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CIK 0002062596 • 8 13F filings • Apr 24, 2025 – Oct 14, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVISORS INNER CIRCLE FD II | PMV ADAPTIVE RSK | $373K | 0.3% | 12,357 SH | New |
| AMAZON COM INC | COM | $322K | 0.2%Prev: 0.2% | 1,395 SH | Increased+472 SH |
| APPLE INC | COM | $1.3M | 0.9%Prev: 1.0% | 4,771 SH | Increased+321 SH |
| BANK AMERICA CORP | COM | $261K | 0.2% | 4,749 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $409K | 0.3% | 813 SH | New |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $3.7M | 2.7%Prev: 0.7% | 40,143 SH | Increased+30,088 SH |
| CATERPILLAR INC | COM | $229K | 0.2% | 400 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $6.5M | 4.7%Prev: 6.5% | 87,399 SH | Decreased-25,538 SH |
| DOMINION ENERGY INC | COM | $965K | 0.7%Prev: 0.8% | 16,470 SH | Increased+357 SH |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $822K | 0.6%Prev: 0.4% | 29,321 SH | Increased+12,779 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $2.5M | 1.8%Prev: 3.1% | 19,078 SH | Decreased-10,988 SH |
| HOME DEPOT INC | COM | $236K | 0.2% | 685 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $298K | 0.2% | 2,495 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $4.8M | 3.5%Prev: 4.0% | 7,890 SH | Increased-696 SH |
| ISHARES TR | BROAD USD HIGH | $1.9M | 1.4%Prev: 3.0% | 51,303 SH | Decreased-38,325 SH |
| ISHARES TR | CORE DIV GRWTH | $4.2M | 3.0%Prev: 4.0% | 59,914 SH | Decreased-12,210 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 1.2%Prev: 1.8% | 17,837 SH | Decreased-10,822 SH |
| ISHARES TR | CORE S&P MCP ETF | $892K | 0.7%Prev: 0.7% | 13,511 SH | Increased+1,076 SH |
| ISHARES TR | CORE S&P SCP ETF | $2.7M | 1.9%Prev: 2.9% | 22,115 SH | Decreased-5,423 SH |
| ISHARES TR | CORE S&P US GWT | $1.4M | 1.0%Prev: 1.5% | 8,066 SH | Decreased-3,648 SH |
| ISHARES TR | CORE S&P US VLU | $763K | 0.6%Prev: 1.2% | 7,442 SH | Decreased-6,407 SH |
| ISHARES TR | CORE S&P500 ETF | $7.4M | 5.4%Prev: 6.2% | 10,746 SH | Increased-807 SH |
| ISHARES TR | CORE US AGGBD ET | $3.6M | 2.7%Prev: 3.1% | 36,461 SH | Increased+1,559 SH |
| ISHARES TR | MSCI USA VALUE | $746K | 0.5%Prev: 0.9% | 5,457 SH | Decreased-4,043 SH |
| ISHARES TR | RUS MID CAP ETF | $733K | 0.5%Prev: 0.4% | 7,615 SH | Increased+2,250 SH |
| ISHARES TR | S&P MC 400VL ETF | $1.0M | 0.7%Prev: 1.6% | 7,741 SH | Decreased-6,008 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.4M | 1.0%Prev: 0.4% | 24,184 SH | Increased+16,851 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $778K | 0.6%Prev: 0.4% | 13,379 SH | Increased+4,820 SH |
| JOHNSON & JOHNSON | COM | $289K | 0.2%Prev: 0.2% | 1,399 SH | Increased-126 SH |
| JPMORGAN CHASE & CO. | COM | $314K | 0.2%Prev: 0.2% | 974 SH | Increased+118 SH |
| LOWES COS INC | COM | $301K | 0.2% | 1,246 SH | New |
| MCDONALDS CORP | COM | $548K | 0.4%Prev: 0.4% | 1,794 SH | Increased+82 SH |
| MICROSOFT CORP | COM | $1.4M | 1.0%Prev: 0.9% | 2,870 SH | Increased+459 SH |
| NORTHROP GRUMMAN CORP | COM | $245K | 0.2%Prev: 0.2% | 429 SH | Increased-14 SH |
| NVIDIA CORPORATION | COM | $454K | 0.3%Prev: 0.2% | 2,433 SH | Increased+566 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $7.2M | 5.2%Prev: 1.6% | 144,392 SH | Increased+109,576 SH |
| PNC FINL SVCS GROUP INC | COM | $209K | 0.2% | 1,000 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.0M | 1.4%Prev: 2.9% | 80,891 SH | Decreased-50,073 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $237K | 0.2% | 8,623 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $655K | 0.5%Prev: 0.7% | 1,364 SH | Decreased-409 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $757K | 0.6%Prev: 0.6% | 1,110 SH | Increased-30 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.2M | 2.3% | 63,454 SH | New |
| TESLA INC | COM | $336K | 0.2%Prev: 0.3% | 748 SH | Increased-70 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $249K | 0.2%Prev: 0.2% | 560 SH | Decreased-195 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 1.1%Prev: 0.5% | 2,959 SH | Increased+1,602 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $343K | 0.3% | 1,091 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $4.1M | 3.0%Prev: 3.9% | 13,993 SH | Decreased-2,163 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $50.9M | 37.1%Prev: 30.8% | 81,093 SH | Increased+17,852 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $994K | 0.7%Prev: 0.9% | 3,855 SH | Decreased-308 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $727K | 0.5%Prev: 0.6% | 2,167 SH | Increased+49 SH |
| VANGUARD INDEX FDS | VALUE ETF | $235K | 0.2% | 1,232 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.2M | 0.9% | 23,753 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $226K | 0.2%Prev: 0.2% | 4,500 SH | Increased+145 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $520K | 0.4% | 2,366 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $918K | 0.7%Prev: 1.3% | 14,691 SH | Decreased-15,296 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $297K | 0.2%Prev: 0.3% | 2,067 SH | Decreased-523 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $395K | 0.3%Prev: 0.4% | 1,372 SH | Increased-170 SH |
| VANGUARD WORLD FD | INF TECH ETF | $4.6M | 3.3%Prev: 2.5% | 6,087 SH | Increased+1,653 SH |
| VISA INC | COM CL A | $298K | 0.2% | 850 SH | New |
| 13F-HR |
| 0001667731-25-000520 |
| $110.6M |
| View |
| Nov 12, 2025 | Q3 2025 | 13F-HR | 0002085853-25-000247 | $128.3M | View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000838 | $172.1M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000918 | $120.6M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000554 | $142.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000527 | $108.5M | View |