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CIK 0001965798 • 6 13F filings • May 5, 2025 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $233K | 0.3%Prev: 0.2% | 1,018 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $304K | 0.3%Prev: 0.2% | 970 SH | Increased |
| ALPHABET INC | CAP STK CL C | $441K | 0.5%Prev: 0.3% | 1,405 SH | Increased |
| ALTRIA GROUP INC | COM | $255K | 0.3%Prev: 0.3% | 4,399 SH | Decreased |
| AMAZON COM INC | COM | $862K | 0.9%Prev: 0.8% | 3,733 SH | Increased+200 SH |
| APPLE INC | COM | $1.2M | 1.4%Prev: 1.3% | 4,562 SH | Decreased-570 SH |
| APPLIED MATLS INC | COM | $206K | 0.2% | 800 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $568K | 0.6%Prev: 0.7% | 1,130 SH | Decreased-200 SH |
| CACI INTL INC | CL A | $280K | 0.3%Prev: 0.3% | 525 SH | Increased |
| CARPENTER TECHNOLOGY CORP | COM | $479K | 0.5%Prev: 0.4% | 1,520 SH | Increased |
| CME GROUP INC | COM | $394K | 0.4%Prev: 0.4% | 1,443 SH | Increased+125 SH |
| COSTCO WHSL CORP NEW | COM | $250K | 0.3%Prev: 0.3% | 290 SH | Decreased |
| DISNEY WALT CO | COM | $238K | 0.3%Prev: 0.2% | 2,075 SH | Decreased-30 SH |
| DUKE ENERGY CORP NEW | COM NEW | $432K | 0.5%Prev: 0.4% | 3,682 SH | Increased+275 SH |
| ETF OPPORTUNITIES TRUST | IDX DYNAMIC FIXE | $356K | 0.4%Prev: 0.3% | 15,450 SH | Increased+4,650 SH |
| ETFIS SER TR I | VIRTUS INFRCAP | $597K | 0.7%Prev: 0.6% | 27,700 SH | Increased+2,200 SH |
| ETFIS SER TR I | VIRTUS REAVES UT | $1.3M | 1.4%Prev: 1.4% | 16,032 SH | Decreased-924 SH |
| EXXON MOBIL CORP | COM | $483K | 0.5%Prev: 0.5% | 4,015 SH | Increased |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $15.9M | 17.5%Prev: 21.1% | 208,425 SH | Decreased+1,728 SH |
| FRANCO NEV CORP | COM | $5.1M | 5.6%Prev: 5.6% | 24,528 SH | Decreased-125 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $9.8M | 10.7%Prev: 13.4% | 142,712 SH | Decreased-3,646 SH |
| HAWAIIAN ELEC INDUSTRIES | COM | $1.2M | 1.3%Prev: 0.9% | 99,577 SH | Increased+16,500 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $209K | 0.2%Prev: 0.2% | 1,291 SH | Increased+100 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $311K | 0.3%Prev: 0.3% | 1,050 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $1.1M | 1.2%Prev: 0.9% | 1,950 SH | Increased-50 SH |
| ISHARES GOLD TR | ISHARES NEW | $653K | 0.7%Prev: 0.5% | 8,045 SH | Increased+1,603 SH |
| ISHARES SILVER TR | ISHARES | $303K | 0.3%Prev: 0.2% | 4,699 SH | Increased-248 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $206K | 0.2% | 3,585 SH | New |
| JOHNSON & JOHNSON | COM | $611K | 0.7%Prev: 0.6% | 2,952 SH | Increased-50 SH |
| LANDBRIDGE COMPANY LLC | CL A | $1.8M | 2.0%Prev: 1.9% | 37,433 SH | Decreased+2,395 SH |
| LISTED FDS TR | HORIZON KINETICS | $6.1M | 6.7%Prev: 6.1% | 140,806 SH | Increased+3,851 SH |
| LISTED FDS TR | HORZN KINTCS BL | $1.5M | 1.6%Prev: 1.2% | 48,894 SH | Increased+10,474 SH |
| MASTERCARD INCORPORATED | CL A | $357K | 0.4%Prev: 0.4% | 626 SH | Decreased-50 SH |
| MESABI TR | CTF BEN INT | $303K | 0.3%Prev: 0.2% | 7,858 SH | Increased+14 SH |
| MIAMI INTL HLDGS INC | COM | $1.1M | 1.2%Prev: 0.9% | 24,474 SH | Increased+2,585 SH |
| MICROSOFT CORP | COM | $2.8M | 3.1%Prev: 3.1% | 5,801 SH | Decreased-50 SH |
| NEXTERA ENERGY INC | COM | $253K | 0.3%Prev: 0.3% | 3,150 SH | Decreased-625 SH |
| NVIDIA CORPORATION | COM | $577K | 0.6%Prev: 0.6% | 3,096 SH | Decreased-15 SH |
| PACER FDS TR | DEVELOPED MRKT | $259K | 0.3%Prev: 0.3% | 6,623 SH | Increased-186 SH |
| PACER FDS TR | US CASH COWS 100 | $2.2M | 2.4%Prev: 2.2% | 35,918 SH | Increased-1,028 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $225K | 0.2% | 1,265 SH | New |
| PEPSICO INC | COM | $226K | 0.2%Prev: 0.2% | 1,565 SH | Decreased-100 SH |
| PERMIAN BASIN RTY TR | UNIT BEN INT | $1.4M | 1.6%Prev: 1.6% | 83,989 SH | Decreased-599 SH |
| PHILIP MORRIS INTL INC | COM | $349K | 0.4%Prev: 0.4% | 2,158 SH | Decreased+2 SH |
| PNC FINL SVCS GROUP INC | COM | $250K | 0.3%Prev: 0.2% | 1,200 SH | Increased |
| ROYAL GOLD INC | COM | $1.9M | 2.1%Prev: 1.7% | 8,459 SH | Increased+75 SH |
| SAN JUAN BASIN RTY TR | UNIT BEN INT | $228K | 0.3%Prev: 0.2% | 40,656 SH | Increased+5,506 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.6M | 2.9%Prev: 2.6% | 95,289 SH | Increased+1,173 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.3M | 2.5%Prev: 2.2% | 69,439 SH | Increased+2,026 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $961K | 1.1%Prev: 1.0% | 32,439 SH | Increased-120 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $253K | 0.3%Prev: 0.3% | 9,555 SH | Decreased |
| SOUTHERN CO | COM | $656K | 0.7%Prev: 0.7% | 7,522 SH | Decreased+100 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $751K | 0.8%Prev: 0.7% | 1,102 SH | Increased+78 SH |
| STRATEGY SHS | GOLD ENHANCED ET | $750K | 0.8%Prev: 0.7% | 21,450 SH | Increased+300 SH |
| STRYKER CORPORATION | COM | $511K | 0.6%Prev: 0.6% | 1,450 SH | Decreased-50 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $307K | 0.3%Prev: 0.3% | 8,044 SH | Increased+1 SH |
| TESLA INC | COM | $892K | 1.0%Prev: 0.7% | 1,983 SH | Increased+395 SH |
| TEXAS PACIFIC LAND CORPORATI | COM | $11.4M | 12.6%Prev: 12.7% | 39,782 SH | Decreased+26,463 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $232K | 0.3%Prev: 0.2% | 400 SH | Increased-25 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $212K | 0.2%Prev: 0.2% | 2,686 SH | Decreased-25 SH |
| VIPER ENERGY INC | CL A | $225K | 0.2% | 5,823 SH | New |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | $311K | 0.3%Prev: 0.3% | 15,555 SH | Increased+3,855 SH |
| WHEATON PRECIOUS METALS CORP | COM | $2.6M | 2.9%Prev: 2.5% | 22,096 SH | Increased+100 SH |
| 13F-HR |
| 0001965798-26-000003 |
| $91.6M |
| View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001965798-25-000004 | $87K | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001965798-26-000002 | $97.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001965798-25-000003 | $81K | View |