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CIK 0002109808 • 3 13F filings • Feb 11, 2026 – Jul 27, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $228K | 0.2%Prev: 0.2% | 1,000 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $357K | 0.4%Prev: 0.8% | 1,665 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $247K | 0.3%Prev: 0.3% | 788 SH | Decreased-204 SH |
| ALPS ETF TR | ALERIAN MLP | $3.4M | 3.5%Prev: 4.0% | 71,994 SH | Decreased-18,041 SH |
| AMAZON COM INC | COM | $1.1M | 1.1%Prev: 1.1% | 4,816 SH | Decreased-660 SH |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | $4.4M | 4.6%Prev: 5.1% | 55,109 SH | Decreased-1,630 SH |
| APPLE INC | COM | $1.0M | 1.1%Prev: 0.9% | 3,854 SH | Increased+392 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $675K | 0.7%Prev: 0.6% | 1,342 SH | Decreased-37 SH |
| CHEVRON CORP NEW | COM | $557K | 0.6% | 3,654 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $367K | 0.4%Prev: 0.4% | 22,253 SH | Decreased-1,121 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $612K | 0.6%Prev: 0.5% | 19,077 SH | Increased+3,386 SH |
| EXXON MOBIL CORP | COM | $6.3M | 6.5% | 52,298 SH | New |
| INVESCO DB MULTI-SECTOR COMM | PRECIOUS METAL | $686K | 0.7%Prev: 0.3% | 6,668 SH | Increased+2,909 SH |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $6.3M | 6.5%Prev: 6.3% | 40,136 SH | Decreased-1,623 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $7.2M | 7.4%Prev: 9.1% | 95,831 SH | Decreased-22,018 SH |
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | $5.0M | 5.2%Prev: 10.5% | 63,518 SH | Decreased-1,659 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $235K | 0.2% | 4,737 SH | New |
| ISHARES SILVER TR | ISHARES | $597K | 0.6%Prev: 0.9% | 9,268 SH | Decreased-9,407 SH |
| ISHARES TR | ISHS 1-5YR INVS | $8.7M | 9.0%Prev: 8.0% | 164,491 SH | Decreased-14,956 SH |
| ISHARES TR | U.S. ENERGY ETF | $2.2M | 2.3%Prev: 2.3% | 46,025 SH | Decreased-2,283 SH |
| ISHARES U S ETF TR | U.S. TECH INDEPD | $1.7M | 1.8%Prev: 1.8% | 17,190 SH | Decreased-1,937 SH |
| MICRON TECHNOLOGY INC | COM | $243K | 0.2%Prev: 0.7% | 851 SH | Decreased+176 SH |
| MICROSOFT CORP | COM | $1.8M | 1.9%Prev: 1.2% | 3,767 SH | Increased-97 SH |
| NUVEEN AMT FREE MUN CR INC F | COM | $14.4M | 14.8%Prev: 11.4% | 1,136,101 SH | Increased+92,604 SH |
| NUVEEN AMT FREE QLTY MUN INC | COM | $315K | 0.3%Prev: 0.3% | 27,093 SH | Decreased-1,849 SH |
| NUVEEN MINN QUALITY MUN INM | SHS | $142K | 0.1%Prev: 0.1% | 12,113 SH | Decreased |
| NUVEEN SELECT TAX-FREE INCOM | SH BEN INT | $220K | 0.2% | 15,600 SH | New |
| NVIDIA CORPORATION | COM | $504K | 0.5%Prev: 0.5% | 2,701 SH | Decreased-43 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $599K | 0.6% | 3,371 SH | New |
| PFIZER INC | COM | $230K | 0.2%Prev: 0.2% | 9,223 SH | Increased-57 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $219K | 0.2% | 1,410 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $2.9M | 3.0% | 64,548 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $643K | 0.7% | 4,469 SH | New |
| SHELL PLC | SPON ADS | $699K | 0.7%Prev: 0.6% | 9,517 SH | Increased+998 SH |
| SPDR GOLD TR | GOLD SHS | $3.6M | 3.7%Prev: 3.1% | 9,134 SH | Decreased-736 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $5.9M | 6.1% | 105,963 SH | New |
| TARGA RES CORP | COM | $264K | 0.3%Prev: 0.3% | 1,432 SH | Decreased-14 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $352K | 0.4%Prev: 0.3% | 4,753 SH | Increased+677 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $327K | 0.3%Prev: 0.2% | 1,173 SH | Increased+350 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $567K | 0.6%Prev: 0.4% | 1,690 SH | Increased+424 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.1M | 6.2%Prev: 7.0% | 31,742 SH | Decreased-5,757 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $371K | 0.4%Prev: 0.4% | 7,385 SH | Decreased-885 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $861K | 0.9%Prev: 1.5% | 14,365 SH | Decreased-16,055 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $712K | 0.7%Prev: 0.7% | 7,790 SH | Decreased-540 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $2.6M | 2.7%Prev: 2.2% | 9,052 SH | Increased+341 SH |
| VERIZON COMMUNICATIONS INC | COM | $253K | 0.3%Prev: 0.2% | 6,211 SH | Decreased-286 SH |
| WALMART INC | COM | $370K | 0.4%Prev: 0.3% | 3,321 SH | Increased+99 SH |
| 13F-HR |
| 0002109808-26-000002 |
| $104.9M |
| View |