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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 | $443K | 0.2%Prev: 0.2% | 1,411 SH | Increased+1 SH |
| AMAZON COM INC | COM | $306K | 0.1%Prev: 0.1% | 1,325 SH | Increased+15 SH |
| AMERICAN EXPRESS CO | COM | $3.4M | 1.6%Prev: 1.5% | 9,272 SH | Increased+1 SH |
| APPLE INC | COM | $4.1M | 1.9%Prev: 1.9% | 15,117 SH | Increased-5 SH |
| BROADCOM INC | COM | $1.7M | 0.8%Prev: 0.8% | 4,824 SH | Increased+2 SH |
| DBX ETF TR | XTRACK MUN INFRA | $1.1M | 0.5%Prev: 0.5% | 44,966 SH | Increased+2,112 SH |
| EXXON MOBIL CORP | COM | $1.8M | 0.9%Prev: 0.7% | 15,257 SH | Increased+3,194 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $6.6M | 3.1%Prev: 3.1% | 93,560 SH | Increased+465 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $12.5M | 5.8%Prev: 5.8% | 355,979 SH | Increased+2,863 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $26.5M | 12.4%Prev: 12.1% | 496,565 SH | Increased+13,804 SH |
| GE AEROSPACE | COM NEW | $3.9M | 1.8%Prev: 1.9% | 12,627 SH | Decreased-327 SH |
| GE VERNOVA INC | COM | $738K | 0.3%Prev: 0.3% | 1,129 SH | Increased-26 SH |
| HANCOCK WHITNEY CORPORATION | COM | $685K | 0.3%Prev: 0.3% | 10,763 SH | Increased+73 SH |
| HOME DEPOT INC | COM | $742K | 0.3%Prev: 0.1% | 2,155 SH | Increased+1,495 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $12.4M | 5.8%Prev: 5.7% | 231,397 SH | Increased+7,709 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.1M | 0.5%Prev: 0.5% | 44,460 SH | Increased+2,124 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $1.1M | 0.5%Prev: 0.5% | 47,536 SH | Increased+2,220 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $647K | 0.3%Prev: 0.3% | 10,920 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $378K | 0.2%Prev: 0.2% | 615 SH | Increased |
| ISHARES INC | JP MRGN EM HI BD | $2.1M | 1.0%Prev: 1.0% | 53,125 SH | Increased+391 SH |
| ISHARES TR | 0-5YR HI YL CP | $230K | 0.1%Prev: 0.1% | 5,372 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $14.3M | 6.7%Prev: 6.7% | 20,906 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 0.6%Prev: 0.6% | 12,595 SH | Decreased |
| ISHARES TR | FALN ANGLS USD | $2.0M | 1.0%Prev: 1.0% | 74,993 SH | Decreased+732 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 1.0%Prev: 1.1% | 27,715 SH | Increased+205 SH |
| ISHARES TR | ISHARES SEMICDTR | $227K | 0.1%Prev: 0.1% | 753 SH | Increased |
| ISHARES TR | ISHS 5-10YR INVT | $562K | 0.3%Prev: 0.3% | 10,434 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $478K | 0.2%Prev: 0.2% | 4,466 SH | Increased |
| ISHARES TR | PFD AND INCM SEC | $2.3M | 1.1%Prev: 1.1% | 73,365 SH | Decreased+713 SH |
| ISHARES TR | SELECT DIVID ETF | $5.8M | 2.7%Prev: 2.8% | 40,782 SH | Increased+411 SH |
| ISHARES TR | US AER DEF ETF | $7.6M | 3.5%Prev: 3.6% | 35,511 SH | Increased-402 SH |
| ISHARES TR | US HOME CONS ETF | $5.3M | 2.5%Prev: 2.8% | 54,886 SH | Decreased+642 SH |
| JPMORGAN CHASE & CO. | COM | $370K | 0.2%Prev: 0.2% | 1,147 SH | Increased+2 SH |
| META PLATFORMS INC | CL A | $303K | 0.1%Prev: 0.2% | 459 SH | Decreased |
| MICROSOFT CORP | COM | $3.2M | 1.5%Prev: 1.7% | 6,700 SH | Decreased-25 SH |
| NVIDIA CORPORATION | COM | $4.5M | 2.1%Prev: 2.2% | 24,387 SH | Decreased+6 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.6M | 1.2%Prev: 1.3% | 14,470 SH | Decreased+28 SH |
| PARKER-HANNIFIN CORP | COM | $231K | 0.1% | 263 SH | New |
| PRAIRIE OPER CO | COM | $237K | 0.1%Prev: 0.1% | 140,000 SH | Decreased |
| SALESFORCE INC | COM | $2.4M | 1.1%Prev: 1.0% | 9,088 SH | Increased+130 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $4.5M | 2.1% | 101,211 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $4.7M | 2.2% | 86,486 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $12.1M | 5.6%Prev: 5.5% | 25,195 SH | Increased+740 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $11.6M | 5.4% | 129,238 SH | New |
| STELLAR BANCORP INC | COM | $4.7M | 2.2%Prev: 2.5% | 151,926 SH | Decreased-18,970 SH |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $8.8M | 4.1%Prev: 4.0% | 186,692 SH | Increased+8,460 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.1M | 0.5%Prev: 0.5% | 62,901 SH | Increased+2,950 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.1M | 7.5%Prev: 7.8% | 217,991 SH | Decreased-1,103 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $457K | 0.2%Prev: 0.2% | 937 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 1.4%Prev: 1.4% | 4,891 SH | Increased+19 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $877K | 0.4%Prev: 0.4% | 6,107 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $361K | 0.2%Prev: 0.2% | 4,009 SH | Increased |
| VISA INC | COM CL A | $2.7M | 1.3%Prev: 1.3% | 7,710 SH | Increased+31 SH |
| WALMART INC | COM | $2.8M | 1.3%Prev: 1.2% | 24,687 SH | Increased+211 SH |
| WELLS FARGO CO NEW | COM | $2.4M | 1.1%Prev: 1.0% | 25,720 SH | Increased+254 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 |