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CIK 0001798756 • 7 13F filings • May 8, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $323K | 0.2% | 2,433 SH | |
| ALBEMARLE CORP | COM | $214K | 0.1% | 2,975 SH | |
| ALPHABET INC | CAP STK CL A | $5.0M | 3.0% | 32,112 SH | |
| ALPS ETF TR | ALERIAN MLP | $358K | 0.2% | 6,902 SH | |
| AMAZON COM INC | COM | $3.5M | 2.1% | 18,242 SH | |
| AMERICAN EXPRESS CO | COM | $1.3M | 0.8% | 4,834 SH | |
| AMGEN INC | COM | $525K | 0.3% | 1,687 SH | |
| APPLE INC | COM | $503K | 0.3% | 2,266 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $426K | 0.3% | 1,394 SH | |
| BECTON DICKINSON & CO | COM | $701K | 0.4% | 3,060 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $300K | 0.2% | 563 SH | |
| BLACKROCK DEBT STRATEGIES FD | COM NEW | $109K | 0.1% | 10,482 SH | |
| BLACKROCK INC | COM | $2.4M | 1.5% | 2,540 SH | |
| BLACKSTONE INC | COM | $936K | 0.6% | 6,694 SH | |
| BROADCOM INC | COM | $1.5M | 0.9% | 8,966 SH | |
| COMCAST CORP NEW | CL A | $570K | 0.3% | 15,438 SH | |
| CONSTELLATION BRANDS INC | CL A | $537K | 0.3% | 2,924 SH | |
| COTERRA ENERGY INC | COM | $642K | 0.4% | 22,205 SH | |
| EMERSON ELEC CO | COM | $287K | 0.2% | 2,619 SH | |
| EXXON MOBIL CORP | COM | $206K | 0.1% | 1,735 SH | |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $725K | 0.4% | 10,618 SH | |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | $232K | 0.1% | 4,802 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $642K | 0.4% | 10,184 SH | |
| GENERAL DYNAMICS CORP | COM | $1.6M | 1.0% | 5,960 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.5M | 0.9% | 2,721 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $4.9M | 3.0% | 74,199 SH | |
| INVITATION HOMES INC | COM | $476K | 0.3% | 13,657 SH | |
| ISHARES TR | CORE S&P500 ETF | $46.2M | 27.9% | 82,139 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $234K | 0.1% | 10,000 SH | |
| ISHARES TR | IBONDS DEC 2030 | $1.1M | 0.6% | 49,150 SH | |
| ISHARES TR | IBONDS DEC 2031 | $1.2M | 0.7% | 57,220 SH | |
| ISHARES TR | IBONDS DEC 29 | $1.0M | 0.6% | 44,415 SH | |
| ISHARES TR | IBONDS DEC2026 | $5.1M | 3.1% | 212,647 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $8.2M | 5.0% | 326,209 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $935K | 0.6% | 2,945 SH | |
| ISHARES TR | S&P 100 ETF | $1.9M | 1.2% | 7,084 SH | |
| ISHARES TR | S&P SML 600 GWT | $1.3M | 0.8% | 10,539 SH | |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.7% | 5,038 SH | |
| LOCKHEED MARTIN CORP | COM | $1.3M | 0.8% | 2,941 SH | |
| MASTERCARD INCORPORATED | CL A | $1.4M | 0.9% | 2,587 SH | |
| MEDTRONIC PLC | SHS | $915K | 0.6% | 10,186 SH | |
| MERCK & CO INC | COM | $730K | 0.4% | 8,134 SH | |
| MICROSOFT CORP | COM | $6.7M | 4.0% | 17,717 SH | |
| NVIDIA CORPORATION | COM | $419K | 0.3% | 3,862 SH | |
| PEPSICO INC | COM | $735K | 0.4% | 4,900 SH | |
| PFIZER INC | COM | $444K | 0.3% | 17,517 SH | |
| PROCTER AND GAMBLE CO | COM | $385K | 0.2% | 2,260 SH | |
| REALTY INCOME CORP | COM | $467K | 0.3% | 8,043 SH | |
| ROCKWELL AUTOMATION INC | COM | $1.2M | 0.7% | 4,470 SH | |
| RTX CORPORATION | COM | $652K | 0.4% | 4,924 SH | |
| SALESFORCE INC | COM | $2.1M | 1.2% | 7,642 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $2.5M | 1.5% | 26,328 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $777K | 0.5% | 15,605 SH | |
| SERVICENOW INC | COM | $2.4M | 1.5% | 3,067 SH | |
| SOUTHERN CO | COM | $671K | 0.4% | 7,293 SH | |
| SPDR SER TR | S&P SEMICNDCTR | $2.3M | 1.4% | 11,481 SH | |
| TARGET CORP | COM | $286K | 0.2% | 2,742 SH | |
| TEXAS INSTRS INC | COM | $512K | 0.3% | 2,851 SH | |
| THIRD COAST BANCSHARES INC | COM | $285K | 0.2% | 8,544 SH | |
| UBER TECHNOLOGIES INC | COM | $1.1M | 0.6% | 14,544 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $22.0M | 13.3% | 249,495 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.5M | 0.9% | 7,053 SH | |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $1.1M | 0.6% | 5,815 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.8M | 2.3% | 20,617 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.8% | 4,805 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $5.4M | 3.2% | 31,074 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.2M | 0.8% | 20,022 SH | |
| VANGUARD WORLD FD | CONSUM DIS ETF | $277K | 0.2% | 851 SH | |
| WALMART INC | COM | $2.0M | 1.2% | 23,315 SH |
| 13F-HR |
| 0001798756-25-000002 |
| $198.7M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001798756-26-000004 | $257.4M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004070 | $186.3M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001798756-26-000002 | $222.2M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001617 | $165.6M | View |