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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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $13.7M | 4.2%Prev: 6.1% | 77,707 SH | Decreased-655 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 0.7%Prev: 1.1% | 12,307 SH | Decreased-1,607 SH |
| AMAZON COM INC | COM | $18.6M | 5.7%Prev: 4.8% | 84,716 SH | Increased+935 SH |
| AMERICAN INTL GROUP INC | COM NEW | $1.7M | 0.5%Prev: 0.1% | 20,000 SH | Increased+14,845 SH |
| APPLE INC | COM | $17.1M | 5.2%Prev: 5.8% | 83,132 SH | Decreased-483 SH |
| BANK AMERICA CORP | COM | $5.0M | 1.5%Prev: 1.2% | 104,948 SH | Increased+13,994 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.3%Prev: 0.3% | 2,268 SH | Increased+15 SH |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $370K | 0.1%Prev: 0.1% | 12,030 SH | Increased |
| BROADCOM INC | COM | $982K | 0.3%Prev: 1.0% | 3,564 SH | Decreased-8,456 SH |
| CHEVRON CORP NEW | COM | $841K | 0.3% | 5,875 SH | New |
| COINBASE GLOBAL INC | COM CL A | $1.4M | 0.4%Prev: 0.2% | 4,092 SH | Increased |
| EXXON MOBIL CORP | COM | $551K | 0.2%Prev: 0.2% | 5,111 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $14.7M | 4.5%Prev: 5.3% | 26,735 SH | Decreased-7,205 SH |
| ISHARES TR | CORE S&P500 ETF | $280K | 0.1%Prev: 0.1% | 451 SH | Decreased-236 SH |
| ISHARES TR | IBOXX HI YD ETF | $631K | 0.2%Prev: 0.2% | 7,821 SH | Increased |
| ISHARES TR | IBOXX INV CP ETF | $2.9M | 0.9%Prev: 0.7% | 26,400 SH | Increased+3,688 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.6M | 0.5%Prev: 0.7% | 14,852 SH | Decreased-9,814 SH |
| JACKSON FINANCIAL INC | COM CL A | $693K | 0.2%Prev: 0.2% | 7,800 SH | Decreased |
| META PLATFORMS INC | CL A | $8.2M | 2.5%Prev: 2.1% | 11,104 SH | Increased-2,126 SH |
| MICROSOFT CORP | COM | $17.8M | 5.5%Prev: 3.6% | 35,716 SH | Increased-414 SH |
| NAVITAS SEMICONDUCTOR CORP | COM | $66K | 0.0% | 10,000 SH | New |
| NETFLIX INC | COM | $8.3M | 2.5% | 6,190 SH | New |
| NVIDIA CORPORATION | COM | $17.3M | 5.3%Prev: 5.1% | 109,375 SH | Decreased+1,678 SH |
| PALO ALTO NETWORKS INC | COM | $765K | 0.2% | 3,736 SH | New |
| RIVIAN AUTOMOTIVE INC | COM CL A | $325K | 0.1% | 23,647 SH | New |
| ROBLOX CORP | CL A | $276K | 0.1% | 2,620 SH | New |
| ROYAL CARIBBEAN GROUP | COM | $1.6M | 0.5% | 5,000 SH | New |
| SCOTTS MIRACLE-GRO CO | CL A | $383K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $179.3M | 55.1% | 290,255 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $338K | 0.1% | 1,493 SH | New |
| TESLA INC | COM | $1.2M | 0.4%Prev: 0.5% | 3,644 SH | Decreased-1,063 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $415K | 0.1%Prev: 0.1% | 18,278 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $225K | 0.1% | 2,225 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $217K | 0.1%Prev: 0.1% | 494 SH | Increased-2,470 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.8M | 1.2%Prev: 1.1% | 6,763 SH | Decreased-64 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $417K | 0.1%Prev: 0.1% | 5,267 SH | Increased |
| WALMART INC | COM | $404K | 0.1% | 4,134 SH | New |
| 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 |