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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 | $24.3M | 6.2%Prev: 5.3% | 77,745 SH | Increased-1,320 SH |
| ALPHABET INC | CAP STK CL C | $4.4M | 1.1%Prev: 0.9% | 14,006 SH | Increased+7 SH |
| AMAZON COM INC | COM | $19.2M | 4.9%Prev: 5.1% | 83,016 SH | Increased-1,144 SH |
| AMERICAN INTL GROUP INC | COM NEW | $441K | 0.1%Prev: 0.1% | 5,155 SH | Increased |
| APPLE INC | COM | $22.1M | 5.6%Prev: 5.8% | 81,139 SH | Increased-1,521 SH |
| ASTERA LABS INC | COM | $333K | 0.1%Prev: 0.1% | 2,000 SH | Decreased |
| BANK AMERICA CORP | COM | $5.8M | 1.5%Prev: 1.5% | 105,163 SH | Increased+215 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.3%Prev: 0.3% | 2,353 SH | Decreased |
| BLACKSTONE INC | COM | $517K | 0.1%Prev: 0.3% | 3,351 SH | Decreased-2,398 SH |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $317K | 0.1%Prev: 0.1% | 12,030 SH | Decreased-3,358 SH |
| BROADCOM INC | COM | $3.3M | 0.9%Prev: 0.3% | 9,672 SH | Increased+6,108 SH |
| CHEVRON CORP NEW | COM | $903K | 0.2%Prev: 0.3% | 5,925 SH | Decreased-620 SH |
| COINBASE GLOBAL INC | COM CL A | $925K | 0.2%Prev: 0.4% | 4,092 SH | Decreased |
| EXXON MOBIL CORP | COM | $615K | 0.2%Prev: 0.2% | 5,111 SH | Increased |
| GE AEROSPACE | COM NEW | $228K | 0.1% | 739 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $21.0M | 5.4% | 34,250 SH | New |
| ISHARES TR | CORE S&P TTL STK | $340K | 0.1% | 2,285 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.3%Prev: 0.1% | 1,662 SH | Increased+1,211 SH |
| ISHARES TR | IBOXX HI YD ETF | $631K | 0.2%Prev: 0.2% | 7,821 SH | Decreased |
| ISHARES TR | IBOXX INV CP ETF | $2.4M | 0.6%Prev: 0.8% | 21,450 SH | Decreased-4,950 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.3M | 0.6%Prev: 0.5% | 21,855 SH | Increased+5,115 SH |
| ISHARES TR | RUSSELL 2000 ETF | $295K | 0.1%Prev: 0.1% | 1,200 SH | Decreased-65 SH |
| JACKSON FINANCIAL INC | COM CL A | $832K | 0.2%Prev: 0.2% | 7,800 SH | Increased |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $5.2M | 1.3%Prev: 1.4% | 108,594 SH | Increased+5,965 SH |
| JPMORGAN CHASE & CO. | COM | $231K | 0.1%Prev: 0.1% | 718 SH | Increased+55 SH |
| META PLATFORMS INC | CL A | $8.4M | 2.1%Prev: 2.6% | 12,706 SH | Decreased-181 SH |
| MICROSOFT CORP | COM | $17.3M | 4.4%Prev: 5.2% | 35,800 SH | Decreased-155 SH |
| NETFLIX INC | COM | $5.5M | 1.4%Prev: 2.0% | 59,120 SH | Decreased+52,986 SH |
| NVIDIA CORPORATION | COM | $20.5M | 5.2%Prev: 5.7% | 109,780 SH | Decreased-714 SH |
| ORACLE CORP | COM | $292K | 0.1%Prev: 0.2% | 1,500 SH | Decreased-846 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $213K | 0.1%Prev: 0.1% | 1,200 SH | Decreased |
| PALO ALTO NETWORKS INC | COM | $688K | 0.2%Prev: 0.3% | 3,736 SH | Decreased-700 SH |
| SCOTTS MIRACLE-GRO CO | CL A | $338K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $3.1M | 0.8% | 26,032 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $227K | 0.1%Prev: 0.1% | 1,410 SH | Increased-50 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.8M | 0.5%Prev: 0.5% | 3,674 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $199.5M | 50.9%Prev: 54.6% | 292,575 SH | Increased-3,283 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.3M | 0.3% | 12,035 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $369K | 0.1%Prev: 0.2% | 636 SH | Decreased-364 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.8M | 0.7%Prev: 0.1% | 9,316 SH | Increased+7,823 SH |
| TESLA INC | COM | $1.9M | 0.5%Prev: 0.5% | 4,118 SH | Increased+314 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $453K | 0.1%Prev: 0.1% | 18,278 SH | Decreased |
| UBER TECHNOLOGIES INC | COM | $3.0M | 0.8%Prev: 0.6% | 36,460 SH | Increased+12,600 SH |
| UNITED PARCEL SERVICE INC | CL B | $221K | 0.1% | 2,225 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $255K | 0.1%Prev: 0.1% | 709 SH | Increased+25 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.3M | 1.1%Prev: 1.2% | 6,827 SH | Increased+26 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $420K | 0.1%Prev: 0.1% | 5,267 SH | Increased |
| WEDBUSH SER TR | DAN IVES WEDBUSH | $252K | 0.1%Prev: 0.1% | 7,982 SH | Decreased |
| 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 |