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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 | $412K | 0.4% | 2,661 SH | |
| ALPHABET INC | CAP STK CL C | $516K | 0.6% | 3,305 SH | |
| AMAZON COM INC | COM | $5.4M | 5.8% | 28,345 SH | |
| AMERICAN CENTY ETF TR | CALIF MUN BD ETF | $831K | 0.9% | 16,828 SH | |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | $440K | 0.5% | 9,410 SH | |
| APPLE INC | COM | $1.4M | 1.5% | 6,136 SH | |
| AXON ENTERPRISE INC | COM | $443K | 0.5% | 843 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $17.3M | 18.6% | 32,566 SH | |
| COSTCO WHSL CORP NEW | COM | $416K | 0.4% | 440 SH | |
| ELI LILLY & CO | COM | $205K | 0.2% | 248 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $6.6M | 7.1% | 113,088 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $11.1M | 11.8% | 372,282 SH | |
| GOLDMAN SACHS GROUP INC | COM | $5.0M | 5.3% | 9,088 SH | |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $732K | 0.8% | 23,714 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $5.5M | 5.9% | 28,315 SH | |
| ISHARES TR | RUS MD CP GR ETF | $4.0M | 4.3% | 34,422 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $858K | 0.9% | 15,021 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $310K | 0.3% | 5,980 SH | |
| JPMORGAN CHASE & CO. | COM | $7.5M | 8.0% | 30,403 SH | |
| MICROSOFT CORP | COM | $4.5M | 4.9% | 12,102 SH | |
| NVIDIA CORPORATION | COM | $1.8M | 1.9% | 16,701 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $217K | 0.2% | 2,570 SH | |
| PALO ALTO NETWORKS INC | COM | $214K | 0.2% | 1,252 SH | |
| PGIM ETF TR | AAA CLO ETF | $8.3M | 8.9% | 161,417 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $688K | 0.7% | 13,842 SH | |
| PURE STORAGE INC | CL A | $415K | 0.4% | 9,376 SH | |
| SNOWFLAKE INC | CL A | $1.4M | 1.5% | 9,510 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $385K | 0.4% | 688 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $6.2M | 6.7% | 94,580 SH | |
| WELLS FARGO CO NEW | COM | $278K | 0.3% | 3,867 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 |