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CIK 0001819815 • 6 13F filings • May 7, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.6M | 0.4% | 21,015 SH | New |
| ABBVIE INC | COM | $5.2M | 0.8%Prev: 0.9% | 22,717 SH | Decreased+64 SH |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.2%Prev: 0.1% | 3,558 SH | Increased-56 SH |
| ALPHABET INC | CAP STK CL C | $5.3M | 0.9%Prev: 0.5% | 16,986 SH | Increased+4,673 SH |
| AMAZON COM INC | COM | $754K | 0.1% | 3,267 SH | New |
| AMERICAN EXPRESS CO | COM | $373K | 0.1% | 1,009 SH | New |
| AMERIPRISE FINL INC | COM | $343K | 0.1%Prev: 0.4% | 699 SH | Decreased-4,464 SH |
| AMETEK INC | COM | $2.3M | 0.4% | 11,011 SH | New |
| APPLE INC | COM | $2.9M | 0.5% | 10,810 SH | New |
| AT&T INC | COM | $355K | 0.1%Prev: 0.1% | 14,305 SH | Decreased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $16.2M | 2.6% | 32,188 SH | New |
| BLACKROCK INC | COM | $241K | 0.0%Prev: 0.0% | 225 SH | Decreased |
| BLACKSTONE INC | COM | $202K | 0.0%Prev: 0.2% | 1,310 SH | Decreased-6,213 SH |
| BROADCOM INC | COM | $15.6M | 2.5%Prev: 2.4% | 44,931 SH | Increased+52 SH |
| CARVANA CO | CL A | $3.2M | 0.5%Prev: 0.7% | 7,634 SH | Decreased-3,288 SH |
| CATERPILLAR INC | COM | $4.1M | 0.6%Prev: 0.4% | 7,101 SH | Increased+2,133 SH |
| CME GROUP INC | COM | $215K | 0.0%Prev: 0.0% | 787 SH | Increased |
| CONOCOPHILLIPS | COM | $212K | 0.0%Prev: 0.0% | 2,267 SH | Decreased |
| DBX ETF TR | XTRACK MSCI EAFE | $906K | 0.1%Prev: 0.1% | 18,831 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $227K | 0.0%Prev: 0.0% | 4,865 SH | Increased |
| DOLLAR TREE INC | COM | $2.8M | 0.4% | 22,661 SH | New |
| EATON CORP PLC | SHS | $306K | 0.0% | 961 SH | New |
| ECHOSTAR CORP | CL A | $3.6M | 0.6% | 33,052 SH | New |
| ELI LILLY & CO | COM | $2.3M | 0.4% | 2,130 SH | New |
| EMCOR GROUP INC | COM | $1.9M | 0.3%Prev: 0.7% | 3,122 SH | Decreased-3,616 SH |
| FASTENAL CO | COM | $475K | 0.1%Prev: 0.4% | 11,838 SH | Decreased-42,552 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $14.7M | 2.3% | 200,355 SH | New |
| FIDELITY COVINGTON TRUST | MSCI CONSM DIS | $20.4M | 3.3% | 199,922 SH | New |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $4.0M | 0.6% | 54,511 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INDL INDX | $15.9M | 2.5% | 192,749 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $11.6M | 1.8% | 51,511 SH | New |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | $245K | 0.0%Prev: 0.0% | 4,065 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | $212K | 0.0%Prev: 0.0% | 2,650 SH | Increased |
| FS KKR CAP CORP | COM | $325K | 0.1%Prev: 0.1% | 21,969 SH | Decreased-5,101 SH |
| HCA HEALTHCARE INC | COM | $2.2M | 0.3% | 4,615 SH | New |
| HEICO CORP NEW | COM | $1.9M | 0.3%Prev: 0.7% | 5,982 SH | Decreased-7,116 SH |
| HOME DEPOT INC | COM | $340K | 0.1%Prev: 0.1% | 988 SH | Decreased |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $340K | 0.1% | 10,155 SH | New |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $419K | 0.1%Prev: 0.1% | 8,396 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | $254K | 0.0%Prev: 0.0% | 5,293 SH | Increased-59 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $8.2M | 1.3%Prev: 1.3% | 209,348 SH | Increased-350 SH |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | $886K | 0.1%Prev: 0.1% | 17,868 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $403K | 0.1%Prev: 0.1% | 8,147 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | $507K | 0.1%Prev: 0.1% | 10,302 SH | Decreased-2,081 SH |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $3.3M | 0.5%Prev: 0.5% | 68,241 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $2.1M | 0.3%Prev: 0.3% | 38,481 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $3.8M | 0.6%Prev: 0.6% | 75,522 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | $568K | 0.1%Prev: 0.1% | 10,709 SH | Increased |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $3.7M | 0.6%Prev: 0.6% | 84,911 SH | Increased-24 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $52.8M | 8.4%Prev: 7.8% | 1,197,986 SH | Increased+107,707 SH |
| ISHARES INC | MSCI EMERG MRKT | $715K | 0.1%Prev: 0.1% | 11,165 SH | Increased+607 SH |
| ISHARES INC | MSCI GBL MIN VOL | $935K | 0.1%Prev: 0.1% | 7,877 SH | Increased+562 SH |
| ISHARES TR | CORE 1 5 YR USD | $1.4M | 0.2%Prev: 0.2% | 28,990 SH | Increased+785 SH |
| ISHARES TR | CORE 60/40 BALAN | $306K | 0.0%Prev: 0.1% | 4,702 SH | Decreased-191 SH |
| ISHARES TR | CORE 80/20 AGGRE | $357K | 0.1%Prev: 0.1% | 3,989 SH | Decreased-680 SH |
| ISHARES TR | CORE MSCI EAFE | $298K | 0.0%Prev: 0.0% | 3,330 SH | Increased-36 SH |
| ISHARES TR | CORE MSCI TOTAL | $3.2M | 0.5%Prev: 0.5% | 37,958 SH | Increased+64 SH |
| ISHARES TR | CORE S&P MCP ETF | $6.2M | 1.0%Prev: 1.0% | 93,281 SH | Increased-621 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.4M | 0.9%Prev: 0.9% | 44,994 SH | Increased-166 SH |
| ISHARES TR | CORE S&P500 ETF | $39.2M | 6.3%Prev: 6.4% | 57,197 SH | Increased-547 SH |
| ISHARES TR | CORE UNIVRSL USD | $284K | 0.0% | 6,105 SH | New |
| ISHARES TR | CORE US AGGBD ET | $1.8M | 0.3%Prev: 0.3% | 17,976 SH | Increased+554 SH |
| ISHARES TR | ESG AWR MSCI USA | $335K | 0.1%Prev: 0.1% | 2,248 SH | Increased |
| ISHARES TR | FLTG RATE NT ETF | $711K | 0.1%Prev: 0.1% | 13,970 SH | Decreased-1,049 SH |
| ISHARES TR | GLOBAL TECH ETF | $6.7M | 1.1%Prev: 1.1% | 64,198 SH | Increased-301 SH |
| ISHARES TR | IBOXX HI YD ETF | $207K | 0.0% | 2,561 SH | New |
| ISHARES TR | ISHARES BIOTECH | $2.0M | 0.3%Prev: 0.3% | 11,622 SH | Increased-249 SH |
| ISHARES TR | JPMORGAN USD EMG | $388K | 0.1%Prev: 0.0% | 4,027 SH | Increased+1,084 SH |
| ISHARES TR | LIFEPATH TGT2040 | $249K | 0.0% | 7,084 SH | New |
| ISHARES TR | MSCI ACWI ETF | $829K | 0.1%Prev: 0.1% | 5,858 SH | Increased+142 SH |
| ISHARES TR | MSCI EAFE MIN VL | $1.5M | 0.2%Prev: 0.2% | 17,909 SH | Increased+784 SH |
| ISHARES TR | MSCI USA MIN VOL | $9.8M | 1.6%Prev: 1.6% | 104,166 SH | Decreased+848 SH |
| ISHARES TR | MSCI USA MMENTM | $4.6M | 0.7%Prev: 0.8% | 18,559 SH | Decreased+114 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.4M | 0.4%Prev: 0.3% | 19,156 SH | Increased+1,828 SH |
| ISHARES TR | S&P 500 VAL ETF | $584K | 0.1%Prev: 0.1% | 2,755 SH | Increased+583 SH |
| ISHARES TR | S&P MC 400VL ETF | $328K | 0.1%Prev: 0.0% | 2,493 SH | Increased+280 SH |
| ISHARES TR | U S EQUITY FACTR | $810K | 0.1%Prev: 0.1% | 11,669 SH | Increased+1,346 SH |
| ISHARES TR | US CONSM STAPLES | $499K | 0.1%Prev: 0.1% | 7,461 SH | Decreased |
| ISHARES TR | US HLTHCARE ETF | $857K | 0.1%Prev: 0.1% | 13,169 SH | Increased |
| ISHARES TR | US TREAS BD ETF | $245K | 0.0%Prev: 0.1% | 10,620 SH | Decreased-2,683 SH |
| ISHARES TR | USD INV GRDE ETF | $1.6M | 0.3%Prev: 0.3% | 30,776 SH | Increased+850 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.1M | 0.2%Prev: 0.2% | 19,393 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $372K | 0.1%Prev: 0.1% | 1,155 SH | Increased+35 SH |
| LOCKHEED MARTIN CORP | COM | $275K | 0.0%Prev: 0.0% | 568 SH | Increased+78 SH |
| MARSH & MCLENNAN COS INC | COM | $311K | 0.0%Prev: 0.1% | 1,679 SH | Decreased+46 SH |
| META PLATFORMS INC | CL A | $605K | 0.1%Prev: 0.4% | 916 SH | Decreased-2,571 SH |
| MICROSOFT CORP | COM | $4.9M | 0.8%Prev: 1.0% | 10,175 SH | Decreased-1,125 SH |
| MICROVISION INC DEL | COM NEW | $8K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| NATERA INC | COM | $2.2M | 0.3% | 9,496 SH | New |
| NETFLIX INC | COM | $224K | 0.0%Prev: 0.9% | 2,384 SH | Decreased-2,239 SH |
| NVIDIA CORPORATION | COM | $7.1M | 1.1%Prev: 1.9% | 38,076 SH | Decreased-22,033 SH |
| ORACLE CORP | COM | $924K | 0.1%Prev: 0.8% | 4,740 SH | Decreased-12,455 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $9.0M | 1.4%Prev: 1.9% | 50,355 SH | Decreased-11,740 SH |
| PULTE GROUP INC | COM | $2.3M | 0.4% | 19,542 SH | New |
| REDDIT INC | CL A | $4.7M | 0.8%Prev: 0.4% | 20,629 SH | Increased+11,201 SH |
| ROBLOX CORP | CL A | $2.4M | 0.4%Prev: 1.7% | 29,303 SH | Decreased-43,815 SH |
| ROCKWELL AUTOMATION INC | COM | $4.3M | 0.7%Prev: 0.4% | 10,985 SH | Increased+4,583 SH |
| SCHWAB CHARLES CORP | COM | $249K | 0.0%Prev: 0.2% | 2,496 SH | Decreased-11,487 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $244K | 0.0%Prev: 0.0% | 10,150 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $239K | 0.0%Prev: 0.0% | 7,341 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $280K | 0.0%Prev: 0.0% | 9,473 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET COM | $48.0M | 7.7% | 407,451 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $53.1M | 8.5% | 444,472 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.6M | 0.3% | 28,911 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $16.6M | 2.7% | 107,545 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $46.2M | 7.4% | 297,600 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $70.3M | 11.2% | 488,352 SH | New |
| SHERWIN WILLIAMS CO | COM | $624K | 0.1%Prev: 0.1% | 1,927 SH | Decreased-10 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $5.7M | 0.9%Prev: 0.9% | 8,407 SH | Increased-17 SH |
| STRYKER CORPORATION | COM | $212K | 0.0%Prev: 0.0% | 603 SH | Decreased |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $2.9M | 0.5%Prev: 0.9% | 11,302 SH | Decreased-9,798 SH |
| TESLA INC | COM | $2.8M | 0.4%Prev: 0.0% | 6,208 SH | Increased+5,530 SH |
| TKO GROUP HOLDINGS INC | CL A | $2.8M | 0.4% | 13,234 SH | New |
| UNION PAC CORP | COM | $312K | 0.0%Prev: 0.1% | 1,347 SH | Decreased |
| UNITED AIRLS HLDGS INC | COM | $270K | 0.0%Prev: 0.0% | 2,419 SH | Increased |
| UNITED RENTALS INC | COM | $4.7M | 0.8%Prev: 0.9% | 5,843 SH | Decreased-69 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $238K | 0.0%Prev: 0.0% | 757 SH | Decreased-117 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $411K | 0.1%Prev: 0.1% | 656 SH | Decreased-33 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $240K | 0.0%Prev: 0.0% | 4,455 SH | Decreased |
| VIKING HOLDINGS LTD | ORD SHS | $5.8M | 0.9%Prev: 0.4% | 80,545 SH | Increased+45,469 SH |
| VISA INC | COM CL A | $347K | 0.1%Prev: 0.4% | 988 SH | Decreased-5,998 SH |
| WALMART INC | COM | $446K | 0.1%Prev: 0.1% | 4,007 SH | Increased+409 SH |
| WERNER ENTERPRISES INC | COM | $371K | 0.1%Prev: 0.1% | 12,379 SH | Increased |
| WESTERN DIGITAL CORP | COM | $3.1M | 0.5% | 17,743 SH | New |
| WW GRAINGER INC | COM | $418K | 0.1% | 414 SH | New |
| 13F-HR |
| 0001819815-26-000003 |
| $675.0M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001819815-25-000003 | $585.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001819815-26-000002 | $590.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001946654-25-000004 | $478.7M | View |