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CIK 0002056391 • 3 13F filings • May 14, 2026 – Aug 10, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $222K | 0.0% | 1,772 SH | New |
| ABBVIE INC | COM | $357K | 0.1%Prev: 0.1% | 1,561 SH | Decreased-2,058 SH |
| ADOBE INC | COM | $537K | 0.1% | 1,541 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $8.7M | 1.9%Prev: 3.3% | 40,522 SH | Decreased-1,015 SH |
| ALPHABET INC | CAP STK CL A | $31.3M | 7.0%Prev: 5.0% | 100,016 SH | Decreased-2,352 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.3%Prev: 1.0% | 4,568 SH | Decreased-15,400 SH |
| AMAZON COM INC | COM | $29.9M | 6.7%Prev: 4.8% | 129,656 SH | Decreased-18,012 SH |
| AMERICAN EXPRESS CO | COM | $684K | 0.2%Prev: 0.1% | 1,849 SH | Increased-37 SH |
| APPLE INC | COM | $18.6M | 4.2%Prev: 3.1% | 68,501 SH | Decreased-10,006 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $6.6M | 1.5% | 6,142 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.5M | 1.7%Prev: 1.5% | 14,909 SH | Decreased-6,534 SH |
| BLACKROCK INC | COM | $764K | 0.2%Prev: 0.1% | 714 SH | Increased-28 SH |
| BLACKSTONE INC | COM | $415K | 0.1%Prev: 0.1% | 2,691 SH | Decreased-1,324 SH |
| BROADCOM INC | COM | $12.1M | 2.7%Prev: 2.5% | 35,031 SH | Decreased-14,706 SH |
| CELSIUS HLDGS INC | COM NEW | $323K | 0.1% | 7,053 SH | New |
| CITIGROUP INC | COM NEW | $744K | 0.2%Prev: 0.2% | 6,380 SH | Decreased-2,340 SH |
| CONOCOPHILLIPS | COM | $578K | 0.1%Prev: 0.1% | 6,178 SH | Increased+1,908 SH |
| COSTCO WHSL CORP NEW | COM | $443K | 0.1% | 513 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $10.0M | 2.2%Prev: 2.3% | 21,231 SH | Decreased-955 SH |
| CUMMINS INC | COM | $465K | 0.1%Prev: 0.1% | 910 SH | Decreased-79 SH |
| DELL TECHNOLOGIES INC | CL C | $445K | 0.1%Prev: 1.3% | 3,459 SH | Decreased-18,311 SH |
| DELTA AIR LINES INC DEL | COM NEW | $4.2M | 0.9% | 60,219 SH | New |
| DISNEY WALT CO | COM | $208K | 0.0%Prev: 0.0% | 1,832 SH | Decreased-838 SH |
| ECOLAB INC | COM | $2.2M | 0.5%Prev: 0.3% | 8,240 SH | Decreased-461 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $5.1M | 1.1%Prev: 0.8% | 310,966 SH | Decreased+6,465 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $244K | 0.1%Prev: 0.0% | 7,615 SH | Decreased-376 SH |
| EXXON MOBIL CORP | COM | $1.5M | 0.3%Prev: 0.4% | 12,114 SH | Decreased-9,774 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.3M | 0.3%Prev: 0.2% | 22,616 SH | Decreased+389 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $651K | 0.1% | 19,011 SH | New |
| GENERAL MTRS CO | COM | $506K | 0.1%Prev: 0.1% | 6,221 SH | Increased+833 SH |
| GILEAD SCIENCES INC | COM | $280K | 0.1%Prev: 0.0% | 2,284 SH | Decreased-21 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.5M | 0.3%Prev: 0.3% | 1,727 SH | Decreased-112 SH |
| GRACO INC | COM | $1.7M | 0.4%Prev: 0.2% | 20,807 SH | Increased-358 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $949K | 0.2%Prev: 0.2% | 12,067 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $27.4M | 6.1%Prev: 4.4% | 238,961 SH | Decreased-13,058 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $16.6M | 3.7%Prev: 2.0% | 161,743 SH | Increased+30,042 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP VLU MNT | $2.1M | 0.5%Prev: 0.3% | 33,318 SH | Decreased-1,754 SH |
| ISHARES GOLD TR | ISHARES NEW | $5.7M | 1.3%Prev: 0.7% | 70,602 SH | Increased+133 SH |
| ISHARES SILVER TR | ISHARES | $448K | 0.1%Prev: 0.1% | 6,947 SH | Decreased-6,295 SH |
| ISHARES TR | CORE S&P SCP ETF | $397K | 0.1%Prev: 0.1% | 3,306 SH | Decreased-391 SH |
| ISHARES TR | HIGH YLD SYSTM B | $253K | 0.1%Prev: 0.0% | 5,348 SH | Increased-5 SH |
| ISHARES TR | RUS TP200 GR ETF | $7.3M | 1.6%Prev: 1.1% | 26,453 SH | Decreased-1,180 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $12.9M | 2.9%Prev: 2.1% | 224,772 SH | Decreased-49,256 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.8M | 0.4%Prev: 0.4% | 39,785 SH | Decreased-17,230 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $735K | 0.2%Prev: 0.1% | 14,558 SH | Decreased-3,476 SH |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $714K | 0.2%Prev: 0.1% | 11,087 SH | Increased+4,749 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $276K | 0.1%Prev: 0.0% | 5,457 SH | Increased+268 SH |
| JOHNSON & JOHNSON | COM | $256K | 0.1%Prev: 0.1% | 1,238 SH | Decreased-1,247 SH |
| JPMORGAN CHASE & CO. | COM | $2.9M | 0.7% | 9,069 SH | New |
| MASTERCARD INCORPORATED | CL A | $2.7M | 0.6%Prev: 0.6% | 4,679 SH | Decreased-3,824 SH |
| META PLATFORMS INC | CL A | $14.1M | 3.2%Prev: 2.1% | 21,451 SH | Decreased-6,141 SH |
| MICRON TECHNOLOGY INC | COM | $6.0M | 1.3%Prev: 3.5% | 21,052 SH | Decreased-1,081 SH |
| MICROSOFT CORP | COM | $33.5M | 7.5%Prev: 4.0% | 69,683 SH | Increased-8,742 SH |
| MORGAN STANLEY | COM NEW | $1.1M | 0.2%Prev: 0.2% | 6,066 SH | Decreased-100 SH |
| NVIDIA CORPORATION | COM | $25.8M | 5.8%Prev: 4.3% | 138,700 SH | Decreased-19,712 SH |
| NXP SEMICONDUCTORS N V | COM | $225K | 0.1%Prev: 0.0% | 1,036 SH | Increased+315 SH |
| ON SEMICONDUCTOR CORP | COM | $240K | 0.1% | 4,425 SH | New |
| PALO ALTO NETWORKS INC | COM | $10.2M | 2.3%Prev: 3.2% | 55,227 SH | Decreased-13,579 SH |
| PEGASYSTEMS INC | COM | $211K | 0.0% | 3,526 SH | New |
| PGIM ETF TR | PGIM ULTRA SH BD | $238K | 0.1%Prev: 0.1% | 4,792 SH | Decreased-16,215 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $287K | 0.1%Prev: 0.5% | 6,303 SH | Decreased-69,849 SH |
| QUALCOMM INC | COM | $821K | 0.2%Prev: 0.1% | 4,799 SH | Decreased+324 SH |
| SALESFORCE INC | COM | $8.8M | 2.0%Prev: 0.5% | 33,250 SH | Increased+8,130 SH |
| SCHWAB CHARLES CORP | COM | $1.5M | 0.3%Prev: 0.2% | 15,509 SH | Increased+67 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $23.6M | 5.3%Prev: 2.7% | 860,268 SH | Increased+223,268 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.1M | 1.8%Prev: 1.5% | 249,838 SH | Decreased-75,323 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $490K | 0.1%Prev: 0.1% | 16,283 SH | Decreased-7,136 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $8.5M | 1.9% | 154,974 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $600K | 0.1% | 3,877 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $331K | 0.1% | 2,302 SH | New |
| SERVICENOW INC | COM | $13.5M | 3.0%Prev: 1.3% | 88,288 SH | Increased-8,829 SH |
| SNOWFLAKE INC | COM SHS | $266K | 0.1%Prev: 0.1% | 1,211 SH | Decreased-500 SH |
| SPDR GOLD TR | GOLD SHS | $518K | 0.1%Prev: 0.2% | 1,308 SH | Decreased-2,585 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $344K | 0.1% | 504 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.5M | 0.3% | 14,472 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $17.4M | 3.9% | 57,264 SH | New |
| TESLA INC | COM | $4.0M | 0.9%Prev: 0.6% | 8,949 SH | Decreased-1,474 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $610K | 0.1%Prev: 0.1% | 1,053 SH | Increased+275 SH |
| UBER TECHNOLOGIES INC | COM | $5.9M | 1.3%Prev: 0.9% | 72,633 SH | Decreased-19,964 SH |
| UNITEDHEALTH GROUP INC | COM | $9.5M | 2.1%Prev: 1.8% | 28,887 SH | Decreased-3,795 SH |
| US BANCORP DEL | COM NEW | $894K | 0.2% | 16,759 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $378K | 0.1%Prev: 0.1% | 4,850 SH | Decreased-3,095 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $289K | 0.1%Prev: 0.1% | 1,630 SH | Decreased-1,160 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $1.3M | 0.3%Prev: 0.2% | 4,511 SH | Increased+345 SH |
| VISA INC | COM CL A | $9.5M | 2.1%Prev: 1.6% | 27,116 SH | Decreased-6,251 SH |
| WALMART INC | COM | $261K | 0.1%Prev: 0.1% | 2,344 SH | Decreased-2,322 SH |
| WELLS FARGO CO NEW | COM | $330K | 0.1% | 3,545 SH | New |
| WORKIVA INC | COM CL A | $361K | 0.1% | 4,182 SH | New |
| XCEL ENERGY INC | COM | $399K | 0.1%Prev: 0.1% | 5,403 SH | Decreased-5,448 SH |
| 13F-HR |
| 0002056391-26-000005 |
| $607.3M |
| View |