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CIK 0001779506 • 3 13F filings • Jun 10, 2026 – Jul 6, 2026
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=jivedata("carota-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BITWISE XRP ETF BENEFICIAL INT | ETF | $9 | 0.0%Prev: 0.4% | 744 SH | Decreased-27,217 SH |
| CHEVRON CORPORATION | Stock | $40 | 0.0%Prev: 0.0% | 242 SH | Decreased |
| COSTCO WHSL CORP NEW COM | Stock | $561 | 0.0%Prev: 0.5% | 600 SH | Decreased |
| EXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX | ETF | $6 | 0.0% | 154 SH | New |
| EXXON MOBIL CORP | Stock | $43 | 0.0%Prev: 0.0% | 311 SH | Decreased |
| GAMESTOP CORP CLASS A | Stock | $6 | 0.0%Prev: 0.0% | 250 SH | Decreased |
| GE AEROSPACE NEW | Stock | $66 | 0.0%Prev: 0.0% | 177 SH | Decreased |
| GE HEALTHCARE TECHS INC | Stock | $4 | 0.0%Prev: 0.0% | 59 SH | Decreased |
| GE VERNOVA LLC | Stock | $52 | 0.0%Prev: 0.0% | 44 SH | Decreased |
| HUNTINGTON INGALLS INDUSTRIES INC | Stock | $43 | 0.0% | 155 SH | New |
| INVESCO QQQ TR ETF UNIT SER 1 | ETF | $103 | 0.0%Prev: 10.1% | 140 SH | Decreased-20,429 SH |
| LOWES COMPANIES INC | Stock | $176 | 0.0%Prev: 0.2% | 800 SH | Decreased |
| MID PENN BANCORP INC | Stock | $3 | 0.0%Prev: 0.0% | 100 SH | Decreased |
| PFIZER INCORPORATED | Stock | $12 | 0.0%Prev: 0.0% | 500 SH | Decreased |
| SELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES | ETF | $689 | 0.0% | 8,289 SH | New |
| SPROTT PHYSICAL GOLD TR UNIT | ETF | $7K | 0.1% | 216,924 SH | New |
| TESLA INC | Stock | $23 | 0.0%Prev: 5.9% | 55 SH | Decreased-18,757 SH |
| VIATRIS INC COM | Stock | $1 | 0.0%Prev: 0.0% | 78 SH | Decreased |
| WABTEC | Stock | $2 | 0.0%Prev: 0.0% | 7 SH | Decreased |
| WSFS FINANCIAL CORP | Stock | $2 | 0.0%Prev: 0.0% | 21 SH | Decreased |
| 13F-HR |
| 0001779506-26-000004 |
| $8.4M |
| View |
| Jun 10, 2026 | Q1 2026 | 13F-HR | 0001779506-26-000003 | $117.8M | View |