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CIK 0002134631 • 1 13F filing • Jul 23, 2026 – Jul 23, 2026
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Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $816K | 0.5% | 3,242 SH | |
| ADVANCED MICRO DEVICES INC | COM | $1.3M | 0.7% | 2,184 SH | |
| ALPHABET INC | CAP STK CL A | $2.8M | 1.6% | 7,791 SH | |
| ALPHABET INC | CAP STK CL C | $544K | 0.3% | 1,541 SH | |
| ALTRIA GROUP INC | COM | $740K | 0.4% | 10,278 SH | |
| AMAZON COM INC | COM | $1.1M | 0.6% | 4,733 SH | |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $1.8M | 1.0% | 24,498 SH | |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | $300K | 0.2% | 3,723 SH | |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $254K | 0.1% | 3,080 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.4M | 0.8% | 14,445 SH | |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $973K | 0.6% | 8,240 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $218K | 0.1% | 1,746 SH | |
| APPLE INC | COM | $5.7M | 3.3% | 19,764 SH | |
| APPLIED MATLS INC | COM | $886K | 0.5% | 1,225 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $1.1M | 0.6% | 562 SH | |
| ASTERA LABS INC | COM | $922K | 0.5% | 1,909 SH | |
| BARRICK MNG CORP | COM SHS | $270K | 0.2% | 7,345 SH | |
| BERKLEY W R CORP | COM | $374K | 0.2% | 5,301 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $749K | 0.4% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.1% | 3,901 SH | |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | $819K | 0.5% | 15,777 SH | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $410K | 0.2% | 6,646 SH | |
| BROADCOM INC | COM | $1.1M | 0.6% | 2,940 SH | |
| CALAMOS ETF TR | AUTOC INCOM ETF | $835K | 0.5% | 30,672 SH | |
| CATERPILLAR INC | COM | $397K | 0.2% | 373 SH | |
| CHEVRON CORPORATION | COM | $682K | 0.4% | 4,115 SH | |
| CISCO SYS INC | COM | $316K | 0.2% | 2,686 SH | |
| CME GROUP INC | COM | $499K | 0.3% | 2,261 SH | |
| COMFORT SYS USA INC | COM | $215K | 0.1% | 108 SH | |
| CORNING INC | COM | $459K | 0.3% | 1,797 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $1.1M | 0.6% | 1,436 SH | |
| CUMMINS INC | COM | $723K | 0.4% | 1,014 SH | |
| DELL TECHNOLOGIES INC | CL C | $1.5M | 0.9% | 3,479 SH | |
| DIREXION SHARES ETF TRUST | DA TE BU 3X ETF | $755K | 0.4% | 3,271 SH | |
| DIREXION SHARES ETF TRUST | DAI ENE BUL ETF | $1.3M | 0.7% | 16,533 SH | |
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | $244K | 0.1% | 914 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $326K | 0.2% | 2,575 SH | |
| EA SERIES TRUST | CAMBRIA GLOBAL E | $337K | 0.2% | 6,581 SH | |
| ELI LILLY & CO | COM | $1.1M | 0.6% | 942 SH | |
| ESSENTIAL UTILS INC | COM | $212K | 0.1% | 5,539 SH | |
| ETF OPPORTUNITIES TRUST | TAPPALPHA S&P | $425K | 0.2% | 16,766 SH | |
| ETFIS SER TR I | VIRTUS INFRCAP | $413K | 0.2% | 20,095 SH | |
| EXXON MOBIL CORP | COM | $1.6M | 0.9% | 11,680 SH | |
| FIDELITY NATL FINL INC | COM SHS | $206K | 0.1% | 4,358 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $529K | 0.3% | 5,633 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $1.1M | 0.6% | 29,000 SH | |
| FLEX LTD | ORD | $619K | 0.4% | 3,817 SH | |
| GILEAD SCIENCES INC | COM | $302K | 0.2% | 2,393 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $604K | 0.3% | 6,035 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $360K | 0.2% | 13,874 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $316K | 0.2% | 7,008 SH | |
| HOME DEPOT INC | COM | $370K | 0.2% | 1,050 SH | |
| INTEL CORP | COM | $796K | 0.5% | 5,704 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $4.3M | 2.4% | 14,041 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.2M | 0.7% | 7,367 SH | |
| INVESCO EXCH TRADED FD TR II | SHORT TERM ETF | $819K | 0.5% | 7,760 SH | |
| INVESCO EXCHANGE TRADED FD T | LARG CAP GRO ETF | $715K | 0.4% | 4,244 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $825K | 0.5% | 13,481 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $837K | 0.5% | 4,920 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.8M | 1.0% | 8,300 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $5.7M | 3.3% | 89,879 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.1M | 0.6% | 12,182 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $726K | 0.4% | 986 SH | |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | $956K | 0.5% | 23,898 SH | |
| ISHARES INC | CORE MSCI EMKT | $340K | 0.2% | 4,103 SH | |
| ISHARES TR | 0-3 MTH TREASURY | $4.0M | 2.3% | 39,431 SH | |
| ISHARES TR | 20 YR TR BD ETF | $366K | 0.2% | 4,231 SH | |
| ISHARES TR | CORE S&P SCP ETF | $1.5M | 0.9% | 10,377 SH | |
| ISHARES TR | FLTG RATE NT ETF | $650K | 0.4% | 12,729 SH | |
| ISHARES TR | IBOXX HI YD ETF | $2.3M | 1.3% | 29,138 SH | |
| ISHARES TR | ISHARES SEMICDTR | $704K | 0.4% | 1,099 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $716K | 0.4% | 6,119 SH | |
| ISHARES TR | MSCI USA MMENTM | $789K | 0.5% | 2,302 SH | |
| ISHARES TR | MSCI USA QLT FCT | $419K | 0.2% | 1,910 SH | |
| ISHARES TR | PFD AND INCM SEC | $232K | 0.1% | 7,617 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $355K | 0.2% | 1,606 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $356K | 0.2% | 2,163 SH | |
| ISHARES TR | RUS TP200 GR ETF | $728K | 0.4% | 2,506 SH | |
| ISHARES TR | TRS FLT RT BD | $817K | 0.5% | 16,130 SH | |
| ISHARES TR | ULTRA SHORT DUR | $664K | 0.4% | 13,134 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $915K | 0.5% | 18,091 SH | |
| JABIL INC | COM | $344K | 0.2% | 893 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $317K | 0.2% | 6,274 SH | |
| JOHNSON & JOHNSON | COM | $562K | 0.3% | 2,214 SH | |
| JPMORGAN CHASE & CO | COM | $234K | 0.1% | 714 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $797K | 0.5% | 2,277 SH | |
| KLA CORP | COM NEW | $1.1M | 0.6% | 3,567 SH | |
| LAM RESEARCH CORP | COM NEW | $1.5M | 0.9% | 3,429 SH | |
| LITMAN GREGORY FDS TR | IMGP DBI MAN ETF | $1.2M | 0.7% | 38,922 SH | |
| LOCKHEED MARTIN CORP | COM | $328K | 0.2% | 643 SH | |
| MARVELL TECHNOLOGY INC | COM | $703K | 0.4% | 2,360 SH | |
| MASTEC INC | COM | $585K | 0.3% | 1,406 SH | |
| MCDONALDS CORP | COM | $253K | 0.1% | 936 SH | |
| MERCK & CO INC | COM | $382K | 0.2% | 2,974 SH | |
| META PLATFORMS INC | CL A | $662K | 0.4% | 1,176 SH | |
| MICRON TECHNOLOGY INC | COM | $1.0M | 0.6% | 897 SH | |
| MICROSOFT CORP | COM | $2.0M | 1.1% | 5,289 SH | |
| MONOLITHIC PWR SYS INC | COM | $227K | 0.1% | 164 SH | |
| NOKIA CORP | SPONSORED ADR | $560K | 0.3% | 42,136 SH | |
| NOVARTIS AG | SPONSORED ADR | $504K | 0.3% | 3,213 SH | |
| NVIDIA CORPORATION | COM | $4.6M | 2.6% | 22,757 SH | |
| ON SEMICONDUCTOR CORP | COM | $631K | 0.4% | 6,675 SH | |
| ONEOK INC NEW | COM | $620K | 0.4% | 7,126 SH | |
| PACER FDS TR | GLOBL CASH ETF | $614K | 0.4% | 14,184 SH | |
| PACER FDS TR | US CASH COWS 100 | $257K | 0.1% | 4,124 SH | |
| PALO ALTO NETWORKS INC | COM | $699K | 0.4% | 2,051 SH | |
| PGIM ETF TR | PGIM ULTRA SH BD | $473K | 0.3% | 9,550 SH | |
| PHILIP MORRIS INTL INC | COM | $1.2M | 0.7% | 6,534 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $684K | 0.4% | 25,796 SH | |
| PIMCO ETF TR | SHTRM MUN BD ACT | $429K | 0.2% | 8,500 SH | |
| PROCTER & GAMBLE CO | COM | $237K | 0.1% | 1,618 SH | |
| PROSHARES TR | PSHS ULT S&P 500 | $7.6M | 4.4% | 113,430 SH | |
| PROSHARES TR | PSHS ULTRA QQQ | $208K | 0.1% | 2,153 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $631K | 0.4% | 11,243 SH | |
| PROSHARES TR | ULTRPRO S&P500 | $573K | 0.3% | 4,038 SH | |
| QUANTA SVCS INC | COM | $274K | 0.2% | 381 SH | |
| SANDISK CORP | COM | $380K | 0.2% | 167 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $679K | 0.4% | 20,079 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $437K | 0.3% | 453 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | GOLD STRATEGY ET | $234K | 0.1% | 7,432 SH | |
| SLB LIMITED | COM STK | $210K | 0.1% | 4,515 SH | |
| SP FUNDS TRUST | S&P WORLD EX US | $690K | 0.4% | 19,957 SH | |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $263K | 0.2% | 1,542 SH | |
| SPDR GOLD TR | GOLD SHS | $533K | 0.3% | 1,447 SH | |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1000K | 0.6% | 10,910 SH | |
| SPDR SERIES TRUST | ST STR CONV ETF | $7.5M | 4.3% | 69,628 SH | |
| SPDR SERIES TRUST | ST STR P500ETF | $2.5M | 1.4% | 27,994 SH | |
| SPDR SERIES TRUST | ST STR P500VAL | $907K | 0.5% | 14,928 SH | |
| SPROTT INC | COM NEW | $544K | 0.3% | 4,839 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $206K | 0.1% | 394 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $553K | 0.3% | 1,157 SH | |
| TELEFONICA BRASIL SA | SPONSORED ADS | $138K | 0.1% | 10,450 SH | |
| TERADYNE INC | COM | $378K | 0.2% | 781 SH | |
| TESLA INC | COM | $1.0M | 0.6% | 2,391 SH | |
| TEXAS INSTRS INC | COM | $341K | 0.2% | 1,144 SH | |
| TIDAL TRUST I | SP FDS S&P 500 | $903K | 0.5% | 15,703 SH | |
| TOUCHSTONE ETF TRUST | ULTRA SHORT INCM | $207K | 0.1% | 8,184 SH | |
| UNITEDHEALTH GROUP INC | COM | $264K | 0.2% | 636 SH | |
| VANECK ETF TRUST | CLO ETF | $511K | 0.3% | 9,646 SH | |
| VANECK ETF TRUST | IG FLOA RATE ETF | $3.4M | 1.9% | 131,784 SH | |
| VANECK ETF TRUST | OIL SERVICES ETF | $223K | 0.1% | 599 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $814K | 0.5% | 1,241 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.8M | 1.0% | 21,637 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.0M | 0.6% | 13,962 SH | |
| VANGUARD FIXED INCOME SECS F | HIGH-YIELD ACTV | $956K | 0.5% | 12,776 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $209K | 0.1% | 2,430 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.6M | 0.9% | 5,385 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $460K | 0.3% | 669 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.0M | 1.1% | 8,210 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $248K | 0.1% | 1,138 SH | |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $1.8M | 1.0% | 24,122 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.4M | 1.9% | 56,716 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $1.9M | 1.1% | 21,050 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $949K | 0.5% | 11,478 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $1.1M | 0.6% | 8,610 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.8M | 2.2% | 31,138 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $1.9M | 1.1% | 10,296 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $3.0M | 1.7% | 20,287 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $2.1M | 1.2% | 17,432 SH | |
| VANGUARD WORLD FD | MATERIALS ETF | $5.3M | 3.0% | 23,253 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $208K | 0.1% | 759 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.2M | 0.7% | 13,933 SH | |
| VERTIV HOLDINGS CO | COM CL A | $519K | 0.3% | 1,549 SH | |
| VIRTUS ETF TR II | SEIX SR LN ETF | $425K | 0.2% | 18,375 SH | |
| VISA INC | COM CL A | $549K | 0.3% | 1,599 SH | |
| WALMART INC | COM | $212K | 0.1% | 1,873 SH | |
| WESTERN DIGITAL CORP | COM | $400K | 0.2% | 627 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002134631-26-000001 | $174.7M | View |