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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $317K | 0.2%Prev: 0.3% | 2,235 SH | Decreased-150 SH |
| ADVISORSHARES TR | ADVISORSHS ETF | $931K | 0.6%Prev: 0.3% | 13,299 SH | Increased+4,160 SH |
| ALPHABET INC | CAP STK CL A | $465K | 0.3%Prev: 2.8% | 2,638 SH | Decreased-14,433 SH |
| ALPHABET INC | CAP STK CL C | $948K | 0.6%Prev: 1.3% | 5,343 SH | Decreased-2,738 SH |
| AMAZON COM INC | COM | $14.5M | 9.0%Prev: 7.4% | 66,136 SH | Increased+2,570 SH |
| AMERICAN EXPRESS CO | COM | $295K | 0.2%Prev: 0.1% | 924 SH | Increased+50 SH |
| APPLE INC | COM | $5.5M | 3.4%Prev: 5.0% | 26,902 SH | Decreased-8,547 SH |
| AT&T INC | COM | $900K | 0.6% | 31,089 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 1.3%Prev: 1.2% | 4,381 SH | Decreased-217 SH |
| BOSTON SCIENTIFIC CORP | COM | $3.6M | 2.2%Prev: 0.1% | 33,433 SH | Increased+29,896 SH |
| BROADCOM INC | COM | $929K | 0.6%Prev: 2.7% | 3,370 SH | Decreased-11,903 SH |
| CME GROUP INC | COM | $298K | 0.2% | 1,080 SH | New |
| COSTCO WHSL CORP NEW | COM | $8.4M | 5.2% | 8,461 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $1.7M | 1.1%Prev: 0.1% | 3,405 SH | Increased+2,773 SH |
| DISNEY WALT CO | COM | $225K | 0.1% | 1,815 SH | New |
| ELI LILLY & CO | COM | $1.1M | 0.7%Prev: 1.0% | 1,416 SH | Decreased-494 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $997K | 0.6%Prev: 0.2% | 54,985 SH | Increased+35,881 SH |
| EQT CORP | COM | $1.5M | 0.9% | 25,648 SH | New |
| GE AEROSPACE | COM NEW | $10.1M | 6.3%Prev: 6.6% | 39,260 SH | Decreased-1,937 SH |
| GE VERNOVA INC | COM | $349K | 0.2%Prev: 1.6% | 660 SH | Decreased-2,678 SH |
| GOLDMAN SACHS GROUP INC | COM | $3.2M | 2.0%Prev: 3.5% | 4,459 SH | Decreased-2,926 SH |
| HOME DEPOT INC | COM | $542K | 0.3%Prev: 0.3% | 1,477 SH | Decreased-285 SH |
| HOWMET AEROSPACE INC | COM | $7.5M | 4.7%Prev: 4.8% | 40,144 SH | Decreased+2,772 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $525K | 0.3%Prev: 0.2% | 1,782 SH | Increased+31 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.5M | 0.9%Prev: 0.6% | 2,738 SH | Increased+255 SH |
| INVESCO QQQ TR | UNIT SER 1 | $320K | 0.2%Prev: 0.2% | 580 SH | Decreased-2 SH |
| ISHARES TR | CORE MSCI EAFE | $624K | 0.4%Prev: 0.4% | 7,480 SH | Decreased-144 SH |
| ISHARES TR | CORE S&P SCP ETF | $430K | 0.3%Prev: 0.2% | 3,939 SH | Increased+1,042 SH |
| ISHARES TR | EXPANDED TECH | $348K | 0.2% | 3,175 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $536K | 0.3%Prev: 0.3% | 5,712 SH | Increased+434 SH |
| ISHARES TR | U.S. TECH ETF | $4.7M | 3.0%Prev: 3.4% | 27,349 SH | Decreased-6,316 SH |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.7% | 4,027 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $253K | 0.2%Prev: 0.2% | 1,009 SH | Decreased-136 SH |
| LOCKHEED MARTIN CORP | COM | $245K | 0.2%Prev: 0.2% | 529 SH | Decreased-20 SH |
| MASTERCARD INCORPORATED | CL A | $2.7M | 1.7% | 4,730 SH | New |
| META PLATFORMS INC | CL A | $17.7M | 11.0%Prev: 5.7% | 24,006 SH | Increased+6,384 SH |
| MICROSOFT CORP | COM | $6.5M | 4.0%Prev: 0.8% | 13,056 SH | Increased+8,992 SH |
| MORGAN STANLEY | COM NEW | $457K | 0.3%Prev: 0.3% | 3,245 SH | Decreased-170 SH |
| NETFLIX INC | COM | $3.5M | 2.2% | 2,609 SH | New |
| NVIDIA CORPORATION | COM | $25.4M | 15.9%Prev: 15.2% | 161,062 SH | Decreased+5,993 SH |
| ORACLE CORP | COM | $581K | 0.4%Prev: 0.2% | 2,659 SH | Increased-13 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $7.3M | 4.6%Prev: 4.3% | 53,693 SH | Decreased+975 SH |
| PALO ALTO NETWORKS INC | COM | $263K | 0.2%Prev: 0.1% | 1,285 SH | Increased-124 SH |
| PROCTER AND GAMBLE CO | COM | $266K | 0.2% | 1,672 SH | New |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $822K | 0.5%Prev: 1.0% | 20,421 SH | Decreased-19,389 SH |
| SALESFORCE INC | COM | $315K | 0.2% | 1,156 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $420K | 0.3%Prev: 0.3% | 15,834 SH | Decreased-21 SH |
| SOUTHERN CO | COM | $927K | 0.6%Prev: 0.5% | 10,092 SH | Decreased+32 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $506K | 0.3% | 820 SH | New |
| T-MOBILE US INC | COM | $326K | 0.2% | 1,369 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $448K | 0.3% | 1,980 SH | New |
| UBER TECHNOLOGIES INC | COM | $2.3M | 1.4%Prev: 0.1% | 24,192 SH | Increased+21,035 SH |
| UNUM GROUP | COM | $244K | 0.2% | 3,016 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $225K | 0.1% | 808 SH | New |
| VANGUARD INDEX FDS | LARGE CAP ETF | $201K | 0.1% | 705 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $937K | 0.6%Prev: 0.6% | 3,082 SH | Decreased-36 SH |
| VANGUARD INDEX FDS | VALUE ETF | $451K | 0.3%Prev: 0.2% | 2,552 SH | Increased+367 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $336K | 0.2%Prev: 0.1% | 1,642 SH | Increased+620 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $222K | 0.1%Prev: 0.1% | 1,696 SH | Decreased-37 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $299K | 0.2% | 816 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $603K | 0.4%Prev: 0.5% | 4,695 SH | Decreased+1,037 SH |
| VISA INC | COM CL A | $3.5M | 2.2%Prev: 0.4% | 9,851 SH | Increased+7,671 SH |
| WALMART INC | COM | $5.7M | 3.6%Prev: 4.8% | 58,375 SH | Decreased-9,955 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 |