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CIK 0002046157 • 7 13F filings • Apr 16, 2025 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $554K | 0.2% | 4,179 SH | |
| ABBVIE INC | COM | $499K | 0.1% | 2,380 SH | |
| AFLAC INC | COM | $374K | 0.1% | 3,368 SH | |
| ALPHABET INC | CAP STK CL A | $627K | 0.2% | 4,052 SH | |
| ALPHABET INC | CAP STK CL C | $557K | 0.2% | 3,564 SH | |
| ALTRIA GROUP INC | COM | $339K | 0.1% | 5,652 SH | |
| AMAZON COM INC | COM | $837K | 0.2% | 4,399 SH | |
| AMERICAN EXPRESS CO | COM | $270K | 0.1% | 1,005 SH | |
| APPLE INC | COM | $6.1M | 1.7% | 27,321 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $585K | 0.2% | 1,916 SH | |
| BANK AMERICA CORP | COM | $202K | 0.1% | 4,833 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $798K | 0.2% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $794K | 0.2% | 1,491 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $8.8M | 2.4% | 167,275 SH | |
| BROADCOM INC | COM | $223K | 0.1% | 1,332 SH | |
| CANADIAN PACIFIC KANSAS CITY | COM | $249K | 0.1% | 3,548 SH | |
| CAPITAL ONE FINL CORP | COM | $219K | 0.1% | 1,224 SH | |
| CISCO SYS INC | COM | $390K | 0.1% | 6,321 SH | |
| COCA COLA CO | COM | $541K | 0.2% | 7,551 SH | |
| COSTCO WHSL CORP NEW | COM | $218K | 0.1% | 230 SH | |
| DOMINION ENERGY INC | COM | $201K | 0.1% | 3,590 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $249K | 0.1% | 2,041 SH | |
| ELEVANCE HEALTH INC | COM | $745K | 0.2% | 1,712 SH | |
| ELI LILLY & CO | COM | $17.7M | 4.9% | 21,399 SH | |
| EXXON MOBIL CORP | COM | $1.2M | 0.3% | 9,673 SH | |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $212K | 0.1% | 1,323 SH | |
| FIRST NATL CORP | COM | $246K | 0.1% | 10,941 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $3.4M | 0.9% | 77,337 SH | |
| GLOBAL X FDS | S&P 500 CATHOLIC | $320K | 0.1% | 4,741 SH | |
| HOME DEPOT INC | COM | $835K | 0.2% | 2,279 SH | |
| HONEYWELL INTL INC | COM | $238K | 0.1% | 1,123 SH | |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | $4.9M | 1.4% | 227,546 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $248K | 0.1% | 529 SH | |
| ISHARES INC | CORE MSCI EMKT | $2.0M | 0.5% | 36,368 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $784K | 0.2% | 7,783 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $797K | 0.2% | 9,632 SH | |
| ISHARES TR | CORE S&P MCP ETF | $5.1M | 1.4% | 87,127 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.3M | 0.6% | 22,059 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.6M | 0.4% | 2,776 SH | |
| ISHARES TR | GLOBAL FINLS ETF | $1.5M | 0.4% | 14,973 SH | |
| ISHARES TR | MSCI EAFE ETF | $3.9M | 1.1% | 48,171 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.2M | 0.3% | 28,600 SH | |
| ISHARES TR | NATIONAL MUN ETF | $2.2M | 0.6% | 20,440 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.3M | 0.6% | 11,366 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $11.0M | 3.1% | 118,064 SH | |
| ISHARES TR | S&P 500 VAL ETF | $5.4M | 1.5% | 28,198 SH | |
| ISHARES TR | S&P MC 400GR ETF | $2.6M | 0.7% | 31,601 SH | |
| ISHARES TR | S&P MC 400VL ETF | $1.9M | 0.5% | 16,078 SH | |
| ISHARES TR | S&P SML 600 GWT | $1.2M | 0.3% | 9,357 SH | |
| ISHARES TR | SELECT DIVID ETF | $201K | 0.1% | 1,497 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $5.9M | 1.7% | 56,211 SH | |
| ISHARES TR | SP SMCP600VL ETF | $436K | 0.1% | 4,470 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $2.1M | 0.6% | 40,907 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.3% | 6,886 SH | |
| JPMORGAN CHASE & CO. | COM | $589K | 0.2% | 2,402 SH | |
| MARATHON PETE CORP | COM | $830K | 0.2% | 5,697 SH | |
| MARKEL GROUP INC | COM | $361K | 0.1% | 193 SH | |
| MERCK & CO INC | COM | $302K | 0.1% | 3,366 SH | |
| MICROSOFT CORP | COM | $5.1M | 1.4% | 13,688 SH | |
| NETFLIX INC | COM | $216K | 0.1% | 232 SH | |
| NEXTERA ENERGY INC | COM | $224K | 0.1% | 3,153 SH | |
| NORFOLK SOUTHN CORP | COM | $1.1M | 0.3% | 4,449 SH | |
| NORTHROP GRUMMAN CORP | COM | $227K | 0.1% | 443 SH | |
| NVIDIA CORPORATION | COM | $931K | 0.3% | 8,586 SH | |
| ORACLE CORP | COM | $238K | 0.1% | 1,699 SH | |
| PHILIP MORRIS INTL INC | COM | $507K | 0.1% | 3,191 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $1.0M | 0.3% | 20,035 SH | |
| PROCTER AND GAMBLE CO | COM | $1.4M | 0.4% | 8,337 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $780K | 0.2% | 8,090 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $527K | 0.1% | 5,636 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.8M | 0.5% | 35,839 SH | |
| SELECT SECTOR SPDR TR | INDL | $1.3M | 0.4% | 9,744 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $2.0M | 0.6% | 10,047 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $843K | 0.2% | 10,317 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $2.1M | 0.6% | 14,197 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $8.2M | 2.3% | 39,648 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.2M | 0.6% | 3,896 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $415K | 0.1% | 778 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $21.8M | 6.1% | 237,774 SH | |
| SPDR SER TR | PORTFLI INTRMDIT | $1.1M | 0.3% | 39,015 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $1.2M | 0.3% | 15,495 SH | |
| SPDR SER TR | S&P DIVID ETF | $4.6M | 1.3% | 33,900 SH | |
| SYSCO CORP | COM | $201K | 0.1% | 2,675 SH | |
| TESLA INC | COM | $1.0M | 0.3% | 4,030 SH | |
| TEXAS INSTRS INC | COM | $217K | 0.1% | 1,207 SH | |
| TIMOTHY PLAN | US LRGMD CP CORE | $317K | 0.1% | 7,459 SH | |
| TRUIST FINL CORP | COM | $337K | 0.1% | 8,198 SH | |
| UNITEDHEALTH GROUP INC | COM | $200K | 0.1% | 382 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $228K | 0.1% | 2,364 SH | |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $10.3M | 2.9% | 206,326 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $16.7M | 4.6% | 44,991 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $10.7M | 3.0% | 41,633 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.7M | 0.8% | 11,115 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.7M | 0.8% | 17,124 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $4.5M | 1.2% | 17,309 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 0.4% | 14,734 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.1M | 1.7% | 11,962 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.1M | 0.3% | 5,793 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 0.5% | 8,581 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.1M | 0.3% | 4,361 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $7.1M | 2.0% | 41,281 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.8M | 1.9% | 149,425 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.8M | 0.5% | 36,396 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $10.6M | 2.9% | 177,740 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.6M | 0.7% | 43,533 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $344K | 0.1% | 1,775 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $29.1M | 8.1% | 572,317 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $7.1M | 2.0% | 55,316 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $4.2M | 1.2% | 28,284 SH | |
| VANGUARD WORLD FD | CONSUM DIS ETF | $6.8M | 1.9% | 20,995 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $3.0M | 0.8% | 13,881 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $2.6M | 0.7% | 19,933 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $7.0M | 2.0% | 58,995 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $6.5M | 1.8% | 24,496 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $5.9M | 1.6% | 23,733 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $13.2M | 3.7% | 24,408 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $1.2M | 0.3% | 6,421 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $1.3M | 0.4% | 7,885 SH | |
| VISA INC | COM CL A | $1.1M | 0.3% | 3,274 SH | |
| WISDOMTREE TR | US AI ENHANCED | $2.7M | 0.8% | 24,861 SH | |
| WISDOMTREE TR | US MIDCAP DIVID | $3.1M | 0.9% | 62,115 SH | |
| WISDOMTREE TR | US SMALLCAP DIVD | $2.2M | 0.6% | 68,130 SH |
| 13F-HR |
| 0002046157-25-000007 |
| $425.5M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002046157-26-000003 | $500.9M | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0002046157-25-000005 | $398.5M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002046157-26-000002 | $439.9M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0002046157-25-000003 | $358.9M | View |