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CIK 0001907802 • 7 13F filings • Apr 9, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $480K | 0.3% | 7,100 SH | New |
| ALPHABET INC | CAP STK CL A | $9.4M | 5.2%Prev: 4.5% | 29,915 SH | Increased-2,199 SH |
| ALPHABET INC | CAP STK CL C | $3.5M | 1.9%Prev: 1.6% | 11,007 SH | Increased-369 SH |
| ALTRIA GROUP INC | COM | $309K | 0.2%Prev: 0.2% | 5,351 SH | Decreased-100 SH |
| AMAZON COM INC | COM | $489K | 0.3%Prev: 0.3% | 2,120 SH | Increased+102 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.8%Prev: 0.8% | 3,956 SH | Increased-190 SH |
| APPLE INC | COM | $13.9M | 7.8%Prev: 7.8% | 51,250 SH | Increased-2,142 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $2.7M | 1.5%Prev: 1.4% | 2,564 SH | Increased+92 SH |
| AURORA INNOVATION INC | CLASS A COM | $38K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $40.6M | 22.8%Prev: 23.2% | 80,860 SH | Increased+349 SH |
| BOEING CO | COM | $376K | 0.2%Prev: 0.2% | 1,730 SH | Increased |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $1.7M | 1.0%Prev: 1.1% | 33,037 SH | Decreased-524 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $10.7M | 6.0%Prev: 6.2% | 233,105 SH | Decreased+75,551 SH |
| CNX RES CORP | COM | $379K | 0.2%Prev: 0.1% | 10,300 SH | Increased+3,700 SH |
| COCA COLA CO | COM | $216K | 0.1%Prev: 0.1% | 3,087 SH | Increased |
| DIAGEO PLC | SPON ADR NEW | $395K | 0.2%Prev: 0.3% | 4,576 SH | Decreased-525 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $6.0M | 3.4%Prev: 3.0% | 146,880 SH | Increased+2,110 SH |
| EXXON MOBIL CORP | COM | $2.8M | 1.6%Prev: 1.5% | 23,276 SH | Increased-461 SH |
| GE AEROSPACE | COM NEW | $1.2M | 0.7%Prev: 0.7% | 3,859 SH | Increased |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $259K | 0.1%Prev: 0.1% | 3,162 SH | Increased |
| GE VERNOVA INC | COM | $359K | 0.2%Prev: 0.2% | 550 SH | Increased |
| GENERAL MTRS CO | COM | $6.0M | 3.4%Prev: 2.8% | 73,966 SH | Increased-6,570 SH |
| INVESCO QQQ TR | UNIT SER 1 | $213K | 0.1% | 346 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $1.8M | 1.0%Prev: 1.1% | 18,113 SH | Decreased-1,643 SH |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 0.8%Prev: 0.9% | 2,136 SH | Decreased-105 SH |
| JEFFERIES FINL GROUP INC | COM | $5.4M | 3.0%Prev: 3.2% | 87,104 SH | Decreased+406 SH |
| LOEWS CORP | COM | $8.3M | 4.7%Prev: 4.6% | 79,180 SH | Increased-878 SH |
| MARKEL GROUP INC | COM | $5.6M | 3.1%Prev: 2.8% | 2,590 SH | Increased+54 SH |
| MICROSOFT CORP | COM | $16.0M | 9.0%Prev: 10.0% | 33,063 SH | Decreased-651 SH |
| ORACLE CORP | COM | $1.8M | 1.0%Prev: 1.6% | 9,110 SH | Decreased-701 SH |
| PHILIP MORRIS INTL INC | COM | $1.2M | 0.7%Prev: 0.7% | 7,244 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $215K | 0.1% | 543 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4.9M | 2.7%Prev: 2.6% | 109,553 SH | Increased+2,767 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $4.0M | 2.2%Prev: 2.2% | 84,538 SH | Increased+3,479 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $13.3M | 7.5% | 161,659 SH | New |
| SPROUTS FMRS MKT INC | COM | $226K | 0.1%Prev: 0.2% | 2,831 SH | Decreased-119 SH |
| TECK RESOURCES LTD | CL B | $424K | 0.2%Prev: 0.2% | 8,855 SH | Increased-20 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $5.2M | 2.9%Prev: 2.9% | 24,379 SH | Increased+362 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $532K | 0.3%Prev: 0.3% | 1,586 SH | Decreased-70 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.0M | 0.6%Prev: 0.6% | 13,539 SH | Increased-270 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $263K | 0.1%Prev: 0.1% | 3,668 SH | Increased |
| VANGUARD WORLD FD | ESG US STK ETF | $1.4M | 0.8%Prev: 0.8% | 11,871 SH | Increased-60 SH |
| YUM BRANDS INC | COM | $1.6M | 0.9%Prev: 0.9% | 10,747 SH | Decreased-80 SH |
| YUM CHINA HLDGS INC | COM | $338K | 0.2%Prev: 0.2% | 7,080 SH | Increased-250 SH |
| 13F-HR |
| 0001907802-26-000005 |
| $184.1M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001907802-25-000005 | $159.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001907802-26-000003 | $170.8M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001907802-25-000003 | $148.2M | View |