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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 | 0.7%Prev: 0.8% | 8,562 SH | Decreased-578 SH |
| ADVISORSHARES TR | PURE US CANNABIS | $86K | 0.1%Prev: 0.1% | 17,818 SH | Increased+850 SH |
| AFFIRM HLDGS INC | COM CL A | $661K | 0.4%Prev: 0.4% | 8,695 SH | Increased+42 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 1.4%Prev: 1.1% | 6,460 SH | Increased-48 SH |
| AMAZON COM INC | COM | $1.7M | 1.1%Prev: 1.1% | 6,925 SH | Increased-159 SH |
| AMPLIFY ETF TR | WEIGHT LOSS DRUG | $390K | 0.3% | 15,023 SH | New |
| APPLE INC | COM | $689K | 0.5%Prev: 0.5% | 2,641 SH | Increased-18 SH |
| AST SPACEMOBILE INC | COM CL A | $223K | 0.1% | 2,409 SH | New |
| BLACKSTONE INC | COM | $1.5M | 0.9%Prev: 1.1% | 9,343 SH | Decreased-326 SH |
| BOEING CO | COM | $2.2M | 1.4%Prev: 1.3% | 8,818 SH | Increased-203 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $307K | 0.2%Prev: 0.2% | 5,491 SH | Increased-23 SH |
| BROADCOM INC | COM | $2.9M | 1.9%Prev: 1.8% | 8,092 SH | Increased-33 SH |
| CANADIAN NAT RES LTD | COM | $301K | 0.2%Prev: 0.2% | 9,089 SH | Increased-201 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $504K | 0.3%Prev: 0.3% | 12,285 SH | Increased+45 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $223K | 0.1%Prev: 0.1% | 6,194 SH | Increased-66 SH |
| CHEVRON CORP NEW | COM | $1.3M | 0.9%Prev: 0.9% | 8,222 SH | Decreased-706 SH |
| CLOUDFLARE INC | CL A COM | $580K | 0.4%Prev: 0.6% | 3,072 SH | Decreased-705 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.2M | 8.7%Prev: 8.2% | 384,582 SH | Increased+10,859 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.5M | 7.6%Prev: 7.1% | 325,690 SH | Increased+10,262 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $16.7M | 10.9%Prev: 10.6% | 411,210 SH | Increased+7,976 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.7M | 3.1%Prev: 2.9% | 136,080 SH | Increased+613 SH |
| DOLLAR GEN CORP NEW | COM | $2.0M | 1.3%Prev: 1.0% | 13,508 SH | Increased-326 SH |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $9.8M | 6.4%Prev: 7.0% | 210,965 SH | Decreased-9,069 SH |
| DUKE ENERGY CORP NEW | COM NEW | $304K | 0.2%Prev: 0.2% | 2,593 SH | Decreased-69 SH |
| ELI LILLY & CO | COM | $1.6M | 1.1%Prev: 0.8% | 1,504 SH | Increased-15 SH |
| EOG RES INC | COM | $696K | 0.5%Prev: 0.6% | 6,442 SH | Decreased-1,852 SH |
| GE AEROSPACE | COM NEW | $1.2M | 0.8%Prev: 0.7% | 3,655 SH | Increased+30 SH |
| GSK PLC | SPONSORED ADR | $378K | 0.2%Prev: 0.2% | 7,567 SH | Increased-189 SH |
| ILLUMINA INC | COM | $917K | 0.6%Prev: 0.4% | 6,237 SH | Increased-2 SH |
| INSMED INC | COM PAR $.01 | $331K | 0.2%Prev: 0.2% | 2,020 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $627K | 0.4%Prev: 0.4% | 900 SH | Increased |
| ISHARES TR | ISHARES BIOTECH | $214K | 0.1% | 1,250 SH | New |
| ISHARES TR | TRS FLT RT BD | $1.9M | 1.2%Prev: 2.3% | 36,944 SH | Decreased-30,966 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.3M | 3.5% | 104,395 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.7M | 1.1%Prev: 1.2% | 5,419 SH | Decreased+5 SH |
| LOWES COS INC | COM | $1.1M | 0.7%Prev: 0.7% | 4,117 SH | Increased-148 SH |
| META PLATFORMS INC | CL A | $2.3M | 1.5%Prev: 1.8% | 3,704 SH | Decreased+33 SH |
| MICROSOFT CORP | COM | $2.0M | 1.3%Prev: 1.6% | 4,220 SH | Decreased-173 SH |
| NETFLIX INC | COM | $870K | 0.6%Prev: 0.8% | 9,637 SH | Decreased+8,623 SH |
| NOVO-NORDISK A S | ADR | $542K | 0.4%Prev: 0.6% | 9,086 SH | Decreased-7,367 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $3.8M | 2.5%Prev: 5.1% | 75,598 SH | Decreased-75,099 SH |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.0%Prev: 1.1% | 9,530 SH | Decreased-353 SH |
| PROSPECT CAP CORP | COM | $56K | 0.0%Prev: 0.0% | 20,000 SH | Increased |
| RTX CORPORATION | COM | $1.8M | 1.2%Prev: 1.1% | 9,135 SH | Increased-82 SH |
| SEA LTD | SPONSORD ADS | $515K | 0.3%Prev: 0.5% | 3,965 SH | Decreased-73 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $205K | 0.1% | 4,364 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $788K | 0.5%Prev: 0.8% | 4,704 SH | Decreased-2,986 SH |
| SMARTFINANCIAL INC | COM NEW | $8.4M | 5.5%Prev: 5.4% | 220,430 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $558K | 0.4% | 19,185 SH | New |
| STARBUCKS CORP | COM | $1.8M | 1.1%Prev: 1.2% | 19,333 SH | Decreased-1,515 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.7M | 1.1%Prev: 1.0% | 5,077 SH | Increased-66 SH |
| TC ENERGY CORP | COM | $351K | 0.2%Prev: 0.2% | 6,450 SH | Decreased-8 SH |
| TOAST INC | CL A | $556K | 0.4%Prev: 0.4% | 15,991 SH | Decreased-1,027 SH |
| UNITEDHEALTH GROUP INC | COM | $941K | 0.6%Prev: 0.7% | 2,819 SH | Decreased+12 SH |
| US BANCORP DEL | COM NEW | $1.4M | 0.9%Prev: 0.8% | 25,212 SH | Increased |
| VALE S A | SPONSORED ADS | $285K | 0.2%Prev: 0.2% | 20,202 SH | Increased-89 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $286K | 0.2%Prev: 0.2% | 1,560 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.5M | 6.2%Prev: 6.6% | 158,863 SH | Decreased-3,256 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $10.0M | 6.6%Prev: 6.9% | 211,779 SH | Decreased-3,707 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $9.2M | 6.0%Prev: 6.3% | 155,769 SH | Decreased-618 SH |
| VERTEX PHARMACEUTICALS INC | COM | $1.3M | 0.8%Prev: 0.9% | 2,797 SH | Decreased-480 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.2M | 0.8% | 23,358 SH | New |
| 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 |