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CIK 0001957878 • 7 13F filings • Apr 11, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $693K | 0.7%Prev: 0.4% | 3,662 SH | Increased+1,090 SH |
| ALPHABET INC | CAP STK CL C | $638K | 0.7%Prev: 4.2% | 3,349 SH | Decreased-23,219 SH |
| ALPS ETF TR | ALERIAN MLP | $233K | 0.2% | 4,833 SH | New |
| AMAZON COM INC | COM | $7.0M | 7.3%Prev: 4.1% | 31,863 SH | Increased+2,966 SH |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | $432K | 0.4%Prev: 0.3% | 9,410 SH | Decreased-120 SH |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $5.8M | 6.0% | 114,757 SH | New |
| AMERICAN CENTY ETF TR | QUALITY PREFER | $9.8M | 10.2% | 272,612 SH | New |
| APPLE INC | COM | $2.0M | 2.1%Prev: 1.1% | 8,119 SH | Increased+1,506 SH |
| AXON ENTERPRISE INC | COM | $416K | 0.4%Prev: 0.4% | 700 SH | Decreased-267 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $14.8M | 15.3%Prev: 1.1% | 32,557 SH | Increased+29,310 SH |
| COSTCO WHSL CORP NEW | COM | $793K | 0.8% | 865 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $303K | 0.3% | 5,069 SH | New |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | $5.2M | 5.4% | 87,778 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $11.2M | 11.6%Prev: 8.5% | 367,905 SH | Decreased-23,541 SH |
| GOLDMAN SACHS GROUP INC | COM | $314K | 0.3% | 548 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $6.3M | 6.5%Prev: 9.0% | 29,723 SH | Decreased-26,661 SH |
| INVESCO QQQ TR | UNIT SER 1 | $263K | 0.3%Prev: 0.1% | 515 SH | Increased+170 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $986K | 1.0%Prev: 0.3% | 17,136 SH | Increased+8,315 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $474K | 0.5% | 8,400 SH | New |
| JPMORGAN CHASE & CO. | COM | $7.6M | 7.9%Prev: 6.4% | 31,671 SH | Decreased+369 SH |
| KKR & CO INC | COM | $345K | 0.4% | 2,333 SH | New |
| MASTERCARD INCORPORATED | CL A | $447K | 0.5%Prev: 0.1% | 848 SH | Increased+470 SH |
| MICROSOFT CORP | COM | $6.5M | 6.7%Prev: 4.6% | 15,401 SH | Decreased+1,582 SH |
| NVIDIA CORPORATION | COM | $2.5M | 2.6%Prev: 1.9% | 18,879 SH | Decreased+2,805 SH |
| PALO ALTO NETWORKS INC | COM | $542K | 0.6%Prev: 0.3% | 2,980 SH | Increased+1,026 SH |
| PROCTER AND GAMBLE CO | COM | $209K | 0.2% | 1,246 SH | New |
| PURE STORAGE INC | CL A | $576K | 0.6%Prev: 0.5% | 9,376 SH | Decreased |
| SNOWFLAKE INC | CL A | $1.5M | 1.6% | 9,829 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $773K | 0.8%Prev: 0.3% | 1,319 SH | Increased+624 SH |
| SPDR SER TR | BBG CONV SEC ETF | $219K | 0.2% | 2,809 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $6.4M | 6.6% | 92,198 SH | New |
| TESLA INC | COM | $284K | 0.3%Prev: 0.2% | 704 SH | Increased+180 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $372K | 0.4%Prev: 4.1% | 1,536 SH | Decreased-17,745 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $309K | 0.3% | 1,066 SH | New |
| WELLS FARGO CO NEW | COM | $282K | 0.3%Prev: 0.2% | 4,012 SH | Decreased+145 SH |
| 13F-HR |
| 0001172661-25-004441 |
| $154.8M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002750 | $230.6M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002970 | $103.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001661 | $142.9M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001546 | $93.3M | View |