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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 | $405K | 0.2%Prev: 0.1% | 1,412 SH | Increased-137 SH |
| AMAZON COM INC | COM | $276K | 0.1%Prev: 0.2% | 1,325 SH | Decreased-346 SH |
| AMERICAN EXPRESS CO | COM | $2.7M | 1.3%Prev: 1.4% | 8,942 SH | Increased-350 SH |
| APPLE INC | COM | $3.7M | 1.8%Prev: 1.8% | 14,659 SH | Increased-388 SH |
| BROADCOM INC | COM | $1.5M | 0.7%Prev: 0.5% | 4,726 SH | Increased-624 SH |
| CHEVRON CORPORATION | COM | $243K | 0.1% | 1,175 SH | New |
| DBX ETF TR | XTRACK MUN INFRA | $1.1M | 0.5%Prev: 0.5% | 43,903 SH | Increased+5,826 SH |
| EXXON MOBIL CORP | COM | $2.6M | 1.3%Prev: 0.8% | 15,279 SH | Increased+2,915 SH |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $6.2M | 3.1%Prev: 3.2% | 88,810 SH | Increased-2,325 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $11.7M | 5.7%Prev: 5.7% | 338,723 SH | Increased-7,372 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $25.4M | 12.4%Prev: 12.2% | 480,320 SH | Increased+2,751 SH |
| GE AEROSPACE | COM NEW | $3.4M | 1.6%Prev: 1.4% | 11,886 SH | Increased-1,176 SH |
| GE VERNOVA INC | COM | $986K | 0.5%Prev: 0.2% | 1,129 SH | Increased-288 SH |
| HANCOCK WHITNEY CORPORATION | COM | $690K | 0.3%Prev: 0.3% | 10,849 SH | Increased+322 SH |
| HOME DEPOT INC | COM | $712K | 0.3%Prev: 0.1% | 2,166 SH | Increased+1,434 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $12.1M | 5.9%Prev: 5.8% | 221,430 SH | Increased-124 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.0M | 0.5%Prev: 0.5% | 43,383 SH | Increased+6,114 SH |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $1.1M | 0.5%Prev: 0.5% | 46,427 SH | Increased+6,278 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $596K | 0.3%Prev: 0.3% | 10,920 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $355K | 0.2%Prev: 0.2% | 615 SH | Increased-69 SH |
| ISHARES INC | JP MRGN EM HI BD | $2.0M | 1.0%Prev: 1.1% | 50,864 SH | Increased-1,324 SH |
| ISHARES TR | 0-5YR HI YL CP | $227K | 0.1%Prev: 0.1% | 5,372 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $12.7M | 6.2%Prev: 8.0% | 19,505 SH | Decreased-6,287 SH |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 0.6%Prev: 0.7% | 12,595 SH | Increased |
| ISHARES TR | FALN ANGLS USD | $1.9M | 0.9%Prev: 1.1% | 71,979 SH | Decreased-1,128 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.1M | 1.0%Prev: 1.2% | 26,691 SH | Decreased-592 SH |
| ISHARES TR | ISHARES SEMICDTR | $247K | 0.1% | 753 SH | New |
| ISHARES TR | ISHS 5-10YR INVT | $555K | 0.3%Prev: 0.3% | 10,434 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $474K | 0.2%Prev: 0.3% | 4,466 SH | Increased+153 SH |
| ISHARES TR | PFD AND INCM SEC | $2.1M | 1.0%Prev: 1.2% | 70,619 SH | Decreased-1,266 SH |
| ISHARES TR | SELECT DIVID ETF | $5.9M | 2.9%Prev: 3.0% | 38,931 SH | Increased-982 SH |
| ISHARES TR | US AER DEF ETF | $7.4M | 3.6%Prev: 3.1% | 34,018 SH | Increased-2,372 SH |
| ISHARES TR | US HOME CONS ETF | $4.8M | 2.3%Prev: 2.6% | 52,578 SH | Decreased+2,390 SH |
| JPMORGAN CHASE & CO | COM | $338K | 0.2% | 1,149 SH | New |
| META PLATFORMS INC | CL A | $263K | 0.1%Prev: 0.2% | 460 SH | Decreased-126 SH |
| MICROSOFT CORP | COM | $2.4M | 1.2%Prev: 1.4% | 6,477 SH | Decreased-307 SH |
| NVIDIA CORPORATION | COM | $4.1M | 2.0%Prev: 1.4% | 23,758 SH | Increased-198 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.0M | 1.0% | 13,781 SH | New |
| PARKER-HANNIFIN CORP | COM | $235K | 0.1% | 263 SH | New |
| PRAIRIE OPER CO | COM | $284K | 0.1% | 140,000 SH | New |
| SALESFORCE INC | COM | $1.6M | 0.8%Prev: 1.2% | 8,619 SH | Decreased+729 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $5.9M | 2.9% | 96,020 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $4.1M | 2.0% | 82,453 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $11.4M | 5.6% | 123,215 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $11.2M | 5.5% | 24,166 SH | New |
| STELLAR BANCORP INC | COM | $5.6M | 2.7%Prev: 3.0% | 151,926 SH | Increased-43,962 SH |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $8.5M | 4.1%Prev: 3.8% | 182,523 SH | Increased+30,301 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.1M | 0.5%Prev: 0.5% | 61,402 SH | Increased+8,189 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.5M | 7.6%Prev: 8.7% | 210,529 SH | Decreased-4,524 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $409K | 0.2%Prev: 0.2% | 937 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.9M | 1.4%Prev: 1.4% | 4,902 SH | Increased+27 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $905K | 0.4%Prev: 0.5% | 6,108 SH | Decreased-1,376 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $378K | 0.2%Prev: 0.2% | 4,009 SH | Increased |
| VISA INC | COM CL A | $2.2M | 1.1%Prev: 1.5% | 7,327 SH | Decreased-351 SH |
| WALMART INC | COM | $2.9M | 1.4%Prev: 1.1% | 23,640 SH | Increased+877 SH |
| WELLS FARGO & CO | COM | $2.0M | 1.0% | 24,552 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 |