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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 | $945K | 0.8% | 6,948 SH | New |
| ACCENTURE PLC IRELAND | SHS CLASS A | $863K | 0.8%Prev: 0.5% | 2,886 SH | Increased-151 SH |
| ADOBE INC | COM | $432K | 0.4%Prev: 0.2% | 1,118 SH | Increased-77 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.6M | 1.4%Prev: 1.6% | 14,052 SH | Decreased-1,184 SH |
| ALPHABET INC | CAP STK CL A | $1.8M | 1.6%Prev: 2.5% | 10,251 SH | Decreased-451 SH |
| AMAZON COM INC | COM | $2.9M | 2.6%Prev: 2.4% | 13,273 SH | Decreased-774 SH |
| AMERICAN EXPRESS CO | COM | $1.8M | 1.6%Prev: 1.5% | 5,578 SH | Decreased-397 SH |
| APPLE INC | COM | $2.3M | 2.1%Prev: 2.5% | 11,404 SH | Decreased-861 SH |
| AT&T INC | COM | $911K | 0.8%Prev: 0.8% | 31,485 SH | Decreased-2,525 SH |
| BANK AMERICA CORP | COM | $715K | 0.6%Prev: 0.6% | 15,120 SH | Decreased-851 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 1.9%Prev: 1.8% | 4,338 SH | Decreased-305 SH |
| BLACKSTONE INC | COM | $693K | 0.6%Prev: 0.5% | 4,634 SH | Increased-306 SH |
| CHEVRON CORP NEW | COM | $736K | 0.7% | 5,140 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $806K | 0.7%Prev: 0.4% | 14,360 SH | Increased-1,262 SH |
| COCA COLA CO | COM | $1.9M | 1.7%Prev: 1.8% | 26,391 SH | Decreased-2,604 SH |
| COMCAST CORP NEW | CL A | $474K | 0.4%Prev: 0.3% | 13,293 SH | Increased-1,331 SH |
| COSTCO WHSL CORP NEW | COM | $3.0M | 2.7% | 3,037 SH | New |
| DIGITAL RLTY TR INC | COM | $653K | 0.6%Prev: 0.6% | 3,743 SH | Decreased-299 SH |
| DISNEY WALT CO | COM | $691K | 0.6%Prev: 0.5% | 5,569 SH | Increased-356 SH |
| ELI LILLY & CO | COM | $803K | 0.7%Prev: 0.8% | 1,030 SH | Decreased-29 SH |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $290K | 0.3% | 5,577 SH | New |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | $4.4M | 3.9%Prev: 3.3% | 93,230 SH | Increased+7,444 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $2.1M | 1.8%Prev: 0.8% | 44,953 SH | Increased+22,444 SH |
| FORD MTR CO | COM | $109K | 0.1% | 10,000 SH | New |
| FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | $2.2M | 2.0%Prev: 1.8% | 35,049 SH | Increased+3,256 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.4M | 1.3%Prev: 1.4% | 2,039 SH | Decreased-37 SH |
| HOME DEPOT INC | COM | $683K | 0.6%Prev: 0.5% | 1,863 SH | Increased-80 SH |
| HONEYWELL INTL INC | COM | $714K | 0.6%Prev: 0.6% | 3,065 SH | Decreased-264 SH |
| INTEL CORP | COM | $462K | 0.4% | 20,627 SH | New |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $3.3M | 2.9%Prev: 2.6% | 123,505 SH | Increased+6,356 SH |
| INVESCO QQQ TR | UNIT SER 1 | $9.3M | 8.2%Prev: 8.2% | 16,815 SH | Decreased-511 SH |
| ISHARES TR | CORE HIGH DV ETF | $3.0M | 2.7%Prev: 0.9% | 25,812 SH | Increased+17,440 SH |
| ISHARES TR | CORE MSCI EURO | $1.2M | 1.1%Prev: 1.0% | 17,959 SH | Decreased+163 SH |
| ISHARES TR | CORE MSCI INTL | $217K | 0.2%Prev: 0.2% | 2,849 SH | Decreased-53 SH |
| ISHARES TR | CORE S&P SCP ETF | $201K | 0.2%Prev: 0.2% | 1,837 SH | Decreased-53 SH |
| ISHARES TR | CORE S&P500 ETF | $13.7M | 12.2%Prev: 11.4% | 22,094 SH | Decreased+697 SH |
| ISHARES TR | GLB INFRASTR ETF | $565K | 0.5%Prev: 0.5% | 9,542 SH | Decreased+47 SH |
| ISHARES TR | MBS ETF | $1.4M | 1.2%Prev: 1.4% | 14,977 SH | Decreased-2,883 SH |
| ISHARES TR | MSCI ACWI EX US | $727K | 0.6%Prev: 0.7% | 11,929 SH | Decreased-315 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.3M | 1.2%Prev: 1.3% | 27,476 SH | Decreased+260 SH |
| ISHARES TR | MSCI USA QUALITY | $359K | 0.3%Prev: 5.7% | 5,951 SH | Decreased-102,844 SH |
| ISHARES TR | NATIONAL MUN ETF | $493K | 0.4%Prev: 0.3% | 4,718 SH | Increased+1,327 SH |
| ISHARES TR | RUSSELL 2000 ETF | $786K | 0.7%Prev: 0.7% | 3,644 SH | Decreased+88 SH |
| ISHARES TR | U.S. BAS MTL ETF | $317K | 0.3%Prev: 0.3% | 2,263 SH | Decreased+26 SH |
| ISHARES TR | U.S. ENERGY ETF | $315K | 0.3%Prev: 0.4% | 6,959 SH | Decreased+94 SH |
| ISHARES TR | U.S. FIN SVC ETF | $599K | 0.5%Prev: 0.5% | 6,997 SH | Increased+92 SH |
| ISHARES TR | U.S. REAL ES ETF | $323K | 0.3%Prev: 0.3% | 3,405 SH | Increased+5 SH |
| ISHARES TR | U.S. TECH ETF | $2.4M | 2.2%Prev: 2.0% | 14,033 SH | Decreased+341 SH |
| ISHARES TR | US CONSM STAPLES | $786K | 0.7%Prev: 0.6% | 11,147 SH | Increased+33 SH |
| ISHARES TR | US CONSUM DISCRE | $1.1M | 1.0%Prev: 0.9% | 11,466 SH | Increased+218 SH |
| ISHARES TR | US HLTHCARE ETF | $1.0M | 0.9%Prev: 0.9% | 18,450 SH | Decreased+259 SH |
| ISHARES TR | US INDUSTRIALS | $557K | 0.5%Prev: 0.5% | 3,914 SH | Decreased+77 SH |
| ISHARES TR | US TELECOM ETF | $919K | 0.8%Prev: 1.0% | 30,859 SH | Decreased+256 SH |
| JD.COM INC | SPON ADS CL A | $510K | 0.5%Prev: 0.4% | 15,620 SH | Increased-1,178 SH |
| JOHNSON & JOHNSON | COM | $1.3M | 1.2%Prev: 1.9% | 8,743 SH | Decreased-685 SH |
| JPMORGAN CHASE & CO. | COM | $1.3M | 1.1% | 4,323 SH | New |
| KRAFT HEINZ CO | COM | $957K | 0.8%Prev: 0.5% | 37,050 SH | Increased+12,373 SH |
| MASTERCARD INCORPORATED | CL A | $662K | 0.6%Prev: 0.5% | 1,178 SH | Increased-9 SH |
| MCDONALDS CORP | COM | $414K | 0.4%Prev: 0.4% | 1,416 SH | Decreased-231 SH |
| MERCK & CO INC | COM | $644K | 0.6%Prev: 0.9% | 8,140 SH | Decreased-520 SH |
| META PLATFORMS INC | CL A | $1.7M | 1.5%Prev: 1.1% | 2,239 SH | Increased-46 SH |
| MICROSOFT CORP | COM | $2.1M | 1.8%Prev: 1.8% | 4,139 SH | Decreased-1,855 SH |
| NETFLIX INC | COM | $1.5M | 1.4% | 1,154 SH | New |
| NIKE INC | CL B | $371K | 0.3%Prev: 0.3% | 5,219 SH | Increased-818 SH |
| NVIDIA CORPORATION | COM | $957K | 0.8%Prev: 0.9% | 6,060 SH | Decreased-383 SH |
| PROCTER AND GAMBLE CO | COM | $1.7M | 1.5% | 10,630 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $317K | 0.3% | 3,879 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $4.5M | 4.0% | 10,153 SH | New |
| STARBUCKS CORP | COM | $692K | 0.6%Prev: 0.9% | 7,547 SH | Decreased-4,253 SH |
| STRYKER CORPORATION | COM | $945K | 0.8%Prev: 0.7% | 2,388 SH | Increased-129 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.2M | 2.0% | 9,892 SH | New |
| TESLA INC | COM | $1.2M | 1.0%Prev: 1.1% | 3,656 SH | Decreased-123 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $539K | 0.5%Prev: 0.6% | 1,330 SH | Decreased-66 SH |
| UNITEDHEALTH GROUP INC | COM | $709K | 0.6%Prev: 0.5% | 2,272 SH | Increased-158 SH |
| VERIZON COMMUNICATIONS INC | COM | $989K | 0.9%Prev: 1.0% | 22,855 SH | Decreased-1,737 SH |
| VISA INC | COM CL A | $1.2M | 1.1%Prev: 0.9% | 3,386 SH | Increased-299 SH |
| WALMART INC | COM | $1.3M | 1.2%Prev: 1.4% | 13,480 SH | Decreased-811 SH |
| YUM BRANDS INC | COM | $594K | 0.5%Prev: 0.5% | 4,012 SH | Decreased-265 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 |