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CIK 0002025409 • 6 13F filings • May 1, 2025 – Jul 15, 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 | $807K | 0.6% | 6,083 SH | |
| ABBVIE INC | COM | $510K | 0.4% | 2,435 SH | |
| ADVANCED MICRO DEVICES INC | COM | $1.0M | 0.7% | 9,943 SH | |
| ALLSTATE CORP | COM | $1.6M | 1.1% | 7,761 SH | |
| ALPHABET INC | CAP STK CL A | $10.4M | 7.3% | 67,495 SH | |
| AMAZON COM INC | COM | $10.8M | 7.5% | 56,692 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $12.6M | 8.8% | 144,109 SH | |
| APPLE INC | COM | $10.7M | 7.4% | 48,030 SH | |
| APPLIED MATLS INC | COM | $2.9M | 2.0% | 19,836 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.4M | 3.1% | 8,306 SH | |
| BROADCOM INC | COM | $433K | 0.3% | 2,584 SH | |
| CATERPILLAR INC | COM | $2.1M | 1.4% | 6,262 SH | |
| CISCO SYS INC | COM | $272K | 0.2% | 4,415 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $2.6M | 1.8% | 7,435 SH | |
| DELL TECHNOLOGIES INC | CL C | $1.7M | 1.2% | 18,405 SH | |
| ELI LILLY & CO | COM | $1.1M | 0.8% | 1,340 SH | |
| EMERSON ELEC CO | COM | $277K | 0.2% | 2,529 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $272K | 0.2% | 5,474 SH | |
| GOLDMAN SACHS ETF TR | S&P 500 CORE PRE | $11.3M | 7.9% | 242,370 SH | |
| GOLDMAN SACHS GROUP INC | COM | $2.1M | 1.5% | 3,911 SH | |
| HOME DEPOT INC | COM | $279K | 0.2% | 761 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $366K | 0.3% | 1,472 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $362K | 0.3% | 771 SH | |
| ISHARES TR | CORE DIV GRWTH | $1.2M | 0.8% | 18,995 SH | |
| ISHARES TR | IBONDS DEC 2030 | $1.6M | 1.1% | 71,768 SH | |
| ISHARES TR | IBONDS DEC 2031 | $446K | 0.3% | 21,494 SH | |
| ISHARES TR | IBONDS DEC 2032 | $867K | 0.6% | 37,857 SH | |
| ISHARES TR | IBONDS DEC 2033 | $440K | 0.3% | 18,028 SH | |
| ISHARES TR | IBONDS DEC 2034 | $400K | 0.3% | 15,523 SH | |
| ISHARES TR | MSCI USA MIN VOL | $714K | 0.5% | 7,623 SH | |
| ISHARES TR | S&P MC 400GR ETF | $226K | 0.2% | 2,709 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.1M | 3.6% | 89,503 SH | |
| JOHNSON CTLS INTL PLC | SHS | $2.0M | 1.4% | 24,463 SH | |
| JPMORGAN CHASE & CO. | COM | $2.6M | 1.8% | 10,676 SH | |
| LAM RESEARCH CORP | COM NEW | $1.8M | 1.3% | 25,045 SH | |
| MCDONALDS CORP | COM | $224K | 0.2% | 716 SH | |
| MCKESSON CORP | COM | $999K | 0.7% | 1,484 SH | |
| MERCK & CO INC | COM | $399K | 0.3% | 4,448 SH | |
| META PLATFORMS INC | CL A | $4.7M | 3.3% | 8,151 SH | |
| MICROSOFT CORP | COM | $15.1M | 10.5% | 40,184 SH | |
| NETFLIX INC | COM | $4.9M | 3.4% | 5,297 SH | |
| NVIDIA CORPORATION | COM | $2.3M | 1.6% | 20,768 SH | |
| ORACLE CORP | COM | $528K | 0.4% | 3,775 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $3.4M | 2.4% | 40,199 SH | |
| PALO ALTO NETWORKS INC | COM | $2.6M | 1.8% | 15,325 SH | |
| PROGRESSIVE CORP | COM | $203K | 0.1% | 717 SH | |
| REGENERON PHARMACEUTICALS | COM | $2.0M | 1.4% | 3,206 SH | |
| SALESFORCE INC | COM | $5.8M | 4.0% | 21,458 SH | |
| TRANSOCEAN LTD | REGISTERED SHS | $32K | 0.0% | 10,000 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.7M | 1.9% | 5,138 SH | |
| US BANCORP DEL | COM NEW | $316K | 0.2% | 7,474 SH | |
| VANECK ETF TRUST | IG FLOATING RATE | $284K | 0.2% | 11,115 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $544K | 0.4% | 2,572 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $267K | 0.2% | 519 SH |
| Q3 2025 |
| 13F-HR |
| 0002025409-25-000002 |
| $154.9M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0002025409-26-000006 | $200.6M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001221073-25-000071 | $130.9M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002025409-26-000002 | $186.1M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001221073-25-000044 | $143.5M | View |