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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 | $473K | 0.4%Prev: 0.8% | 2,176 SH | Decreased-2,050 SH |
| ALPHABET INC | CAP STK CL A | $9.0M | 7.2%Prev: 5.7% | 31,452 SH | Increased-11,770 SH |
| ALPHABET INC | CAP STK CL C | $648K | 0.5%Prev: 0.3% | 2,260 SH | Increased |
| AMAZON COM INC | COM | $8.5M | 6.7%Prev: 7.0% | 40,667 SH | Increased-2,255 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 1.2%Prev: 1.3% | 5,044 SH | Increased-615 SH |
| APPLE INC | COM | $14.5M | 11.5%Prev: 12.2% | 57,087 SH | Increased-7,532 SH |
| ARISTA NETWORKS INC | COM SHS | $227K | 0.2%Prev: 0.2% | 1,850 SH | Decreased-1,350 SH |
| BANK AMERICA CORP | COM | $322K | 0.3%Prev: 0.3% | 6,614 SH | Decreased-2,493 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.4M | 1.1%Prev: 1.4% | 2 SH | Decreased |
| BROADCOM INC | COM | $1.3M | 1.0%Prev: 0.8% | 4,126 SH | Increased-1,390 SH |
| CATERPILLAR INC | COM | $294K | 0.2%Prev: 0.2% | 415 SH | Increased-411 SH |
| CHEVRON CORPORATION | COM | $723K | 0.6% | 3,496 SH | New |
| CISCO SYS INC | COM | $594K | 0.5%Prev: 0.4% | 7,659 SH | Increased-241 SH |
| CONSOLIDATED EDISON INC | COM | $340K | 0.3%Prev: 0.3% | 3,000 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $4.6M | 3.7% | 4,635 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $2.3M | 1.9%Prev: 1.5% | 6,019 SH | Increased+947 SH |
| DANAHER CORP DEL | COM | $222K | 0.2% | 1,170 SH | New |
| ELI LILLY & CO | COM | $3.5M | 2.7%Prev: 3.5% | 3,759 SH | Decreased-1,263 SH |
| GOLDMAN SACHS GROUP INC | COM | $211K | 0.2% | 250 SH | New |
| HOME DEPOT INC | COM | $1.6M | 1.3%Prev: 1.8% | 5,001 SH | Decreased-824 SH |
| HONEYWELL INTL INC | COM | $503K | 0.4%Prev: 0.4% | 2,225 SH | Increased |
| INTEL CORP | COM | $232K | 0.2% | 5,248 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $386K | 0.3%Prev: 0.3% | 1,593 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $365K | 0.3%Prev: 0.3% | 633 SH | Increased-50 SH |
| ISHARES TR | CORE S&P SCP ETF | $335K | 0.3%Prev: 0.2% | 2,695 SH | Increased-25 SH |
| ISHARES TR | CORE S&P500 ETF | $3.7M | 3.0%Prev: 2.3% | 5,737 SH | Increased+906 SH |
| ISHARES TR | NATIONAL MUN ETF | $291K | 0.2% | 2,739 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $17.9M | 14.2%Prev: 16.2% | 41,985 SH | Decreased-10,593 SH |
| ISHARES TR | RUS MID CAP ETF | $423K | 0.3%Prev: 0.4% | 4,350 SH | Decreased-1,118 SH |
| ISHARES TR | RUSSELL 2000 ETF | $743K | 0.6%Prev: 0.5% | 2,995 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $1.1M | 0.9%Prev: 1.2% | 7,515 SH | Decreased-3,050 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $353K | 0.3%Prev: 0.3% | 6,350 SH | Increased-50 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.9%Prev: 0.7% | 4,395 SH | Increased-499 SH |
| JPMORGAN CHASE & CO | COM | $3.2M | 2.5% | 10,790 SH | New |
| KIMBERLY-CLARK CORP | COM | $401K | 0.3%Prev: 0.5% | 4,152 SH | Decreased+240 SH |
| MCDONALDS CORP | COM | $927K | 0.7%Prev: 0.7% | 2,984 SH | Increased+251 SH |
| MERCK & CO INC | COM | $1.1M | 0.9%Prev: 0.8% | 9,333 SH | Increased-1,638 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.9%Prev: 0.8% | 1,995 SH | Increased+465 SH |
| MICROSOFT CORP | COM | $8.5M | 6.7%Prev: 8.6% | 22,846 SH | Decreased-3,970 SH |
| NETFLIX INC. | COM | $936K | 0.7% | 9,730 SH | New |
| NVIDIA CORPORATION | COM | $15.6M | 12.3%Prev: 9.3% | 89,177 SH | Increased-11,580 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $252K | 0.2% | 1,725 SH | New |
| PALO ALTO NETWORKS INC | COM | $946K | 0.7%Prev: 0.7% | 5,900 SH | Increased+950 SH |
| PROCTER & GAMBLE CO | COM | $907K | 0.7% | 6,280 SH | New |
| PUBLIC STORAGE OPER CO | COM | $352K | 0.3%Prev: 0.3% | 1,300 SH | Decreased |
| SALESFORCE INC | COM | $548K | 0.4%Prev: 0.7% | 2,938 SH | Decreased-75 SH |
| SCHWAB CHARLES CORP | COM | $298K | 0.2%Prev: 0.2% | 3,167 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $260K | 0.2% | 4,250 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $312K | 0.2% | 2,350 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $252K | 0.2% | 2,125 SH | New |
| SNOWFLAKE INC | COM SHS | $321K | 0.3% | 2,130 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $271K | 0.2% | 14,144 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.6M | 1.3% | 2,504 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $343K | 0.3% | 1,015 SH | New |
| TESLA INC | COM | $855K | 0.7%Prev: 0.7% | 2,300 SH | Decreased-1,000 SH |
| UBER TECHNOLOGIES INC | COM | $1.8M | 1.4%Prev: 0.9% | 25,080 SH | Increased+10,860 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 1.6%Prev: 1.5% | 10,298 SH | Increased+145 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $200K | 0.2% | 3,702 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $312K | 0.2%Prev: 0.2% | 2,107 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $342K | 0.3%Prev: 0.3% | 6,806 SH | Decreased-850 SH |
| VISA INC | COM CL A | $555K | 0.4%Prev: 0.6% | 1,835 SH | Decreased-200 SH |
| WALMART INC | COM | $507K | 0.4%Prev: 0.3% | 4,082 SH | Increased+9 SH |
| WASTE MGMT INC DEL | COM | $1.1M | 0.9%Prev: 1.5% | 4,796 SH | Decreased-3,015 SH |
| WELLS FARGO & CO | COM | $227K | 0.2% | 2,846 SH | New |
| 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 |