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CIK 0002066105 • 8 13F filings • May 28, 2025 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| AGNC INVT CORP | COM | $1.7M | 1.5%Prev: 0.9% | 156,548 SH | Increased+47,959 SH |
| AMAZON COM INC | COM | $446K | 0.4%Prev: 0.3% | 1,871 SH | Increased+564 SH |
| APPLE INC | COM | $418K | 0.4%Prev: 2.3% | 1,445 SH | Decreased-24,762 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $16.0M | 14.4%Prev: 10.2% | 235,866 SH | Increased+25,786 SH |
| COLUMBIA ETF TR II | EM CORE EX ETF | $7.2M | 6.4% | 135,401 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $256K | 0.2% | 274 SH | New |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $300K | 0.3%Prev: 0.3% | 4,972 SH | Decreased-2,037 SH |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $4.2M | 3.8% | 79,495 SH | New |
| INTEL CORP | COM | $353K | 0.3% | 2,530 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | $1.2M | 1.1% | 9,281 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.7M | 2.4%Prev: 0.7% | 3,670 SH | Increased-19,434 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $499K | 0.4% | 15,004 SH | New |
| ISHARES TR | MRGSTR MD CP ETF | $14.5M | 13.0% | 149,902 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $444K | 0.4%Prev: 0.9% | 3,576 SH | Decreased+1,289 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | $1.7M | 1.5% | 25,888 SH | New |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $1.9M | 1.7% | 23,946 SH | New |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $217K | 0.2%Prev: 0.7% | 5,341 SH | Decreased-34,313 SH |
| MICROSOFT CORP | COM | $552K | 0.5%Prev: 1.6% | 1,480 SH | Decreased-33,774 SH |
| NVIDIA CORPORATION | COM | $595K | 0.5% | 2,976 SH | New |
| PIMCO ETF TR | INTER MUN BD ACT | $1.4M | 1.3% | 26,460 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $2.9M | 2.6% | 15,022 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $221K | 0.2% | 1,295 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $394K | 0.4% | 7,614 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $8.5M | 7.7% | 169,276 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $16.5M | 14.9% | 188,087 SH | New |
| SPDR SERIES TRUST | ST STR P500GRW | $25.3M | 22.8% | 212,893 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $236K | 0.2% | 3,876 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $692K | 0.6% | 927 SH | New |
| 13F-HR |
| 0001667731-25-000671 |
| $178.9M |
| View |
| Oct 14, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000068 | $121.6M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000676 | $111.3M | View |
| Sep 24, 2025 | Q2 2025 | 13F-HR | 0002085853-25-000006 | $112.5M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000482 | $189.0M | View |
| Jun 11, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000680 | $105.0M | View |