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CIK 0002118977 • 3 13F filings • Apr 7, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $263K | 0.1% | 1,295 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $681K | 0.3% | 4,624 SH | |
| ALPHABET INC | CAP STK CL A | $921K | 0.4% | 3,208 SH | |
| AMAZON COM INC | COM | $5.4M | 2.6% | 25,955 SH | |
| APPLE INC | COM | $4.1M | 2.0% | 16,237 SH | |
| ARES CAPITAL CORP | COM | $12.2M | 5.9% | 679,446 SH | |
| ARK ETF TR | INNOVATION ETF | $603K | 0.3% | 8,917 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $318K | 0.2% | 664 SH | |
| BLACKROCK MUNIASSETS FD INC | COM | $847K | 0.4% | 79,834 SH | |
| BLACKROCK MUNIYIELD QUALITY | COM | $1.0M | 0.5% | 99,352 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $374K | 0.2% | 6,174 SH | |
| BROADCOM INC | COM | $913K | 0.4% | 2,948 SH | |
| CALAMOS ETF TR | CALAMOS BIT 80 S | $213K | 0.1% | 11,301 SH | |
| CARDINAL HEALTH INC | COM | $297K | 0.1% | 1,404 SH | |
| CATERPILLAR INC | COM | $400K | 0.2% | 565 SH | |
| CENCORA INC | COM | $284K | 0.1% | 906 SH | |
| CIRCLE INTERNET GROUP INC | COM CL A | $285K | 0.1% | 2,989 SH | |
| COINBASE GLOBAL INC | COM CL A | $201K | 0.1% | 1,153 SH | |
| DOLLAR TREE INC | COM | $268K | 0.1% | 2,444 SH | |
| EA SERIES TRUST | STRIVE ENHANCED | $331K | 0.2% | 16,371 SH | |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $6.2M | 3.0% | 58,122 SH | |
| EXPEDIA GROUP INC | COM NEW | $302K | 0.1% | 1,308 SH | |
| EXXON MOBIL CORP | COM | $440K | 0.2% | 2,593 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $560K | 0.3% | 9,482 SH | |
| FOX CORP | CL B COM | $224K | 0.1% | 4,216 SH | |
| GLOBAL X FDS | ARTIFICIAL ETF | $3.7M | 1.8% | 78,958 SH | |
| GLOBAL X FDS | RBTCS ARTFL INTE | $726K | 0.3% | 21,858 SH | |
| GRAYSCALE ETHEREUM STAKING E | SHS | $176K | 0.1% | 10,321 SH | |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | $26.1M | 12.6% | 2,370,615 SH | |
| GUGGENHEIM TAXABLE MUNICP BO | COM | $242K | 0.1% | 16,696 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $4.1M | 2.0% | 36,362 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $11.2M | 5.4% | 204,418 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $15.6M | 7.5% | 27,037 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $5.6M | 2.7% | 145,728 SH | |
| ISHARES ETHEREUM TR | SHS | $591K | 0.3% | 37,352 SH | |
| ISHARES SILVER TR | ISHARES | $237K | 0.1% | 3,473 SH | |
| JOHNSON &JOHNSON | COM | $3.2M | 1.5% | 12,956 SH | |
| LISTED FDS TR | ROUNDHILL MAGNIF | $4.8M | 2.3% | 83,705 SH | |
| MEDPACE HLDGS INC | COM | $229K | 0.1% | 477 SH | |
| META PLATFORMS INC | CL A | $4.7M | 2.3% | 8,277 SH | |
| MICROSOFT CORP | COM | $3.7M | 1.8% | 9,877 SH | |
| MP MATERIALS CORP | COM CL A | $215K | 0.1% | 4,446 SH | |
| NEOS ETF TRUST | BITCOIN HIGH INC | $4.4M | 2.1% | 135,470 SH | |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $7.0M | 3.4% | 140,902 SH | |
| NETFLIX INC. | COM | $796K | 0.4% | 8,276 SH | |
| NVIDIA CORPORATION | COM | $5.2M | 2.5% | 29,716 SH | |
| ORACLE CORP | COM | $699K | 0.3% | 4,750 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $228K | 0.1% | 1,558 SH | |
| PFIZER INC | COM | $323K | 0.2% | 11,489 SH | |
| PIMCO CORPORATE &INCM STRG | COM | $254K | 0.1% | 21,357 SH | |
| PIMCO DYNAMIC INCOME FD | SHS | $22.4M | 10.8% | 1,308,910 SH | |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | $2.0M | 0.9% | 151,178 SH | |
| QUALCOMM INC | COM | $379K | 0.2% | 2,943 SH | |
| REAVES UTIL INCOME FD | COM SH BEN INT | $326K | 0.2% | 8,300 SH | |
| RIVERNORTH FLEXIBLE MUN INCO | COM | $766K | 0.4% | 54,608 SH | |
| RIVERNORTH MANAGED DUR MUN I | COM | $574K | 0.3% | 42,103 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $770K | 0.4% | 5,796 SH | |
| SERIES PORTFOLIOS TR | ELDRIDGE AAA CLO | $491K | 0.2% | 19,219 SH | |
| SERIES PORTFOLIOS TR | ELDRIDGE BBB B | $19.4M | 9.3% | 756,166 SH | |
| SPDR GOLD TR | GOLD SHS | $959K | 0.5% | 2,229 SH | |
| SPROUTS FMRS MKT INC | COM | $393K | 0.2% | 5,101 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $9.7M | 4.7% | 14,978 SH | |
| TESLA INC | COM | $200K | 0.1% | 539 SH | |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $497K | 0.2% | 20,831 SH | |
| UBER TECHNOLOGIES INC | COM | $511K | 0.2% | 7,098 SH | |
| VANECK ETF TRUST | BDC INCOME ETF | $676K | 0.3% | 52,799 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $3.8M | 1.8% | 9,928 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $328K | 0.2% | 549 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $608K | 0.3% | 1,895 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $532K | 0.3% | 3,845 SH | |
| VOLATILITY SHS TR | SOLANA ETF | $201K | 0.1% | 24,024 SH | |
| WEDBUSH SER TR | DAN IVES WEDBUSH | $504K | 0.2% | 17,755 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $335K | 0.2% | 3,616 SH |
| 13F-HR |
| 0002118977-26-000002 |
| $208.1M |
| View |