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CIK 0001904033 • 6 13F filings • Apr 25, 2025 – Jul 13, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $906K | 0.4% | 6,172 SH | |
| ABBOTT LABS | COM | $421K | 0.2% | 3,171 SH | |
| ABBVIE INC | COM | $697K | 0.3% | 3,327 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.8M | 0.8% | 5,878 SH | |
| ALPHABET INC | CAP STK CL A | $10.5M | 4.6% | 67,903 SH | |
| ALPHABET INC | CAP STK CL C | $540K | 0.2% | 3,458 SH | |
| AMAZON COM INC | COM | $4.5M | 2.0% | 23,403 SH | |
| AMERICAN EXPRESS CO | COM | $2.6M | 1.2% | 9,833 SH | |
| AMERICAN TOWER CORP NEW | COM | $656K | 0.3% | 3,016 SH | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | $4.6M | 2.0% | 75,028 SH | |
| APPLE INC | COM | $3.3M | 1.4% | 14,843 SH | |
| APPLIED MATLS INC | COM | $1.8M | 0.8% | 12,465 SH | |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $334K | 0.1% | 2,277 SH | |
| ARROW ELECTRS INC | COM | $5.9M | 2.6% | 57,185 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $556K | 0.2% | 1,821 SH | |
| BANK AMERICA CORP | COM | $1.1M | 0.5% | 27,114 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $11.8M | 5.2% | 22,123 SH | |
| BLACKROCK INC | COM | $1.3M | 0.6% | 1,337 SH | |
| BOOKING HOLDINGS INC | COM | $899K | 0.4% | 195 SH | |
| CANADIAN NAT RES LTD | COM | $3.1M | 1.4% | 100,810 SH | |
| CISCO SYS INC | COM | $200K | 0.1% | 3,245 SH | |
| COCA COLA CO | COM | $634K | 0.3% | 8,848 SH | |
| CONSTELLATION BRANDS INC | CL A | $271K | 0.1% | 1,477 SH | |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.5% | 1,121 SH | |
| DIAGEO PLC | SPON ADR NEW | $1.1M | 0.5% | 10,205 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.9M | 1.3% | 88,260 SH | |
| DISNEY WALT CO | COM | $2.4M | 1.1% | 24,740 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $324K | 0.1% | 2,653 SH | |
| EBAY INC. | COM | $377K | 0.2% | 5,561 SH | |
| EMERSON ELEC CO | COM | $2.1M | 0.9% | 18,784 SH | |
| EXPEDITORS INTL WASH INC | COM | $260K | 0.1% | 2,164 SH | |
| EXXON MOBIL CORP | COM | $3.3M | 1.4% | 27,461 SH | |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $12.4M | 5.5% | 181,826 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $12.4M | 5.5% | 272,684 SH | |
| FISERV INC | COM | $2.7M | 1.2% | 12,085 SH | |
| GE AEROSPACE | COM NEW | $945K | 0.4% | 4,719 SH | |
| GE VERNOVA INC | COM | $380K | 0.2% | 1,245 SH | |
| GENERAL DYNAMICS CORP | COM | $573K | 0.3% | 2,101 SH | |
| GENUINE PARTS CO | COM | $432K | 0.2% | 3,623 SH | |
| HERSHEY CO | COM | $555K | 0.2% | 3,246 SH | |
| HOME DEPOT INC | COM | $2.2M | 1.0% | 6,129 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $919K | 0.4% | 5,327 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $6.1M | 2.7% | 73,622 SH | |
| ISHARES TR | CORE 1 5 YR USD | $9.0M | 3.9% | 185,436 SH | |
| ISHARES TR | CORE S&P MCP ETF | $977K | 0.4% | 16,750 SH | |
| ISHARES TR | CORE S&P SCP ETF | $373K | 0.2% | 3,565 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.6M | 1.2% | 21,468 SH | |
| ISHARES TR | CORE S&P500 ETF | $470K | 0.2% | 837 SH | |
| ISHARES TR | IBONDS DEC2026 | $285K | 0.1% | 11,761 SH | |
| ISHARES TR | ISHARES SEMICDTR | $290K | 0.1% | 1,543 SH | |
| ISHARES TR | RUS 1000 ETF | $660K | 0.3% | 2,151 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $262K | 0.1% | 725 SH | |
| ISHARES TR | S&P MC 400VL ETF | $214K | 0.1% | 1,787 SH | |
| JOHNSON & JOHNSON | COM | $512K | 0.2% | 3,089 SH | |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.5% | 4,378 SH | |
| KENVUE INC | COM | $544K | 0.2% | 22,669 SH | |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.5% | 2,556 SH | |
| LOWES COS INC | COM | $1.4M | 0.6% | 5,853 SH | |
| MARKEL GROUP INC | COM | $5.7M | 2.5% | 3,057 SH | |
| MCDONALDS CORP | COM | $1.4M | 0.6% | 4,604 SH | |
| META PLATFORMS INC | CL A | $9.3M | 4.1% | 16,125 SH | |
| MICROCHIP TECHNOLOGY INC. | COM | $5.2M | 2.3% | 106,745 SH | |
| MICROSOFT CORP | COM | $9.9M | 4.4% | 26,471 SH | |
| NETFLIX INC | COM | $1.9M | 0.8% | 2,025 SH | |
| NVIDIA CORPORATION | COM | $230K | 0.1% | 2,126 SH | |
| ORACLE CORP | COM | $321K | 0.1% | 2,294 SH | |
| PAYPAL HLDGS INC | COM | $463K | 0.2% | 7,099 SH | |
| PEPSICO INC | COM | $1.2M | 0.5% | 7,874 SH | |
| PROCTER AND GAMBLE CO | COM | $1.2M | 0.5% | 6,944 SH | |
| ROCKWELL AUTOMATION INC | COM | $318K | 0.1% | 1,230 SH | |
| RTX CORPORATION | COM | $296K | 0.1% | 2,238 SH | |
| S&P GLOBAL INC | COM | $688K | 0.3% | 1,355 SH | |
| SCHLUMBERGER LTD | COM STK | $625K | 0.3% | 14,949 SH | |
| SCHWAB CHARLES CORP | COM | $3.4M | 1.5% | 43,867 SH | |
| SOLVENTUM CORP | COM SHS | $244K | 0.1% | 3,211 SH | |
| SOUTHERN CO | COM | $267K | 0.1% | 2,905 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $790K | 0.3% | 1,413 SH | |
| STARBUCKS CORP | COM | $2.5M | 1.1% | 25,444 SH | |
| STRYKER CORPORATION | COM | $627K | 0.3% | 1,683 SH | |
| UNITED PARCEL SERVICE INC | CL B | $495K | 0.2% | 4,499 SH | |
| UNITEDHEALTH GROUP INC | COM | $873K | 0.4% | 1,666 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $24.1M | 10.6% | 273,332 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $665K | 0.3% | 1,793 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.1M | 0.5% | 6,628 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $624K | 0.3% | 2,412 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $235K | 0.1% | 1,059 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $835K | 0.4% | 3,038 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.4M | 1.5% | 17,604 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $7.9M | 3.5% | 94,766 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1.9M | 0.8% | 9,326 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $637K | 0.3% | 2,062 SH | |
| VISA INC | COM CL A | $5.2M | 2.3% | 14,927 SH | |
| WALMART INC | COM | $301K | 0.1% | 3,426 SH | |
| WELLS FARGO CO NEW | COM | $238K | 0.1% | 3,315 SH | |
| WILLIAMS SONOMA INC | COM | $539K | 0.2% | 3,408 SH | |
| YUM BRANDS INC | COM | $299K | 0.1% | 1,900 SH |
| Q3 2025 |
| 13F-HR |
| 0001904033-25-000006 |
| $290.5M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001904033-26-000004 | $328.7M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001904033-25-000003 | $249.1M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001904033-26-000002 | $306.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001904033-25-000002 | $227.5M | View |