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CIK 0002066184 • 6 13F filings • May 5, 2025 – Jul 22, 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 | |||||
|---|---|---|---|---|---|
| ADVISORSHARES TR | ADVISORSHS ETF | $867K | 0.6% | 13,236 SH | |
| ALPHABET INC | CAP STK CL A | $393K | 0.3% | 2,539 SH | |
| ALPHABET INC | CAP STK CL C | $815K | 0.6% | 5,218 SH | |
| ALPS ETF TR | ALERIAN MLP | $200K | 0.1% | 3,852 SH | |
| AMAZON COM INC | COM | $12.2M | 8.9% | 64,116 SH | |
| AMERICAN EXPRESS CO | COM | $299K | 0.2% | 1,112 SH | |
| APPLE INC | COM | $9.4M | 6.9% | 42,415 SH | |
| ARISTA NETWORKS INC | COM SHS | $877K | 0.6% | 11,325 SH | |
| BAKER HUGHES COMPANY | CL A | $442K | 0.3% | 10,060 SH | |
| BANK NEW YORK MELLON CORP | COM | $604K | 0.4% | 7,200 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.2M | 2.4% | 6,098 SH | |
| BLACKROCK INC | COM | $367K | 0.3% | 388 SH | |
| BOSTON SCIENTIFIC CORP | COM | $2.7M | 2.0% | 26,811 SH | |
| BROADCOM INC | COM | $345K | 0.3% | 2,060 SH | |
| COSTCO WHSL CORP NEW | COM | $7.7M | 5.6% | 8,096 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $354K | 0.3% | 1,005 SH | |
| ELI LILLY & CO | COM | $1.7M | 1.2% | 2,061 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $2.0M | 1.4% | 105,357 SH | |
| EQT CORP | COM | $1.3M | 0.9% | 24,030 SH | |
| FORTINET INC | COM | $1.5M | 1.1% | 15,450 SH | |
| GE AEROSPACE | COM NEW | $7.9M | 5.8% | 39,428 SH | |
| GENERAL DYNAMICS CORP | COM | $274K | 0.2% | 1,005 SH | |
| GOLDMAN SACHS GROUP INC | COM | $5.1M | 3.7% | 9,348 SH | |
| HOME DEPOT INC | COM | $853K | 0.6% | 2,327 SH | |
| HOWMET AEROSPACE INC | COM | $4.6M | 3.3% | 35,206 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $436K | 0.3% | 1,752 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $1.1M | 0.8% | 2,221 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $271K | 0.2% | 579 SH | |
| ISHARES TR | CORE MSCI EAFE | $556K | 0.4% | 7,346 SH | |
| ISHARES TR | CORE S&P SCP ETF | $626K | 0.5% | 5,986 SH | |
| ISHARES TR | EXPANDED TECH | $283K | 0.2% | 3,175 SH | |
| ISHARES TR | MSCI USA MIN VOL | $533K | 0.4% | 5,692 SH | |
| ISHARES TR | U.S. TECH ETF | $3.9M | 2.9% | 27,771 SH | |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.9% | 5,192 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $211K | 0.2% | 1,009 SH | |
| LOCKHEED MARTIN CORP | COM | $245K | 0.2% | 549 SH | |
| MASTERCARD INCORPORATED | CL A | $2.6M | 1.9% | 4,673 SH | |
| META PLATFORMS INC | CL A | $13.6M | 9.9% | 23,582 SH | |
| MICROSOFT CORP | COM | $4.8M | 3.5% | 12,822 SH | |
| MORGAN STANLEY | COM NEW | $365K | 0.3% | 3,131 SH | |
| NETFLIX INC | COM | $339K | 0.2% | 363 SH | |
| NVIDIA CORPORATION | COM | $17.4M | 12.7% | 160,806 SH | |
| ORACLE CORP | COM | $456K | 0.3% | 3,264 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $2.9M | 2.1% | 34,289 SH | |
| PROCTER AND GAMBLE CO | COM | $292K | 0.2% | 1,715 SH | |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $800K | 0.6% | 21,001 SH | |
| RTX CORPORATION | COM | $2.6M | 1.9% | 19,397 SH | |
| SALESFORCE INC | COM | $414K | 0.3% | 1,543 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $446K | 0.3% | 15,954 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $338K | 0.2% | 6,783 SH | |
| SOUTHERN CO | COM | $930K | 0.7% | 10,111 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $467K | 0.3% | 836 SH | |
| T-MOBILE US INC | COM | $1.5M | 1.1% | 5,577 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $333K | 0.2% | 2,008 SH | |
| UBER TECHNOLOGIES INC | COM | $974K | 0.7% | 13,367 SH | |
| UNUM GROUP | COM | $582K | 0.4% | 7,150 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $847K | 0.6% | 3,082 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $438K | 0.3% | 2,533 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $328K | 0.2% | 1,692 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $244K | 0.2% | 1,896 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $252K | 0.2% | 816 SH | |
| VERTIV HOLDINGS CO | COM CL A | $339K | 0.2% | 4,694 SH | |
| VISA INC | COM CL A | $1.9M | 1.4% | 5,521 SH | |
| WALMART INC | COM | $5.0M | 3.6% | 56,583 SH |
| Q3 2025 |
| 13F-HR |
| 0002066184-25-000008 |
| $179.7M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002066184-26-000003 | $213.6M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002066184-25-000004 | $160.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002066184-26-000002 | $178.2M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0002066184-25-000003 | $136.8M | View |