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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 | $368K | 0.1%Prev: 0.2% | 1,515 SH | Decreased-38 SH |
| AMAZON COM INC | COM | $338K | 0.1%Prev: 0.1% | 1,539 SH | Decreased |
| APPLE INC | COM | $2.6M | 1.0%Prev: 0.7% | 10,163 SH | Increased+2,175 SH |
| CHEVRON CORP NEW | COM | $347K | 0.1% | 2,235 SH | New |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | $215K | 0.1% | 3,484 SH | New |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | $9.6M | 3.5% | 71,179 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $25.9M | 9.6%Prev: 9.1% | 262,316 SH | Decreased-15,107 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $21.0M | 7.8%Prev: 7.5% | 349,447 SH | Decreased-87,204 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $5.2M | 1.9%Prev: 1.8% | 104,486 SH | Decreased-22,801 SH |
| FIRST TR EXCHANGE-TRADED FD | SHS | $821K | 0.3%Prev: 0.3% | 3,574 SH | Decreased+182 SH |
| FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | $10.8M | 4.0%Prev: 3.7% | 278,608 SH | Decreased-20,282 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $10.8M | 4.0% | 322,364 SH | New |
| FIRST TR EXCHNG TRADED FD VI | MLT MNGD LRG GRW | $10.3M | 3.8% | 283,603 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $42.8M | 15.8%Prev: 1.0% | 71,268 SH | Increased+66,238 SH |
| ISHARES TR | CORE DIV GRWTH | $203K | 0.1%Prev: 0.1% | 2,975 SH | Decreased-47 SH |
| ISHARES TR | RUS MID CAP ETF | $452K | 0.2%Prev: 0.1% | 4,686 SH | Decreased+50 SH |
| META PLATFORMS INC | CL A | $291K | 0.1% | 396 SH | New |
| MICROSOFT CORP | COM | $520K | 0.2%Prev: 0.1% | 1,005 SH | Increased-18 SH |
| NVIDIA CORPORATION | COM | $824K | 0.3%Prev: 0.2% | 4,415 SH | Decreased+98 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $711K | 0.3%Prev: 0.2% | 26,981 SH | Decreased+798 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $220K | 0.1% | 4,076 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $28.8M | 10.6% | 61,971 SH | New |
| SPDR GOLD TR | GOLD SHS | $203K | 0.1% | 571 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $71.8M | 26.6% | 107,747 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $260K | 0.1% | 3,319 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $661K | 0.2% | 11,950 SH | New |
| SPDR SERIES TRUST | RUSSELL LOW VOL | $300K | 0.1% | 2,250 SH | New |
| SPDR SERIES TRUST | SSGA US LRG ETF | $201K | 0.1% | 1,126 SH | New |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | $907K | 0.3% | 21,498 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $443K | 0.2%Prev: 0.1% | 3,144 SH | Decreased+7 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $232K | 0.1%Prev: 0.1% | 1,224 SH | Increased+52 SH |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $6.7M | 2.5%Prev: 3.7% | 131,011 SH | Decreased-127,882 SH |
| VICTORY PORTFOLIOS II | VICTORYSHARES FR | $14.2M | 5.3% | 494,476 SH | New |
| WELLS FARGO CO NEW | COM | $1.2M | 0.5% | 14,877 SH | New |
| 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 |