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CIK 0001907826 • 7 13F filings • Apr 17, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $885K | 0.8% | 4,226 SH | |
| ALPHABET INC | CAP STK CL A | $6.7M | 5.7% | 43,222 SH | |
| ALPHABET INC | CAP STK CL C | $353K | 0.3% | 2,260 SH | |
| AMAZON COM INC | COM | $8.2M | 7.0% | 42,922 SH | |
| AMERICAN EXPRESS CO | COM | $1.5M | 1.3% | 5,659 SH | |
| APPLE INC | COM | $14.4M | 12.2% | 64,619 SH | |
| ARISTA NETWORKS INC | COM SHS | $248K | 0.2% | 3,200 SH | |
| BANK AMERICA CORP | COM | $380K | 0.3% | 9,107 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.6M | 1.4% | 2 SH | |
| BROADCOM INC | COM | $924K | 0.8% | 5,516 SH | |
| CARISMA THERAPEUTICS INC | COM | $7K | 0.0% | 24,001 SH | |
| CATERPILLAR INC | COM | $273K | 0.2% | 826 SH | |
| CHARGEPOINT HOLDINGS INC | COM CL A | $9K | 0.0% | 14,370 SH | |
| CHEVRON CORP NEW | COM | $605K | 0.5% | 3,618 SH | |
| CISCO SYS INC | COM | $487K | 0.4% | 7,900 SH | |
| CONSOLIDATED EDISON INC | COM | $332K | 0.3% | 3,000 SH | |
| COSTCO WHSL CORP NEW | COM | $4.1M | 3.5% | 4,296 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.8M | 1.5% | 5,072 SH | |
| CVS HEALTH CORP | COM | $201K | 0.2% | 2,965 SH | |
| DANAHER CORPORATION | COM | $301K | 0.3% | 1,470 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $233K | 0.2% | 6,072 SH | |
| ELI LILLY & CO | COM | $4.1M | 3.5% | 5,022 SH | |
| HOME DEPOT INC | COM | $2.1M | 1.8% | 5,825 SH | |
| HONEYWELL INTL INC | COM | $471K | 0.4% | 2,225 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $396K | 0.3% | 1,593 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $320K | 0.3% | 683 SH | |
| ISHARES TR | CORE S&P SCP ETF | $284K | 0.2% | 2,720 SH | |
| ISHARES TR | CORE S&P500 ETF | $2.7M | 2.3% | 4,831 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $19.0M | 16.2% | 52,578 SH | |
| ISHARES TR | RUS MID CAP ETF | $465K | 0.4% | 5,468 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $597K | 0.5% | 2,995 SH | |
| ISHARES TR | SELECT DIVID ETF | $1.4M | 1.2% | 10,565 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $331K | 0.3% | 6,400 SH | |
| JOHNSON & JOHNSON | COM | $812K | 0.7% | 4,894 SH | |
| JPMORGAN CHASE & CO. | COM | $2.7M | 2.3% | 11,013 SH | |
| KIMBERLY-CLARK CORP | COM | $556K | 0.5% | 3,912 SH | |
| MCDONALDS CORP | COM | $854K | 0.7% | 2,733 SH | |
| MERCK & CO INC | COM | $985K | 0.8% | 10,971 SH | |
| META PLATFORMS INC | CL A | $882K | 0.8% | 1,530 SH | |
| MICROSOFT CORP | COM | $10.1M | 8.6% | 26,816 SH | |
| NETFLIX INC | COM | $653K | 0.6% | 700 SH | |
| NVIDIA CORPORATION | COM | $10.9M | 9.3% | 100,757 SH | |
| PALO ALTO NETWORKS INC | COM | $845K | 0.7% | 4,950 SH | |
| PROCTER AND GAMBLE CO | COM | $1.1M | 1.0% | 6,680 SH | |
| PUBLIC STORAGE OPER CO | COM | $389K | 0.3% | 1,300 SH | |
| QUALCOMM INC | COM | $263K | 0.2% | 1,715 SH | |
| SALESFORCE INC | COM | $808K | 0.7% | 3,013 SH | |
| SCHWAB CHARLES CORP | COM | $248K | 0.2% | 3,167 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $258K | 0.2% | 1,250 SH | |
| SHOPIFY INC | CL A | $222K | 0.2% | 2,325 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 1.2% | 2,504 SH | |
| SPDR SER TR | BLOOMBERG 1 10 Y | $311K | 0.3% | 16,210 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $202K | 0.2% | 1,215 SH | |
| TESLA INC | COM | $855K | 0.7% | 3,300 SH | |
| UBER TECHNOLOGIES INC | COM | $1.0M | 0.9% | 14,220 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 1.5% | 10,153 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $272K | 0.2% | 2,107 SH | |
| VERIZON COMMUNICATIONS INC | COM | $347K | 0.3% | 7,656 SH | |
| VISA INC | COM CL A | $713K | 0.6% | 2,035 SH | |
| WALMART INC | COM | $358K | 0.3% | 4,073 SH | |
| WASTE MGMT INC DEL | COM | $1.8M | 1.5% | 7,811 SH |
| 13F-HR |
| 0001907826-26-000003 |
| $149.2M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003628 | $127.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001907826-26-000002 | $126.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002131 | $117.3M | View |