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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 | $1.4M | 1.1% | 8,803 SH | |
| AMERICAN EXPRESS CO | COM | $1.3M | 1.1% | 4,853 SH | |
| BITFARMS LTD | COM | $16K | 0.0% | 20,000 SH | |
| CARPENTER TECHNOLOGY CORP | COM | $2.0M | 1.7% | 11,209 SH | |
| COCA-COLA EUROPACIFIC PARTNE | SHS | $209K | 0.2% | 2,398 SH | |
| DOVER CORP | COM | $2.1M | 1.8% | 11,980 SH | |
| ENCOMPASS HEALTH CORP | COM | $2.1M | 1.8% | 20,693 SH | |
| ESTABLISHMENT LABS HLDGS INC | COM | $1.8M | 1.5% | 43,953 SH | |
| EXXON MOBIL CORP | COM | $2.1M | 1.7% | 17,579 SH | |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | $6.6M | 5.5% | 95,234 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $8.0M | 6.7% | 136,030 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $1.3M | 1.1% | 22,137 SH | |
| FIRST TR EXCHNG TRADED FD VI | TCW SECURITIZED | $6.8M | 5.7% | 320,145 SH | |
| FIRST TR NASDAQ 100 TECH IND | SHS | $5.8M | 4.9% | 33,612 SH | |
| GRAINGER W W INC | COM | $1.0M | 0.9% | 1,062 SH | |
| ISHARES TR | CORE S&P500 ETF | $414K | 0.3% | 736 SH | |
| ISHARES TR | DOW JONES US ETF | $237K | 0.2% | 1,738 SH | |
| ISHARES TR | MSCI USA QLT FCT | $10.3M | 8.6% | 60,055 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $6.5M | 5.4% | 32,701 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $280K | 0.2% | 5,499 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $7.1M | 6.0% | 133,095 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $6.5M | 5.4% | 88,258 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $5.9M | 4.9% | 113,934 SH | |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $2.6M | 2.1% | 38,064 SH | |
| MICROSOFT CORP | COM | $2.0M | 1.7% | 5,384 SH | |
| NATERA INC | COM | $1.8M | 1.5% | 13,069 SH | |
| NVIDIA CORPORATION | COM | $3.0M | 2.5% | 27,788 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $3.1M | 2.6% | 36,217 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $7.1M | 5.9% | 269,268 SH | |
| SERVICENOW INC | COM | $3.2M | 2.6% | 3,979 SH | |
| STMICROELECTRONICS N V | NY REGISTRY | $339K | 0.3% | 15,438 SH | |
| THIRD COAST BANCSHARES INC | COM | $772K | 0.6% | 23,135 SH | |
| UPSTART HLDGS INC | COM | $1.6M | 1.4% | 35,828 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $578K | 0.5% | 1,124 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $13.8M | 11.5% | 273,738 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 |