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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 | $1.2M | 0.9% | 8,625 SH | New |
| ADVISORSHARES TR | PURE US CANNABIS | $41K | 0.0%Prev: 0.0% | 16,968 SH | Decreased-850 SH |
| AFFIRM HLDGS INC | COM CL A | $784K | 0.6%Prev: 0.3% | 11,343 SH | Increased+2,073 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 1.2%Prev: 1.2% | 9,394 SH | Decreased+2,957 SH |
| ALTRIA GROUP INC | COM | $444K | 0.3% | 7,574 SH | New |
| AMAZON COM INC | COM | $1.4M | 1.0%Prev: 0.9% | 6,398 SH | Decreased-530 SH |
| APPLE INC | COM | $545K | 0.4%Prev: 0.6% | 2,657 SH | Decreased-787 SH |
| BANK AMERICA CORP | COM | $317K | 0.2% | 6,700 SH | New |
| BLACKSTONE INC | COM | $1.5M | 1.1%Prev: 0.8% | 9,725 SH | Increased-385 SH |
| BOEING CO | COM | $1.9M | 1.4%Prev: 0.6% | 9,030 SH | Increased+4,152 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $250K | 0.2%Prev: 0.2% | 5,392 SH | Decreased-219 SH |
| BROADCOM INC | COM | $2.3M | 1.7%Prev: 1.7% | 8,166 SH | Decreased-68 SH |
| CANADIAN NAT RES LTD | COM | $289K | 0.2% | 9,190 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $464K | 0.3%Prev: 0.3% | 12,551 SH | Decreased-269 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $200K | 0.1%Prev: 0.1% | 6,271 SH | Decreased-52 SH |
| CHEVRON CORP NEW | COM | $1.3M | 1.0% | 8,930 SH | New |
| CLOUDFLARE INC | CL A COM | $859K | 0.6%Prev: 0.4% | 4,389 SH | Increased+1,073 SH |
| CROWN CASTLE INC | COM | $232K | 0.2% | 2,257 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.0M | 8.2%Prev: 8.7% | 371,990 SH | Decreased-15,701 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $9.7M | 7.2%Prev: 7.6% | 312,253 SH | Decreased-17,226 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $14.4M | 10.7%Prev: 10.5% | 400,819 SH | Decreased-17,030 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.9M | 2.9%Prev: 3.1% | 132,210 SH | Decreased-3,976 SH |
| DOLLAR GEN CORP NEW | COM | $1.6M | 1.2% | 13,745 SH | New |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $9.8M | 7.3%Prev: 6.5% | 212,011 SH | Decreased-4,817 SH |
| DUKE ENERGY CORP NEW | COM NEW | $317K | 0.2%Prev: 0.2% | 2,683 SH | Decreased-120 SH |
| ELI LILLY & CO | COM | $1.2M | 0.9%Prev: 0.9% | 1,534 SH | Decreased+27 SH |
| EOG RES INC | COM | $996K | 0.7%Prev: 0.7% | 8,326 SH | Decreased+447 SH |
| GE AEROSPACE | COM NEW | $1.2M | 0.9%Prev: 0.7% | 4,815 SH | Increased+1,146 SH |
| GSK PLC | SPONSORED ADR | $298K | 0.2%Prev: 0.3% | 7,759 SH | Decreased+8 SH |
| ILLUMINA INC | COM | $351K | 0.3%Prev: 0.5% | 3,678 SH | Decreased-2,694 SH |
| ISHARES TR | CORE S&P500 ETF | $559K | 0.4%Prev: 0.4% | 900 SH | Decreased |
| ISHARES TR | TRS FLT RT BD | $4.1M | 3.0%Prev: 1.2% | 80,000 SH | Increased+42,803 SH |
| JPMORGAN CHASE & CO. | COM | $1.6M | 1.2% | 5,431 SH | New |
| LOWES COS INC | COM | $933K | 0.7%Prev: 0.7% | 4,203 SH | Decreased-79 SH |
| META PLATFORMS INC | CL A | $3.1M | 2.3%Prev: 1.4% | 4,265 SH | Increased+488 SH |
| MICROSOFT CORP | COM | $2.2M | 1.6%Prev: 1.2% | 4,402 SH | Increased-545 SH |
| NETFLIX INC | COM | $1.3M | 1.0% | 965 SH | New |
| NOVO-NORDISK A S | ADR | $636K | 0.5%Prev: 0.7% | 9,210 SH | Decreased-19,464 SH |
| PHILIP MORRIS INTL INC | COM | $1.8M | 1.3%Prev: 1.1% | 9,611 SH | Increased-322 SH |
| PROSPECT CAP CORP | COM | $64K | 0.0%Prev: 0.0% | 20,000 SH | Increased |
| RTX CORPORATION | COM | $1.4M | 1.0%Prev: 1.1% | 9,327 SH | Decreased+734 SH |
| SEA LTD | SPONSORD ADS | $1.1M | 0.8%Prev: 0.2% | 6,811 SH | Increased+2,492 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $862K | 0.6%Prev: 0.4% | 7,472 SH | Increased+2,617 SH |
| SMARTFINANCIAL INC | COM NEW | $9.4M | 7.1%Prev: 5.6% | 279,669 SH | Increased+59,239 SH |
| STARBUCKS CORP | COM | $1.9M | 1.4%Prev: 1.2% | 20,982 SH | Increased+509 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.6M | 1.2% | 6,971 SH | New |
| TC ENERGY CORP | COM | $316K | 0.2%Prev: 0.3% | 6,469 SH | Decreased-131 SH |
| TOAST INC | CL A | $695K | 0.5%Prev: 0.3% | 15,702 SH | Increased-2,339 SH |
| US BANCORP DEL | COM NEW | $1.1M | 0.9% | 25,212 SH | New |
| VALE S A | SPONSORED ADS | $199K | 0.1%Prev: 0.2% | 20,530 SH | Decreased+315 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $257K | 0.2%Prev: 0.2% | 1,560 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.3M | 6.9%Prev: 6.5% | 155,123 SH | Decreased-11,761 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $9.6M | 7.1%Prev: 6.5% | 206,507 SH | Decreased-7,994 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $8.8M | 6.5%Prev: 6.2% | 149,153 SH | Decreased-14,162 SH |
| VERTEX PHARMACEUTICALS INC | COM | $998K | 0.7%Prev: 0.9% | 2,241 SH | Decreased-963 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 |