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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 | $19.2M | 5.3%Prev: 5.3% | 79,065 SH | Decreased-1,834 SH |
| ALPHABET INC | CAP STK CL C | $3.4M | 0.9%Prev: 1.7% | 13,999 SH | Decreased-12,415 SH |
| AMAZON COM INC | COM | $18.5M | 5.1%Prev: 4.1% | 84,160 SH | Decreased-8,096 SH |
| AMERICAN INTL GROUP INC | COM NEW | $405K | 0.1%Prev: 0.1% | 5,155 SH | Increased |
| APPLE INC | COM | $21.0M | 5.8%Prev: 5.1% | 82,660 SH | Decreased-12,073 SH |
| ASTERA LABS INC | COM | $392K | 0.1% | 2,000 SH | New |
| BAIN CAP SPECIALTY FIN INC | COM STK | $449K | 0.1% | 31,500 SH | New |
| BANK AMERICA CORP | COM | $5.4M | 1.5% | 104,948 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.3%Prev: 0.7% | 2,353 SH | Decreased-5,247 SH |
| BLACKSTONE INC | COM | $982K | 0.3% | 5,749 SH | New |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $401K | 0.1%Prev: 0.1% | 15,388 SH | Increased+3,358 SH |
| BROADCOM INC | COM | $1.2M | 0.3%Prev: 0.8% | 3,564 SH | Decreased-8,490 SH |
| CHEVRON CORP NEW | COM | $1.0M | 0.3% | 6,545 SH | New |
| COINBASE GLOBAL INC | COM CL A | $1.4M | 0.4%Prev: 0.1% | 4,092 SH | Increased+1,675 SH |
| DELL TECHNOLOGIES INC | CL C | $209K | 0.1%Prev: 0.1% | 1,476 SH | Decreased |
| EXXON MOBIL CORP | COM | $576K | 0.2%Prev: 0.3% | 5,111 SH | Decreased-6,478 SH |
| ISHARES TR | CORE S&P500 ETF | $302K | 0.1%Prev: 0.2% | 451 SH | Decreased-1,073 SH |
| ISHARES TR | IBOXX HI YD ETF | $635K | 0.2%Prev: 0.1% | 7,821 SH | Increased |
| ISHARES TR | IBOXX INV CP ETF | $2.9M | 0.8%Prev: 0.5% | 26,400 SH | Increased+3,688 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.8M | 0.5%Prev: 0.5% | 16,740 SH | Decreased-14,278 SH |
| ISHARES TR | RUSSELL 2000 ETF | $306K | 0.1%Prev: 0.1% | 1,265 SH | Decreased+65 SH |
| JACKSON FINANCIAL INC | COM CL A | $790K | 0.2%Prev: 0.1% | 7,800 SH | Decreased |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $4.9M | 1.4%Prev: 1.0% | 102,629 SH | Decreased-9,541 SH |
| JPMORGAN CHASE & CO. | COM | $209K | 0.1% | 663 SH | New |
| META PLATFORMS INC | CL A | $9.5M | 2.6%Prev: 2.1% | 12,887 SH | Decreased-7,123 SH |
| MICROSOFT CORP | COM | $18.6M | 5.2%Prev: 3.1% | 35,955 SH | Increased-8,819 SH |
| NETFLIX INC | COM | $7.4M | 2.0% | 6,134 SH | New |
| NVIDIA CORPORATION | COM | $20.6M | 5.7%Prev: 5.2% | 110,494 SH | Decreased-29,391 SH |
| ORACLE CORP | COM | $660K | 0.2%Prev: 0.3% | 2,346 SH | Decreased-7,654 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $219K | 0.1% | 1,200 SH | New |
| PALO ALTO NETWORKS INC | COM | $903K | 0.3% | 4,436 SH | New |
| RIVIAN AUTOMOTIVE INC | COM CL A | $219K | 0.1% | 14,908 SH | New |
| ROBLOX CORP | CL A | $363K | 0.1% | 2,620 SH | New |
| SCOTTS MIRACLE-GRO CO | CL A | $330K | 0.1%Prev: 0.1% | 5,800 SH | Decreased |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $3.1M | 0.9% | 13,000 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $217K | 0.1% | 1,460 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.7M | 0.5% | 3,674 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $197.1M | 54.6% | 295,858 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $1.3M | 0.3% | 12,035 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $698K | 0.2% | 1,000 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $417K | 0.1% | 1,493 SH | New |
| TESLA INC | COM | $1.7M | 0.5%Prev: 0.4% | 3,804 SH | Decreased-903 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $457K | 0.1% | 18,278 SH | New |
| UBER TECHNOLOGIES INC | COM | $2.3M | 0.6%Prev: 0.4% | 23,860 SH | Increased-3,335 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $223K | 0.1%Prev: 0.1% | 684 SH | Decreased+40 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $237K | 0.1%Prev: 0.0% | 494 SH | Decreased-2,470 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.2M | 1.2%Prev: 0.9% | 6,801 SH | Decreased-27 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $419K | 0.1%Prev: 0.1% | 5,267 SH | Increased |
| WALMART INC | COM | $321K | 0.1% | 3,110 SH | New |
| WEDBUSH SER TR | DAN IVES WEDBUSH | $256K | 0.1% | 7,982 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 |