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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 | $22.5M | 6.1%Prev: 4.1% | 78,362 SH | Increased+2,149 SH |
| ALPHABET INC | CAP STK CL C | $4.0M | 1.1%Prev: 0.6% | 13,914 SH | Increased+2,245 SH |
| AMAZON COM INC | COM | $17.4M | 4.8%Prev: 5.7% | 83,781 SH | Increased-656 SH |
| AMERICAN INTL GROUP INC | COM NEW | $388K | 0.1%Prev: 0.6% | 5,155 SH | Decreased-14,845 SH |
| APPLE INC | COM | $21.2M | 5.8%Prev: 6.8% | 83,615 SH | Increased-3,469 SH |
| APPLOVIN CORP | COM CL A | $235K | 0.1% | 590 SH | New |
| BANK AMERICA CORP | COM | $4.4M | 1.2%Prev: 1.6% | 90,954 SH | Decreased-16,667 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.1M | 0.3%Prev: 0.4% | 2,253 SH | Decreased-15 SH |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $285K | 0.1%Prev: 0.1% | 12,030 SH | Decreased |
| BROADCOM INC | COM | $3.7M | 1.0%Prev: 0.2% | 12,020 SH | Increased+8,166 SH |
| CHEVRON CORPORATION | COM | $1.2M | 0.3% | 5,925 SH | New |
| COINBASE GLOBAL INC | COM CL A | $715K | 0.2%Prev: 0.3% | 4,092 SH | Decreased-1,334 SH |
| DELL TECHNOLOGIES INC | CL C | $242K | 0.1% | 1,476 SH | New |
| EXXON MOBIL CORP | COM | $867K | 0.2%Prev: 0.2% | 5,111 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $19.6M | 5.3%Prev: 4.4% | 33,940 SH | Increased+7,449 SH |
| ISHARES TR | CALIF MUN BD ETF | $641K | 0.2% | 11,300 SH | New |
| ISHARES TR | CORE S&P TTL STK | $326K | 0.1% | 2,290 SH | New |
| ISHARES TR | CORE S&P500 ETF | $449K | 0.1%Prev: 0.1% | 687 SH | Increased+192 SH |
| ISHARES TR | IBOXX HI YD ETF | $622K | 0.2%Prev: 0.2% | 7,821 SH | Increased |
| ISHARES TR | IBOXX INV CP ETF | $2.5M | 0.7%Prev: 1.1% | 22,712 SH | Decreased-5,463 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.6M | 0.7%Prev: 1.7% | 24,666 SH | Decreased-20,060 SH |
| ISHARES TR | RUSSELL 2000 ETF | $298K | 0.1% | 1,200 SH | New |
| JACKSON FINANCIAL INC | COM CL A | $825K | 0.2%Prev: 0.2% | 7,800 SH | Increased |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $5.2M | 1.4% | 110,935 SH | New |
| JPMORGAN CHASE & CO | COM | $211K | 0.1% | 718 SH | New |
| META PLATFORMS INC | CL A | $7.6M | 2.1%Prev: 2.2% | 13,230 SH | Increased+2,300 SH |
| MICROSOFT CORP | COM | $13.4M | 3.6%Prev: 4.6% | 36,130 SH | Increased+857 SH |
| NETFLIX INC. | COM | $5.8M | 1.6% | 60,726 SH | New |
| NVIDIA CORPORATION | COM | $18.8M | 5.1%Prev: 4.0% | 107,697 SH | Increased+1,625 SH |
| SCOTTS MIRACLE-GRO CO | CL A | $353K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $2.8M | 0.8% | 26,000 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.2M | 0.3% | 12,035 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $1.7M | 0.5% | 3,631 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $188.7M | 51.5% | 290,165 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $4.2M | 1.1% | 12,366 SH | New |
| TESLA INC | COM | $1.7M | 0.5%Prev: 0.3% | 4,707 SH | Increased+1,075 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $436K | 0.1% | 18,278 SH | New |
| UBER TECHNOLOGIES INC | COM | $2.4M | 0.6% | 32,707 SH | New |
| UNITED PARCEL SVCS INC | CL B | $219K | 0.1% | 2,225 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $247K | 0.1% | 644 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $216K | 0.1% | 2,964 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.1M | 1.1%Prev: 1.2% | 6,827 SH | Increased+64 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $416K | 0.1%Prev: 0.2% | 5,267 SH | Decreased-1,900 SH |
| WEDBUSH SER TR | DAN IVES WEDBUSH | $226K | 0.1% | 7,982 SH | New |
| WESTERN DIGITAL CORP | COM | $205K | 0.1% | 758 SH | New |
| WISDOMTREE TR | US HIGH DIVIDEND | $208K | 0.1% | 1,900 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 |