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CIK 0002052538 • 6 13F filings • May 6, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $324K | 0.2%Prev: 0.3% | 1,420 SH | Decreased+3 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $216K | 0.2% | 805 SH | New |
| ALPHABET INC | CAP STK CL C | $278K | 0.2% | 886 SH | New |
| APPLE INC | COM | $4.6M | 3.5%Prev: 1.8% | 16,910 SH | Increased+7,948 SH |
| APPLIED MATLS INC | COM | $482K | 0.4%Prev: 0.3% | 1,874 SH | Increased+5 SH |
| AT&T INC | COM | $304K | 0.2%Prev: 0.3% | 12,226 SH | Decreased+34 SH |
| ATMOS ENERGY CORP | COM | $201K | 0.2%Prev: 0.2% | 1,200 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.9%Prev: 1.0% | 2,389 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $219K | 0.2% | 4,149 SH | New |
| BROOKFIELD CORP | CL A LTD VT SH | $525K | 0.4%Prev: 0.4% | 11,443 SH | Increased+3,814 SH |
| CATERPILLAR INC | COM | $361K | 0.3%Prev: 0.2% | 630 SH | Increased+2 SH |
| CHEVRON CORP NEW | COM | $263K | 0.2%Prev: 0.2% | 1,723 SH | Decreased |
| EATON CORP PLC | SHS | $507K | 0.4%Prev: 0.5% | 1,591 SH | Decreased+4 SH |
| ELI LILLY & CO | COM | $538K | 0.4%Prev: 0.3% | 501 SH | Increased+1 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $7.2M | 5.5%Prev: 5.5% | 127,040 SH | Increased+3,094 SH |
| GILEAD SCIENCES INC | COM | $366K | 0.3%Prev: 0.3% | 2,980 SH | Increased-7 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $211K | 0.2%Prev: 0.2% | 713 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $17.3M | 13.2%Prev: 13.9% | 28,093 SH | Decreased-724 SH |
| ISHARES TR | CORE MSCI EAFE | $13.9M | 10.7%Prev: 10.8% | 155,392 SH | Increased+1,284 SH |
| ISHARES TR | CORE S&P SCP ETF | $450K | 0.3%Prev: 0.3% | 3,741 SH | Increased+160 SH |
| ISHARES TR | CORE S&P TTL STK | $423K | 0.3%Prev: 0.3% | 2,844 SH | Decreased-104 SH |
| ISHARES TR | CORE S&P500 ETF | $32.6M | 25.0%Prev: 25.7% | 47,613 SH | Increased-218 SH |
| ISHARES TR | CORE US AGGBD ET | $11.3M | 8.7%Prev: 8.9% | 112,938 SH | Increased+2,712 SH |
| ISHARES TR | ISHARES BIOTECH | $528K | 0.4%Prev: 0.4% | 3,126 SH | Increased-7 SH |
| ISHARES TR | RUS 2000 GRW ETF | $4.7M | 3.6%Prev: 3.7% | 14,558 SH | Increased+236 SH |
| ISHARES TR | RUS 2000 VAL ETF | $917K | 0.7%Prev: 0.7% | 5,061 SH | Increased+60 SH |
| ISHARES TR | S&P 500 GRWT ETF | $17.3M | 13.3%Prev: 13.8% | 140,367 SH | Increased-1,836 SH |
| ISHARES TR | S&P 500 VAL ETF | $6.5M | 5.0%Prev: 5.1% | 30,805 SH | Increased+128 SH |
| ISHARES TR | SELECT DIVID ETF | $1.9M | 1.4%Prev: 1.5% | 13,301 SH | Decreased-250 SH |
| JOHNSON & JOHNSON | COM | $446K | 0.3%Prev: 0.3% | 2,155 SH | Increased |
| META PLATFORMS INC | CL A | $283K | 0.2%Prev: 0.2% | 428 SH | Decreased+5 SH |
| MICROSOFT CORP | COM | $905K | 0.7%Prev: 0.8% | 1,871 SH | Decreased-39 SH |
| NVIDIA CORPORATION | COM | $461K | 0.4%Prev: 0.4% | 2,471 SH | Increased+49 SH |
| OKLO INC | COM CL A | $359K | 0.3%Prev: 0.4% | 5,000 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $305K | 0.2%Prev: 0.3% | 2,130 SH | Decreased |
| RTX CORPORATION | COM | $311K | 0.2% | 2,364 SH | New |
| SALESFORCE INC | COM | $246K | 0.2%Prev: 0.2% | 930 SH | Increased+4 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $275K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| SEI INVTS CO | COM | $328K | 0.3%Prev: 0.3% | 4,000 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $221K | 0.2% | 452 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $203K | 0.2% | 605 SH | New |
| WELLS FARGO CO NEW | COM | $342K | 0.3%Prev: 0.2% | 3,672 SH | Increased+12 SH |
| 13F-HR |
| 0002052538-26-000008 |
| $144.0M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0002052538-25-000007 | $117.3M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002052538-26-000004 | $125.1M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0002052538-25-000004 | $105.3M | View |