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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 | $474K | 0.2%Prev: 0.1% | 1,516 SH | Increased+1 SH |
| AMAZON COM INC | COM | $355K | 0.1%Prev: 0.1% | 1,539 SH | Increased |
| APPLE INC | COM | $2.2M | 0.8%Prev: 1.0% | 8,038 SH | Decreased-2,125 SH |
| CHEVRON CORP NEW | COM | $344K | 0.1%Prev: 0.1% | 2,255 SH | Decreased+20 SH |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $223K | 0.1%Prev: 0.1% | 3,489 SH | Increased+5 SH |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | $9.6M | 3.4%Prev: 3.5% | 74,215 SH | Increased+3,036 SH |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $27.0M | 9.5%Prev: 9.6% | 279,036 SH | Increased+16,720 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $23.4M | 8.2%Prev: 7.8% | 385,967 SH | Increased+36,520 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $5.8M | 2.0%Prev: 1.9% | 114,985 SH | Increased+10,499 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $808K | 0.3%Prev: 0.3% | 3,509 SH | Decreased-65 SH |
| FIRST TR EXCHNG TRADED FD | ACTV FCTR LGCP | $11.3M | 4.0% | 290,071 SH | New |
| FIRST TR EXCHNG TRADED FD | FT VEST LADDERED | $11.4M | 4.0% | 333,297 SH | New |
| FIRST TR EXCHNG TRADED FD | MLT MNGD LRG GRW | $10.9M | 3.8% | 307,441 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $45.5M | 15.9%Prev: 15.8% | 74,210 SH | Increased+2,942 SH |
| ISHARES SILVER TR | ISHARES | $257K | 0.1% | 3,985 SH | New |
| ISHARES TR | CORE DIV GRWTH | $208K | 0.1%Prev: 0.1% | 2,994 SH | Increased+19 SH |
| ISHARES TR | RUS MID CAP ETF | $450K | 0.2%Prev: 0.2% | 4,675 SH | Decreased-11 SH |
| META PLATFORMS INC | CL A | $261K | 0.1%Prev: 0.1% | 396 SH | Decreased |
| MICROSOFT CORP | COM | $486K | 0.2%Prev: 0.2% | 1,006 SH | Decreased+1 SH |
| NVIDIA CORPORATION | COM | $823K | 0.3%Prev: 0.3% | 4,416 SH | Decreased+1 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $717K | 0.3%Prev: 0.3% | 26,660 SH | Increased-321 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $224K | 0.1% | 4,090 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $30.2M | 10.6%Prev: 10.6% | 62,775 SH | Increased+804 SH |
| SPDR GOLD TR | GOLD SHS | $226K | 0.1%Prev: 0.1% | 571 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $75.8M | 26.5%Prev: 26.6% | 111,327 SH | Increased+3,580 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.3M | 0.4% | 17,607 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET ULT | $906K | 0.3% | 22,250 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $359K | 0.1% | 7,135 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $451K | 0.2%Prev: 0.2% | 3,143 SH | Increased-1 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $218K | 0.1%Prev: 0.1% | 1,177 SH | Decreased-47 SH |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $7.2M | 2.5%Prev: 2.5% | 136,854 SH | Increased+5,843 SH |
| VICTORY PORTFOLIOS II | VICTORYSHARES FR | $15.0M | 5.2%Prev: 5.3% | 525,661 SH | Increased+31,185 SH |
| WELLS FARGO CO NEW | COM | $1.4M | 0.5%Prev: 0.5% | 14,877 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 |