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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 | $286K | 0.8% | 1,302 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS MODERAT | $307K | 0.8%Prev: 3.6% | 5,000 SH | Decreased-16,170 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $647K | 1.7%Prev: 3.6% | 7,099 SH | Decreased-5,906 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.2M | 11.2%Prev: 9.6% | 8,649 SH | Increased+676 SH |
| COINBASE GLOBAL INC | COM CL A | $404K | 1.1% | 1,153 SH | New |
| DBX ETF TR | XTRACKERS US NAT | $512K | 1.4%Prev: 1.9% | 15,062 SH | Decreased-6,332 SH |
| DIREXION SHS ETF TR | DIREXION HCM | $1.4M | 3.7% | 42,550 SH | New |
| DIREXION SHS ETF TR | DLY GOLD INDX 2X | $282K | 0.8% | 3,800 SH | New |
| EAST WEST BANCORP INC | COM | $331K | 0.9%Prev: 0.9% | 3,279 SH | Decreased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $1.2M | 3.1%Prev: 3.6% | 21,895 SH | Decreased+1,000 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | $357K | 1.0%Prev: 1.1% | 16,462 SH | Decreased-288 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $296K | 0.8%Prev: 2.0% | 8,000 SH | Decreased-11,360 SH |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQU ENHA | $263K | 0.7%Prev: 0.7% | 7,500 SH | Decreased |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $320K | 0.9%Prev: 0.7% | 13,127 SH | Increased+1,686 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $515K | 1.4%Prev: 1.4% | 18,875 SH | Decreased |
| INNOVATOR ETFS TRUST | US EQT ACC 9 BFR | $524K | 1.4%Prev: 1.4% | 17,400 SH | Decreased |
| INNOVATOR ETFS TRUST | US EQT ACLRTD 9 | $801K | 2.1%Prev: 2.1% | 22,250 SH | Decreased |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $1.1M | 2.9%Prev: 2.4% | 31,141 SH | Increased+5,072 SH |
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | $1.5M | 4.0%Prev: 3.6% | 46,466 SH | Increased+3,000 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $13.1M | 35.0%Prev: 33.1% | 355,873 SH | Decreased+18,965 SH |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $393K | 1.1%Prev: 0.8% | 8,548 SH | Increased+2,000 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.1M | 3.0%Prev: 0.6% | 17,806 SH | Increased+15,160 SH |
| ISHARES TR | CYBERSECURITY | $2.8M | 7.4%Prev: 5.5% | 52,181 SH | Increased+1,822 SH |
| ISHARES TR | LARGE CAP MAX BU | $1.4M | 3.9%Prev: 3.7% | 53,585 SH | Decreased-552 SH |
| LUCID GROUP INC | COM | $30K | 0.1% | 14,000 SH | New |
| META PLATFORMS INC | CL A | $712K | 1.9%Prev: 0.9% | 965 SH | Increased+340 SH |
| MICROSOFT CORP | COM | $256K | 0.7%Prev: 1.2% | 515 SH | Decreased-740 SH |
| MICROSTRATEGY INC | CL A NEW | $649K | 1.7% | 1,606 SH | New |
| MICROVAST HOLDINGS INC | *W EXP 04/01/202 | $4K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| NVIDIA CORPORATION | COM | $581K | 1.6% | 3,677 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $307K | 0.8% | 2,250 SH | New |
| VANECK ETF TRUST | OIL SERVICES ETF | $877K | 2.3% | 3,807 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 |