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CIK 0002107629 • 4 13F filings • Jan 29, 2026 – Jul 27, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $274K | 0.3%Prev: 0.0% | 1,021 SH | Decreased-1,055 SH |
| ADOBE INC | COM | $797K | 0.8%Prev: 0.1% | 2,276 SH | Decreased-181 SH |
| ALPHABET INC | CAP STK CL A | $1.3M | 1.3%Prev: 0.1% | 4,298 SH | Increased-128 SH |
| ALPHABET INC | CAP STK CL C | $271K | 0.3%Prev: 0.0% | 863 SH | Increased |
| AMAZON COM INC | COM | $2.8M | 2.8%Prev: 0.3% | 12,174 SH | Increased+499 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $3.4M | 3.4%Prev: 0.6% | 30,464 SH | Decreased-27,676 SH |
| ANGEL OAK FUNDS TRUST | INCOME ETF | $2.0M | 2.0%Prev: 0.2% | 94,104 SH | Increased+845 SH |
| ANGEL OAK FUNDS TRUST | OAK ULTRASHORT | $4.5M | 4.5%Prev: 0.4% | 88,848 SH | Increased+16,804 SH |
| APPLE INC | COM | $6.2M | 6.2%Prev: 0.6% | 22,850 SH | Increased-431 SH |
| ARISTA NETWORKS INC | COM SHS | $575K | 0.6%Prev: 0.1% | 4,385 SH | Decreased-17 SH |
| AT&T INC | COM | $906K | 0.9%Prev: 0.1% | 36,462 SH | Increased+15,515 SH |
| BANK NEW YORK MELLON CORP | COM | $404K | 0.4%Prev: 0.0% | 3,483 SH | Increased+42 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 1.4%Prev: 0.1% | 2,707 SH | Decreased-106 SH |
| BEST BUY INC | COM | $285K | 0.3%Prev: 0.0% | 4,251 SH | Decreased+171 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $381K | 0.4%Prev: 0.0% | 7,063 SH | Increased-615 SH |
| BROADCOM INC | COM | $254K | 0.3%Prev: 0.0% | 734 SH | Decreased-182 SH |
| CATERPILLAR INC | COM | $827K | 0.8%Prev: 0.1% | 1,444 SH | Increased+219 SH |
| CF INDS HLDGS INC | COM | $244K | 0.2%Prev: 0.0% | 3,161 SH | Decreased+15 SH |
| CHEVRON CORP NEW | COM | $926K | 0.9%Prev: 0.1% | 6,077 SH | Increased+2,049 SH |
| CISCO SYS INC | COM | $319K | 0.3%Prev: 0.0% | 4,136 SH | Decreased-1,501 SH |
| COMFORT SYS USA INC | COM | $225K | 0.2% | 241 SH | New |
| CONOCOPHILLIPS | COM | $2.2M | 2.2%Prev: 0.2% | 23,968 SH | Increased+1,128 SH |
| COPART INC | COM | $208K | 0.2% | 5,326 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $521K | 0.5%Prev: 0.0% | 1,112 SH | Increased+536 SH |
| DEERE & CO | COM | $2.0M | 2.0%Prev: 0.2% | 4,307 SH | Decreased-112 SH |
| DELL TECHNOLOGIES INC | CL C | $418K | 0.4%Prev: 0.0% | 3,317 SH | Increased+1,371 SH |
| DOLLAR TREE INC | COM | $389K | 0.4%Prev: 0.0% | 3,164 SH | Increased+39 SH |
| DUKE ENERGY CORP NEW | COM NEW | $305K | 0.3%Prev: 0.0% | 2,603 SH | Decreased+12 SH |
| EOG RES INC | COM | $302K | 0.3% | 2,871 SH | New |
| EVEREST GROUP LTD | COM | $303K | 0.3%Prev: 0.0% | 894 SH | Decreased+13 SH |
| EXXON MOBIL CORP | COM | $1.5M | 1.5%Prev: 0.1% | 12,326 SH | Increased+2,104 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $225K | 0.2%Prev: 0.0% | 836 SH | Decreased |
| FLEX LTD | ORD | $341K | 0.3%Prev: 0.0% | 5,640 SH | Increased |
| GEN DIGITAL INC | COM | $280K | 0.3%Prev: 0.0% | 10,280 SH | Decreased-31 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $2.1M | 2.1%Prev: 0.2% | 120,564 SH | Increased+2,217 SH |
| GLOBAL X FDS | S&P 500 COVERED | $2.1M | 2.1%Prev: 0.2% | 51,778 SH | Increased-1,145 SH |
| HOME DEPOT INC | COM | $1.8M | 1.8%Prev: 0.2% | 5,109 SH | Increased+948 SH |
| HP INC | COM | $280K | 0.3%Prev: 0.0% | 12,574 SH | Decreased+251 SH |
| ILLINOIS TOOL WKS INC | COM | $309K | 0.3%Prev: 0.0% | 1,256 SH | Decreased+17 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $6.8M | 6.8%Prev: 0.6% | 345,829 SH | Increased+58,029 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.8M | 6.8%Prev: 0.7% | 11,017 SH | Increased+120 SH |
| ISHARES INC | MSCI AUST ETF | $355K | 0.4% | 13,565 SH | New |
| ISHARES INC | MSCI MEXICO ETF | $1.2M | 1.2%Prev: 0.2% | 17,593 SH | Decreased-15,805 SH |
| ISHARES INC | MSCI STH AFR ETF | $375K | 0.4% | 5,449 SH | New |
| ISHARES INC | MSCI STH KOR ETF | $385K | 0.4% | 3,963 SH | New |
| ISHARES TR | CORE MSCI INTL | $585K | 0.6% | 7,092 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.4M | 5.4%Prev: 0.5% | 93,641 SH | Increased+2,128 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $440K | 0.4%Prev: 0.1% | 5,794 SH | Decreased-256 SH |
| LOCKHEED MARTIN CORP | COM | $391K | 0.4% | 809 SH | New |
| MASTERCARD INCORPORATED | CL A | $1.1M | 1.1%Prev: 0.1% | 1,925 SH | Decreased-81 SH |
| MCDONALDS CORP | COM | $1.2M | 1.2%Prev: 0.1% | 3,841 SH | Decreased-181 SH |
| MCKESSON CORP | COM | $597K | 0.6%Prev: 0.1% | 728 SH | Increased-17 SH |
| META PLATFORMS INC | CL A | $234K | 0.2%Prev: 0.0% | 355 SH | Decreased+3 SH |
| MICROSOFT CORP | COM | $2.6M | 2.6%Prev: 0.3% | 5,470 SH | Decreased-399 SH |
| MONGODB INC | CL A | $229K | 0.2% | 545 SH | New |
| NETAPP INC | COM | $341K | 0.3%Prev: 0.0% | 3,189 SH | Decreased+42 SH |
| NVIDIA CORPORATION | COM | $5.3M | 5.3%Prev: 0.6% | 27,419 SH | Decreased-3,348 SH |
| OMNICOM GROUP INC | COM | $387K | 0.4% | 4,789 SH | New |
| ORACLE CORP | COM | $876K | 0.9%Prev: 0.1% | 4,492 SH | Increased+2,158 SH |
| OTIS WORLDWIDE CORP | COM | $276K | 0.3%Prev: 0.0% | 3,161 SH | Increased+152 SH |
| PFIZER INC | COM | $357K | 0.4%Prev: 0.0% | 14,329 SH | Increased+447 SH |
| PROCTER AND GAMBLE CO | COM | $995K | 1.0%Prev: 0.1% | 6,940 SH | Decreased-394 SH |
| QUALCOMM INC | COM | $357K | 0.4%Prev: 0.0% | 2,088 SH | Increased+34 SH |
| QUANTA SVCS INC | COM | $232K | 0.2%Prev: 0.0% | 551 SH | Increased+50 SH |
| SCHWAB CHARLES CORP | COM | $729K | 0.7%Prev: 0.1% | 7,294 SH | Increased+1,784 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $2.2M | 2.2%Prev: 0.2% | 14,511 SH | Increased-517 SH |
| SELECT SECTOR SPDR TR | STATE STREET REA | $2.6M | 2.6%Prev: 0.3% | 65,395 SH | Decreased-7,193 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $377K | 0.4%Prev: 0.0% | 2,617 SH | Increased+1,297 SH |
| SIMON PPTY GROUP INC NEW | COM | $374K | 0.4%Prev: 0.0% | 2,019 SH | Decreased+17 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.2M | 1.2%Prev: 0.1% | 1,699 SH | Decreased-60 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $341K | 0.3%Prev: 0.0% | 565 SH | Decreased-48 SH |
| SYNCHRONY FINANCIAL | COM | $406K | 0.4%Prev: 0.0% | 4,870 SH | Increased-2 SH |
| TERADYNE INC | COM | $241K | 0.2% | 1,244 SH | New |
| TESLA INC | COM | $1.5M | 1.5%Prev: 0.1% | 3,227 SH | Increased+217 SH |
| TEXAS INSTRS INC | COM | $835K | 0.8%Prev: 0.0% | 4,812 SH | Increased+2,395 SH |
| TEXAS PACIFIC LAND CORPORATI | COM | $759K | 0.8%Prev: 0.1% | 2,599 SH | Decreased+1,536 SH |
| TOYOTA MOTOR CORP | ADS | $659K | 0.7%Prev: 0.0% | 3,081 SH | Increased+621 SH |
| UNITED STS LIME & MINERALS I | COM | $375K | 0.4%Prev: 0.0% | 3,132 SH | Decreased+1 SH |
| URANIUM ENERGY CORP | COM | $369K | 0.4%Prev: 0.1% | 31,572 SH | Decreased-6,600 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $400K | 0.4%Prev: 0.0% | 1,193 SH | Increased+44 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.9M | 1.9%Prev: 0.2% | 37,916 SH | Decreased+2 SH |
| VISA INC | COM CL A | $293K | 0.3%Prev: 0.0% | 834 SH | Decreased-366 SH |
| VISTRA CORP | COM | $247K | 0.2%Prev: 0.0% | 1,533 SH | Decreased-62 SH |
| WALMART INC | COM | $499K | 0.5%Prev: 0.1% | 4,479 SH | Decreased-785 SH |
| WASTE MGMT INC DEL | COM | $1.4M | 1.4%Prev: 0.1% | 6,436 SH | Increased+504 SH |
| WILLIAMS SONOMA INC | COM | $337K | 0.3%Prev: 0.0% | 1,884 SH | Decreased+5 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $378K | 0.4% | 2,624 SH | New |
| 13F-HR |
| 0002107629-26-000004 |
| $102.9M |
| View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002107629-26-000003 | $89.3M | View |