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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 | $3.4M | 2.6% | 25,010 SH | New |
| ABBVIE INC | COM | $438K | 0.3%Prev: 0.4% | 2,358 SH | Decreased-919 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.5M | 1.1%Prev: 1.2% | 10,250 SH | Decreased-1,071 SH |
| ALLSTATE CORP | COM | $1.6M | 1.3%Prev: 0.2% | 8,167 SH | Increased+6,659 SH |
| ALPHABET INC | CAP STK CL A | $10.5M | 8.0%Prev: 5.4% | 59,661 SH | Increased+24,385 SH |
| AMAZON COM INC | COM | $11.1M | 8.5%Prev: 4.5% | 50,638 SH | Increased+10,758 SH |
| APPLE INC | COM | $5.4M | 4.1%Prev: 1.8% | 26,306 SH | Increased+13,045 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.1M | 3.2%Prev: 3.0% | 8,514 SH | Decreased-2,957 SH |
| BROADCOM INC | COM | $649K | 0.5%Prev: 0.4% | 2,356 SH | Decreased+24 SH |
| CISCO SYS INC | COM | $311K | 0.2%Prev: 0.2% | 4,487 SH | Decreased-22 SH |
| CROWDSTRIKE HLDGS INC | CL A | $3.8M | 2.9%Prev: 1.5% | 7,455 SH | Increased+111 SH |
| DELL TECHNOLOGIES INC | CL C | $2.3M | 1.8% | 18,998 SH | New |
| ELI LILLY & CO | COM | $1.1M | 0.8%Prev: 1.9% | 1,354 SH | Decreased-2,511 SH |
| EMERSON ELEC CO | COM | $294K | 0.2%Prev: 0.2% | 2,209 SH | Increased-23 SH |
| GE AEROSPACE | COM NEW | $207K | 0.2%Prev: 0.1% | 803 SH | Decreased-2 SH |
| GOLDMAN SACHS GROUP INC | COM | $321K | 0.2%Prev: 0.1% | 453 SH | Increased+129 SH |
| HOME DEPOT INC | COM | $286K | 0.2%Prev: 0.1% | 779 SH | Increased+101 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $440K | 0.3%Prev: 0.2% | 1,492 SH | Increased-28 SH |
| INVESCO QQQ TR | UNIT SER 1 | $369K | 0.3%Prev: 2.6% | 668 SH | Decreased-7,589 SH |
| ISHARES TR | 7-10 YR TRSY BD | $379K | 0.3% | 3,959 SH | New |
| ISHARES TR | CORE DIV GRWTH | $1.2M | 0.9%Prev: 0.2% | 18,298 SH | Increased+13,806 SH |
| ISHARES TR | IBONDS DEC 2030 | $1.8M | 1.4% | 81,716 SH | New |
| ISHARES TR | IBONDS DEC 2031 | $420K | 0.3%Prev: 0.2% | 19,973 SH | Decreased-444 SH |
| ISHARES TR | IBONDS DEC 2032 | $887K | 0.7%Prev: 0.2% | 38,495 SH | Increased+25,019 SH |
| ISHARES TR | IBONDS DEC 2033 | $467K | 0.4%Prev: 0.3% | 19,060 SH | Decreased-4,487 SH |
| ISHARES TR | IBONDS DEC 2034 | $400K | 0.3%Prev: 0.2% | 15,299 SH | Increased+1,396 SH |
| ISHARES TR | MSCI USA MIN VOL | $718K | 0.5%Prev: 0.4% | 7,650 SH | Decreased-94 SH |
| ISHARES TR | S&P MC 400GR ETF | $247K | 0.2%Prev: 0.1% | 2,713 SH | Decreased-14 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.5M | 4.2% | 95,907 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $4.3M | 3.3%Prev: 0.4% | 79,819 SH | Increased+65,747 SH |
| JOHNSON CTLS INTL PLC | SHS | $2.7M | 2.1% | 25,751 SH | New |
| JPMORGAN CHASE & CO. | COM | $3.1M | 2.4% | 10,642 SH | New |
| MCDONALDS CORP | COM | $209K | 0.2%Prev: 0.1% | 714 SH | Decreased-10 SH |
| MCKESSON CORP | COM | $1.1M | 0.8%Prev: 2.7% | 1,488 SH | Decreased-4,367 SH |
| MERCK & CO INC | COM | $343K | 0.3%Prev: 0.4% | 4,339 SH | Decreased-1,608 SH |
| META PLATFORMS INC | CL A | $6.2M | 4.7%Prev: 3.7% | 8,334 SH | Decreased-3,628 SH |
| MICROSOFT CORP | COM | $17.2M | 13.2%Prev: 6.4% | 34,632 SH | Increased+2,437 SH |
| NETFLIX INC | COM | $7.1M | 5.4% | 5,324 SH | New |
| NEXTERA ENERGY INC | COM | $1.2M | 0.9%Prev: 1.2% | 16,909 SH | Decreased-7,324 SH |
| NVIDIA CORPORATION | COM | $5.3M | 4.0%Prev: 4.1% | 33,377 SH | Decreased-10,673 SH |
| ORACLE CORP | COM | $833K | 0.6%Prev: 0.3% | 3,812 SH | Increased-147 SH |
| PALO ALTO NETWORKS INC | COM | $3.2M | 2.5%Prev: 1.8% | 15,813 SH | Decreased-4,976 SH |
| PROCTER AND GAMBLE CO | COM | $302K | 0.2% | 1,893 SH | New |
| QUALCOMM INC | COM | $2.1M | 1.6%Prev: 1.2% | 12,923 SH | Decreased-4,741 SH |
| SALESFORCE INC | COM | $6.6M | 5.0%Prev: 0.2% | 24,223 SH | Increased+22,392 SH |
| T-MOBILE US INC | COM | $1.9M | 1.4% | 7,787 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $1.7M | 1.3%Prev: 1.3% | 4,191 SH | Decreased-626 SH |
| TRANSOCEAN LTD | REGISTERED SHS | $26K | 0.0% | 10,000 SH | New |
| UNITEDHEALTH GROUP INC | COM | $2.0M | 1.5%Prev: 0.1% | 6,379 SH | Increased+5,562 SH |
| US BANCORP DEL | COM NEW | $344K | 0.3% | 7,596 SH | New |
| VANECK ETF TRUST | IG FLOATING RATE | $287K | 0.2%Prev: 0.2% | 11,256 SH | Decreased-415 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $686K | 0.5%Prev: 0.5% | 2,460 SH | Decreased+72 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $238K | 0.2%Prev: 0.1% | 418 SH | Decreased-21 SH |
| VISA INC | COM CL A | $1.7M | 1.3% | 4,906 SH | New |
| WALMART INC | COM | $206K | 0.2%Prev: 0.1% | 2,108 SH | Decreased+291 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 |