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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 | $274K | 0.1% | 1,125 SH | New |
| AMAZON COM INC | COM | $2.8M | 0.7% | 12,810 SH | New |
| APPLE INC | COM | $5.0M | 1.2% | 19,680 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $254K | 0.1% | 504 SH | New |
| COINBASE GLOBAL INC | COM CL A | $214K | 0.0% | 633 SH | New |
| COSTCO WHSL CORP NEW | COM | $952K | 0.2% | 1,029 SH | New |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | $295K | 0.1% | 8,461 SH | New |
| ELI LILLY & CO | COM | $432K | 0.1% | 566 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $2.1M | 0.5% | 21,181 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $2.3M | 0.5%Prev: 0.2% | 35,514 SH | Increased+723 SH |
| ISHARES TR | CORE S&P500 ETF | $309.9M | 71.6% | 462,976 SH | New |
| ISHARES TR | CORE US AGGBD ET | $348K | 0.1% | 3,475 SH | New |
| ISHARES TR | MSCI ACWI ETF | $252K | 0.1% | 1,821 SH | New |
| META PLATFORMS INC | CL A | $3.1M | 0.7% | 4,172 SH | New |
| MICROSOFT CORP | COM | $3.4M | 0.8% | 6,476 SH | New |
| NVIDIA CORPORATION | COM | $3.6M | 0.8% | 19,184 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $91.1M | 21.1% | 3,393,675 SH | New |
| PROSHARES TR | ULTRPRO S&P500 | $283K | 0.1% | 2,536 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $246K | 0.1% | 1,719 SH | New |
| ROCKET LAB CORP | COM | $235K | 0.1% | 4,904 SH | New |
| RTX CORPORATION | COM | $1.2M | 0.3% | 7,040 SH | New |
| SPDR GOLD TR | GOLD SHS | $342K | 0.1% | 962 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.5M | 0.6% | 3,795 SH | New |
| STRATEGY INC | CL A NEW | $361K | 0.1% | 1,121 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $236K | 0.1% | 844 SH | New |
| TESLA INC | COM | $654K | 0.2% | 1,472 SH | New |
| TEXAS INSTRS INC | COM | $285K | 0.1% | 1,550 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 |