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CIK 0001927769 • 6 13F filings • May 1, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS MODERAT | $1.4M | 3.6%Prev: 0.8% | 21,170 SH | Increased+16,170 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $1.4M | 3.6%Prev: 1.8% | 13,005 SH | Increased+5,803 SH |
| APPLE INC | COM | $268K | 0.7%Prev: 0.8% | 1,058 SH | Decreased-209 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.8M | 9.6%Prev: 13.3% | 7,973 SH | Decreased-676 SH |
| DBX ETF TR | XTRACKERS US NAT | $758K | 1.9%Prev: 1.3% | 21,394 SH | Increased+6,927 SH |
| DIREXION SHARES ETF TRUST | DAILY SMALL CAP | $431K | 1.1% | 9,769 SH | New |
| DIREXION SHARES ETF TRUST | DIREXION HCM | $1.6M | 3.9% | 44,158 SH | New |
| EAST WEST BANCORP INC | COM | $350K | 0.9%Prev: 0.9% | 3,279 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $1.4M | 3.6%Prev: 2.7% | 20,895 SH | Increased-1,000 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | $428K | 1.1%Prev: 1.0% | 16,750 SH | Increased+334 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $3.2M | 8.0% | 82,755 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $786K | 2.0%Prev: 0.8% | 19,360 SH | Increased+11,360 SH |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQU ENHA | $276K | 0.7% | 7,500 SH | New |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $362K | 0.9% | 7,830 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $290K | 0.7%Prev: 0.9% | 11,441 SH | Decreased-1,686 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $543K | 1.4%Prev: 1.4% | 18,875 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ACC 9 BFR | $544K | 1.4%Prev: 1.4% | 17,400 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ACLRTD 9 | $846K | 2.1%Prev: 2.2% | 22,250 SH | Increased |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $946K | 2.4%Prev: 2.9% | 26,069 SH | Decreased-5,072 SH |
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | $1.4M | 3.6%Prev: 4.3% | 43,466 SH | Decreased-6,342 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $13.2M | 33.1%Prev: 36.2% | 336,908 SH | Increased-21,111 SH |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $320K | 0.8%Prev: 1.1% | 6,548 SH | Decreased-2,112 SH |
| ISHARES GOLD TR | ISHARES NEW | $233K | 0.6%Prev: 3.0% | 2,646 SH | Decreased-15,160 SH |
| ISHARES TR | CYBERSECURITY | $2.2M | 5.5%Prev: 6.9% | 50,359 SH | Decreased-578 SH |
| ISHARES TR | ISHARES SEMICDTR | $225K | 0.6% | 685 SH | New |
| ISHARES TR | LARGE CAP MAX BU | $1.5M | 3.7%Prev: 4.0% | 54,137 SH | Increased+552 SH |
| META PLATFORMS INC | CL A | $358K | 0.9%Prev: 1.6% | 625 SH | Decreased-340 SH |
| MICROSOFT CORP | COM | $465K | 1.2%Prev: 0.7% | 1,255 SH | Increased+629 SH |
| MICROVAST HOLDINGS INC | *W EXP 04/01/202 | $160 | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| VOYAGER TECHNOLOGIES INC | COM CL A | $200K | 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 |