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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 | $978K | 0.7%Prev: 0.4% | 4,226 SH | Increased+1,750 SH |
| ALLSTATE CORP | COM | $204K | 0.1%Prev: 0.2% | 950 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $8.3M | 5.7%Prev: 7.5% | 34,047 SH | Decreased+2,742 SH |
| ALPHABET INC | CAP STK CL C | $8.3M | 5.7%Prev: 0.9% | 2,260 SH | Increased-1,362 SH |
| AMAZON COM INC | COM | $9.1M | 6.2%Prev: 6.5% | 41,232 SH | Decreased+280 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.2%Prev: 1.1% | 5,044 SH | Decreased |
| APPLE INC | COM | $15.2M | 10.5%Prev: 11.0% | 59,710 SH | Decreased+3,187 SH |
| ARISTA NETWORKS INC | COM SHS | $270K | 0.2%Prev: 0.2% | 1,850 SH | Decreased-250 SH |
| BANK AMERICA CORP | COM | $341K | 0.2% | 6,605 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.0%Prev: 1.0% | 2 SH | Increased |
| BLACKSTONE INC | COM | $243K | 0.2% | 1,423 SH | New |
| BROADCOM INC | COM | $1.7M | 1.1%Prev: 0.9% | 5,021 SH | Increased+1,374 SH |
| CARISMA THERAPEUTICS INC | COM | $7K | 0.0% | 24,001 SH | New |
| CATERPILLAR INC | COM | $203K | 0.1%Prev: 0.3% | 426 SH | Decreased+11 SH |
| CHEVRON CORP NEW | COM | $562K | 0.4% | 3,618 SH | New |
| CISCO SYS INC | COM | $541K | 0.4%Prev: 0.6% | 7,905 SH | Decreased+245 SH |
| CONSOLIDATED EDISON INC | COM | $302K | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $4.3M | 3.0% | 4,683 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $2.5M | 1.7%Prev: 2.9% | 5,157 SH | Decreased-489 SH |
| DANAHER CORPORATION | COM | $232K | 0.2% | 1,170 SH | New |
| ELI LILLY & CO | COM | $3.4M | 2.3%Prev: 3.0% | 4,452 SH | Decreased+673 SH |
| HOME DEPOT INC | COM | $2.5M | 1.7%Prev: 1.3% | 6,058 SH | Increased+606 SH |
| HONEYWELL INTL INC | COM | $468K | 0.3%Prev: 0.2% | 2,225 SH | Increased+1,112 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $449K | 0.3%Prev: 0.3% | 1,593 SH | Increased-2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $410K | 0.3%Prev: 0.3% | 683 SH | Decreased+50 SH |
| ISHARES TR | CORE S&P SCP ETF | $316K | 0.2%Prev: 0.2% | 2,660 SH | Decreased+365 SH |
| ISHARES TR | CORE S&P500 ETF | $3.6M | 2.5%Prev: 2.9% | 5,322 SH | Decreased-505 SH |
| ISHARES TR | NATIONAL MUN ETF | $292K | 0.2%Prev: 0.2% | 2,739 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $22.9M | 15.8%Prev: 14.1% | 48,831 SH | Increased-120,616 SH |
| ISHARES TR | RUS MID CAP ETF | $528K | 0.4%Prev: 0.3% | 5,468 SH | Increased+1,118 SH |
| ISHARES TR | RUSSELL 2000 ETF | $725K | 0.5%Prev: 0.6% | 2,995 SH | Decreased+150 SH |
| ISHARES TR | SELECT DIVID ETF | $1.1M | 0.8%Prev: 0.9% | 7,715 SH | Decreased-725 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $354K | 0.2%Prev: 0.3% | 6,150 SH | Decreased-200 SH |
| JOHNSON & JOHNSON | COM | $815K | 0.6%Prev: 0.7% | 4,395 SH | Decreased-1 SH |
| JPMORGAN CHASE & CO. | COM | $3.3M | 2.3% | 10,491 SH | New |
| KIMBERLY-CLARK CORP | COM | $486K | 0.3%Prev: 0.3% | 3,912 SH | Increased-240 SH |
| MCDONALDS CORP | COM | $907K | 0.6%Prev: 0.5% | 2,984 SH | Increased |
| MERCK & CO INC | COM | $783K | 0.5%Prev: 0.8% | 9,330 SH | Decreased-4 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.8%Prev: 0.8% | 1,565 SH | Increased-451 SH |
| MICROSOFT CORP | COM | $12.9M | 8.9%Prev: 5.7% | 24,879 SH | Increased+1,910 SH |
| NETFLIX INC | COM | $942K | 0.6% | 786 SH | New |
| NVIDIA CORPORATION | COM | $17.3M | 11.9%Prev: 12.0% | 92,497 SH | Decreased+2,950 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $203K | 0.1%Prev: 0.4% | 1,115 SH | Decreased-3,645 SH |
| PALO ALTO NETWORKS INC | COM | $1.1M | 0.7%Prev: 1.3% | 5,250 SH | Decreased-550 SH |
| PROCTER AND GAMBLE CO | COM | $996K | 0.7% | 6,480 SH | New |
| PUBLIC STORAGE OPER CO | COM | $376K | 0.3% | 1,300 SH | New |
| SALESFORCE INC | COM | $761K | 0.5%Prev: 0.3% | 3,213 SH | Increased+183 SH |
| SCHWAB CHARLES CORP | COM | $302K | 0.2%Prev: 0.2% | 3,167 SH | Increased |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $331K | 0.2% | 1,175 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $316K | 0.2%Prev: 0.2% | 2,125 SH | Increased |
| SNOWFLAKE INC | COM SHS | $339K | 0.2%Prev: 0.4% | 1,505 SH | Decreased-595 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 1.1% | 2,504 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1 10 Y | $309K | 0.2% | 16,022 SH | New |
| SYSCO CORP | COM | $202K | 0.1%Prev: 0.1% | 2,450 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $304K | 0.2% | 1,090 SH | New |
| TESLA INC | COM | $1.1M | 0.7%Prev: 0.6% | 2,400 SH | Increased+100 SH |
| UBER TECHNOLOGIES INC | COM | $1.5M | 1.0%Prev: 1.3% | 15,230 SH | Decreased-12,325 SH |
| VANGUARD INDEX FDS | VALUE ETF | $37K | 0.0%Prev: 1.5% | 10,158 SH | Decreased-70 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $200K | 0.1%Prev: 0.1% | 3,692 SH | Decreased-11 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $297K | 0.2%Prev: 0.2% | 2,107 SH | Decreased |
| VERIZON COMMUNICATIONS INC | COM | $321K | 0.2%Prev: 0.2% | 7,306 SH | Increased+915 SH |
| VISA INC | COM CL A | $626K | 0.4%Prev: 0.4% | 1,835 SH | Decreased |
| WALMART INC | COM | $420K | 0.3%Prev: 0.4% | 4,080 SH | Decreased-580 SH |
| WASTE MGMT INC DEL | COM | $1.7M | 1.2%Prev: 0.6% | 7,671 SH | Increased+3,720 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 |