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CIK 0002057465 • 7 13F filings • Apr 10, 2025 – Oct 20, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $921K | 0.9% | 6,941 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $770K | 0.7% | 2,469 SH | |
| ADOBE INC | COM | $316K | 0.3% | 825 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $2.0M | 1.9% | 14,853 SH | |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.3% | 8,754 SH | |
| AMAZON COM INC | COM | $2.5M | 2.4% | 13,260 SH | |
| AMERICAN EXPRESS CO | COM | $1.6M | 1.6% | 6,015 SH | |
| APPLE INC | COM | $2.2M | 2.1% | 9,843 SH | |
| AT&T INC | COM | $1.1M | 1.1% | 40,438 SH | |
| BANK AMERICA CORP | COM | $665K | 0.6% | 15,927 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 2.1% | 4,075 SH | |
| BLACKSTONE INC | COM | $652K | 0.6% | 4,666 SH | |
| CHEVRON CORP NEW | COM | $726K | 0.7% | 4,337 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $609K | 0.6% | 12,133 SH | |
| COCA COLA CO | COM | $1.8M | 1.7% | 24,833 SH | |
| COMCAST CORP NEW | CL A | $373K | 0.4% | 10,112 SH | |
| COSTCO WHSL CORP NEW | COM | $2.9M | 2.8% | 3,093 SH | |
| DIGITAL RLTY TR INC | COM | $567K | 0.5% | 3,959 SH | |
| DISNEY WALT CO | COM | $549K | 0.5% | 5,559 SH | |
| ELI LILLY & CO | COM | $847K | 0.8% | 1,025 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $276K | 0.3% | 5,567 SH | |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | $4.8M | 4.6% | 102,182 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.7M | 1.7% | 38,243 SH | |
| FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | $2.0M | 1.9% | 35,643 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.3M | 1.3% | 2,384 SH | |
| HOME DEPOT INC | COM | $631K | 0.6% | 1,721 SH | |
| HONEYWELL INTL INC | COM | $619K | 0.6% | 2,923 SH | |
| INTEL CORP | COM | $279K | 0.3% | 12,286 SH | |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $3.3M | 3.2% | 123,825 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $6.4M | 6.2% | 13,729 SH | |
| ISHARES TR | CORE HIGH DV ETF | $3.7M | 3.6% | 30,591 SH | |
| ISHARES TR | CORE MSCI EURO | $1.1M | 1.1% | 18,574 SH | |
| ISHARES TR | CORE S&P500 ETF | $12.2M | 11.8% | 21,760 SH | |
| ISHARES TR | CRE U S REIT ETF | $226K | 0.2% | 3,923 SH | |
| ISHARES TR | GLB INFRASTR ETF | $559K | 0.5% | 10,224 SH | |
| ISHARES TR | MBS ETF | $1.4M | 1.4% | 15,171 SH | |
| ISHARES TR | MSCI ACWI EX US | $660K | 0.6% | 11,909 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.2M | 1.2% | 27,749 SH | |
| ISHARES TR | NATIONAL MUN ETF | $485K | 0.5% | 4,600 SH | |
| ISHARES TR | RUS 1000 ETF | $235K | 0.2% | 767 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $979K | 0.9% | 4,905 SH | |
| ISHARES TR | U.S. BAS MTL ETF | $280K | 0.3% | 2,076 SH | |
| ISHARES TR | U.S. ENERGY ETF | $289K | 0.3% | 5,853 SH | |
| ISHARES TR | U.S. FIN SVC ETF | $646K | 0.6% | 8,219 SH | |
| ISHARES TR | U.S. REAL ES ETF | $315K | 0.3% | 3,285 SH | |
| ISHARES TR | U.S. TECH ETF | $2.3M | 2.2% | 16,241 SH | |
| ISHARES TR | US CONSM STAPLES | $762K | 0.7% | 10,645 SH | |
| ISHARES TR | US CONSUM DISCRE | $1.1M | 1.1% | 12,606 SH | |
| ISHARES TR | US HLTHCARE ETF | $955K | 0.9% | 15,688 SH | |
| ISHARES TR | US INDUSTRIALS | $544K | 0.5% | 4,176 SH | |
| ISHARES TR | US TELECOM ETF | $904K | 0.9% | 32,988 SH | |
| JD.COM INC | SPON ADS CL A | $556K | 0.5% | 13,522 SH | |
| JOHNSON & JOHNSON | COM | $1.2M | 1.2% | 7,268 SH | |
| JPMORGAN CHASE & CO. | COM | $1.2M | 1.1% | 4,804 SH | |
| KRAFT HEINZ CO | COM | $806K | 0.8% | 26,499 SH | |
| MASTERCARD INCORPORATED | CL A | $680K | 0.7% | 1,241 SH | |
| MCDONALDS CORP | COM | $388K | 0.4% | 1,241 SH | |
| MERCK & CO INC | COM | $502K | 0.5% | 5,595 SH | |
| META PLATFORMS INC | CL A | $1.5M | 1.5% | 2,640 SH | |
| MICROSOFT CORP | COM | $1.5M | 1.5% | 4,048 SH | |
| NETFLIX INC | COM | $1.5M | 1.4% | 1,611 SH | |
| NIKE INC | CL B | $224K | 0.2% | 3,532 SH | |
| NVIDIA CORPORATION | COM | $538K | 0.5% | 4,962 SH | |
| PROCTER AND GAMBLE CO | COM | $1.6M | 1.5% | 9,144 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $4.9M | 4.7% | 11,632 SH | |
| STARBUCKS CORP | COM | $616K | 0.6% | 6,279 SH | |
| STRYKER CORPORATION | COM | $892K | 0.9% | 2,396 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.9M | 1.8% | 11,528 SH | |
| TESLA INC | COM | $924K | 0.9% | 3,564 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $464K | 0.4% | 932 SH | |
| UNITEDHEALTH GROUP INC | COM | $678K | 0.7% | 1,295 SH | |
| VERIZON COMMUNICATIONS INC | COM | $1.0M | 1.0% | 23,134 SH | |
| VISA INC | COM CL A | $1.2M | 1.2% | 3,469 SH | |
| WALMART INC | COM | $1.3M | 1.3% | 14,940 SH | |
| YUM BRANDS INC | COM | $569K | 0.5% | 3,614 SH |
| 13F-HR |
| 0002057465-25-000002 |
| $123.9M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0002057465-26-000003 | $135.1M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004056 | $112.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002057465-26-000002 | $122.5M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001998 | $103.7M | View |