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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 | $499K | 0.2%Prev: 0.1% | 1,412 SH | Increased-137 SH |
| AMAZON COM INC | COM | $312K | 0.1%Prev: 0.2% | 1,311 SH | Decreased-360 SH |
| AMERICAN EXPRESS CO | COM | $3.0M | 1.4%Prev: 1.5% | 8,952 SH | Increased-349 SH |
| APPLE INC | COM | $4.2M | 2.0%Prev: 1.6% | 14,558 SH | Increased-499 SH |
| APPLIED MATLS INC | COM | $2.9M | 1.3% | 3,979 SH | New |
| BROADCOM INC | COM | $1.7M | 0.8%Prev: 0.7% | 4,410 SH | Increased-650 SH |
| CATERPILLAR INC | COM | $2.4M | 1.1% | 2,211 SH | New |
| CISCO SYS INC | COM | $1.8M | 0.9% | 15,626 SH | New |
| DBX ETF TR | XTRACK MUN INFRA | $1.1M | 0.5%Prev: 0.5% | 43,997 SH | Increased+4,920 SH |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $4.8M | 2.2% | 28,970 SH | New |
| EXXON MOBIL CORP | COM | $1.8M | 0.8%Prev: 0.7% | 13,376 SH | Increased+1,092 SH |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $11.8M | 5.5% | 114,078 SH | New |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | $6.7M | 3.1%Prev: 3.2% | 91,195 SH | Increased-501 SH |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $6.3M | 2.9% | 172,105 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $27.5M | 12.7%Prev: 12.5% | 488,824 SH | Increased+9,333 SH |
| GE AEROSPACE | COM NEW | $4.4M | 2.0%Prev: 1.7% | 11,771 SH | Increased-1,250 SH |
| GE VERNOVA INC | COM | $1.3M | 0.6%Prev: 0.4% | 1,069 SH | Increased-348 SH |
| HANCOCK WHITNEY CORPORATION | COM | $816K | 0.4%Prev: 0.3% | 10,925 SH | Increased+311 SH |
| HOME DEPOT INC | COM | $768K | 0.4%Prev: 0.1% | 2,177 SH | Increased+1,475 SH |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $1.1M | 0.5%Prev: 0.5% | 43,481 SH | Increased+4,077 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $6.5M | 3.0% | 21,473 SH | New |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $1.1M | 0.5%Prev: 0.5% | 46,531 SH | Increased+4,277 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $669K | 0.3%Prev: 0.3% | 10,920 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $453K | 0.2%Prev: 0.2% | 615 SH | Increased |
| ISHARES INC | JP MRGN EM HI BD | $2.1M | 1.0%Prev: 1.1% | 52,504 SH | Increased+2 SH |
| ISHARES TR | 0-5YR HI YL CP | $287K | 0.1%Prev: 0.1% | 6,767 SH | Increased+1,395 SH |
| ISHARES TR | CORE S&P500 ETF | $12.9M | 6.0%Prev: 6.8% | 17,263 SH | Decreased-3,955 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 | 0.9%Prev: 1.0% | 75,197 SH | Increased+1,444 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.2M | 1.0%Prev: 1.2% | 27,956 SH | Increased+508 SH |
| ISHARES TR | ISHARES SEMICDTR | $482K | 0.2% | 753 SH | New |
| ISHARES TR | ISHS 5-10YR INVT | $555K | 0.3%Prev: 0.3% | 10,434 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $464K | 0.2%Prev: 0.2% | 4,313 SH | Increased |
| ISHARES TR | PFD AND INCM SEC | $2.2M | 1.0%Prev: 1.2% | 72,989 SH | Increased+554 SH |
| ISHARES TR | S&P 500 VAL ETF | $211K | 0.1% | 930 SH | New |
| ISHARES TR | SELECT DIVID ETF | $6.1M | 2.8%Prev: 2.8% | 39,099 SH | Increased-1,173 SH |
| ISHARES TR | US AER DEF ETF | $8.2M | 3.8%Prev: 3.6% | 33,667 SH | Increased-2,586 SH |
| JPMORGAN CHASE & CO | COM | $377K | 0.2% | 1,152 SH | New |
| META PLATFORMS INC | CL A | $259K | 0.1%Prev: 0.2% | 460 SH | Decreased-126 SH |
| MICROSOFT CORP | COM | $2.4M | 1.1%Prev: 1.7% | 6,520 SH | Decreased-227 SH |
| NVIDIA CORPORATION | COM | $4.5M | 2.1%Prev: 2.0% | 22,399 SH | Increased-1,975 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.6M | 0.8%Prev: 1.0% | 14,042 SH | Decreased-411 SH |
| PARKER-HANNIFIN CORP | COM | $257K | 0.1% | 263 SH | New |
| PRAIRIE OPER CO | COM | $101K | 0.0% | 140,000 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $4.9M | 2.3% | 92,091 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $229K | 0.1% | 1,204 SH | New |
| SPDR SERIES TRUST | ST STR CONV ETF | $3.1M | 1.4% | 28,928 SH | New |
| SPDR SERIES TRUST | ST STR NUVEE ETF | $1.1M | 0.5% | 23,220 SH | New |
| SPDR SERIES TRUST | ST STR SP METAL | $6.9M | 3.2% | 64,865 SH | New |
| SPDR SERIES TRUST | ST STR SP SEMI | $4.7M | 2.2% | 7,506 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $12.7M | 5.9% | 24,377 SH | New |
| STELLAR BANCORP INC | COM | $6.0M | 2.8%Prev: 2.8% | 151,926 SH | Increased-43,962 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $220K | 0.1% | 460 SH | New |
| VANECK ETF TRUST | INTRMDT MUNI ETF | $8.7M | 4.0%Prev: 3.7% | 184,357 SH | Increased+28,345 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.1M | 0.5%Prev: 0.5% | 61,535 SH | Increased+6,907 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $15.9M | 7.4%Prev: 8.2% | 216,748 SH | Increased+1,326 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $484K | 0.2%Prev: 0.2% | 5,623 SH | Increased+4,686 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.4M | 1.6%Prev: 1.4% | 4,912 SH | Increased+40 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $965K | 0.4%Prev: 0.4% | 6,108 SH | Increased+1 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $394K | 0.2%Prev: 0.2% | 4,009 SH | Increased |
| VISA INC | COM CL A | $2.5M | 1.2%Prev: 1.4% | 7,396 SH | Decreased-260 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 |