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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 | $275K | 0.1%Prev: 0.2% | 1,549 SH | Decreased+137 SH |
| AMAZON COM INC | COM | $367K | 0.2%Prev: 0.1% | 1,671 SH | Increased+346 SH |
| AMERICAN EXPRESS CO | COM | $3.0M | 1.5%Prev: 1.3% | 9,301 SH | Increased+359 SH |
| APPLE INC | COM | $3.1M | 1.6%Prev: 1.8% | 15,057 SH | Decreased+398 SH |
| BROADCOM INC | COM | $1.4M | 0.7%Prev: 0.7% | 5,060 SH | Decreased+334 SH |
| DBX ETF TR | XTRACK MUN INFRA | $937K | 0.5%Prev: 0.5% | 39,077 SH | Decreased-4,826 SH |
| EXXON MOBIL CORP | COM | $1.3M | 0.7%Prev: 1.3% | 12,284 SH | Decreased-2,995 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $6.1M | 3.2%Prev: 3.1% | 91,696 SH | Decreased+2,886 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $11.3M | 5.9%Prev: 5.7% | 348,222 SH | Decreased+9,499 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $24.0M | 12.5%Prev: 12.4% | 479,491 SH | Decreased-829 SH |
| GE AEROSPACE | COM NEW | $3.4M | 1.7%Prev: 1.6% | 13,021 SH | Decreased+1,135 SH |
| GE VERNOVA INC | COM | $750K | 0.4%Prev: 0.5% | 1,417 SH | Decreased+288 SH |
| HANCOCK WHITNEY CORPORATION | COM | $609K | 0.3%Prev: 0.3% | 10,614 SH | Decreased-235 SH |
| HOME DEPOT INC | COM | $258K | 0.1%Prev: 0.3% | 702 SH | Decreased-1,464 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $11.3M | 5.9%Prev: 5.9% | 222,136 SH | Decreased+706 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $920K | 0.5%Prev: 0.5% | 39,404 SH | Decreased-3,979 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $946K | 0.5%Prev: 0.5% | 42,254 SH | Decreased-4,173 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | $281K | 0.1% | 13,566 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $569K | 0.3%Prev: 0.3% | 10,920 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $339K | 0.2%Prev: 0.2% | 615 SH | Decreased |
| ISHARES INC | JP MRGN EM HI BD | $2.0M | 1.1%Prev: 1.0% | 52,502 SH | Increased+1,638 SH |
| ISHARES TR | 0-5YR HI YL CP | $232K | 0.1%Prev: 0.1% | 5,372 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $13.2M | 6.8%Prev: 6.2% | 21,218 SH | Increased+1,713 SH |
| ISHARES TR | CORE US AGGBD ET | $1.2M | 0.6%Prev: 0.6% | 12,595 SH | Decreased |
| ISHARES TR | FALN ANGLS USD | $2.0M | 1.0%Prev: 0.9% | 73,753 SH | Increased+1,774 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 1.2%Prev: 1.0% | 27,448 SH | Increased+757 SH |
| ISHARES TR | ISHS 5-10YR INVT | $556K | 0.3%Prev: 0.3% | 10,434 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $451K | 0.2%Prev: 0.2% | 4,313 SH | Decreased-153 SH |
| ISHARES TR | PFD AND INCM SEC | $2.2M | 1.2%Prev: 1.0% | 72,435 SH | Increased+1,816 SH |
| ISHARES TR | SELECT DIVID ETF | $5.3M | 2.8%Prev: 2.9% | 40,272 SH | Decreased+1,341 SH |
| ISHARES TR | US AER DEF ETF | $6.8M | 3.6%Prev: 3.6% | 36,253 SH | Decreased+2,235 SH |
| ISHARES TR | US HOME CONS ETF | $5.1M | 2.6%Prev: 2.3% | 54,211 SH | Increased+1,633 SH |
| JPMORGAN CHASE & CO. | COM | $373K | 0.2% | 1,286 SH | New |
| META PLATFORMS INC | CL A | $433K | 0.2%Prev: 0.1% | 586 SH | Increased+126 SH |
| MICROSOFT CORP | COM | $3.4M | 1.7%Prev: 1.2% | 6,747 SH | Increased+270 SH |
| NVIDIA CORPORATION | COM | $3.9M | 2.0%Prev: 2.0% | 24,374 SH | Decreased+616 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.0M | 1.0%Prev: 1.0% | 14,453 SH | Decreased+672 SH |
| SALESFORCE INC | COM | $2.2M | 1.1%Prev: 0.8% | 7,959 SH | Increased-660 SH |
| SELECT SECTOR SPDR TR | ENERGY | $3.9M | 2.0% | 45,532 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $4.1M | 2.1% | 77,604 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $10.7M | 5.6% | 24,252 SH | New |
| SPDR SERIES TRUST | BBG CONV SEC ETF | $2.6M | 1.3% | 31,152 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | $941K | 0.5% | 21,063 SH | New |
| SPDR SERIES TRUST | S&P METALS MNG | $5.2M | 2.7% | 76,970 SH | New |
| STELLAR BANCORP INC | COM | $5.5M | 2.8%Prev: 2.7% | 195,888 SH | Decreased+43,962 SH |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $7.1M | 3.7%Prev: 4.1% | 156,012 SH | Decreased-26,511 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $923K | 0.5%Prev: 0.5% | 54,628 SH | Decreased-6,774 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.9M | 8.2%Prev: 7.6% | 215,422 SH | Increased+4,893 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $411K | 0.2%Prev: 0.2% | 937 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.8M | 1.4%Prev: 1.4% | 4,872 SH | Decreased-30 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $814K | 0.4%Prev: 0.4% | 6,107 SH | Decreased-1 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $321K | 0.2%Prev: 0.2% | 4,009 SH | Decreased |
| VISA INC | COM CL A | $2.7M | 1.4%Prev: 1.1% | 7,656 SH | Increased+329 SH |
| WALMART INC | COM | $2.2M | 1.1%Prev: 1.4% | 22,632 SH | Decreased-1,008 SH |
| WELLS FARGO CO NEW | COM | $1.9M | 1.0% | 23,877 SH | New |
| 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 |