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CIK 0001927769 • 6 13F filings • May 1, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $301K | 0.7%Prev: 0.7% | 1,302 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS MODERAT | $1.3M | 3.0%Prev: 1.7% | 18,910 SH | Increased+8,310 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $856K | 2.0%Prev: 1.8% | 8,396 SH | Increased+1,052 SH |
| APPLE INC | COM | $524K | 1.2%Prev: 0.6% | 1,927 SH | Increased+1,014 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.1M | 9.7%Prev: 10.7% | 8,202 SH | Decreased-447 SH |
| COINBASE GLOBAL INC | COM CL A | $245K | 0.6%Prev: 0.9% | 1,083 SH | Decreased |
| DBX ETF TR | XTRACKERS US NAT | $698K | 1.6%Prev: 1.2% | 19,052 SH | Increased+5,512 SH |
| DIREXION SHS ETF TR | DIREXION HCM | $1.7M | 4.0%Prev: 4.1% | 44,156 SH | Increased-798 SH |
| DIREXION SHS ETF TR | DLY GOLD INDX 2X | $367K | 0.9% | 1,995 SH | New |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $274K | 0.6%Prev: 0.6% | 6,019 SH | Increased+601 SH |
| EAST WEST BANCORP INC | COM | $369K | 0.9%Prev: 0.9% | 3,279 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $1.4M | 3.3%Prev: 3.3% | 21,896 SH | Increased+1 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | $416K | 1.0%Prev: 1.0% | 16,646 SH | Increased+140 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $3.3M | 7.8%Prev: 7.0% | 85,555 SH | Increased+10,964 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $314K | 0.7%Prev: 0.8% | 8,000 SH | Increased |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQU ENHA | $273K | 0.6%Prev: 0.7% | 7,500 SH | Increased |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $290K | 0.7%Prev: 0.8% | 11,441 SH | Decreased-1,686 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $536K | 1.3%Prev: 1.3% | 18,875 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ACC 9 BFR | $556K | 1.3%Prev: 1.3% | 17,400 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ACLRTD 9 | $851K | 2.0%Prev: 2.0% | 22,250 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $1.1M | 2.6%Prev: 2.7% | 29,591 SH | Decreased-1,550 SH |
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | $1.5M | 3.4%Prev: 3.5% | 43,466 SH | Increased |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $13.3M | 31.3%Prev: 32.0% | 343,463 SH | Increased-874 SH |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $328K | 0.8%Prev: 1.0% | 6,548 SH | Decreased-2,000 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 3.2%Prev: 2.9% | 16,721 SH | Increased+541 SH |
| ISHARES TR | CYBERSECURITY | $2.4M | 5.8%Prev: 6.5% | 50,783 SH | Decreased-123 SH |
| ISHARES TR | ISHARES SEMICDTR | $206K | 0.5% | 685 SH | New |
| ISHARES TR | LARGE CAP MAX BU | $971K | 2.3%Prev: 3.6% | 34,454 SH | Decreased-19,131 SH |
| META PLATFORMS INC | CL A | $584K | 1.4%Prev: 1.6% | 885 SH | Decreased |
| MICROSOFT CORP | COM | $753K | 1.8%Prev: 0.7% | 1,557 SH | Increased+1,023 SH |
| MICROVAST HOLDINGS INC | *W EXP 04/01/202 | $950 | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $710K | 1.7%Prev: 1.7% | 3,807 SH | Increased+70 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $400K | 0.9%Prev: 1.0% | 2,250 SH | Decreased |
| VOYAGER TECHNOLOGIES INC | COM CL A | $224K | 0.5% | 8,557 SH | New |
| 13F-HR |
| 0001927769-26-000003 |
| $43.7M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004960 | $37.3M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001927769-26-000002 | $39.8M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002516 | $34.5M | View |