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CIK 0001872254 • 6 13F filings • Apr 22, 2025 – Jul 21, 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 | |||||
|---|---|---|---|---|---|
| ADAPTHEALTH CORP | COMMON STOCK | $237K | 0.1% | 21,842 SH | |
| ALPHABET INC | CAP STK CL A | $11.8M | 4.1% | 76,213 SH | |
| ALPHABET INC | CAP STK CL C | $1.8M | 0.6% | 11,669 SH | |
| AMAZON COM INC | COM | $16.1M | 5.7% | 84,437 SH | |
| AMERICAN INTL GROUP INC | COM NEW | $1.7M | 0.6% | 20,000 SH | |
| APPLE INC | COM | $19.3M | 6.8% | 87,084 SH | |
| BANK AMERICA CORP | COM | $4.5M | 1.6% | 107,621 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.4% | 2,268 SH | |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $389K | 0.1% | 12,030 SH | |
| BROADCOM INC | COM | $597K | 0.2% | 3,854 SH | |
| CHEVRON CORP NEW | COM | $983K | 0.3% | 5,990 SH | |
| COINBASE GLOBAL INC | COM CL A | $935K | 0.3% | 5,426 SH | |
| COMPLETE SOLARIA INC | COM | $233K | 0.1% | 150,000 SH | |
| EXXON MOBIL CORP | COM | $608K | 0.2% | 5,111 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $12.4M | 4.4% | 26,491 SH | |
| ISHARES TR | CORE S&P500 ETF | $278K | 0.1% | 495 SH | |
| ISHARES TR | IBOXX HI YD ETF | $617K | 0.2% | 7,821 SH | |
| ISHARES TR | IBOXX INV CP ETF | $3.1M | 1.1% | 28,175 SH | |
| ISHARES TR | NATIONAL MUN ETF | $4.7M | 1.7% | 44,726 SH | |
| JACKSON FINANCIAL INC | COM CL A | $653K | 0.2% | 7,800 SH | |
| META PLATFORMS INC | CL A | $6.2M | 2.2% | 10,930 SH | |
| MICROSOFT CORP | COM | $13.2M | 4.6% | 35,273 SH | |
| NAVITAS SEMICONDUCTOR CORP | COM | $21K | 0.0% | 10,000 SH | |
| NETFLIX INC | COM | $5.6M | 2.0% | 6,012 SH | |
| NVIDIA CORPORATION | COM | $11.5M | 4.0% | 106,072 SH | |
| PALO ALTO NETWORKS INC | COM | $608K | 0.2% | 3,736 SH | |
| RIVIAN AUTOMOTIVE INC | COM CL A | $294K | 0.1% | 23,647 SH | |
| ROYAL CARIBBEAN GROUP | COM | $1.0M | 0.4% | 5,000 SH | |
| SCOTTS MIRACLE-GRO CO | CL A | $318K | 0.1% | 5,800 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $157.6M | 55.5% | 281,977 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $216K | 0.1% | 1,300 SH | |
| TESLA INC | COM | $941K | 0.3% | 3,632 SH | |
| UNITED PARCEL SERVICE INC | CL B | $245K | 0.1% | 2,225 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 1.2% | 6,763 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $564K | 0.2% | 7,167 SH | |
| WALMART INC | COM | $363K | 0.1% | 4,480 SH |
| 13F-HR |
| 0002085853-25-000124 |
| $361.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000784 | $541.9M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000964 | $325.5M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000544 | $366.5M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000474 | $284.3M | View |