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CIK 0001770940 • 6 13F filings • Apr 11, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALBEMARLE CORP | COM | $413K | 0.7% | 2,922 SH | New |
| ALPHABET INC | CAP STK CL C | $462K | 0.8% | 1,471 SH | New |
| AMPLIFY ETF TR | AMPLIFY JUNIOR S | $5.1M | 9.1%Prev: 8.3% | 184,759 SH | Increased-8,835 SH |
| APPLE INC | COM | $1.0M | 1.8%Prev: 1.8% | 3,787 SH | Increased+4 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 2.4%Prev: 2.5% | 2,677 SH | Decreased-2 SH |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $3.5M | 6.2% | 119,727 SH | New |
| CAPITAL GROUP INTERNATIONAL | SHS | $3.7M | 6.5%Prev: 6.5% | 112,804 SH | Increased-1,391 SH |
| CUMMINS INC | COM | $387K | 0.7% | 759 SH | New |
| EXCHANGE TRADED CONCEPTS TRU | RANGE NUCLEAR RE | $834K | 1.5%Prev: 1.6% | 13,139 SH | Decreased-10 SH |
| EXPAND ENERGY CORPORATION | COM | $342K | 0.6% | 3,102 SH | New |
| GLOBAL X FDS | GLOBAL X URANIUM | $571K | 1.0%Prev: 1.2% | 13,371 SH | Decreased-10 SH |
| HENRY JACK & ASSOC INC | COM | $398K | 0.7% | 2,180 SH | New |
| IDEXX LABS INC | COM | $338K | 0.6%Prev: 0.6% | 499 SH | Increased+30 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $813K | 1.4%Prev: 1.4% | 2,743 SH | Increased-2 SH |
| LAUDER ESTEE COS INC | CL A | $453K | 0.8% | 4,326 SH | New |
| MICROSOFT CORP | COM | $1.1M | 2.0%Prev: 2.3% | 2,359 SH | Decreased-20 SH |
| MP MATERIALS CORP | COM CL A | $373K | 0.7%Prev: 0.9% | 7,387 SH | Decreased-6 SH |
| NRG ENERGY INC | COM NEW | $364K | 0.6%Prev: 0.6% | 2,283 SH | Increased+173 SH |
| NVIDIA CORPORATION | COM | $205K | 0.4%Prev: 0.4% | 1,100 SH | Decreased |
| PACER FDS TR | US CASH COWS 100 | $5.0M | 9.0%Prev: 14.7% | 83,395 SH | Decreased-55,102 SH |
| PACER FDS TR | US LRG CP CASH | $684K | 1.2%Prev: 13.2% | 19,415 SH | Decreased-177,214 SH |
| PACER FDS TR | US SMALL CAP CAS | $910K | 1.6%Prev: 1.7% | 20,508 SH | Increased-15 SH |
| QUANTUMSCAPE CORP | COM CL A | $244K | 0.4% | 23,459 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.1M | 2.0% | 12,170 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $789K | 1.4%Prev: 1.4% | 20,638 SH | Increased-83 SH |
| T ROWE PRICE ETF INC | CAPITAL APPRECIA | $8.9M | 15.8%Prev: 17.1% | 375,898 SH | Decreased-2,264 SH |
| TESLA INC | COM | $394K | 0.7% | 876 SH | New |
| THOR FINL TECHNOLOGIES TR | INDEX ROTATION | $4.2M | 7.4%Prev: 1.5% | 129,030 SH | Increased+102,795 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $4.5M | 8.0%Prev: 1.9% | 181,586 SH | Increased+141,028 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $5.4M | 9.7%Prev: 8.9% | 63,517 SH | Increased+517 SH |
| WEDBUSH SER TR | DAN IVES WEDBUSH | $783K | 1.4%Prev: 1.4% | 24,769 SH | Increased+652 SH |
| WELLTOWER INC | COM | $339K | 0.6%Prev: 0.6% | 1,827 SH | Increased+27 SH |
| WESTERN DIGITAL CORP | COM | $408K | 0.7% | 2,369 SH | New |
| WISDOMTREE TR | EFFICIENT GLD PL | $694K | 1.2%Prev: 1.1% | 7,466 SH | Increased+62 SH |
| 13F-HR |
| 0001770940-26-000003 |
| $51.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001770940-25-000004 | $43.8M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001770940-26-000002 | $51.0M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001770940-25-000002 | $44.2M | View |