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CIK 0002018166 • 6 13F filings • May 28, 2025 – Aug 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | DISRUPTORS ETF | $2.3M | 1.4% | 22,453 SH | New |
| AB ACTIVE ETFS INC | HIGH YIELD ETF | $8.8M | 5.1%Prev: 5.2% | 234,943 SH | Increased+3,997 SH |
| ALPHABET INC | CAP STK CL C | $428K | 0.2% | 1,363 SH | New |
| AMAZON COM INC | COM | $383K | 0.2%Prev: 0.2% | 1,660 SH | Increased |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $16.4M | 9.5% | 143,486 SH | New |
| APPLE INC | COM | $790K | 0.5%Prev: 0.4% | 2,906 SH | Increased |
| APPLOVIN CORP | COM CL A | $1.8M | 1.1%Prev: 1.1% | 2,739 SH | Increased+237 SH |
| BIOVENTUS INC | COM CL A | $1.6M | 0.9%Prev: 0.5% | 213,208 SH | Increased+78,488 SH |
| CHART INDS INC | COM | $1.5M | 0.9%Prev: 0.9% | 7,359 SH | Increased-193 SH |
| DIEBOLD NIXDORF INC | COM SHS | $1.6M | 0.9%Prev: 0.9% | 24,068 SH | Increased-1,286 SH |
| EASTERN BANKSHARES INC | COM | $1.5M | 0.9%Prev: 1.0% | 82,987 SH | Decreased-5,866 SH |
| EATON CORP PLC | SHS | $436K | 0.3% | 1,368 SH | New |
| ETFIS SER TR I | VIRTUS INFRCAP | $7.6M | 4.4% | 351,920 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $15.2M | 8.8% | 415,982 SH | New |
| FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | $7.3M | 4.3% | 335,797 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $2.9M | 1.7% | 75,302 SH | New |
| FLEXSHARES TR | CR SCD US BD | $10.7M | 6.2% | 217,759 SH | New |
| GLOBAL X FDS | DATA CTR & DIGIT | $2.4M | 1.4% | 113,483 SH | New |
| GOODYEAR TIRE & RUBR CO | COM | $1.6M | 0.9%Prev: 0.8% | 185,180 SH | Increased+9,024 SH |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | $4.9M | 2.8% | 124,954 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $348K | 0.2%Prev: 0.2% | 615 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $6.2M | 3.6% | 85,454 SH | New |
| ISHARES TR | CORE INTL AGGR | $11.3M | 6.6% | 226,514 SH | New |
| ISHARES TR | MSCI USA MMENTM | $2.3M | 1.3% | 9,275 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.7M | 1.0% | 29,815 SH | New |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $7.3M | 4.2% | 156,044 SH | New |
| JPMORGAN CHASE & CO. | COM | $664K | 0.4%Prev: 0.4% | 2,062 SH | Decreased-100 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $1.6M | 0.9%Prev: 0.8% | 11,327 SH | Increased+2,580 SH |
| LSI INDS INC OHIO | COM | $1.5M | 0.9%Prev: 0.9% | 82,387 SH | Decreased+14,552 SH |
| MASTERCARD INCORPORATED | CL A | $322K | 0.2% | 564 SH | New |
| RENAISSANCERE HLDGS LTD | COM | $1.6M | 0.9%Prev: 0.9% | 5,730 SH | Increased-337 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $450K | 0.3% | 2,798 SH | New |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $5.1M | 3.0% | 130,985 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $8.9M | 5.2% | 99,942 SH | New |
| VICTORY PORTFOLIOS II | USAA MSCI USA SM | $7.9M | 4.6% | 86,077 SH | New |
| WISDOMTREE TR | WISDOMTREE US VA | $20.8M | 12.1% | 222,510 SH | New |
| WISDOMTREE TR | WSDM EMKTBD FD | $3.9M | 2.3% | 58,086 SH | New |
| 13F-HR |
| 0002018166-26-000003 |
| $192.4M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0002018166-25-000005 | $156.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002018166-26-000002 | $181.9M | View |
| May 28, 2025 | Q1 2025 | 13F-HR | 0002018166-25-000004 | $163.5M | View |