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CIK 0002059743 • 6 13F filings • May 12, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $936K | 0.8%Prev: 0.6% | 2,990 SH | Increased+162 SH |
| ALPHABET INC | CAP STK CL C | $473K | 0.4%Prev: 0.3% | 1,506 SH | Increased |
| ALTRIA GROUP INC | COM | $391K | 0.3%Prev: 0.4% | 6,777 SH | Decreased+23 SH |
| AMAZON COM INC | COM | $628K | 0.5%Prev: 0.5% | 2,720 SH | Increased+130 SH |
| APPLE INC | COM | $2.3M | 1.9%Prev: 2.0% | 8,630 SH | Increased-290 SH |
| ATLANTIC UN BANKSHARES CORP | COM | $679K | 0.5%Prev: 0.6% | 19,248 SH | Increased |
| BANK AMERICA CORP | COM | $402K | 0.3%Prev: 0.3% | 7,316 SH | Increased+101 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $204K | 0.2% | 406 SH | New |
| BOEING CO | COM | $260K | 0.2%Prev: 0.2% | 1,197 SH | Increased+8 SH |
| BROADCOM INC | COM | $220K | 0.2% | 635 SH | New |
| CHEVRON CORP NEW | COM | $434K | 0.4%Prev: 0.4% | 2,845 SH | Decreased-3 SH |
| DOMINION ENERGY INC | COM | $409K | 0.3%Prev: 0.4% | 6,978 SH | Decreased-61 SH |
| ELI LILLY & CO | COM | $318K | 0.3%Prev: 0.2% | 296 SH | Increased+13 SH |
| EXXON MOBIL CORP | COM | $648K | 0.5%Prev: 0.5% | 5,387 SH | Increased+66 SH |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | $22.1M | 17.8%Prev: 18.8% | 330,360 SH | Increased+10,950 SH |
| GLOBE LIFE INC | COM | $266K | 0.2%Prev: 0.2% | 1,903 SH | Decreased |
| HOME DEPOT INC | COM | $302K | 0.2%Prev: 0.3% | 879 SH | Decreased+15 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $3.5M | 2.8% | 81,355 SH | New |
| INTERCONTINENTAL EXCHANGE IN | COM | $468K | 0.4%Prev: 0.5% | 2,888 SH | Decreased-720 SH |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $589K | 0.5%Prev: 0.5% | 4,382 SH | Increased+4 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $22.0M | 17.8%Prev: 19.1% | 193,630 SH | Increased+5,843 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $219K | 0.2%Prev: 0.2% | 1,143 SH | Decreased-326 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.6M | 4.5%Prev: 4.5% | 98,217 SH | Increased+10,829 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $16.9M | 13.6%Prev: 13.4% | 253,813 SH | Increased+22,729 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $229K | 0.2%Prev: 0.2% | 3,627 SH | Increased+13 SH |
| J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | $230K | 0.2%Prev: 0.2% | 4,688 SH | Increased+28 SH |
| JOHNSON & JOHNSON | COM | $619K | 0.5%Prev: 0.5% | 2,990 SH | Increased+48 SH |
| JPMORGAN CHASE & CO. | COM | $269K | 0.2%Prev: 0.2% | 834 SH | Increased+10 SH |
| LOWES COS INC | COM | $315K | 0.3%Prev: 0.3% | 1,307 SH | Decreased+12 SH |
| MERCK & CO INC | COM | $719K | 0.6%Prev: 0.4% | 6,831 SH | Increased+1,325 SH |
| META PLATFORMS INC | CL A | $214K | 0.2%Prev: 0.2% | 324 SH | Decreased+20 SH |
| MICROSOFT CORP | COM | $2.1M | 1.7%Prev: 2.0% | 4,305 SH | Decreased-4 SH |
| NEXTERA ENERGY INC | COM | $627K | 0.5%Prev: 0.5% | 7,810 SH | Increased+8 SH |
| NVIDIA CORPORATION | COM | $1.4M | 1.1%Prev: 1.2% | 7,579 SH | Increased+151 SH |
| ORACLE CORP | COM | $280K | 0.2%Prev: 0.4% | 1,435 SH | Decreased+8 SH |
| PEPSICO INC | COM | $306K | 0.2%Prev: 0.3% | 2,134 SH | Increased-18 SH |
| PHILIP MORRIS INTL INC | COM | $1.3M | 1.1%Prev: 1.2% | 8,256 SH | Decreased+33 SH |
| PROCTER AND GAMBLE CO | COM | $297K | 0.2%Prev: 0.3% | 2,072 SH | Decreased+10 SH |
| SHERWIN WILLIAMS CO | COM | $2.1M | 1.7% | 6,430 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $491K | 0.4%Prev: 0.4% | 1,021 SH | Increased+2 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.3M | 1.9%Prev: 2.0% | 3,406 SH | Increased-10 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $514K | 0.4%Prev: 0.4% | 887 SH | Increased+8 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.1M | 6.5%Prev: 7.2% | 16,534 SH | Decreased-368 SH |
| VANGUARD INDEX FDS | VALUE ETF | $20.7M | 16.7%Prev: 17.5% | 108,134 SH | Increased+3,171 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $245K | 0.2% | 1,113 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $284K | 0.2%Prev: 0.2% | 1,981 SH | Increased+13 SH |
| 13F-HR |
| 0001765380-26-000263 |
| $141.0M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000317 | $101.6M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001765380-26-000193 | $124.9M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001765380-25-000215 | $86.9M | View |