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CIK 0001845643 • 7 13F filings • May 8, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $242K | 0.1% | 1,549 SH | |
| AMAZON COM INC | COM | $318K | 0.2% | 1,671 SH | |
| AMERICAN EXPRESS CO | COM | $2.5M | 1.4% | 9,292 SH | |
| APPLE INC | COM | $3.3M | 1.8% | 15,047 SH | |
| BROADCOM INC | COM | $896K | 0.5% | 5,350 SH | |
| DBX ETF TR | XTRACK MUN INFRA | $938K | 0.5% | 38,077 SH | |
| EXXON MOBIL CORP | COM | $1.5M | 0.8% | 12,364 SH | |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $5.8M | 3.2% | 91,135 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $10.3M | 5.7% | 346,095 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $22.1M | 12.2% | 477,569 SH | |
| GE AEROSPACE | COM NEW | $2.6M | 1.4% | 13,062 SH | |
| GE VERNOVA INC | COM | $433K | 0.2% | 1,417 SH | |
| HANCOCK WHITNEY CORPORATION | COM | $552K | 0.3% | 10,527 SH | |
| HOME DEPOT INC | COM | $268K | 0.1% | 732 SH | |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $10.6M | 5.8% | 221,554 SH | |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $889K | 0.5% | 37,269 SH | |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $925K | 0.5% | 40,149 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $281K | 0.2% | 13,566 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $503K | 0.3% | 10,920 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $321K | 0.2% | 684 SH | |
| ISHARES INC | JP MRGN EM HI BD | $2.0M | 1.1% | 52,188 SH | |
| ISHARES TR | 0-5YR HI YL CP | $228K | 0.1% | 5,372 SH | |
| ISHARES TR | CORE S&P500 ETF | $14.5M | 8.0% | 25,792 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.2M | 0.7% | 12,595 SH | |
| ISHARES TR | FALN ANGLS USD | $2.0M | 1.1% | 73,107 SH | |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 1.2% | 27,283 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $548K | 0.3% | 10,434 SH | |
| ISHARES TR | NATIONAL MUN ETF | $455K | 0.3% | 4,313 SH | |
| ISHARES TR | PFD AND INCM SEC | $2.2M | 1.2% | 71,885 SH | |
| ISHARES TR | SELECT DIVID ETF | $5.4M | 3.0% | 39,913 SH | |
| ISHARES TR | US AER DEF ETF | $5.6M | 3.1% | 36,390 SH | |
| ISHARES TR | US HOME CONS ETF | $4.8M | 2.6% | 50,188 SH | |
| JPMORGAN CHASE & CO. | COM | $332K | 0.2% | 1,355 SH | |
| META PLATFORMS INC | CL A | $338K | 0.2% | 586 SH | |
| MICROSOFT CORP | COM | $2.5M | 1.4% | 6,784 SH | |
| NVIDIA CORPORATION | COM | $2.6M | 1.4% | 23,956 SH | |
| ORACLE CORP | COM | $1.5M | 0.8% | 10,448 SH | |
| SALESFORCE INC | COM | $2.1M | 1.2% | 7,890 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $4.2M | 2.3% | 45,022 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $3.8M | 2.1% | 77,019 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $10.1M | 5.6% | 23,985 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $2.4M | 1.3% | 31,112 SH | |
| SPDR SER TR | NUVEEN BLMBRG MU | $925K | 0.5% | 20,528 SH | |
| SPDR SER TR | S&P METALS MNG | $4.3M | 2.4% | 76,579 SH | |
| STELLAR BANCORP INC | COM | $5.4M | 3.0% | 195,888 SH | |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $6.9M | 3.8% | 152,222 SH | |
| VANECK ETF TRUST | LONG MUNI ETF | $925K | 0.5% | 53,213 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.8M | 8.7% | 215,053 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $348K | 0.2% | 937 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.5M | 1.4% | 4,875 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $965K | 0.5% | 7,484 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $295K | 0.2% | 4,009 SH | |
| VISA INC | COM CL A | $2.7M | 1.5% | 7,678 SH | |
| WALMART INC | COM | $2.0M | 1.1% | 22,763 SH | |
| WELLS FARGO CO NEW | COM | $1.7M | 0.9% | 23,525 SH |
| 13F-HR |
| 0001085146-25-005821 |
| $208.1M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001845643-26-000003 | $215.7M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003681 | $192.4M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001845643-26-000002 | $204.6M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002738 | $180.9M | View |