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CIK 0001966116 • 7 13F filings • May 14, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.1M | 0.9% | 8,646 SH | |
| ABBVIE INC | COM | $1.0M | 0.8% | 4,866 SH | |
| ADVISORSHARES TR | PURE US CANNABIS | $40K | 0.0% | 15,188 SH | |
| AFFIRM HLDGS INC | COM CL A | $524K | 0.4% | 11,596 SH | |
| ALPHABET INC | CAP STK CL C | $1.3M | 1.0% | 8,150 SH | |
| ALTRIA GROUP INC | COM | $450K | 0.3% | 7,497 SH | |
| AMAZON COM INC | COM | $1.2M | 0.9% | 6,237 SH | |
| APPLE INC | COM | $590K | 0.5% | 2,654 SH | |
| BANK AMERICA CORP | COM | $280K | 0.2% | 6,700 SH | |
| BLACKSTONE INC | COM | $1.4M | 1.1% | 9,690 SH | |
| BOEING CO | COM | $1.5M | 1.2% | 8,952 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $323K | 0.3% | 5,304 SH | |
| BROADCOM INC | COM | $1.4M | 1.1% | 8,255 SH | |
| CANADIAN NAT RES LTD | COM | $278K | 0.2% | 9,035 SH | |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $475K | 0.4% | 14,232 SH | |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $200K | 0.2% | 7,077 SH | |
| CENOVUS ENERGY INC | COM | $276K | 0.2% | 19,808 SH | |
| CHEVRON CORP NEW | COM | $1.4M | 1.1% | 8,402 SH | |
| CLOUDFLARE INC | CL A COM | $507K | 0.4% | 4,496 SH | |
| CROWN CASTLE INC | COM | $232K | 0.2% | 2,223 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.8M | 7.7% | 372,222 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $8.6M | 6.7% | 311,152 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $12.9M | 10.1% | 392,465 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.3M | 2.6% | 116,786 SH | |
| DOLLAR GEN CORP NEW | COM | $1.2M | 0.9% | 13,604 SH | |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC BD | $9.8M | 7.6% | 211,830 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $320K | 0.2% | 2,627 SH | |
| EOG RES INC | COM | $1.1M | 0.8% | 8,206 SH | |
| GE AEROSPACE | COM NEW | $978K | 0.8% | 4,887 SH | |
| GSK PLC | SPONSORED ADR | $294K | 0.2% | 7,589 SH | |
| ISHARES TR | CORE S&P500 ETF | $506K | 0.4% | 900 SH | |
| ISHARES TR | TRS FLT RT BD | $4.0M | 3.1% | 78,948 SH | |
| JPMORGAN CHASE & CO. | COM | $1.3M | 1.0% | 5,429 SH | |
| LOWES COS INC | COM | $971K | 0.8% | 4,164 SH | |
| META PLATFORMS INC | CL A | $2.5M | 1.9% | 4,299 SH | |
| MICROSOFT CORP | COM | $1.7M | 1.3% | 4,429 SH | |
| NETFLIX INC | COM | $910K | 0.7% | 976 SH | |
| NOVO-NORDISK A S | ADR | $627K | 0.5% | 9,033 SH | |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.2% | 9,777 SH | |
| PROSPECT CAP CORP | COM | $82K | 0.1% | 20,000 SH | |
| REGENERON PHARMACEUTICALS | COM | $816K | 0.6% | 1,286 SH | |
| RIO TINTO PLC | SPONSORED ADR | $723K | 0.6% | 12,040 SH | |
| RTX CORPORATION | COM | $1.2M | 0.9% | 9,213 SH | |
| SEA LTD | SPONSORD ADS | $906K | 0.7% | 6,945 SH | |
| SHOPIFY INC | CL A | $732K | 0.6% | 7,666 SH | |
| SMARTFINANCIAL INC | COM NEW | $13.7M | 10.6% | 439,689 SH | |
| STARBUCKS CORP | COM | $1.2M | 0.9% | 11,954 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.2M | 0.9% | 6,947 SH | |
| TC ENERGY CORP | COM | $299K | 0.2% | 6,340 SH | |
| TOAST INC | CL A | $533K | 0.4% | 16,055 SH | |
| US BANCORP DEL | COM NEW | $1.1M | 0.8% | 25,212 SH | |
| VALE S A | SPONSORED ADS | $201K | 0.2% | 20,154 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $284K | 0.2% | 1,772 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.3M | 7.2% | 156,651 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $9.7M | 7.6% | 210,019 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $8.9M | 6.9% | 151,908 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $1.1M | 0.8% | 2,178 SH |
| 13F-HR |
| 0001966116-25-000006 |
| $146.5M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001966116-26-000003 | $149.0M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001966116-25-000004 | $134.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001966116-26-000002 | $153.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001966116-25-000003 | $128.7M | View |