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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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $446K | 0.2% | 1,553 SH | |
| AMAZON COM INC | COM | $321K | 0.1% | 1,539 SH | |
| APPLE INC | COM | $2.0M | 0.7% | 7,982 SH | |
| CHEVRON CORPORATION | COM | $470K | 0.2% | 2,271 SH | |
| CSX CORP | COM | $209K | 0.1% | 5,095 SH | |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $238K | 0.1% | 3,494 SH | |
| EXXON MOBIL CORP | COM | $298K | 0.1% | 1,758 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $26.8M | 9.2% | 286,416 SH | |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | $9.0M | 3.1% | 82,702 SH | |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | $9.9M | 3.4% | 0 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $23.6M | 8.1% | 393,447 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $5.8M | 2.0% | 115,856 SH | |
| FIRST TR EXCHANGE-TRADED FD | SHS | $750K | 0.3% | 3,474 SH | |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | $11.2M | 3.8% | 289,738 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $862K | 0.3% | 25,539 SH | |
| FIRST TR EXCHNG TRADED FD VI | MLT MNGD LRG GRW | $10.9M | 3.7% | 346,691 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $44.6M | 15.3% | 77,312 SH | |
| ISHARES TR | CORE DIV GRWTH | $211K | 0.1% | 3,009 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $223K | 0.1% | 1,176 SH | |
| ISHARES TR | RUS MID CAP ETF | $456K | 0.2% | 4,688 SH | |
| MARATHON PETE CORP | COM | $244K | 0.1% | 1,000 SH | |
| MICROSOFT CORP | COM | $379K | 0.1% | 1,024 SH | |
| NVIDIA CORPORATION | COM | $753K | 0.3% | 4,316 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $676K | 0.2% | 26,352 SH | |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $203K | 0.1% | 4,111 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $1.4M | 0.5% | 18,807 SH | |
| SSGA ACTIVE ETF TR | STATE STREET ULT | $932K | 0.3% | 22,895 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $29.6M | 10.1% | 63,911 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $74.3M | 25.5% | 114,358 SH | |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | $274K | 0.1% | 4,215 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $357K | 0.1% | 7,148 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $468K | 0.2% | 3,162 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $235K | 0.1% | 1,184 SH | |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $10.3M | 3.5% | 260,626 SH | |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $7.3M | 2.5% | 143,403 SH | |
| VICTORY PORTFOLIOS II | VICTORYSHARES FR | $14.9M | 5.1% | 566,697 SH | |
| WELLS FARGO & CO | COM | $1.2M | 0.4% | 14,802 SH |
| 13F-HR |
| 0001214659-26-011794 |
| $270.1M |
| View |
| Aug 25, 2026 | Q2 2026 | 13F-HR | 0001214659-26-010835 | $349.9M | View |
| Oct 19, 2026 | Q2 2025 | 13F-HR | 0001214659-26-013026 | $230.7M | View |
| Sep 17, 2026 | Q1 2026 | 13F-HR | 0001214659-26-011749 | $291.8M | View |