4M | 6.5% | 47,974 SH | |
| ORACLE CORP | COM | $455K | 0.4% | 3,094 SH | |
| PACER FDS TR | US CASH COWS 100 | $1.2M | 0.9% | 18,755 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $670K | 0.5% | 4,579 SH | |
| PALO ALTO NETWORKS INC | COM | $207K | 0.2% | 1,294 SH | |
| PEPSICO INC | COM | $245K | 0.2% | 1,581 SH | |
| PROCTER & GAMBLE CO | COM | $264K | 0.2% | 1,830 SH | |
| ROYAL BK CDA | COM | $287K | 0.2% | 1,773 SH | |
| SERVICENOW INC | COM | $200K | 0.2% | 1,917 SH | |
| TESLA INC | COM | $2.2M | 1.7% | 5,999 SH | |
| TEXAS INSTRS INC | COM | $274K | 0.2% | 1,411 SH | |
| TJX COS INC NEW | COM | $335K | 0.3% | 2,097 SH | |
| UBER TECHNOLOGIES INC | COM | $219K | 0.2% | 3,039 SH | |
| UNDER ARMOUR INC | CL A | $60K | 0.0% | 10,130 SH | |
| UNION PAC CORP | COM | $237K | 0.2% | 978 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.3M | 1.0% | 6,349 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.3M | 1.0% | 2,917 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $20.9M | 16.2% | 34,977 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $932K | 0.7% | 4,749 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $255K | 0.2% | 4,719 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.9% | 18,836 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $2.5M | 2.0% | 26,756 SH | |
| VISA INC | COM CL A | $596K | 0.5% | 1,971 SH | |
| WALMART INC | COM | $792K | 0.6% | 6,375 SH | |
| WELLS FARGO & CO | COM | $230K | 0.2% | 2,895 SH |
| 13F-HR |
| 0002113282-26-000003 |
| $159.7M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002113282-26-000002 | $128.8M | View |