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CIK 0002057199 • 6 13F filings • May 20, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.6M | 0.9%Prev: 0.7% | 5,264 SH | Increased-60 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.7%Prev: 0.6% | 4,503 SH | Increased-257 SH |
| AMAZON COM INC | COM | $3.9M | 2.0%Prev: 3.4% | 16,887 SH | Decreased-12,221 SH |
| APPLE INC | COM | $24.9M | 13.0%Prev: 12.4% | 91,495 SH | Increased-176 SH |
| ARISTA NETWORKS INC | COM SHS | $612K | 0.3%Prev: 0.2% | 4,674 SH | Increased+1,500 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $787K | 0.4%Prev: 0.5% | 1,566 SH | Decreased-265 SH |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $367K | 0.2% | 13,500 SH | New |
| BROADCOM INC | COM | $3.3M | 1.7%Prev: 1.0% | 9,488 SH | Increased+3,943 SH |
| COINBASE GLOBAL INC | COM CL A | $1.3M | 0.7%Prev: 0.7% | 5,540 SH | Decreased+1,505 SH |
| COSTCO WHSL CORP NEW | COM | $9.4M | 4.9%Prev: 5.6% | 10,890 SH | Decreased-573 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $800K | 0.4%Prev: 0.4% | 11,488 SH | Increased |
| ELI LILLY & CO | COM | $686K | 0.4%Prev: 0.3% | 638 SH | Increased |
| FALCONS BEYOND GLOBAL INC | COM CL A | $162K | 0.1% | 10,814 SH | New |
| FLEX LTD | ORD | $242K | 0.1%Prev: 0.1% | 4,000 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $37.8M | 19.8%Prev: 19.3% | 61,589 SH | Increased+867 SH |
| ISHARES TR | CORE S&P500 ETF | $46.5M | 24.3%Prev: 23.5% | 67,832 SH | Increased+1,461 SH |
| ISHARES TR | RUS MID CAP ETF | $2.5M | 1.3%Prev: 1.4% | 26,371 SH | Decreased-1,873 SH |
| ISHARES TR | RUSSELL 3000 ETF | $3.1M | 1.6%Prev: 1.7% | 7,966 SH | Decreased-333 SH |
| ISHARES TR | S&P SML 600 GWT | $332K | 0.2%Prev: 0.2% | 2,355 SH | Decreased-498 SH |
| JPMORGAN CHASE & CO. | COM | $302K | 0.2%Prev: 0.2% | 937 SH | Increased+1 SH |
| MCDONALDS CORP | COM | $255K | 0.1%Prev: 0.1% | 835 SH | Increased |
| MERCADOLIBRE INC | COM | $534K | 0.3%Prev: 0.3% | 265 SH | Decreased-15 SH |
| META PLATFORMS INC | CL A | $5.4M | 2.8%Prev: 2.2% | 8,185 SH | Increased+2,520 SH |
| MICROSOFT CORP | COM | $2.6M | 1.4%Prev: 1.3% | 5,367 SH | Increased+507 SH |
| NETFLIX INC | COM | $1.1M | 0.6%Prev: 0.5% | 12,250 SH | Increased+11,539 SH |
| NVIDIA CORPORATION | COM | $11.3M | 5.9%Prev: 5.1% | 60,413 SH | Increased+8,565 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $839K | 0.4%Prev: 0.5% | 4,721 SH | Decreased-292 SH |
| PROSHARES TR | S&P 500 DV ARIST | $3.3M | 1.7%Prev: 1.8% | 31,888 SH | Decreased-1,453 SH |
| ROBINHOOD MKTS INC | COM CL A | $1.7M | 0.9%Prev: 0.3% | 15,140 SH | Increased+11,640 SH |
| SALESFORCE INC | COM | $397K | 0.2% | 1,500 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $427K | 0.2%Prev: 0.2% | 15,555 SH | Increased+935 SH |
| SERVICENOW INC | COM | $603K | 0.3% | 3,935 SH | New |
| SOFI TECHNOLOGIES INC | COM | $202K | 0.1% | 7,700 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.4M | 0.7%Prev: 0.7% | 2,900 SH | Increased+12 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 0.6%Prev: 0.6% | 1,752 SH | Decreased-68 SH |
| STRATEGY INC | CL A NEW | $2.2M | 1.1%Prev: 0.9% | 14,350 SH | Increased+9,200 SH |
| TESLA INC | COM | $1.8M | 0.9%Prev: 1.6% | 3,938 SH | Decreased-2,879 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $407K | 0.2%Prev: 0.3% | 1,293 SH | Decreased-648 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $712K | 0.4%Prev: 0.4% | 2,452 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $845K | 0.4%Prev: 0.5% | 15,723 SH | Decreased-382 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $6.1M | 3.2%Prev: 3.0% | 21,318 SH | Increased-336 SH |
| VANGUARD WORLD FD | INF TECH ETF | $982K | 0.5%Prev: 0.5% | 1,303 SH | Increased |
| VERISIGN INC | COM | $226K | 0.1%Prev: 0.1% | 930 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $2.2M | 1.1%Prev: 0.4% | 13,300 SH | Increased+7,800 SH |
| VISA INC | COM CL A | $4.3M | 2.3%Prev: 2.2% | 12,328 SH | Increased-15 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $406K | 0.2%Prev: 0.2% | 7,099 SH | Increased |
| 13F-HR |
| 0001172661-26-003523 |
| $215.9M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002805 | $174.6M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002404 | $187.2M | View |
| May 20, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002421 | $164.0M | View |