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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 | $4.0M | 2.2%Prev: 2.5% | 31,799 SH | Increased+2,841 SH |
| ABBVIE INC | COM | $746K | 0.4%Prev: 0.5% | 3,265 SH | Decreased+23 SH |
| ADVANCED MICRO DEVICES INC | COM | $2.3M | 1.3%Prev: 1.1% | 10,705 SH | Increased+497 SH |
| ALLSTATE CORP | COM | $276K | 0.2%Prev: 0.2% | 1,328 SH | Decreased-105 SH |
| ALPHABET INC | CAP STK CL A | $11.9M | 6.6%Prev: 6.5% | 37,875 SH | Increased-3,660 SH |
| ALPHABET INC | CAP STK CL C | $323K | 0.2%Prev: 0.2% | 1,029 SH | Increased |
| AMAZON COM INC | COM | $8.2M | 4.6%Prev: 4.8% | 35,661 SH | Increased+1,924 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $6.4M | 3.6% | 62,790 SH | New |
| APPLE INC | COM | $3.6M | 2.0%Prev: 2.2% | 13,388 SH | Increased+74 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.9M | 2.7%Prev: 2.9% | 9,786 SH | Increased+785 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $8.3M | 4.7% | 250,397 SH | New |
| BROADCOM INC | COM | $786K | 0.4%Prev: 0.5% | 2,272 SH | Increased-19 SH |
| CISCO SYS INC | COM | $346K | 0.2%Prev: 0.2% | 4,494 SH | Increased-9 SH |
| CROWDSTRIKE HLDGS INC | CL A | $3.8M | 2.1%Prev: 2.4% | 8,133 SH | Increased+437 SH |
| DELL TECHNOLOGIES INC | CL C | $2.7M | 1.5%Prev: 1.8% | 21,804 SH | Decreased+2,252 SH |
| EATON CORP PLC | SHS | $2.2M | 1.3% | 7,037 SH | New |
| ELI LILLY & CO | COM | $1.5M | 0.8%Prev: 0.7% | 1,395 SH | Increased+15 SH |
| EMERSON ELEC CO | COM | $295K | 0.2%Prev: 0.2% | 2,223 SH | Increased+9 SH |
| FORTINET INC | COM | $1.5M | 0.9%Prev: 0.9% | 19,171 SH | Increased+2,258 SH |
| GE AEROSPACE | COM NEW | $248K | 0.1%Prev: 0.2% | 805 SH | Increased+1 SH |
| GOLDMAN SACHS GROUP INC | COM | $361K | 0.2%Prev: 0.2% | 411 SH | Increased-10 SH |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $15.5M | 8.6%Prev: 9.3% | 545,177 SH | Increased+5,740 SH |
| HOME DEPOT INC | COM | $233K | 0.1%Prev: 0.2% | 678 SH | Decreased-105 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $447K | 0.2%Prev: 0.3% | 1,509 SH | Increased+7 SH |
| INTUIT | COM | $2.6M | 1.5% | 3,955 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $540K | 0.3%Prev: 0.3% | 879 SH | Increased+226 SH |
| ISHARES TR | CORE DIV GRWTH | $361K | 0.2%Prev: 0.2% | 5,199 SH | Increased+33 SH |
| ISHARES TR | IBONDS DEC 2030 | $2.1M | 1.1%Prev: 1.1% | 93,174 SH | Increased+13,461 SH |
| ISHARES TR | IBONDS DEC 2031 | $417K | 0.2%Prev: 0.3% | 19,711 SH | Decreased-137 SH |
| ISHARES TR | IBONDS DEC 2032 | $323K | 0.2%Prev: 0.2% | 13,989 SH | Increased+185 SH |
| ISHARES TR | IBONDS DEC 2033 | $516K | 0.3%Prev: 0.4% | 21,012 SH | Decreased-1,376 SH |
| ISHARES TR | IBONDS DEC 2034 | $396K | 0.2%Prev: 0.3% | 15,005 SH | Decreased-545 SH |
| ISHARES TR | MSCI USA MIN VOL | $726K | 0.4%Prev: 0.5% | 7,711 SH | Decreased+31 SH |
| ISHARES TR | S&P MC 400GR ETF | $264K | 0.1%Prev: 0.2% | 2,724 SH | Increased+6 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $3.1M | 1.8%Prev: 3.7% | 54,804 SH | Decreased-45,414 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $5.5M | 3.1%Prev: 3.2% | 95,099 SH | Increased+8,648 SH |
| JOHNSON CTLS INTL PLC | SHS | $203K | 0.1%Prev: 1.8% | 1,699 SH | Decreased-24,251 SH |
| JPMORGAN CHASE & CO. | COM | $3.6M | 2.0%Prev: 2.2% | 11,251 SH | Increased+411 SH |
| LAM RESEARCH CORP | COM NEW | $2.0M | 1.1%Prev: 1.2% | 11,432 SH | Increased-2,629 SH |
| MCDONALDS CORP | COM | $220K | 0.1%Prev: 0.1% | 720 SH | Increased+2 SH |
| MCKESSON CORP | COM | $1.2M | 0.7%Prev: 0.8% | 1,506 SH | Increased+2 SH |
| MERCK & CO INC | COM | $450K | 0.3%Prev: 0.2% | 4,275 SH | Increased-79 SH |
| META PLATFORMS INC | CL A | $8.3M | 4.6%Prev: 4.5% | 12,509 SH | Increased+3,094 SH |
| MICRON TECHNOLOGY INC | COM | $2.5M | 1.4%Prev: 1.4% | 8,749 SH | Increased-3,951 SH |
| MICROSOFT CORP | COM | $13.4M | 7.5%Prev: 8.9% | 27,669 SH | Decreased+1,168 SH |
| NATIXIS ETF TRUST II | NATIXIS LOOMIS | $14.5M | 8.1%Prev: 9.0% | 324,961 SH | Increased+11,207 SH |
| NETFLIX INC | COM | $6.5M | 3.6%Prev: 4.2% | 68,836 SH | Decreased+63,395 SH |
| NEXTERA ENERGY INC | COM | $1.7M | 1.0%Prev: 1.0% | 21,376 SH | Increased+1,733 SH |
| NVIDIA CORPORATION | COM | $7.2M | 4.0%Prev: 4.1% | 38,573 SH | Increased+4,647 SH |
| ORACLE CORP | COM | $771K | 0.4%Prev: 0.7% | 3,953 SH | Decreased+134 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $284K | 0.2% | 1,599 SH | New |
| PALO ALTO NETWORKS INC | COM | $3.3M | 1.8%Prev: 2.2% | 17,689 SH | Decreased+1,010 SH |
| PROCTER AND GAMBLE CO | COM | $283K | 0.2%Prev: 0.2% | 1,971 SH | Decreased-20 SH |
| QUALCOMM INC | COM | $2.6M | 1.5%Prev: 1.5% | 15,249 SH | Increased+1,316 SH |
| SALESFORCE INC | COM | $4.2M | 2.3%Prev: 2.6% | 15,693 SH | Increased-1,125 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $322K | 0.2% | 2,000 SH | New |
| TESLA INC | COM | $283K | 0.2%Prev: 0.1% | 629 SH | Increased+165 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $2.7M | 1.5%Prev: 1.4% | 4,673 SH | Increased+258 SH |
| UNITEDHEALTH GROUP INC | COM | $252K | 0.1%Prev: 0.2% | 763 SH | Decreased-83 SH |
| US BANCORP DEL | COM NEW | $378K | 0.2%Prev: 0.2% | 7,075 SH | Increased-351 SH |
| VANECK ETF TRUST | IG FLOATING RATE | $295K | 0.2%Prev: 0.2% | 11,589 SH | Increased+189 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $884K | 0.5%Prev: 0.5% | 2,454 SH | Increased+6 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $307K | 0.2%Prev: 0.2% | 490 SH | Increased+72 SH |
| VISA INC | COM CL A | $2.3M | 1.3%Prev: 1.3% | 6,620 SH | Increased+729 SH |
| WALMART INC | COM | $202K | 0.1%Prev: 0.1% | 1,814 SH | Decreased-298 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 |