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CIK 0001850996 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $306K | 0.1%Prev: 0.1% | 1,139 SH | Increased |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $3.1M | 1.0%Prev: 1.2% | 21,447 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $8.5M | 2.7%Prev: 2.1% | 27,175 SH | Increased |
| ALPS ETF TR | ALERIAN MLP | $12.4M | 3.9%Prev: 3.9% | 263,983 SH | |
| AMAZON COM INC | COM | $3.8M | 1.2%Prev: 1.1% | 16,563 SH | Increased |
| APPLE INC | COM | $966K | 0.3%Prev: 0.3% | 3,555 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $250K | 0.1%Prev: 0.1% | 498 SH | |
| CATERPILLAR INC | COM | $3.9M | 1.2%Prev: 1.1% | 7,328 SH | Increased |
| COREWEAVE INC | COM CL A | $875K | 0.3%Prev: 0.5% | 12,216 SH | Decreased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $183K | 0.1%Prev: 0.1% | 10,642 SH | |
| EXXON MOBIL CORP | COM | $460K | 0.1%Prev: 0.1% | 3,826 SH | Increased |
| EZCORP INC | CL A NON VTG | $4.6M | 1.5%Prev: 1.5% | 242,222 SH | |
| FIRST TR EXCHANGE TRADED FD | CONSUMR DISCRE | $4.8M | 1.5%Prev: 1.5% | 70,303 SH | |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | $5.1M | 1.6%Prev: 1.6% | 30,226 SH | |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ-100 SEL | $2.4M | 0.7% | 16,721 SH | New |
| HOME DEPOT INC | COM | $213K | 0.1%Prev: 0.1% | 618 SH | Decreased |
| HONEYWELL INTL INC | COM | $4.4M | 1.4%Prev: 1.5% | 22,775 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $350K | 0.1%Prev: 0.1% | 1,844 SH | |
| ISHARES SILVER TR | ISHARES | $2.0M | 0.6%Prev: 0.4% | 30,504 SH | Increased |
| ISHARES TR | CHINA LG-CAP ETF | $3.0M | 0.9%Prev: 1.0% | 77,184 SH | Decreased |
| ISHARES TR | CORE S&P MCP ETF | $15.2M | 4.8%Prev: 4.8% | 232,752 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.4%Prev: 0.4% | 1,825 SH | |
| ISHARES TR | EXPANDED TECH | $6.9M | 2.2%Prev: 2.4% | 65,473 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $14.4M | 4.5%Prev: 4.5% | 58,388 SH | Increased |
| ISHARES TR | TRUST ISHARE 0-1 | $5.9M | 1.9% | 53,538 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $14.5M | 4.6%Prev: 4.6% | 285,794 SH | |
| JPMORGAN CHASE & CO. | COM | $539K | 0.2%Prev: 0.2% | 1,674 SH | Increased |
| KOSMOS ENERGY LTD | COM | $17K | 0.0%Prev: 0.0% | 10,000 SH | |
| META PLATFORMS INC | CL A | $265K | 0.1%Prev: 0.1% | 401 SH | Decreased |
| MICROSOFT CORP | COM | $5.1M | 1.6%Prev: 1.7% | 10,481 SH | Decreased |
| NVIDIA CORPORATION | COM | $101.0M | 32.0%Prev: 31.9% | 541,222 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $8.9M | 2.8%Prev: 2.9% | 50,231 SH | Decreased |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | $15.1M | 4.8%Prev: 4.8% | 298,246 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $276K | 0.1%Prev: 0.1% | 11,870 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $3.1M | 1.0% | 21,453 SH | New |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | $13.9M | 4.4%Prev: 4.4% | 327,547 SH | |
| SPDR GOLD TR | GOLD SHS | $14.2M | 4.5%Prev: 4.0% | 35,761 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $11.5M | 3.6%Prev: 3.5% | 16,864 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 1.4% | 46,516 SH | New |
| TESLA INC | COM | $311K | 0.1%Prev: 0.1% | 691 SH | Increased |
| TEXAS INSTRS INC | COM | $2.1M | 0.7%Prev: 0.7% | 12,241 SH | Decreased |
| VANECK ETF TRUST | GOLD MINERS ETF | $11.8M | 3.7%Prev: 3.3% | 137,232 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $389K | 0.1%Prev: 0.1% | 621 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 0.7%Prev: 0.6% | 6,249 SH | Increased |
| VOLATILITY SHS TR | XRP ETF | $1.2M | 0.4%Prev: 0.6% | 112,926 SH | Decreased |
| WILLIAMS COS INC | COM | $263K | 0.1%Prev: 0.1% | 4,157 SH |
| 13F-HR |
| 0001172661-26-003351 |
| $304.4M |
| View |
| Oct 10, 2025 | Q2 2025 | 13F-HR | 0001172661-25-004241 | $286.9M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001846 | $310.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002410 | $253.9M | View |