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CIK 0001850996 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $2.7M | 0.9% | 21,713 SH | New |
| ALPHABET INC | CAP STK CL A | $3.0M | 1.0%Prev: 1.7% | 10,537 SH | Decreased-17,026 SH |
| ALPS ETF TR | ALERIAN MLP | $11.4M | 3.7%Prev: 5.0% | 216,983 SH | Decreased-27,360 SH |
| AMAZON COM INC | COM | $1.8M | 0.6%Prev: 2.0% | 8,752 SH | Decreased-18,106 SH |
| APPLE INC | COM | $773K | 0.2%Prev: 2.4% | 3,046 SH | Decreased-24,543 SH |
| BITWISE XRP ETF | BENEFICIAL INT | $1.6M | 0.5% | 109,526 SH | New |
| CATERPILLAR INC | COM | $3.2M | 1.0%Prev: 1.6% | 4,465 SH | Decreased-8,200 SH |
| CHIMERA INVT CORP | COM SHS | $222K | 0.1% | 17,710 SH | New |
| COREWEAVE INC | COM CL A | $5.6M | 1.8% | 71,946 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $7.0M | 2.2% | 205,435 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $207K | 0.1%Prev: 0.1% | 10,701 SH | Increased+117 SH |
| EXXON MOBIL CORP | COM | $485K | 0.2%Prev: 0.2% | 2,860 SH | Increased-1,066 SH |
| EZCORP INC | CL A NON VTG | $6.1M | 2.0%Prev: 1.4% | 242,222 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | $1.8M | 0.6% | 37,963 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $11.3M | 3.6% | 188,413 SH | New |
| FIRST TR EXCHANGE-TRADED FD | MATERIALS ALPH | $5.8M | 1.9% | 76,220 SH | New |
| FREEPORT MCMORAN INC | CL B | $5.1M | 1.7% | 87,468 SH | New |
| GLOBAL X FDS | GLOBAL X COPPER | $3.5M | 1.1% | 45,207 SH | New |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | $2.0M | 0.6% | 100,405 SH | New |
| HOME DEPOT INC | COM | $245K | 0.1%Prev: 0.1% | 744 SH | Increased+128 SH |
| HONEYWELL INTL INC | COM | $5.4M | 1.8%Prev: 1.7% | 24,006 SH | Increased+3,412 SH |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $4.4M | 1.4% | 254,794 SH | New |
| ISHARES SILVER TR | ISHARES | $4.9M | 1.6% | 71,471 SH | New |
| ISHARES TR | CHINA LG-CAP ETF | $2.8M | 0.9% | 77,348 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $5.5M | 1.8%Prev: 5.8% | 81,882 SH | Decreased-170,762 SH |
| ISHARES TR | RUSSELL 2000 ETF | $5.7M | 1.8%Prev: 7.1% | 22,859 SH | Decreased-67,609 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $9.8M | 3.2% | 88,764 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $14.5M | 4.7%Prev: 4.6% | 286,919 SH | Increased+58,215 SH |
| JPMORGAN CHASE & CO | COM | $485K | 0.2% | 1,649 SH | New |
| KOSMOS ENERGY LTD | COM | $28K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| MICROSOFT CORP | COM | $1.9M | 0.6%Prev: 2.3% | 5,104 SH | Decreased-10,387 SH |
| NVIDIA CORPORATION | COM | $94.0M | 30.3%Prev: 24.6% | 539,155 SH | Increased-36,561 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $7.6M | 2.5%Prev: 0.9% | 51,992 SH | Increased+26,396 SH |
| PUTNAM ETF TRUST | ESG ULTRA SHORT | $15.1M | 4.9%Prev: 4.7% | 299,431 SH | Increased+65,480 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $294K | 0.1%Prev: 0.1% | 11,870 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $5.8M | 1.9% | 95,192 SH | New |
| SERIES PORTFOLIOS TR | ADAPTIV SELECT | $14.1M | 4.6%Prev: 2.6% | 334,984 SH | Increased+141,866 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $282K | 0.1% | 3,707 SH | New |
| SPDR GOLD TR | GOLD SHS | $12.3M | 4.0%Prev: 2.6% | 28,575 SH | Increased+5,428 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $13.8M | 4.4% | 150,087 SH | New |
| TEXAS INSTRS INC | COM | $2.3M | 0.8%Prev: 0.9% | 12,059 SH | Increased-265 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $8.9M | 2.9% | 96,967 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 0.7%Prev: 0.7% | 6,300 SH | Increased-60 SH |
| VOLATILITY SHS TR | XRP ETF | $3.9M | 1.3% | 517,847 SH | New |
| WILLIAMS COS INC | COM | $303K | 0.1%Prev: 0.1% | 4,157 SH | Increased |
| 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 |