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CIK 0002011751 • 6 13F filings • Apr 28, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $373K | 0.1%Prev: 0.1% | 1,189 SH | Increased+64 SH |
| AMAZON COM INC | COM | $3.7M | 0.8%Prev: 0.7% | 16,002 SH | Increased+3,192 SH |
| APPLE INC | COM | $3.7M | 0.8%Prev: 1.2% | 13,758 SH | Decreased-5,922 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $216K | 0.0%Prev: 0.1% | 430 SH | Decreased-74 SH |
| COSTCO WHSL CORP NEW | COM | $888K | 0.2%Prev: 0.2% | 1,030 SH | Decreased+1 SH |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | $356K | 0.1%Prev: 0.1% | 8,461 SH | Increased |
| ELI LILLY & CO | COM | $609K | 0.1%Prev: 0.1% | 567 SH | Increased+1 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $1.0M | 0.2%Prev: 0.5% | 13,255 SH | Decreased-7,926 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.1M | 0.5%Prev: 0.5% | 41,368 SH | Decreased+5,854 SH |
| ISHARES TR | CORE S&P500 ETF | $315.5M | 70.9%Prev: 71.6% | 460,626 SH | Increased-2,350 SH |
| ISHARES TR | CORE US AGGBD ET | $352K | 0.1%Prev: 0.1% | 3,521 SH | Increased+46 SH |
| ISHARES TR | MSCI ACWI ETF | $260K | 0.1%Prev: 0.1% | 1,837 SH | Increased+16 SH |
| META PLATFORMS INC | CL A | $2.2M | 0.5%Prev: 0.7% | 3,274 SH | Decreased-898 SH |
| MICRON TECHNOLOGY INC | COM | $253K | 0.1% | 888 SH | New |
| MICROSOFT CORP | COM | $3.9M | 0.9%Prev: 0.8% | 8,044 SH | Increased+1,568 SH |
| NVIDIA CORPORATION | COM | $434K | 0.1%Prev: 0.8% | 2,327 SH | Decreased-16,857 SH |
| PIMCO ETF TR | MULTISECTOR BD | $92.3M | 20.7%Prev: 21.1% | 3,459,393 SH | Increased+65,718 SH |
| PROSHARES TR | ULTRPRO S&P500 | $377K | 0.1%Prev: 0.1% | 3,258 SH | Increased+722 SH |
| ROBINHOOD MKTS INC | COM CL A | $207K | 0.0%Prev: 0.1% | 1,829 SH | Decreased+110 SH |
| ROCKET LAB CORP | COM | $354K | 0.1%Prev: 0.1% | 5,073 SH | Increased+169 SH |
| RTX CORPORATION | COM | $1.3M | 0.3%Prev: 0.3% | 7,003 SH | Increased-37 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $10.4M | 2.3% | 72,478 SH | New |
| SPDR GOLD TR | GOLD SHS | $317K | 0.1%Prev: 0.1% | 800 SH | Decreased-162 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.6M | 0.6%Prev: 0.6% | 3,803 SH | Increased+8 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $272K | 0.1%Prev: 0.1% | 894 SH | Increased+50 SH |
| TESLA INC | COM | $666K | 0.1%Prev: 0.2% | 1,482 SH | Increased+10 SH |
| TEXAS INSTRS INC | COM | $271K | 0.1%Prev: 0.1% | 1,564 SH | Decreased+14 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $202K | 0.0% | 562 SH | New |
| 13F-HR |
| 0002011751-26-000009 |
| $735.9M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0002011751-25-000008 | $409.0M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002011751-26-000006 | $301.5M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0002011751-25-000006 | $648.7M | View |