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CIK 0001814128 • 6 13F filings • Aug 25, 2026 – Oct 19, 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 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $555K | 0.2%Prev: 0.2% | 1,553 SH | Increased |
| ALPHABET INC | CAP STK CL C | $217K | 0.1% | 615 SH | New |
| AMAZON COM INC | COM | $367K | 0.1%Prev: 0.1% | 1,539 SH | Increased |
| APPLE INC | COM | $2.3M | 0.7%Prev: 0.7% | 7,988 SH | Increased+6 SH |
| CATERPILLAR INC | COM | $237K | 0.1% | 223 SH | New |
| CHEVRON CORPORATION | COM | $379K | 0.1%Prev: 0.2% | 2,288 SH | Decreased+17 SH |
| CSX CORP | COM | $242K | 0.1%Prev: 0.1% | 5,095 SH | Increased |
| ETF SER SOLUTIONS | DEFIANCE SPACE A | $332K | 0.1% | 3,498 SH | New |
| EXXON MOBIL CORP | COM | $240K | 0.1%Prev: 0.1% | 1,758 SH | Decreased |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $31.9M | 9.1%Prev: 9.2% | 277,423 SH | Increased-8,993 SH |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | $11.6M | 3.3%Prev: 3.1% | 86,165 SH | Increased+3,463 SH |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | $6.2M | 1.8%Prev: 3.4% | 140,147 SH | Decreased+140,147 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $26.1M | 7.5%Prev: 8.1% | 436,651 SH | Increased+43,204 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $6.3M | 1.8%Prev: 2.0% | 127,287 SH | Increased+11,431 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $1.1M | 0.3%Prev: 0.3% | 3,392 SH | Increased-82 SH |
| FIRST TR EXCHNG TRADED FD VI | ACTIVE FACTOR LA | $13.3M | 3.8% | 364,178 SH | New |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | $13.0M | 3.7%Prev: 3.8% | 298,890 SH | Increased+9,152 SH |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $923K | 0.3% | 25,255 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $51.1M | 14.6% | 168,645 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $3.7M | 1.0%Prev: 15.3% | 5,030 SH | Decreased-72,282 SH |
| ISHARES TR | CORE DIV GRWTH | $229K | 0.1%Prev: 0.1% | 3,022 SH | Increased+13 SH |
| ISHARES TR | RUS 2000 VAL ETF | $237K | 0.1%Prev: 0.1% | 1,070 SH | Increased-106 SH |
| ISHARES TR | RUS MID CAP ETF | $511K | 0.1%Prev: 0.2% | 4,636 SH | Increased-52 SH |
| MARATHON PETE CORP | COM | $256K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| MICROSOFT CORP | COM | $382K | 0.1%Prev: 0.1% | 1,023 SH | Increased-1 SH |
| NVIDIA CORPORATION | COM | $864K | 0.2%Prev: 0.3% | 4,317 SH | Increased+1 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $771K | 0.2%Prev: 0.2% | 26,183 SH | Increased-169 SH |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $221K | 0.1% | 4,126 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $294K | 0.1% | 3,346 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $736K | 0.2% | 12,113 SH | New |
| SPDR SERIES TRUST | ST STR R1K LOWV | $534K | 0.2% | 3,428 SH | New |
| SSGA ACTIVE ETF TR | ST STR UL BD ETF | $801K | 0.2% | 19,824 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $34.3M | 9.8%Prev: 10.1% | 65,577 SH | Increased+1,666 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $88.1M | 25.2%Prev: 25.5% | 117,959 SH | Increased+3,601 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $363K | 0.1%Prev: 0.1% | 7,167 SH | Increased+19 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $496K | 0.1%Prev: 0.2% | 3,137 SH | Increased-25 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $229K | 0.1%Prev: 0.1% | 1,172 SH | Decreased-12 SH |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $13.1M | 3.7%Prev: 2.5% | 258,893 SH | Increased+115,490 SH |
| VICTORY PORTFOLIOS II | SHS FR CA FL ETF | $17.8M | 5.1% | 387,737 SH | New |
| VICTORY PORTFOLIOS II | VICT FR GROW ETF | $18.4M | 5.3% | 536,075 SH | New |
| WELLS FARGO & CO | COM | $1.2M | 0.3%Prev: 0.4% | 14,802 SH | Increased |
| 13F-HR |
| 0001214659-26-011794 |
| $270.1M |
| View |
| Aug 25, 2026 | Q2 2026 | 13F-HR | 0001214659-26-010835 | $349.9M | View |
| Sep 17, 2026 | Q1 2026 | 13F-HR | 0001214659-26-011749 | $291.8M | View |