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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 | $885K | 0.5%Prev: 0.1% | 12,895 SH | Increased+8,681 SH |
| ALPHABET INC | CAP STK CL A | $1.7M | 0.9%Prev: 1.2% | 6,853 SH | Decreased-521 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 0.8%Prev: 1.3% | 5,820 SH | Decreased-2,159 SH |
| AMAZON COM INC | COM | $15.0M | 8.3%Prev: 7.2% | 68,291 SH | Decreased+3,612 SH |
| AMERICAN EXPRESS CO | COM | $306K | 0.2%Prev: 0.1% | 921 SH | Increased+272 SH |
| APPLE INC | COM | $7.9M | 4.4%Prev: 5.5% | 30,984 SH | Decreased-9,290 SH |
| ARISTA NETWORKS INC | COM SHS | $231K | 0.1% | 1,583 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.2%Prev: 0.8% | 4,391 SH | Increased+1,167 SH |
| BOEING CO | COM | $308K | 0.2%Prev: 0.5% | 1,427 SH | Decreased-3,364 SH |
| BOSTON SCIENTIFIC CORP | COM | $2.4M | 1.3% | 24,291 SH | New |
| BROADCOM INC | COM | $3.9M | 2.2%Prev: 3.3% | 11,847 SH | Decreased-6,740 SH |
| CITIGROUP INC | COM NEW | $1.8M | 1.0%Prev: 1.3% | 17,883 SH | Decreased-1,541 SH |
| COSTCO WHSL CORP NEW | COM | $6.7M | 3.7% | 7,274 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $275K | 0.2%Prev: 1.3% | 560 SH | Decreased-2,982 SH |
| D R HORTON INC | COM | $840K | 0.5% | 4,958 SH | New |
| ELI LILLY & CO | COM | $410K | 0.2%Prev: 1.6% | 537 SH | Decreased-2,296 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $422K | 0.2%Prev: 0.2% | 24,614 SH | Increased+7,392 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $234K | 0.1%Prev: 0.1% | 5,068 SH | Decreased-1,272 SH |
| GE AEROSPACE | COM NEW | $12.0M | 6.7%Prev: 6.7% | 39,847 SH | Decreased+1,593 SH |
| GE VERNOVA INC | COM | $779K | 0.4%Prev: 2.5% | 1,267 SH | Decreased-3,263 SH |
| GENERAL DYNAMICS CORP | COM | $1.1M | 0.6%Prev: 0.3% | 3,186 SH | Increased+1,530 SH |
| GOLDMAN SACHS GROUP INC | COM | $4.4M | 2.5%Prev: 3.7% | 5,551 SH | Decreased-2,215 SH |
| HOME DEPOT INC | COM | $1.4M | 0.8%Prev: 0.3% | 3,376 SH | Increased+1,662 SH |
| HOWMET AEROSPACE INC | COM | $5.5M | 3.1%Prev: 4.9% | 28,011 SH | Decreased-10,758 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $506K | 0.3%Prev: 0.2% | 1,793 SH | Increased+526 SH |
| INTUITIVE SURGICAL INC | COM NEW | $1.2M | 0.7%Prev: 0.2% | 2,620 SH | Increased+1,446 SH |
| INVESCO QQQ TR | UNIT SER 1 | $348K | 0.2%Prev: 0.2% | 580 SH | Decreased-2 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $849K | 0.5% | 13,069 SH | New |
| ISHARES TR | CORE MSCI EAFE | $653K | 0.4%Prev: 0.4% | 7,480 SH | Decreased-268 SH |
| ISHARES TR | CORE S&P SCP ETF | $399K | 0.2%Prev: 0.2% | 3,359 SH | Decreased+453 SH |
| ISHARES TR | CORE S&P500 ETF | $213K | 0.1% | 318 SH | New |
| ISHARES TR | EXPANDED TECH | $365K | 0.2% | 3,175 SH | New |
| ISHARES TR | MSCI USA MIN VOL | $546K | 0.3% | 5,734 SH | New |
| ISHARES TR | U.S. TECH ETF | $6.0M | 3.4%Prev: 3.9% | 30,737 SH | Decreased-2,581 SH |
| ISHARES TR | US HOME CONS ETF | $1.1M | 0.6% | 10,463 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.7% | 3,873 SH | New |
| L3HARRIS TECHNOLOGIES INC | COM | $1.0M | 0.6%Prev: 0.1% | 3,409 SH | Increased+2,365 SH |
| LAM RESEARCH CORP | COM NEW | $482K | 0.3%Prev: 2.9% | 3,600 SH | Decreased-10,636 SH |
| LOCKHEED MARTIN CORP | COM | $266K | 0.1%Prev: 0.1% | 533 SH | Decreased-19 SH |
| MASTERCARD INCORPORATED | CL A | $2.1M | 1.2% | 3,717 SH | New |
| META PLATFORMS INC | CL A | $16.9M | 9.4%Prev: 4.0% | 23,076 SH | Increased+7,865 SH |
| MICROSOFT CORP | COM | $8.1M | 4.5%Prev: 0.7% | 15,703 SH | Increased+11,556 SH |
| MORGAN STANLEY | COM NEW | $519K | 0.3%Prev: 0.3% | 3,264 SH | Decreased+137 SH |
| NETFLIX INC | COM | $1.2M | 0.6% | 962 SH | New |
| NVIDIA CORPORATION | COM | $30.3M | 16.9%Prev: 14.5% | 162,483 SH | Decreased+7,873 SH |
| ORACLE CORP | COM | $1.5M | 0.8%Prev: 0.2% | 5,418 SH | Increased+2,754 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $10.7M | 6.0%Prev: 2.5% | 58,674 SH | Increased+13,555 SH |
| PALO ALTO NETWORKS INC | COM | $256K | 0.1%Prev: 0.2% | 1,257 SH | Decreased+41 SH |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $808K | 0.4%Prev: 0.9% | 18,921 SH | Decreased-17,031 SH |
| ROYAL BK CDA | COM | $482K | 0.3%Prev: 0.5% | 3,270 SH | Decreased-2,075 SH |
| RTX CORPORATION | COM | $3.0M | 1.6%Prev: 0.5% | 17,670 SH | Increased+12,454 SH |
| SALESFORCE INC | COM | $212K | 0.1% | 894 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $432K | 0.2%Prev: 0.2% | 15,841 SH | Decreased-20 SH |
| SOUTHERN CO | COM | $957K | 0.5%Prev: 0.5% | 10,094 SH | Decreased+32 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $552K | 0.3% | 829 SH | New |
| T-MOBILE US INC | COM | $245K | 0.1% | 1,024 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $581K | 0.3% | 2,079 SH | New |
| TESLA INC | COM | $271K | 0.2%Prev: 0.1% | 609 SH | Decreased-58 SH |
| UBER TECHNOLOGIES INC | COM | $2.3M | 1.3% | 22,992 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $212K | 0.1%Prev: 0.1% | 1,015 SH | Decreased-9 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $205K | 0.1%Prev: 0.1% | 667 SH | Decreased+37 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.0M | 0.6%Prev: 0.5% | 3,091 SH | Decreased-36 SH |
| VANGUARD INDEX FDS | VALUE ETF | $401K | 0.2%Prev: 0.2% | 2,151 SH | Decreased-45 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $318K | 0.2%Prev: 0.1% | 1,473 SH | Increased+447 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $235K | 0.1%Prev: 0.1% | 1,705 SH | Decreased-35 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $329K | 0.2%Prev: 0.1% | 817 SH | Increased-1,578 SH |
| VERTIV HOLDINGS CO | COM CL A | $1.0M | 0.6%Prev: 1.3% | 6,947 SH | Decreased-1,163 SH |
| VISA INC | COM CL A | $800K | 0.4%Prev: 0.3% | 2,343 SH | Increased+443 SH |
| WALMART INC | COM | $6.4M | 3.6%Prev: 3.5% | 62,421 SH | Decreased-3,777 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 |