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CIK 0002001765 • 3 13F filings • Jan 9, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMD K1 | $4.4M | 2.5%Prev: 4.6% | 223,184 SH | Decreased-189,914 SH |
| ADOBE INC | COM | $278K | 0.2% | 794 SH | New |
| AIR PRODS & CHEMS INC | COM | $221K | 0.1% | 896 SH | New |
| AIRBNB INC | COM CL A | $236K | 0.1%Prev: 0.1% | 1,739 SH | Increased+271 SH |
| ALPHABET INC | CAP STK CL A | $2.1M | 1.2% | 6,656 SH | New |
| ALPHABET INC | CAP STK CL C | $932K | 0.5% | 2,971 SH | New |
| AMAZON COM INC | COM | $1.2M | 0.7%Prev: 0.6% | 5,099 SH | Decreased-235 SH |
| APPLE INC | COM | $1.9M | 1.1%Prev: 1.0% | 6,945 SH | Decreased-41 SH |
| APPLIED MATLS INC | COM | $539K | 0.3%Prev: 0.7% | 2,097 SH | Decreased+127 SH |
| AUTODESK INC | COM | $311K | 0.2% | 1,052 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $373K | 0.2%Prev: 0.4% | 742 SH | Decreased-824 SH |
| BOOKING HOLDINGS INC | COM | $1.0M | 0.6%Prev: 0.6% | 189 SH | Decreased-6,307 SH |
| BROADCOM INC | COM | $283K | 0.2% | 818 SH | New |
| CARMAX INC | COM | $252K | 0.1% | 6,520 SH | New |
| CENCORA INC | COM | $605K | 0.3%Prev: 0.2% | 1,793 SH | Increased+88 SH |
| CHECK POINT SOFTWARE TECH LT | ORD | $318K | 0.2% | 1,715 SH | New |
| DIAGEO PLC | SPON ADR NEW | $211K | 0.1% | 2,449 SH | New |
| DISNEY WALT CO | COM | $512K | 0.3%Prev: 0.2% | 4,502 SH | Increased+817 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $782K | 0.4%Prev: 0.6% | 6,796 SH | Decreased-3,709 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $473K | 0.3%Prev: 0.3% | 1,348 SH | Decreased-137 SH |
| ELI LILLY & CO | COM | $289K | 0.2%Prev: 0.2% | 269 SH | Decreased |
| ETF OPPORTUNITIES TRUST | REX AI EQUITY PR | $591K | 0.3% | 14,764 SH | New |
| ETF OPPORTUNITIES TRUST | REX CRYPTO EQUIT | $272K | 0.2% | 8,081 SH | New |
| ETF OPPORTUNITIES TRUST | REX FANG & INNOV | $633K | 0.4% | 13,906 SH | New |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $228K | 0.1% | 2,075 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $296K | 0.2%Prev: 0.1% | 999 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 1.1%Prev: 2.9% | 3,286 SH | Decreased-4,503 SH |
| IQVIA HLDGS INC | COM | $841K | 0.5%Prev: 0.3% | 3,733 SH | Increased+708 SH |
| ISHARES INC | MSCI JAPAN ETF | $1.6M | 0.9%Prev: 0.6% | 20,056 SH | Increased+6,610 SH |
| ISHARES TR | 1 3 YR TREAS BD | $343K | 0.2%Prev: 0.1% | 4,143 SH | Increased+732 SH |
| ISHARES TR | 20 YR TR BD ETF | $796K | 0.4%Prev: 0.6% | 9,137 SH | Decreased-4,998 SH |
| ISHARES TR | CORE S&P SCP ETF | $201K | 0.1%Prev: 0.1% | 1,672 SH | Decreased-1 SH |
| ISHARES TR | CORE S&P500 ETF | $619K | 0.3%Prev: 0.3% | 904 SH | Increased+208 SH |
| ISHARES TR | MSCI EAFE ETF | $3.2M | 1.8%Prev: 1.7% | 32,821 SH | Decreased+471 SH |
| ISHARES TR | MSCI EMG MKT ETF | $4.3M | 2.4%Prev: 2.4% | 78,274 SH | Decreased+8,414 SH |
| ISHARES TR | RUS 1000 GRW ETF | $298K | 0.2%Prev: 0.2% | 630 SH | Decreased-1,890 SH |
| ISHARES TR | RUSSELL 2000 ETF | $3.8M | 2.1%Prev: 2.1% | 15,254 SH | Decreased+1,368 SH |
| ISHARES TR | U.S. REAL ES ETF | $508K | 0.3%Prev: 0.5% | 5,407 SH | Decreased-5,194 SH |
| JOHNSON & JOHNSON | COM | $256K | 0.1%Prev: 0.2% | 1,237 SH | Decreased-44 SH |
| JPMORGAN CHASE & CO. | COM | $417K | 0.2% | 1,294 SH | New |
| MASTERCARD INCORPORATED | CL A | $1.1M | 0.6%Prev: 0.5% | 1,990 SH | Increased+174 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.7%Prev: 0.6% | 1,935 SH | Increased-284 SH |
| MICROSOFT CORP | COM | $1.9M | 1.0%Prev: 0.8% | 3,838 SH | Increased-522 SH |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $3.9M | 2.2%Prev: 2.7% | 73,123 SH | Decreased-21,104 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $5.4M | 3.0%Prev: 3.0% | 102,789 SH | Decreased-11,294 SH |
| NEOS ETF TRUST | RUSSELL 2000 HIG | $2.1M | 1.2% | 44,149 SH | New |
| NOVARTIS AG | SPONSORED ADR | $240K | 0.1%Prev: 0.2% | 1,738 SH | Decreased-941 SH |
| ORACLE CORP | COM | $281K | 0.2%Prev: 0.1% | 1,444 SH | Decreased-523 SH |
| PACER FDS TR | US CASH COWS 100 | $279K | 0.2%Prev: 0.1% | 4,637 SH | Increased+261 SH |
| PHILIP MORRIS INTL INC | COM | $429K | 0.2%Prev: 0.4% | 2,677 SH | Decreased-1,677 SH |
| PROCTER AND GAMBLE CO | COM | $297K | 0.2% | 2,073 SH | New |
| QUALCOMM INC | COM | $352K | 0.2%Prev: 0.1% | 2,060 SH | Increased+703 SH |
| SALESFORCE INC | COM | $375K | 0.2% | 1,417 SH | New |
| SCHWAB CHARLES CORP | COM | $860K | 0.5%Prev: 0.5% | 8,611 SH | Decreased-1,316 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $294K | 0.2%Prev: 0.2% | 10,800 SH | Decreased-305 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $214K | 0.1%Prev: 0.1% | 6,800 SH | Decreased-87 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $3.1M | 1.7% | 26,093 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $13.5M | 7.6% | 135,154 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.2M | 0.6% | 25,779 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $4.7M | 2.6% | 85,943 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $8.1M | 4.5% | 52,091 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $2.5M | 1.4% | 16,220 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $837K | 0.5% | 18,463 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $653K | 0.4% | 16,181 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $19.9M | 11.2% | 138,203 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $714K | 0.4% | 16,730 SH | New |
| SHERWIN WILLIAMS CO | COM | $252K | 0.1% | 778 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | $297K | 0.2%Prev: 0.2% | 9,257 SH | Decreased-10 SH |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | $24.3M | 13.6%Prev: 12.7% | 890,051 SH | Decreased-83,711 SH |
| SPDR GOLD TR | GOLD SHS | $9.4M | 5.3%Prev: 1.6% | 23,807 SH | Increased+15,183 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.4M | 0.8% | 2,005 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $25.4M | 14.3% | 701,791 SH | New |
| STARBUCKS CORP | COM | $352K | 0.2% | 4,179 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.2M | 0.7% | 4,092 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $450K | 0.3%Prev: 0.2% | 922 SH | Decreased-4,546 SH |
| VANGUARD INDEX FDS | VALUE ETF | $252K | 0.1%Prev: 0.1% | 1,319 SH | Decreased+24 SH |
| VISA INC | COM CL A | $1.2M | 0.7%Prev: 0.7% | 3,463 SH | Decreased-505 SH |
| WALMART INC | COM | $201K | 0.1% | 1,803 SH | New |
| WELLS FARGO CO NEW | COM | $281K | 0.2% | 3,014 SH | New |
| 13F-HR |
| 0002085853-26-000421 |
| $187.6M |
| View |