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CIK 0002018284 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| EA SERIES TRUST | ALPHA ARCH 1-3 | $35.5M | 24.1% | 318,785 SH | |
| ELI LILLY & CO | COM | $2.0M | 1.4% | 2,461 SH | |
| ETFS GOLD TR | PHYSCL GOLD SHS | $7.5M | 5.1% | 250,665 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $277K | 0.2% | 4,632 SH | |
| GLOBAL X FDS | GB MSCI AR ETF | $1.5M | 1.0% | 18,276 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $279K | 0.2% | 5,513 SH | |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $3.0M | 2.1% | 62,171 SH | |
| MICROSOFT CORP | COM | $1.7M | 1.1% | 4,400 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $533K | 0.4% | 10,728 SH | |
| PROSHARES TR | ULTRA COMMUNICTN | $2.2M | 1.5% | 27,284 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $503K | 0.3% | 5,216 SH | |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | $75.0M | 50.8% | 2,180,380 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $16.0M | 10.8% | 174,420 SH | |
| SPROTT PHYSICAL SILVER TR | TR UNIT | $1.5M | 1.0% | 125,950 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000092 |
| $196.0M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000661 | $237.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000749 | $163.0M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000350 | $192.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000424 | $147.5M | View |