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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 | $343K | 0.2%Prev: 0.2% | 1,410 SH | Decreased-2 SH |
| AMAZON COM INC | COM | $288K | 0.1%Prev: 0.1% | 1,310 SH | Decreased-1 SH |
| AMERICAN EXPRESS CO | COM | $3.1M | 1.5%Prev: 1.4% | 9,271 SH | Increased+319 SH |
| APPLE INC | COM | $3.9M | 1.9%Prev: 2.0% | 15,122 SH | Decreased+564 SH |
| BROADCOM INC | COM | $1.6M | 0.8%Prev: 0.8% | 4,822 SH | Decreased+412 SH |
| DBX ETF TR | XTRACK MUN INFRA | $1.1M | 0.5%Prev: 0.5% | 42,854 SH | Decreased-1,143 SH |
| EXXON MOBIL CORP | COM | $1.4M | 0.7%Prev: 0.8% | 12,063 SH | Decreased-1,313 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $6.5M | 3.1%Prev: 3.1% | 93,095 SH | Decreased+1,900 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $12.0M | 5.8% | 353,116 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $25.2M | 12.1%Prev: 12.7% | 482,761 SH | Decreased-6,063 SH |
| GE AEROSPACE | COM NEW | $3.9M | 1.9%Prev: 2.0% | 12,954 SH | Decreased+1,183 SH |
| GE VERNOVA INC | COM | $710K | 0.3%Prev: 0.6% | 1,155 SH | Decreased+86 SH |
| HANCOCK WHITNEY CORPORATION | COM | $669K | 0.3%Prev: 0.4% | 10,690 SH | Decreased-235 SH |
| HOME DEPOT INC | COM | $268K | 0.1%Prev: 0.4% | 660 SH | Decreased-1,517 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $11.8M | 5.7% | 223,688 SH | New |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.0M | 0.5%Prev: 0.5% | 42,336 SH | Decreased-1,145 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $1.0M | 0.5%Prev: 0.5% | 45,316 SH | Decreased-1,215 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 | $628K | 0.3%Prev: 0.3% | 10,920 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $369K | 0.2%Prev: 0.2% | 615 SH | Decreased |
| ISHARES INC | JP MRGN EM HI BD | $2.1M | 1.0%Prev: 1.0% | 52,734 SH | Decreased+230 SH |
| ISHARES TR | 0-5YR HI YL CP | $233K | 0.1%Prev: 0.1% | 5,372 SH | Decreased-1,395 SH |
| ISHARES TR | CORE S&P500 ETF | $14.0M | 6.7%Prev: 6.0% | 20,906 SH | Increased+3,643 SH |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 0.6%Prev: 0.6% | 12,595 SH | Increased |
| ISHARES TR | FALN ANGLS USD | $2.1M | 1.0%Prev: 0.9% | 74,261 SH | Increased-936 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 1.1%Prev: 1.0% | 27,510 SH | Decreased-446 SH |
| ISHARES TR | ISHARES SEMICDTR | $204K | 0.1%Prev: 0.2% | 753 SH | Decreased |
| ISHARES TR | ISHS 5-10YR INVT | $564K | 0.3%Prev: 0.3% | 10,434 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $476K | 0.2%Prev: 0.2% | 4,466 SH | Increased+153 SH |
| ISHARES TR | PFD AND INCM SEC | $2.3M | 1.1%Prev: 1.0% | 72,652 SH | Increased-337 SH |
| ISHARES TR | SELECT DIVID ETF | $5.7M | 2.8%Prev: 2.8% | 40,371 SH | Decreased+1,272 SH |
| ISHARES TR | US AER DEF ETF | $7.5M | 3.6%Prev: 3.8% | 35,913 SH | Decreased+2,246 SH |
| ISHARES TR | US HOME CONS ETF | $5.8M | 2.8% | 54,244 SH | New |
| JPMORGAN CHASE & CO. | COM | $361K | 0.2% | 1,145 SH | New |
| META PLATFORMS INC | CL A | $337K | 0.2%Prev: 0.1% | 459 SH | Increased-1 SH |
| MICROSOFT CORP | COM | $3.5M | 1.7%Prev: 1.1% | 6,725 SH | Increased+205 SH |
| NVIDIA CORPORATION | COM | $4.5M | 2.2%Prev: 2.1% | 24,381 SH | Increased+1,982 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.6M | 1.3%Prev: 0.8% | 14,442 SH | Increased+400 SH |
| PRAIRIE OPER CO | COM | $278K | 0.1%Prev: 0.0% | 140,000 SH | Increased |
| SALESFORCE INC | COM | $2.1M | 1.0% | 8,958 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $4.5M | 2.1% | 49,847 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $4.3M | 2.1% | 79,709 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $11.3M | 5.5% | 24,455 SH | New |
| SPDR SERIES TRUST | BBG CONV SEC ETF | $2.8M | 1.3% | 31,037 SH | New |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | $1.0M | 0.5% | 22,572 SH | New |
| SPDR SERIES TRUST | S&P METALS MNG | $7.1M | 3.4% | 76,586 SH | New |
| STELLAR BANCORP INC | COM | $5.2M | 2.5%Prev: 2.8% | 170,896 SH | Decreased+18,970 SH |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $8.3M | 4.0%Prev: 4.0% | 178,232 SH | Decreased-6,125 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.0M | 0.5%Prev: 0.5% | 59,951 SH | Decreased-1,584 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.3M | 7.8%Prev: 7.4% | 219,094 SH | Increased+2,346 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $450K | 0.2%Prev: 0.2% | 937 SH | Decreased-4,686 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.0M | 1.4%Prev: 1.6% | 4,872 SH | Decreased-40 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $861K | 0.4%Prev: 0.4% | 6,107 SH | Decreased-1 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $339K | 0.2%Prev: 0.2% | 4,009 SH | Decreased |
| VISA INC | COM CL A | $2.6M | 1.3%Prev: 1.2% | 7,679 SH | Increased+283 SH |
| WALMART INC | COM | $2.5M | 1.2% | 24,476 SH | New |
| WELLS FARGO CO NEW | COM | $2.1M | 1.0% | 25,466 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 |