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CIK 0001929071 • 7 13F filings • May 13, 2025 – Oct 16, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $528K | 0.3%Prev: 0.1% | 2,309 SH | Increased+1,287 SH |
| ADVANCED MICRO DEVICES INC | COM | $4.8M | 2.3%Prev: 1.8% | 22,632 SH | Increased+64 SH |
| AIR PRODS & CHEMS INC | COM | $250K | 0.1%Prev: 0.1% | 1,010 SH | Decreased-25 SH |
| ALPHABET INC | CAP STK CL A | $11.5M | 5.6%Prev: 4.5% | 36,845 SH | Increased+90 SH |
| ALPHABET INC | CAP STK CL C | $1.7M | 0.8%Prev: 0.7% | 5,354 SH | Increased-323 SH |
| ALTRIA GROUP INC | COM | $1.2M | 0.6%Prev: 0.7% | 20,760 SH | Decreased |
| AMAZON COM INC | COM | $10.4M | 5.0%Prev: 4.8% | 44,853 SH | Increased+754 SH |
| APPLE INC | COM | $18.7M | 9.1%Prev: 8.7% | 68,954 SH | Increased+752 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.8M | 0.9%Prev: 0.8% | 1,693 SH | Increased |
| AT&T INC | COM | $3.1M | 1.5%Prev: 1.8% | 126,292 SH | Decreased-3,115 SH |
| BANK AMERICA CORP | COM | $899K | 0.4%Prev: 0.4% | 16,353 SH | Increased-856 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $292K | 0.1%Prev: 0.1% | 5,410 SH | Increased-995 SH |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $879K | 0.4%Prev: 0.4% | 15,531 SH | Increased-52 SH |
| BROADCOM INC | COM | $1.4M | 0.7%Prev: 0.6% | 4,073 SH | Increased+350 SH |
| CANARY CAPITAL GROUP LLX | CANARY HBAR ETF | $294K | 0.1% | 20,100 SH | New |
| CATERPILLAR INC | COM | $5.8M | 2.8%Prev: 2.4% | 10,039 SH | Increased-123 SH |
| CENTERPOINT ENERGY INC | COM | $424K | 0.2%Prev: 0.2% | 11,049 SH | Decreased |
| CHEVRON CORP NEW | COM | $2.4M | 1.1%Prev: 1.2% | 15,515 SH | Decreased-86 SH |
| CISCO SYS INC | COM | $1.3M | 0.6%Prev: 0.5% | 16,334 SH | Increased+313 SH |
| CMS ENERGY CORP | COM | $629K | 0.3%Prev: 0.3% | 9,000 SH | Decreased |
| COCA COLA CO | COM | $1.9M | 0.9%Prev: 0.9% | 26,668 SH | Increased-51 SH |
| COSTCO WHSL CORP NEW | COM | $268K | 0.1% | 311 SH | New |
| DEERE & CO | COM | $569K | 0.3%Prev: 0.3% | 1,221 SH | Decreased-24 SH |
| DISNEY WALT CO | COM | $322K | 0.2%Prev: 0.2% | 2,833 SH | Decreased-6 SH |
| ELI LILLY & CO | COM | $14.6M | 7.1%Prev: 5.5% | 13,612 SH | Increased-798 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $469K | 0.2%Prev: 1.5% | 28,445 SH | Decreased-148,468 SH |
| EVERSOURCE ENERGY | COM | $585K | 0.3%Prev: 0.3% | 8,689 SH | Decreased |
| EXXON MOBIL CORP | COM | $3.1M | 1.5%Prev: 1.4% | 25,408 SH | Increased+278 SH |
| GOLDMAN SACHS GROUP INC | COM | $600K | 0.3%Prev: 0.3% | 683 SH | Decreased-118 SH |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $269K | 0.1%Prev: 0.2% | 6,946 SH | Decreased-155 SH |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $1.9M | 0.9%Prev: 1.3% | 27,871 SH | Decreased-781 SH |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $939K | 0.5%Prev: 0.5% | 38,525 SH | Decreased+11,027 SH |
| HOME DEPOT INC | COM | $454K | 0.2%Prev: 0.3% | 1,318 SH | Decreased+4 SH |
| INTEL CORP | COM | $627K | 0.3%Prev: 0.3% | 16,986 SH | Increased+1,169 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $297K | 0.1%Prev: 0.1% | 1,004 SH | Increased |
| INTUITIVE SURGICAL INC | COM NEW | $264K | 0.1%Prev: 0.2% | 466 SH | Decreased-226 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.8M | 1.4%Prev: 1.4% | 56,426 SH | Decreased+11,802 SH |
| ISHARES SILVER TR | ISHARES | $709K | 0.3% | 11,001 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $1.7M | 0.8% | 20,341 SH | New |
| ISHARES TR | CORE S&P500 ETF | $475K | 0.2%Prev: 0.2% | 693 SH | Increased |
| ISHARES TR | IBOXX INV CP ETF | $1.4M | 0.7%Prev: 0.3% | 12,920 SH | Increased+7,295 SH |
| ISHARES TR | ISHARES BIOTECH | $1.7M | 0.8%Prev: 0.7% | 10,072 SH | Increased+692 SH |
| ISHARES TR | PFD AND INCM SEC | $219K | 0.1%Prev: 0.1% | 7,079 SH | Decreased-1,541 SH |
| JOHNSON & JOHNSON | COM | $839K | 0.4%Prev: 0.4% | 4,056 SH | Increased-69 SH |
| JPMORGAN CHASE & CO. | COM | $7.0M | 3.4%Prev: 3.3% | 21,591 SH | Increased+388 SH |
| KRAFT HEINZ CO | COM | $494K | 0.2%Prev: 0.5% | 20,362 SH | Decreased-14,562 SH |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.6%Prev: 0.9% | 2,372 SH | Decreased-1,323 SH |
| MCDONALDS CORP | COM | $3.2M | 1.6%Prev: 1.5% | 10,630 SH | Increased+640 SH |
| MERCK & CO INC | COM | $4.8M | 2.3%Prev: 1.8% | 45,580 SH | Increased+1,746 SH |
| META PLATFORMS INC | CL A | $9.1M | 4.4%Prev: 5.0% | 13,840 SH | Decreased+166 SH |
| MICRON TECHNOLOGY INC | COM | $788K | 0.4%Prev: 0.2% | 2,761 SH | Increased |
| MICROSOFT CORP | COM | $15.7M | 7.6%Prev: 7.6% | 32,422 SH | Increased+2,834 SH |
| NETFLIX INC | COM | $489K | 0.2%Prev: 0.3% | 5,213 SH | Decreased+4,751 SH |
| NVIDIA CORPORATION | COM | $15.6M | 7.6%Prev: 7.9% | 83,846 SH | Decreased-1,636 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.9M | 1.4%Prev: 1.3% | 16,501 SH | Increased+2,363 SH |
| PEPSICO INC | COM | $2.7M | 1.3%Prev: 1.3% | 18,979 SH | Increased+1,058 SH |
| PFIZER INC | COM | $200K | 0.1%Prev: 0.1% | 8,052 SH | Decreased+1 SH |
| PHILIP MORRIS INTL INC | COM | $202K | 0.1%Prev: 0.1% | 1,258 SH | Decreased |
| PROCAP FINL INC | COM SHS | $71K | 0.0% | 20,000 SH | New |
| PROCTER AND GAMBLE CO | COM | $3.8M | 1.8%Prev: 1.9% | 26,546 SH | Decreased+1,212 SH |
| RTX CORPORATION | COM | $1.0M | 0.5%Prev: 0.5% | 5,668 SH | Increased+6 SH |
| SALESFORCE INC | COM | $3.5M | 1.7%Prev: 1.5% | 13,371 SH | Increased+655 SH |
| SCHWAB CHARLES CORP | COM | $3.3M | 1.6%Prev: 1.5% | 32,702 SH | Increased+698 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $221K | 0.1%Prev: 0.1% | 8,045 SH | Decreased-1,796 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $410K | 0.2%Prev: 0.2% | 12,561 SH | Increased-156 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $594K | 0.3%Prev: 0.4% | 20,857 SH | Decreased-9,096 SH |
| SEALSQ CORP | ORD SHS | $380K | 0.2%Prev: 0.2% | 100,451 SH | Increased+451 SH |
| SOUTHERN CO | COM | $228K | 0.1%Prev: 0.1% | 2,615 SH | Decreased+11 SH |
| SPDR GOLD TR | GOLD SHS | $1.9M | 0.9%Prev: 0.6% | 4,687 SH | Increased+1,097 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $906K | 0.4%Prev: 0.4% | 1,329 SH | Increased+62 SH |
| STRATEGY INC | CL A NEW | $2.4M | 1.2%Prev: 3.6% | 15,948 SH | Decreased-6,300 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.4M | 1.7%Prev: 1.6% | 11,346 SH | Increased-204 SH |
| TESLA INC | COM | $3.1M | 1.5%Prev: 1.4% | 6,935 SH | Increased+819 SH |
| TEXAS INSTRS INC | COM | $477K | 0.2%Prev: 0.4% | 2,751 SH | Decreased-2,056 SH |
| UNITED STATES ANTIMONY CORP | COM | $81K | 0.0% | 16,158 SH | New |
| UNITEDHEALTH GROUP INC | COM | $627K | 0.3%Prev: 0.2% | 1,900 SH | Increased+859 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $440K | 0.2%Prev: 0.2% | 2,000 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $2.8M | 1.3%Prev: 1.5% | 68,075 SH | Decreased-1,859 SH |
| VISA INC | COM CL A | $264K | 0.1%Prev: 0.1% | 754 SH | Decreased-89 SH |
| WALMART INC | COM | $5.5M | 2.7%Prev: 2.5% | 49,683 SH | Increased+926 SH |
| WELLS FARGO CO NEW | COM | $301K | 0.1%Prev: 0.1% | 3,230 SH | Increased |
| WISEKEY INTERNATIONAL HLDS L | SPON ADR | $389K | 0.2%Prev: 0.2% | 49,497 SH | Increased |
| XCEL ENERGY INC | COM | $808K | 0.4%Prev: 0.4% | 10,942 SH | Decreased |
| 13F-HR |
| 0001929071-25-000002 |
| $200.7M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001929071-26-000004 | $223.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001221073-25-000078 | $187.1M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001929071-26-000002 | $199.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001221073-25-000054 | $166.9M | View |