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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 | $3.1M | 1.8%Prev: 1.3% | 8,990 SH | Increased+2,576 SH |
| ALPHATEC HLDGS INC | COM NEW | $155K | 0.1% | 15,000 SH | New |
| AMAZON COM INC | COM | $211K | 0.1% | 846 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $10.9M | 6.3% | 245,863 SH | New |
| CARPENTER TECHNOLOGY CORP | COM | $3.4M | 2.0%Prev: 2.4% | 8,671 SH | Increased-2,734 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $215K | 0.1% | 10,868 SH | New |
| ESTABLISHMENT LABS HLDGS INC | COM | $1.9M | 1.1%Prev: 1.8% | 29,282 SH | Decreased-22,368 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $3.5M | 2.0% | 21,569 SH | New |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | $3.9M | 2.3% | 128,302 SH | New |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $6.3M | 3.7%Prev: 4.6% | 61,090 SH | Increased+5,491 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $9.1M | 5.3%Prev: 5.5% | 116,860 SH | Increased+20,916 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $38.2M | 22.2%Prev: 0.8% | 642,454 SH | Increased+626,053 SH |
| FIRST TR EXCHNG TRADED FD VI | SECUR PLUS ETF | $7.9M | 4.6% | 391,261 SH | New |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | $820K | 0.5% | 14,137 SH | New |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $795K | 0.5% | 14,234 SH | New |
| HARBOR ETF TRUST | COMM ALL WEA ETF | $10.8M | 6.3% | 307,151 SH | New |
| HARBOR ETF TRUST | PANA DY CORE ETF | $11.0M | 6.4% | 392,386 SH | New |
| INVESCO ACTIVELY MANAGED EXC | QQQ INC ADV ETF | $807K | 0.5% | 14,131 SH | New |
| ISHARES TR | CORE S&P500 ETF | $590K | 0.3%Prev: 0.4% | 770 SH | Increased+34 SH |
| ISHARES TR | DOW JONES US ETF | $322K | 0.2%Prev: 0.2% | 1,738 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $4.9M | 2.8%Prev: 6.8% | 17,651 SH | Decreased-15,215 SH |
| ISHARES U S ETF TR | SHOR DURA BD ETF | $265K | 0.2% | 5,323 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $8.0M | 4.6%Prev: 6.2% | 156,546 SH | Increased+23,001 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $8.3M | 4.8%Prev: 7.4% | 86,394 SH | Decreased-6,103 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $756K | 0.4% | 13,447 SH | New |
| J P MORGAN EXCHANGE TRADED F | U S TEC LEA ETF | $4.8M | 2.8% | 45,317 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $211K | 0.1% | 4,186 SH | New |
| MICROSOFT CORP | COM | $2.7M | 1.6%Prev: 2.4% | 5,266 SH | Decreased-190 SH |
| NATERA INC | COM | $4.4M | 2.5%Prev: 1.8% | 10,577 SH | Increased-2,124 SH |
| NVIDIA CORPORATION | COM | $3.7M | 2.1%Prev: 2.8% | 16,059 SH | Increased-1,598 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.9M | 1.7%Prev: 2.8% | 15,757 SH | Decreased-2,329 SH |
| QUANTA SVCS INC | COM | $3.6M | 2.1%Prev: 1.6% | 5,570 SH | Increased+1,073 SH |
| SERVICENOW INC | COM | $2.3M | 1.3%Prev: 1.6% | 17,091 SH | Increased+15,088 SH |
| SPDR SERIES TRUST | ST STR NUVEE ETF | $269K | 0.2% | 6,296 SH | New |
| THIRD COAST BANCSHARES INC | COM | $675K | 0.4%Prev: 0.8% | 15,935 SH | Decreased-7,200 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $805K | 0.5%Prev: 0.6% | 1,148 SH | Increased+24 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $9.8M | 5.7%Prev: 11.4% | 194,222 SH | Decreased-71,374 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 |