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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 | $623K | 0.4%Prev: 0.6% | 2,476 SH | Decreased-1,750 SH |
| ADVANCED MICRO DEVICES INC | COM | $461K | 0.3% | 793 SH | New |
| ALLSTATE CORP | COM | $226K | 0.2% | 950 SH | New |
| ALPHABET INC | CAP STK CL A | $11.2M | 7.5%Prev: 4.8% | 31,305 SH | Increased-3,786 SH |
| ALPHABET INC | CAP STK CL C | $1.3M | 0.9%Prev: 0.3% | 3,622 SH | Increased+1,362 SH |
| AMAZON COM INC | COM | $9.8M | 6.5%Prev: 7.2% | 40,952 SH | Increased-1,130 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.1%Prev: 1.3% | 5,044 SH | Increased-175 SH |
| APPLE INC | COM | $16.4M | 11.0%Prev: 9.7% | 56,523 SH | Increased-3,787 SH |
| ARISTA NETWORKS INC | COM SHS | $357K | 0.2% | 2,100 SH | New |
| BANK OF AMER CORP | COM | $377K | 0.3% | 6,618 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.0%Prev: 1.1% | 2 SH | Increased |
| BROADCOM INC | COM | $1.4M | 0.9%Prev: 1.2% | 3,647 SH | Decreased-1,794 SH |
| CATERPILLAR INC | COM | $442K | 0.3%Prev: 0.2% | 415 SH | Increased-211 SH |
| CHEVRON CORPORATION | COM | $592K | 0.4% | 3,571 SH | New |
| CISCO SYS INC | COM | $900K | 0.6%Prev: 0.4% | 7,660 SH | Increased-242 SH |
| CONSOLIDATED EDISON INC | COM | $332K | 0.2%Prev: 0.2% | 3,000 SH | Increased |
| CORNING INC | COM | $224K | 0.1% | 875 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $4.4M | 2.9% | 4,693 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $4.3M | 2.9%Prev: 2.0% | 5,646 SH | Increased+754 SH |
| EATON CORP PLC | SHS | $458K | 0.3% | 1,075 SH | New |
| ELI LILLY & CO | COM | $4.5M | 3.0%Prev: 2.8% | 3,779 SH | Increased-828 SH |
| GOLDMAN SACHS GROUP INC | COM | $253K | 0.2% | 251 SH | New |
| HOME DEPOT INC | COM | $1.9M | 1.3%Prev: 1.7% | 5,452 SH | Decreased-404 SH |
| HONEYWELL AEROSPACE INC | COM | $246K | 0.2% | 1,112 SH | New |
| HONEYWELL INTL INC | COM | $249K | 0.2%Prev: 0.4% | 1,113 SH | Decreased-1,112 SH |
| INTEL CORP | COM | $625K | 0.4% | 4,473 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $449K | 0.3%Prev: 0.4% | 1,595 SH | Decreased+2 SH |
| INVESCO QQQ TR | UNIT SER 1 | $466K | 0.3%Prev: 0.3% | 633 SH | Increased-50 SH |
| ISHARES TR | CORE S&P SCP ETF | $340K | 0.2%Prev: 0.2% | 2,295 SH | Increased-365 SH |
| ISHARES TR | CORE S&P500 ETF | $4.4M | 2.9%Prev: 2.5% | 5,827 SH | Increased+616 SH |
| ISHARES TR | ISHARES SEMICDTR | $288K | 0.2% | 450 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $295K | 0.2%Prev: 0.2% | 2,739 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $21.0M | 14.1%Prev: 16.4% | 169,447 SH | Increased+120,213 SH |
| ISHARES TR | RUS MID CAP ETF | $480K | 0.3%Prev: 0.4% | 4,350 SH | Decreased-1,118 SH |
| ISHARES TR | RUSSELL 2000 ETF | $855K | 0.6%Prev: 0.5% | 2,845 SH | Increased-150 SH |
| ISHARES TR | SELECT DIVID ETF | $1.3M | 0.9%Prev: 1.1% | 8,440 SH | Decreased-1,725 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $390K | 0.3%Prev: 0.2% | 6,350 SH | Increased+1,200 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.7%Prev: 0.5% | 4,396 SH | Increased+2 SH |
| JPMORGAN CHASE & CO | COM | $3.6M | 2.4% | 10,916 SH | New |
| KIMBERLY-CLARK CORP | COM | $456K | 0.3%Prev: 0.4% | 4,152 SH | Decreased+240 SH |
| LAM RESEARCH CORP | COM NEW | $312K | 0.2% | 720 SH | New |
| MCDONALDS CORP | COM | $807K | 0.5%Prev: 0.6% | 2,984 SH | Increased+251 SH |
| MERCK & CO INC | COM | $1.2M | 0.8%Prev: 0.6% | 9,334 SH | Increased+6 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.8%Prev: 0.9% | 2,016 SH | Decreased+451 SH |
| MICRON TECHNOLOGY INC | COM | $893K | 0.6% | 774 SH | New |
| MICROSOFT CORP | COM | $8.6M | 5.7%Prev: 10.1% | 22,969 SH | Decreased-2,885 SH |
| NETFLIX INC. | COM | $1.2M | 0.8% | 16,250 SH | New |
| NVIDIA CORPORATION | COM | $17.9M | 12.0%Prev: 11.9% | 89,547 SH | Increased-6,395 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $555K | 0.4% | 4,760 SH | New |
| PALO ALTO NETWORKS INC | COM | $2.0M | 1.3%Prev: 0.8% | 5,800 SH | Increased+1,000 SH |
| PROCTER & GAMBLE CO | COM | $927K | 0.6% | 6,320 SH | New |
| PUBLIC STORAGE | COM | $414K | 0.3% | 1,300 SH | New |
| SALESFORCE INC | COM | $475K | 0.3%Prev: 0.7% | 3,030 SH | Decreased-183 SH |
| SCHWAB CHARLES CORP | COM | $292K | 0.2%Prev: 0.2% | 3,167 SH | Increased |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $448K | 0.3% | 2,350 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $243K | 0.2%Prev: 0.2% | 2,125 SH | Decreased |
| SNOWFLAKE INC | COM SHS | $534K | 0.4% | 2,100 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $307K | 0.2% | 1,795 SH | New |
| SPDR SERIES TRUST | STATE STRET SPDR | $268K | 0.2% | 14,144 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.8M | 1.2% | 2,345 SH | New |
| SYSCO CORP | COM | $205K | 0.1% | 2,450 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $461K | 0.3% | 965 SH | New |
| TESLA INC | COM | $967K | 0.6%Prev: 0.6% | 2,300 SH | Increased-100 SH |
| UBER TECHNOLOGIES INC | COM | $2.0M | 1.3%Prev: 1.1% | 27,555 SH | Increased+12,225 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.2M | 1.5%Prev: 1.4% | 10,228 SH | Increased+75 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $221K | 0.1% | 3,703 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $333K | 0.2%Prev: 0.2% | 2,107 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $271K | 0.2%Prev: 0.3% | 6,391 SH | Decreased-1,265 SH |
| VISA INC | COM CL A | $630K | 0.4%Prev: 0.5% | 1,835 SH | Decreased |
| WALMART INC | COM | $528K | 0.4%Prev: 0.3% | 4,660 SH | Increased+582 SH |
| WASTE MGMT INC DEL | COM | $881K | 0.6%Prev: 1.4% | 3,951 SH | Decreased-3,720 SH |
| WELLS FARGO & CO | COM | $235K | 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 |