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CIK 0002095709 • 4 13F filings • Feb 12, 2026 – Oct 16, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $502K | 0.5% | 2,408 SH | |
| APPLE INC | COM | $1.4M | 1.4% | 5,458 SH | |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $1.4M | 1.4% | 14,518 SH | |
| BOEING CO | COM | $287K | 0.3% | 1,440 SH | |
| CARNIVAL CORP | COMMON STOCK | $290K | 0.3% | 11,213 SH | |
| CARVANA CO | CL A | $451K | 0.5% | 1,435 SH | |
| CHEVRON CORPORATION | COM | $221K | 0.2% | 1,068 SH | |
| COLUMBIA ETF TR II | EM CORE EX ETF | $1.7M | 1.8% | 41,356 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $341K | 0.4% | 873 SH | |
| EXXON MOBIL CORP | COM | $692K | 0.7% | 4,081 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.2M | 1.3% | 22,160 SH | |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $3.5M | 3.6% | 88,394 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $1.9M | 2.0% | 37,545 SH | |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | $5.8M | 6.0% | 169,653 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $6.8M | 7.1% | 60,362 SH | |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $7.7M | 8.0% | 140,228 SH | |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | $243K | 0.3% | 10,124 SH | |
| INVESCO EXCH TRD SLF IDX FD | RAFI STRATGIC US | $223K | 0.2% | 3,856 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $5.7M | 6.0% | 104,612 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $614K | 0.6% | 1,064 SH | |
| ISHARES GOLD TR | ISHARES NEW | $706K | 0.7% | 8,010 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $465K | 0.5% | 4,622 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $293K | 0.3% | 3,549 SH | |
| ISHARES TR | CORE S&P MCP ETF | $206K | 0.2% | 3,051 SH | |
| ISHARES TR | CORE S&P500 ETF | $201K | 0.2% | 307 SH | |
| ISHARES TR | CRE U S REIT ETF | $2.0M | 2.1% | 33,223 SH | |
| ISHARES TR | TRUST ISHARE 0-1 | $338K | 0.4% | 3,059 SH | |
| ISHARES TR | US HOME CONS ETF | $236K | 0.2% | 2,611 SH | |
| ISHARES TR | US OIL GS EX ETF | $227K | 0.2% | 1,817 SH | |
| J P MORGAN EXCHANGE TRADED F | BETBULD MSCI | $563K | 0.6% | 5,884 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $417K | 0.4% | 8,247 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $5.5M | 5.8% | 109,858 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $212K | 0.2% | 752 SH | |
| LITHIUM AMERS CORP NEW | COM SHS | $54K | 0.1% | 13,750 SH | |
| MARRIOTT INTL INC NEW | CL A | $379K | 0.4% | 1,159 SH | |
| MICROSOFT CORP | COM | $267K | 0.3% | 721 SH | |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $15K | 0.0% | 10,365 SH | |
| NVIDIA CORPORATION | COM | $1.1M | 1.1% | 6,154 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $264K | 0.3% | 1,806 SH | |
| RE/MAX HLDGS INC | CL A | $60K | 0.1% | 10,393 SH | |
| ROYAL CARIBBEAN GROUP | COM | $415K | 0.4% | 1,508 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $785K | 0.8% | 20,523 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $4.3M | 4.4% | 86,964 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $7.4M | 7.7% | 264,710 SH | |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $2.0M | 2.1% | 76,527 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $268K | 0.3% | 8,732 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $315K | 0.3% | 10,817 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.1M | 2.2% | 79,274 SH | |
| SOUNDHOUND AI INC | CLASS A COM | $246K | 0.3% | 35,828 SH | |
| SPDR GOLD TR | GOLD SHS | $716K | 0.7% | 1,665 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.5M | 3.6% | 42,672 SH | |
| SS INNOVATIONS INTERNATIONAL | COM NEW | $84K | 0.1% | 16,730 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $663K | 0.7% | 1,019 SH | |
| TESLA INC | COM | $752K | 0.8% | 2,022 SH | |
| UNITEDHEALTH GROUP INC | COM | $228K | 0.2% | 841 SH | |
| UNUSUAL MACHS INC | COM SHS | $134K | 0.1% | 10,821 SH | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $384K | 0.4% | 3,202 SH | |
| VANGUARD BD INDEX FDS | INTERMED TERM | $6.2M | 6.5% | 80,290 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $379K | 0.4% | 5,150 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $209K | 0.2% | 4,347 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $492K | 0.5% | 1,646 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $517K | 0.5% | 1,973 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 1.7% | 5,029 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.4M | 1.5% | 18,981 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.3M | 2.4% | 15,866 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.8M | 2.9% | 47,217 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $455K | 0.5% | 5,904 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $240K | 0.3% | 3,753 SH | |
| WALMART INC | COM | $721K | 0.8% | 5,804 SH | |
| WHEELS UP EXPERIENCE INC | COM CL A | $9K | 0.0% | 16,456 SH |
| 13F-HR |
| 0001754960-26-000454 |
| $113.6M |
| View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000274 | $95.8M | View |