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CIK 0001849618 • 7 13F filings • Apr 21, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.5M | 1.8%Prev: 1.8% | 8,090 SH | Decreased-900 SH |
| AMERICAN EXPRESS CO | COM | $3.5M | 2.5% | 9,545 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $9.8M | 6.9% | 243,980 SH | New |
| CARPENTER TECHNOLOGY CORP | COM | $3.9M | 2.7%Prev: 2.0% | 12,406 SH | Increased+3,735 SH |
| ENCOMPASS HEALTH CORP | COM | $2.2M | 1.5% | 20,652 SH | New |
| ESTABLISHMENT LABS HLDGS INC | COM | $3.3M | 2.3%Prev: 1.1% | 45,490 SH | Increased+16,208 SH |
| EXXON MOBIL CORP | COM | $2.0M | 1.4% | 16,655 SH | New |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | $1.9M | 1.3% | 24,027 SH | New |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $6.1M | 4.3%Prev: 3.7% | 61,920 SH | Decreased+830 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $8.2M | 5.7%Prev: 5.3% | 117,319 SH | Decreased+459 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $619K | 0.4%Prev: 22.2% | 10,323 SH | Decreased-632,131 SH |
| FIRST TR EXCHNG TRADED FD VI | SECURITIZED PLUS | $9.2M | 6.4% | 425,437 SH | New |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | $688K | 0.5% | 13,022 SH | New |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $690K | 0.5%Prev: 0.5% | 13,071 SH | Decreased-1,163 SH |
| HUNTINGTON INGALLS INDS INC | COM | $2.7M | 1.9% | 7,829 SH | New |
| INVESCO ACTIVELY MANAGED EXC | QQQ INCOME ADVAN | $689K | 0.5% | 13,004 SH | New |
| ISHARES TR | CORE S&P500 ETF | $504K | 0.4%Prev: 0.3% | 736 SH | Decreased-34 SH |
| ISHARES TR | DOW JONES US ETF | $288K | 0.2%Prev: 0.2% | 1,738 SH | Decreased |
| ISHARES TR | MSCI USA QLT FCT | $9.9M | 7.0% | 50,041 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $8.1M | 5.6%Prev: 2.8% | 32,749 SH | Increased+15,098 SH |
| ISHARES U S ETF TR | SHORT DURATION B | $272K | 0.2% | 5,323 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $8.8M | 6.2%Prev: 4.6% | 162,936 SH | Increased+6,390 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $8.2M | 5.8%Prev: 4.8% | 88,754 SH | Decreased+2,360 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $686K | 0.5%Prev: 0.4% | 11,986 SH | Decreased-1,461 SH |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $4.2M | 2.9% | 46,335 SH | New |
| MICROSOFT CORP | COM | $2.8M | 1.9%Prev: 1.6% | 5,694 SH | Increased+428 SH |
| NATERA INC | COM | $3.6M | 2.5%Prev: 2.5% | 15,786 SH | Decreased+5,209 SH |
| NVIDIA CORPORATION | COM | $2.7M | 1.9%Prev: 2.1% | 14,587 SH | Decreased-1,472 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.8M | 1.9%Prev: 1.7% | 15,515 SH | Decreased-242 SH |
| PIMCO ETF TR | MULTISECTOR BD | $8.8M | 6.2% | 330,214 SH | New |
| QUANTA SVCS INC | COM | $3.1M | 2.2%Prev: 2.1% | 7,459 SH | Decreased+1,889 SH |
| S&P GLOBAL INC | COM | $2.8M | 1.9% | 5,322 SH | New |
| SERVICENOW INC | COM | $1.9M | 1.3%Prev: 1.3% | 12,102 SH | Decreased-4,989 SH |
| THIRD COAST BANCSHARES INC | COM | $1.1M | 0.8%Prev: 0.4% | 29,635 SH | Increased+13,700 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $689K | 0.5%Prev: 0.5% | 1,098 SH | Decreased-50 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $13.5M | 9.4%Prev: 5.7% | 267,665 SH | Increased+73,443 SH |
| 13F-HR |
| 0001849618-25-000005 |
| $116.7M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001037 | $171.0M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000771 | $129.8M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000763 | $151.6M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000466 | $119.7M | View |