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CIK 0002108559 • 4 13F filings • Feb 25, 2026 – Oct 14, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $297K | 0.1% | 511 SH | New |
| ADVISOR MANAGED PORTFOLIOS | REGAN FIXED RATE | $298K | 0.1%Prev: 0.1% | 10,927 SH | Increased+1,849 SH |
| AGILENT TECHNOLOGIES INC | COM | $287K | 0.1%Prev: 0.1% | 2,160 SH | Increased |
| ALPHABET INC | CAP STK CL A | $450K | 0.2%Prev: 0.1% | 1,260 SH | Increased+186 SH |
| ALPHABET INC | CAP STK CL C | $371K | 0.1%Prev: 0.1% | 1,050 SH | Increased-10 SH |
| AMAZON COM INC | COM | $878K | 0.3%Prev: 0.3% | 3,685 SH | Increased+26 SH |
| APPLE INC | COM | $4.3M | 1.7%Prev: 1.7% | 14,993 SH | Increased+181 SH |
| ASTERA LABS INC | COM | $252K | 0.1% | 521 SH | New |
| AZZ INC | COM | $1.1M | 0.4%Prev: 0.4% | 7,000 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.6%Prev: 1.0% | 2 SH | Decreased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $34.2M | 13.2%Prev: 26.2% | 68,349 SH | Decreased-52,946 SH |
| CHEVRON CORPORATION | COM | $221K | 0.1%Prev: 0.1% | 1,335 SH | Decreased |
| CONOCOPHILLIPS | COM | $345K | 0.1%Prev: 0.2% | 3,323 SH | Decreased+29 SH |
| CULLEN FROST BANKERS INC | COM | $572K | 0.2%Prev: 0.2% | 3,699 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $373K | 0.1%Prev: 0.1% | 8,410 SH | Increased |
| EXXON MOBIL CORP | COM | $657K | 0.3%Prev: 0.4% | 4,802 SH | Decreased+80 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $214K | 0.1% | 3,598 SH | New |
| HANCOCK JOHN TAX-ADVANTAGED | COM | $779K | 0.3%Prev: 0.3% | 30,554 SH | Increased+67 SH |
| INTEL CORP | COM | $309K | 0.1% | 2,212 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $351K | 0.1% | 6,488 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.5M | 3.7%Prev: 3.9% | 44,552 SH | Increased-563 SH |
| INVESCO QQQ TR | UNIT SER 1 | $38.8M | 15.0%Prev: 12.0% | 52,745 SH | Increased+6,513 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $216K | 0.1%Prev: 0.1% | 6,479 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $823K | 0.3%Prev: 0.3% | 10,904 SH | Increased+2,240 SH |
| ISHARES TR | MSCI USA MIN VOL | $225K | 0.1% | 2,337 SH | New |
| ISHARES TR | RUSEL 2500 ETF | $32.2M | 12.4%Prev: 10.0% | 351,000 SH | Increased+59,807 SH |
| JANUS DETROIT STR TR | HENDERSON SECURI | $384K | 0.1%Prev: 0.2% | 7,506 SH | Decreased-323 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $29.9M | 11.5%Prev: 14.5% | 592,671 SH | Decreased-45,250 SH |
| JOHNSON & JOHNSON | COM | $1.1M | 0.4%Prev: 0.5% | 4,228 SH | Decreased-440 SH |
| MARVELL TECHNOLOGY INC | COM | $701K | 0.3%Prev: 0.1% | 2,353 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.4%Prev: 0.5% | 2,918 SH | Increased-22 SH |
| NEXTDECADE CORP | COM | $75K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $852K | 0.3%Prev: 0.4% | 5,434 SH | Increased |
| NUVEEN PFD & INCOME OPPORTUN | COM | $99K | 0.0%Prev: 0.0% | 12,501 SH | Increased+245 SH |
| NVIDIA CORPORATION | COM | $664K | 0.3%Prev: 0.2% | 3,317 SH | Increased+401 SH |
| PEPSICO INC | COM | $948K | 0.4%Prev: 0.5% | 7,001 SH | Decreased |
| PERMIANVILLE RTY TR | TR UNIT | $47K | 0.0%Prev: 0.0% | 27,715 SH | Decreased |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $2.0M | 0.8%Prev: 0.9% | 82,841 SH | Increased+664 SH |
| SPDR GOLD TR | GOLD SHS | $721K | 0.3%Prev: 0.5% | 1,956 SH | Decreased-403 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $227K | 0.1% | 1,490 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $1.2M | 0.5%Prev: 0.6% | 39,596 SH | Decreased |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.5M | 1.0%Prev: 1.0% | 3,317 SH | Increased-9 SH |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $506K | 0.2%Prev: 0.2% | 720 SH | Increased-10 SH |
| TESLA INC | COM | $246K | 0.1%Prev: 0.1% | 585 SH | Increased+31 SH |
| UNION PAC CORP | COM | $533K | 0.2%Prev: 0.2% | 1,959 SH | Increased |
| VALUED ADVISERS TR | REGAN FLTG RATE | $516K | 0.2%Prev: 0.2% | 20,101 SH | Increased+12 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $553K | 0.2%Prev: 0.2% | 30,978 SH | Increased+11,138 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $520K | 0.2%Prev: 0.2% | 10,737 SH | Increased+1,306 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $30.7M | 11.9%Prev: 10.4% | 155,553 SH | Increased+30,716 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $218K | 0.1% | 2,701 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $749K | 0.3%Prev: 0.3% | 7,769 SH | Increased+1,134 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.2%Prev: 1.1% | 8,102 SH | Increased+370 SH |
| VANGUARD INDEX FDS | VALUE ETF | $42.9M | 16.6% | 197,031 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.5M | 0.6%Prev: 0.6% | 21,039 SH | Increased-1,382 SH |
| VANGUARD WORLD FD | ENERGY ETF | $384K | 0.1%Prev: 0.2% | 2,559 SH | Decreased-346 SH |
| WALMART INC | COM | $3.9M | 1.5%Prev: 1.9% | 34,033 SH | Decreased+92 SH |
| WELLS FARGO & CO | COM | $383K | 0.1%Prev: 0.2% | 4,632 SH | Increased |
| WP CAREY INC | COM | $203K | 0.1% | 2,846 SH | New |
| YUM BRANDS INC | COM | $381K | 0.1%Prev: 0.2% | 2,384 SH | Increased |
| 13F-HR |
| 0002108559-26-000004 |
| $259.2M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002108559-26-000003 | $222.0M | View |