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CIK 0001845698 • 7 13F filings • Apr 25, 2025 – Oct 19, 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 | $302K | 0.2% | 2,276 SH | |
| ABBVIE INC | COM | $432K | 0.2% | 2,061 SH | |
| ADOBE INC | COM | $356K | 0.2% | 929 SH | |
| ALPHABET INC | CAP STK CL A | $2.9M | 1.5% | 18,713 SH | |
| ALPHABET INC | CAP STK CL C | $874K | 0.5% | 5,595 SH | |
| AMAZON COM INC | COM | $3.5M | 1.8% | 18,262 SH | |
| AMGEN INC | COM | $265K | 0.1% | 849 SH | |
| APPLE INC | COM | $6.3M | 3.3% | 28,581 SH | |
| ARISTA NETWORKS INC | COM SHS | $241K | 0.1% | 3,111 SH | |
| ARM HOLDINGS PLC | SPONSORED ADS | $278K | 0.1% | 2,604 SH | |
| BANK AMERICA CORP | COM | $254K | 0.1% | 6,080 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.7% | 2,645 SH | |
| BOSTON SCIENTIFIC CORP | COM | $214K | 0.1% | 2,126 SH | |
| BROADCOM INC | COM | $791K | 0.4% | 4,726 SH | |
| CATERPILLAR INC | COM | $286K | 0.1% | 867 SH | |
| CHEVRON CORP NEW | COM | $385K | 0.2% | 2,302 SH | |
| CHUBB LIMITED | COM | $240K | 0.1% | 795 SH | |
| CISCO SYS INC | COM | $247K | 0.1% | 3,995 SH | |
| COLUMBIA FINL INC | COM | $233K | 0.1% | 15,500 SH | |
| COMPASS INC | CL A | $138K | 0.1% | 15,800 SH | |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.6% | 1,175 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $392K | 0.2% | 1,111 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $265K | 0.1% | 6,294 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $26.3M | 13.6% | 434,929 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $5.5M | 2.8% | 165,788 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $218K | 0.1% | 1,788 SH | |
| EATON CORP PLC | SHS | $208K | 0.1% | 764 SH | |
| ELI LILLY & CO | COM | $2.7M | 1.4% | 3,282 SH | |
| ENERGY SVCS ACQUISITION CORP | COM | $151K | 0.1% | 15,991 SH | |
| EXXON MOBIL CORP | COM | $664K | 0.3% | 5,583 SH | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | $906K | 0.5% | 14,376 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $260K | 0.1% | 4,443 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $357K | 0.2% | 1,605 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $557K | 0.3% | 11,699 SH | |
| GOLDMAN SACHS GROUP INC | COM | $210K | 0.1% | 384 SH | |
| GRAIL INC | COM | $217K | 0.1% | 8,486 SH | |
| HOME DEPOT INC | COM | $434K | 0.2% | 1,185 SH | |
| HONEYWELL INTL INC | COM | $294K | 0.2% | 1,389 SH | |
| ILLINOIS TOOL WKS INC | COM | $222K | 0.1% | 894 SH | |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $22.4M | 11.6% | 712,329 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $900K | 0.5% | 34,410 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $1.7M | 0.9% | 36,233 SH | |
| INNOVATOR ETFS TRUST | INNOVATOR US SMA | $252K | 0.1% | 9,880 SH | |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $220K | 0.1% | 7,388 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $4.2M | 2.2% | 89,582 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | $200K | 0.1% | 4,400 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.9M | 1.0% | 49,060 SH | |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $1.0M | 0.5% | 29,177 SH | |
| INNOVATOR ETFS TRUST | US SMALL CAP PWR | $266K | 0.1% | 11,076 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $941K | 0.5% | 29,014 SH | |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $263K | 0.1% | 8,514 SH | |
| INTUIT | COM | $222K | 0.1% | 362 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $218K | 0.1% | 440 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.6% | 2,424 SH | |
| IRON MTN INC DEL | COM | $327K | 0.2% | 3,797 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $6.4M | 3.3% | 63,372 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.7% | 2,324 SH | |
| ISHARES TR | ESG AWR MSCI USA | $1.1M | 0.6% | 9,217 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $278K | 0.1% | 5,300 SH | |
| ISHARES TR | LARGE CAP MAX BU | $568K | 0.3% | 22,692 SH | |
| ISHARES TR | MSCI USA QLT FCT | $9.3M | 4.8% | 54,598 SH | |
| ISHARES TR | U.S. TECH ETF | $4.7M | 2.4% | 33,383 SH | |
| JACOBS SOLUTIONS INC | COM | $209K | 0.1% | 1,731 SH | |
| JOHNSON & JOHNSON | COM | $242K | 0.1% | 1,461 SH | |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.5% | 4,320 SH | |
| LOWES COS INC | COM | $254K | 0.1% | 1,088 SH | |
| MASTERCARD INCORPORATED | CL A | $455K | 0.2% | 830 SH | |
| MERCK & CO INC | COM | $482K | 0.2% | 5,365 SH | |
| META PLATFORMS INC | CL A | $1.7M | 0.9% | 2,988 SH | |
| MICROSOFT CORP | COM | $8.4M | 4.3% | 22,276 SH | |
| NETFLIX INC | COM | $1.3M | 0.7% | 1,444 SH | |
| NVIDIA CORPORATION | COM | $4.3M | 2.2% | 39,303 SH | |
| ORACLE CORP | COM | $259K | 0.1% | 1,854 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $330K | 0.2% | 3,913 SH | |
| PALO ALTO NETWORKS INC | COM | $279K | 0.1% | 1,634 SH | |
| PHILIP MORRIS INTL INC | COM | $215K | 0.1% | 1,354 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $512K | 0.3% | 5,092 SH | |
| PLANET LABS PBC | COM CL A | $105K | 0.1% | 31,000 SH | |
| PROCTER AND GAMBLE CO | COM | $457K | 0.2% | 2,679 SH | |
| QUALCOMM INC | COM | $230K | 0.1% | 1,495 SH | |
| RBB FD INC | US TREAS 3 MNTH | $822K | 0.4% | 16,429 SH | |
| SALESFORCE INC | COM | $724K | 0.4% | 2,697 SH | |
| SERVICENOW INC | COM | $322K | 0.2% | 404 SH | |
| SHERWIN WILLIAMS CO | COM | $289K | 0.1% | 827 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $449K | 0.2% | 803 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $22.9M | 11.9% | 348,323 SH | |
| SPDR SER TR | PRTFLO S&P500 GW | $237K | 0.1% | 2,955 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $2.1M | 1.1% | 3,800 SH | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $342K | 0.2% | 12,046 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $603K | 0.3% | 25,068 SH | |
| TESLA INC | COM | $1.2M | 0.6% | 4,599 SH | |
| THE CIGNA GROUP | COM | $219K | 0.1% | 666 SH | |
| UNITEDHEALTH GROUP INC | COM | $390K | 0.2% | 745 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.8M | 1.0% | 8,721 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $6.4M | 3.3% | 17,195 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $367K | 0.2% | 714 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $2.9M | 1.5% | 17,020 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $306K | 0.2% | 2,060 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $4.1M | 2.1% | 34,506 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $255K | 0.1% | 470 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $940K | 0.5% | 3,043 SH | |
| VISA INC | COM CL A | $1.2M | 0.6% | 3,509 SH | |
| WALMART INC | COM | $507K | 0.3% | 5,776 SH | |
| WELLS FARGO CO NEW | COM | $654K | 0.3% | 9,104 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $1.5M | 0.8% | 34,312 SH |
| 13F-HR |
| 0002085853-25-000126 |
| $332.8M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000791 | $393.0M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000836 | $266.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000447 | $340.5M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000523 | $192.8M | View |