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CIK 0002055535 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $2.1M | 1.1%Prev: 1.0% | 15,342 SH | Increased-75 SH |
| ALPHABET INC | CAP STK CL A | $8.3M | 4.3%Prev: 4.0% | 26,375 SH | Increased-3,300 SH |
| ALPHABET INC | CAP STK CL C | $799K | 0.4%Prev: 0.3% | 2,546 SH | Increased+143 SH |
| AMAZON COM INC | COM | $11.1M | 5.8%Prev: 5.7% | 48,069 SH | Increased+1,493 SH |
| API GROUP CORP | COM STK | $3.5M | 1.8%Prev: 1.8% | 92,080 SH | Increased |
| APPFOLIO INC | COM CL A | $2.1M | 1.1%Prev: 1.4% | 9,170 SH | Decreased-9 SH |
| APPLE INC | COM | $4.6M | 2.4%Prev: 2.3% | 16,921 SH | Increased+828 SH |
| ARISTA NETWORKS INC | COM SHS | $1.1M | 0.6%Prev: 0.7% | 8,762 SH | Decreased |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.4M | 0.7%Prev: 0.7% | 1,287 SH | Increased-1 SH |
| AXON ENTERPRISE INC | COM | $486K | 0.3%Prev: 0.3% | 856 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.1M | 1.6%Prev: 1.8% | 6,233 SH | Decreased-160 SH |
| BLACKROCK INC | COM | $233K | 0.1%Prev: 0.1% | 217 SH | Decreased+15 SH |
| BLACKSTONE INC | COM | $2.0M | 1.0%Prev: 1.2% | 12,742 SH | Decreased+263 SH |
| BROADCOM INC | COM | $515K | 0.3%Prev: 0.2% | 1,487 SH | Increased+270 SH |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $2.8M | 1.5%Prev: 1.7% | 54,262 SH | Decreased+699 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $4.0M | 2.1%Prev: 2.2% | 86,229 SH | Increased+29,025 SH |
| BROWN & BROWN INC | COM | $2.7M | 1.4%Prev: 1.3% | 33,290 SH | Increased+7,822 SH |
| COPART INC | COM | $3.9M | 2.0%Prev: 1.7% | 100,151 SH | Increased+36,091 SH |
| COSTAR GROUP INC | COM | $2.9M | 1.5%Prev: 1.8% | 42,831 SH | Decreased+3,475 SH |
| COSTCO WHSL CORP NEW | COM | $538K | 0.3%Prev: 0.2% | 624 SH | Increased+189 SH |
| COUPANG INC | CL A | $3.1M | 1.6%Prev: 1.9% | 132,349 SH | Decreased+25,829 SH |
| CROWDSTRIKE HLDGS INC | CL A | $589K | 0.3%Prev: 0.3% | 1,257 SH | Increased+76 SH |
| DREAM FINDERS HOMES INC | COM CL A | $1.9M | 1.0%Prev: 1.5% | 111,804 SH | Decreased+5,938 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $327K | 0.2%Prev: 0.2% | 3,575 SH | Increased+2 SH |
| FLOOR & DECOR HLDGS INC | CL A | $3.2M | 1.7%Prev: 1.5% | 53,005 SH | Increased+17,185 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $17.8M | 9.3%Prev: 8.4% | 92,991 SH | Increased+13,426 SH |
| INVESCO QQQ TR | UNIT SER 1 | $14.1M | 7.3%Prev: 7.2% | 22,924 SH | Increased+1,420 SH |
| ISHARES TR | CORE S&P SCP ETF | $595K | 0.3%Prev: 0.3% | 4,953 SH | Increased-40 SH |
| JPMORGAN CHASE & CO. | COM | $459K | 0.2%Prev: 0.2% | 1,426 SH | Increased+129 SH |
| KKR & CO INC | COM | $3.1M | 1.6%Prev: 1.7% | 24,641 SH | Increased+934 SH |
| MARKEL GROUP INC | COM | $3.6M | 1.9%Prev: 1.8% | 1,676 SH | Increased+28 SH |
| META PLATFORMS INC | CL A | $4.5M | 2.4%Prev: 2.6% | 6,868 SH | Decreased+429 SH |
| MICROSOFT CORP | COM | $4.5M | 2.4%Prev: 2.7% | 9,357 SH | Decreased-8 SH |
| MSCI INC | COM | $1.7M | 0.9%Prev: 0.8% | 3,010 SH | Increased+437 SH |
| NVIDIA CORPORATION | COM | $1.5M | 0.8%Prev: 0.6% | 7,898 SH | Increased+2,246 SH |
| NVR INC | COM | $2.4M | 1.2%Prev: 1.4% | 324 SH | Decreased+6 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $3.2M | 1.7%Prev: 1.5% | 20,292 SH | Increased+1,434 SH |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $8.0M | 4.1%Prev: 3.6% | 289,669 SH | Increased+131 SH |
| RH | COM | $2.4M | 1.3%Prev: 1.4% | 13,537 SH | Decreased+1,100 SH |
| SCHWAB CHARLES CORP | COM | $1.1M | 0.6%Prev: 0.6% | 11,017 SH | Increased-20 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $756K | 0.4%Prev: 0.4% | 20,966 SH | Increased+110 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $1.5M | 0.8%Prev: 0.8% | 33,999 SH | Increased+154 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $13.0M | 6.8%Prev: 6.6% | 496,485 SH | Increased+37,340 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $403K | 0.2% | 2,798 SH | New |
| SHERWIN WILLIAMS CO | COM | $569K | 0.3%Prev: 0.3% | 1,757 SH | Decreased |
| SHOPIFY INC | CL A SUB VTG SHS | $334K | 0.2%Prev: 0.2% | 2,072 SH | Increased+12 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 1.0%Prev: 1.0% | 2,755 SH | Increased+147 SH |
| TABOOLA.COM LTD | ORD SHS | $113K | 0.1%Prev: 0.1% | 24,444 SH | Decreased-24,000 SH |
| TESLA INC | COM | $2.2M | 1.2%Prev: 1.1% | 4,921 SH | Increased+365 SH |
| TIC SOLUTIONS INC | COM | $636K | 0.3% | 62,920 SH | New |
| TRUBRIDGE INC | COM | $714K | 0.4%Prev: 0.4% | 32,335 SH | Increased-600 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $20.4M | 10.6%Prev: 10.4% | 32,592 SH | Increased+2,246 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.7%Prev: 0.6% | 3,989 SH | Increased+848 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $638K | 0.3%Prev: 0.3% | 8,667 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.7M | 1.4%Prev: 0.9% | 35,399 SH | Increased+14,515 SH |
| WALKER & DUNLOP INC | COM | $2.1M | 1.1%Prev: 1.7% | 35,991 SH | Decreased+84 SH |
| WATSCO INC | COM | $1.1M | 0.6%Prev: 0.7% | 3,198 SH | Decreased+180 SH |
| WISDOMTREE TR | US MIDCAP FUND | $5.7M | 2.9%Prev: 2.9% | 84,791 SH | Increased+4,813 SH |
| 13F-HR |
| 0001754960-26-000522 |
| $232.8M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000458 | $156.0M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000310 | $187.6M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000493 | $129.9M | View |