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CIK 0002093518 • 3 13F filings • Feb 12, 2026 – Jul 29, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $656K | 0.6%Prev: 1.4% | 3,064 SH | Decreased-241 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $784K | 0.8%Prev: 1.1% | 23,146 SH | Decreased-13,955 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $2.9M | 2.8% | 75,595 SH | New |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 JAN | $203K | 0.2% | 4,920 SH | New |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 JUL | $239K | 0.2% | 5,320 SH | New |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | $397K | 0.4% | 10,160 SH | New |
| ALPHABET INC | CAP STK CL A | $2.5M | 2.4%Prev: 3.4% | 7,932 SH | Decreased-4,950 SH |
| ALPHABET INC | CAP STK CL C | $2.1M | 2.0%Prev: 3.0% | 6,642 SH | Decreased-4,631 SH |
| AMAZON COM INC | COM | $2.7M | 2.6%Prev: 3.3% | 11,847 SH | Decreased-6,683 SH |
| APPLE INC | COM | $5.0M | 4.8%Prev: 4.3% | 18,482 SH | Decreased-1,547 SH |
| BANK AMERICA CORP | COM | $557K | 0.5% | 10,128 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 1.4%Prev: 1.5% | 2,921 SH | Decreased-958 SH |
| BLACKROCK ETF TRUST | DISCIPLINED VOLA | $229K | 0.2% | 9,231 SH | New |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | $462K | 0.4%Prev: 0.3% | 18,025 SH | Decreased+1,189 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $644K | 0.6%Prev: 0.5% | 10,598 SH | Decreased+724 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $236K | 0.2% | 6,131 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $247K | 0.2% | 4,687 SH | New |
| BROADCOM INC | COM | $2.3M | 2.2%Prev: 2.1% | 6,594 SH | Decreased-919 SH |
| COCA COLA CONS INC | COM | $204K | 0.2%Prev: 0.2% | 1,330 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $806K | 0.8% | 934 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $945K | 0.9%Prev: 1.3% | 2,015 SH | Decreased-281 SH |
| ELI LILLY & CO | COM | $802K | 0.8%Prev: 1.0% | 747 SH | Decreased-335 SH |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $548K | 0.5%Prev: 0.6% | 9,993 SH | Decreased-3,017 SH |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | $396K | 0.4% | 8,047 SH | New |
| FIDELITY COVINGTON TRUST | EMERG MKTS MLTFT | $324K | 0.3% | 10,495 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $643K | 0.6%Prev: 0.6% | 17,585 SH | Decreased-3,736 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $573K | 0.5%Prev: 0.6% | 15,015 SH | Decreased-3,777 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $343K | 0.3%Prev: 0.6% | 13,854 SH | Decreased-12,810 SH |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | $253K | 0.2%Prev: 0.2% | 5,812 SH | Decreased-1,522 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $527K | 0.5%Prev: 0.5% | 11,388 SH | Decreased-2,032 SH |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | $1.1M | 1.0%Prev: 0.8% | 44,504 SH | Decreased-1,075 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $219K | 0.2% | 3,659 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.2M | 1.2% | 35,415 SH | New |
| GE AEROSPACE | COM NEW | $260K | 0.2%Prev: 0.3% | 842 SH | Decreased-71 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $318K | 0.3%Prev: 0.3% | 2,401 SH | Decreased-717 SH |
| HOME DEPOT INC | COM | $451K | 0.4%Prev: 0.3% | 1,310 SH | Increased+214 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $247K | 0.2%Prev: 0.2% | 5,650 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $284K | 0.3% | 4,783 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.8M | 1.7%Prev: 1.3% | 2,906 SH | Increased+615 SH |
| ISHARES GOLD TR | ISHARES NEW | $224K | 0.2% | 2,765 SH | New |
| ISHARES INC | CORE MSCI EMKT | $827K | 0.8%Prev: 0.6% | 12,306 SH | Increased+2,572 SH |
| ISHARES SILVER TR | ISHARES | $1.3M | 1.3%Prev: 0.9% | 20,850 SH | Increased-424 SH |
| ISHARES TR | A RATE CP BD ETF | $266K | 0.3% | 5,539 SH | New |
| ISHARES TR | CORE DIV GRWTH | $343K | 0.3%Prev: 0.3% | 4,947 SH | Decreased-80 SH |
| ISHARES TR | CORE MSCI EAFE | $494K | 0.5%Prev: 0.4% | 5,519 SH | Decreased-473 SH |
| ISHARES TR | CORE S&P TTL STK | $1.1M | 1.0%Prev: 0.8% | 7,336 SH | Decreased+416 SH |
| ISHARES TR | CORE S&P US GWT | $276K | 0.3%Prev: 0.2% | 1,642 SH | Decreased+13 SH |
| ISHARES TR | CORE S&P US VLU | $262K | 0.3%Prev: 0.2% | 2,551 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $903K | 0.9%Prev: 1.0% | 1,318 SH | Decreased-470 SH |
| ISHARES TR | CORE UNIVRSL USD | $897K | 0.9%Prev: 0.7% | 19,266 SH | Decreased-951 SH |
| ISHARES TR | CORE US AGGBD ET | $568K | 0.5%Prev: 0.2% | 5,683 SH | Increased+3,610 SH |
| ISHARES TR | EAFE GRWTH ETF | $396K | 0.4%Prev: 0.4% | 3,479 SH | Decreased-684 SH |
| ISHARES TR | EAFE VALUE ETF | $530K | 0.5%Prev: 0.3% | 7,426 SH | Increased+2,357 SH |
| ISHARES TR | ESG AWR MSCI USA | $367K | 0.4%Prev: 0.3% | 2,462 SH | Decreased+14 SH |
| ISHARES TR | MBS ETF | $304K | 0.3%Prev: 0.2% | 3,193 SH | Increased+614 SH |
| ISHARES TR | MORNINGSTAR GRWT | $302K | 0.3%Prev: 0.3% | 2,906 SH | Decreased-881 SH |
| ISHARES TR | MSCI ACWI EX US | $685K | 0.7%Prev: 0.8% | 10,207 SH | Decreased-3,122 SH |
| ISHARES TR | MSCI INTL VLU FT | $412K | 0.4%Prev: 0.3% | 10,816 SH | Decreased+567 SH |
| ISHARES TR | MSCI USA QLT FCT | $679K | 0.7%Prev: 0.3% | 3,418 SH | Increased+1,507 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 1.1%Prev: 0.6% | 2,344 SH | Increased-4,258 SH |
| ISHARES TR | RUS 1000 VAL ETF | $753K | 0.7%Prev: 0.3% | 3,582 SH | Increased+1,946 SH |
| ISHARES TR | RUS MD CP GR ETF | $219K | 0.2% | 1,599 SH | New |
| ISHARES TR | RUS MDCP VAL ETF | $337K | 0.3%Prev: 0.3% | 2,390 SH | Decreased+307 SH |
| ISHARES TR | RUS MID CAP ETF | $217K | 0.2% | 2,252 SH | New |
| ISHARES TR | S&P 100 ETF | $296K | 0.3% | 862 SH | New |
| ISHARES TR | S&P 500 GRWT ETF | $801K | 0.8%Prev: 0.7% | 6,502 SH | Decreased-84 SH |
| ISHARES TR | S&P 500 VAL ETF | $577K | 0.6%Prev: 0.4% | 2,719 SH | Increased+475 SH |
| ISHARES TR | U.S. TECH ETF | $455K | 0.4%Prev: 0.4% | 2,277 SH | Decreased+31 SH |
| ISHARES TR | US TREAS BD ETF | $405K | 0.4%Prev: 0.5% | 17,609 SH | Decreased-13,582 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $1.0M | 1.0%Prev: 1.0% | 18,965 SH | Decreased-5,349 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $2.1M | 2.0%Prev: 1.4% | 22,992 SH | Increased+3,615 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $1.8M | 1.8%Prev: 1.3% | 25,444 SH | Increased+3,749 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | $560K | 0.5%Prev: 0.5% | 11,438 SH | Decreased+1,365 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | $201K | 0.2% | 2,742 SH | New |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | $1.0M | 1.0%Prev: 0.4% | 14,341 SH | Increased+6,806 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | $1.3M | 1.2%Prev: 1.0% | 19,014 SH | Decreased+1,392 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | $7.9M | 7.5%Prev: 6.4% | 63,796 SH | Decreased-11 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $1.2M | 1.1%Prev: 0.9% | 24,945 SH | Decreased-1,426 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.3M | 1.3%Prev: 0.9% | 23,381 SH | Increased+1,839 SH |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | $844K | 0.8%Prev: 0.4% | 12,464 SH | Increased+4,120 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $350K | 0.3%Prev: 0.2% | 7,526 SH | Increased+1,835 SH |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | $245K | 0.2%Prev: 0.2% | 3,340 SH | Decreased-14 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $1.2M | 1.2%Prev: 1.5% | 16,646 SH | Decreased-8,426 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | $825K | 0.8%Prev: 0.7% | 6,658 SH | Decreased-12 SH |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | $254K | 0.2%Prev: 0.3% | 3,169 SH | Decreased-1,102 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $621K | 0.6%Prev: 0.5% | 10,584 SH | Decreased-555 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $377K | 0.4%Prev: 0.2% | 7,432 SH | Increased+1,075 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $266K | 0.3%Prev: 0.2% | 4,213 SH | Decreased |
| JPMORGAN CHASE & CO. | COM | $765K | 0.7% | 2,373 SH | New |
| LAM RESEARCH CORP | COM NEW | $303K | 0.3%Prev: 0.6% | 1,768 SH | Decreased-90 SH |
| META PLATFORMS INC | CL A | $2.4M | 2.3%Prev: 2.1% | 3,632 SH | Decreased-1,328 SH |
| MICRON TECHNOLOGY INC | COM | $373K | 0.4%Prev: 1.2% | 1,308 SH | Decreased-60 SH |
| MICROSOFT CORP | COM | $3.0M | 2.8%Prev: 3.3% | 6,111 SH | Decreased-5,810 SH |
| NETFLIX INC | COM | $714K | 0.7% | 7,620 SH | New |
| NVIDIA CORPORATION | COM | $4.9M | 4.7%Prev: 4.9% | 26,426 SH | Decreased-6,648 SH |
| PACCAR INC | COM | $224K | 0.2%Prev: 0.2% | 2,017 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $226K | 0.2%Prev: 0.2% | 1,271 SH | Decreased-1,175 SH |
| PALO ALTO NETWORKS INC | COM | $467K | 0.4%Prev: 0.9% | 2,536 SH | Decreased-1,036 SH |
| PROCTER AND GAMBLE CO | COM | $334K | 0.3% | 2,329 SH | New |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $376K | 0.4%Prev: 0.4% | 8,256 SH | Decreased-1,514 SH |
| RBB FD INC | US TREAS 3 MNTH | $214K | 0.2% | 4,295 SH | New |
| REDDIT INC | CL A | $1.5M | 1.4%Prev: 0.6% | 6,328 SH | Increased+1,968 SH |
| SALESFORCE INC | COM | $322K | 0.3% | 1,216 SH | New |
| SCHWAB CHARLES CORP | COM | $225K | 0.2% | 2,257 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $214K | 0.2%Prev: 0.2% | 4,743 SH | Decreased+108 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $479K | 0.5%Prev: 0.2% | 20,479 SH | Increased+10,647 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $553K | 0.5%Prev: 0.7% | 16,962 SH | Decreased-11,902 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $286K | 0.3%Prev: 0.2% | 10,629 SH | Increased+3,274 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $242K | 0.2% | 2,057 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $220K | 0.2% | 4,022 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $403K | 0.4% | 2,796 SH | New |
| SPDR GOLD TR | GOLD SHS | $206K | 0.2%Prev: 0.2% | 520 SH | Decreased-118 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $677K | 0.6% | 992 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $3.0M | 2.8% | 37,999 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $342K | 0.3% | 1,124 SH | New |
| TESLA INC | COM | $333K | 0.3%Prev: 0.4% | 741 SH | Decreased-469 SH |
| TEXAS INSTRS INC | COM | $250K | 0.2%Prev: 0.4% | 1,443 SH | Decreased-260 SH |
| UNITEDHEALTH GROUP INC | COM | $597K | 0.6%Prev: 0.7% | 1,809 SH | Decreased-552 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $279K | 0.3% | 3,765 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $691K | 0.7%Prev: 0.4% | 1,417 SH | Increased-4,117 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $556K | 0.5%Prev: 0.6% | 886 SH | Decreased-266 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $310K | 0.3%Prev: 0.3% | 1,202 SH | Decreased-154 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $995K | 1.0%Prev: 0.9% | 2,968 SH | Decreased-278 SH |
| VANGUARD INDEX FDS | VALUE ETF | $383K | 0.4%Prev: 0.3% | 2,004 SH | Decreased-59 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $257K | 0.2%Prev: 0.2% | 1,169 SH | Decreased-10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $568K | 0.5%Prev: 0.3% | 9,092 SH | Increased+3,310 SH |
| VISA INC | COM CL A | $215K | 0.2%Prev: 0.2% | 612 SH | Increased+9 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $224K | 0.2% | 2,621 SH | New |
| 13F-HR |
| 0002093518-26-000002 |
| $109.0M |
| View |