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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 LABORATORIES | COM | $774K | 0.6% | 7,542 SH | New |
| ACCENTURE PLC IRELAND | SHS CLASS A | $602K | 0.5%Prev: 0.7% | 3,037 SH | Decreased+568 SH |
| ADOBE INC | COM | $290K | 0.2%Prev: 0.3% | 1,195 SH | Decreased+370 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.9M | 1.6%Prev: 1.9% | 15,236 SH | Decreased+383 SH |
| ALPHABET INC | CAP STK CL A | $3.1M | 2.5%Prev: 1.3% | 10,702 SH | Increased+1,948 SH |
| AMAZON COM INC | COM | $2.9M | 2.4%Prev: 2.4% | 14,047 SH | Increased+787 SH |
| AMERICAN EXPRESS CO | COM | $1.8M | 1.5%Prev: 1.6% | 5,975 SH | Increased-40 SH |
| APPLE INC | COM | $3.1M | 2.5%Prev: 2.1% | 12,265 SH | Increased+2,422 SH |
| AT&T INC | COM | $986K | 0.8%Prev: 1.1% | 34,010 SH | Decreased-6,428 SH |
| BANK AMERICA CORP | COM | $779K | 0.6%Prev: 0.6% | 15,971 SH | Increased+44 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.8%Prev: 2.1% | 4,643 SH | Increased+568 SH |
| BLACKSTONE INC | COM | $568K | 0.5%Prev: 0.6% | 4,940 SH | Decreased+274 SH |
| CHEVRON CORPORATION | COM | $1.1M | 0.9% | 5,461 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $500K | 0.4%Prev: 0.6% | 15,622 SH | Decreased+3,489 SH |
| COCA COLA CO | COM | $2.2M | 1.8%Prev: 1.7% | 28,995 SH | Increased+4,162 SH |
| COMCAST CORP NEW | CL A | $420K | 0.3%Prev: 0.4% | 14,624 SH | Increased+4,512 SH |
| COSTCO WHOLESALE CORPORATION | COM | $3.2M | 2.6% | 3,174 SH | New |
| DIGITAL RLTY TR INC | COM | $728K | 0.6%Prev: 0.5% | 4,042 SH | Increased+83 SH |
| DISNEY WALT CO | COM | $571K | 0.5%Prev: 0.5% | 5,925 SH | Increased+366 SH |
| ELI LILLY & CO | COM | $974K | 0.8%Prev: 0.8% | 1,059 SH | Increased+34 SH |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | $4.0M | 3.3%Prev: 4.6% | 85,786 SH | Decreased-16,396 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $1.0M | 0.8%Prev: 1.7% | 22,509 SH | Decreased-15,734 SH |
| FRANKLIN TEMPLETON ETF TR | US LRG CP MLTFCT | $2.2M | 1.8%Prev: 1.9% | 31,793 SH | Increased-3,850 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.8M | 1.4%Prev: 1.3% | 2,076 SH | Increased-308 SH |
| HOME DEPOT INC | COM | $639K | 0.5%Prev: 0.6% | 1,943 SH | Increased+222 SH |
| HONEYWELL INTL INC | COM | $752K | 0.6%Prev: 0.6% | 3,329 SH | Increased+406 SH |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $3.2M | 2.6%Prev: 3.2% | 117,149 SH | Decreased-6,676 SH |
| INVESCO QQQ TR | UNIT SER 1 | $10.0M | 8.2%Prev: 6.2% | 17,326 SH | Increased+3,597 SH |
| ISHARES TR | CORE HIGH DV ETF | $1.1M | 0.9%Prev: 3.6% | 8,372 SH | Decreased-22,219 SH |
| ISHARES TR | CORE MSCI EURO | $1.3M | 1.0%Prev: 1.1% | 17,796 SH | Increased-778 SH |
| ISHARES TR | CORE MSCI INTL | $243K | 0.2% | 2,902 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $235K | 0.2% | 1,890 SH | New |
| ISHARES TR | CORE S&P500 ETF | $14.0M | 11.4%Prev: 11.8% | 21,397 SH | Increased-363 SH |
| ISHARES TR | GLB INFRASTR ETF | $636K | 0.5%Prev: 0.5% | 9,495 SH | Increased-729 SH |
| ISHARES TR | MBS ETF | $1.7M | 1.4%Prev: 1.4% | 17,860 SH | Increased+2,689 SH |
| ISHARES TR | MSCI ACWI EX US | $838K | 0.7%Prev: 0.6% | 12,244 SH | Increased+335 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.5M | 1.3%Prev: 1.2% | 27,216 SH | Increased-533 SH |
| ISHARES TR | MSCI USA QUALITY | $7.0M | 5.7% | 108,795 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $360K | 0.3%Prev: 0.5% | 3,391 SH | Decreased-1,209 SH |
| ISHARES TR | RUSSELL 2000 ETF | $882K | 0.7%Prev: 0.9% | 3,556 SH | Decreased-1,349 SH |
| ISHARES TR | U.S. BAS MTL ETF | $394K | 0.3%Prev: 0.3% | 2,237 SH | Increased+161 SH |
| ISHARES TR | U.S. ENERGY ETF | $445K | 0.4%Prev: 0.3% | 6,865 SH | Increased+1,012 SH |
| ISHARES TR | U.S. FIN SVC ETF | $572K | 0.5%Prev: 0.6% | 6,905 SH | Decreased-1,314 SH |
| ISHARES TR | U.S. REAL ES ETF | $322K | 0.3%Prev: 0.3% | 3,400 SH | Increased+115 SH |
| ISHARES TR | U.S. TECH ETF | $2.5M | 2.0%Prev: 2.2% | 13,692 SH | Increased-2,549 SH |
| ISHARES TR | US CONSM STAPLES | $778K | 0.6%Prev: 0.7% | 11,114 SH | Increased+469 SH |
| ISHARES TR | US CONSUM DISCRE | $1.1M | 0.9%Prev: 1.1% | 11,248 SH | Decreased-1,358 SH |
| ISHARES TR | US HLTHCARE ETF | $1.1M | 0.9%Prev: 0.9% | 18,191 SH | Increased+2,503 SH |
| ISHARES TR | US INDUSTRIALS | $566K | 0.5%Prev: 0.5% | 3,837 SH | Increased-339 SH |
| ISHARES TR | US TELECOM ETF | $1.2M | 1.0%Prev: 0.9% | 30,603 SH | Increased-2,385 SH |
| JD.COM INC | SPON ADS CL A | $497K | 0.4%Prev: 0.5% | 16,798 SH | Decreased+3,276 SH |
| JOHNSON & JOHNSON | COM | $2.3M | 1.9%Prev: 1.2% | 9,428 SH | Increased+2,160 SH |
| JPMORGAN CHASE & CO | COM | $1.3M | 1.1% | 4,545 SH | New |
| KRAFT HEINZ CO | COM | $555K | 0.5%Prev: 0.8% | 24,677 SH | Decreased-1,822 SH |
| MASTERCARD INCORPORATED | CL A | $593K | 0.5%Prev: 0.7% | 1,187 SH | Decreased-54 SH |
| MCDONALDS CORP | COM | $512K | 0.4%Prev: 0.4% | 1,647 SH | Increased+406 SH |
| MERCK & CO INC | COM | $1.0M | 0.9%Prev: 0.5% | 8,660 SH | Increased+3,065 SH |
| META PLATFORMS INC | CL A | $1.3M | 1.1%Prev: 1.5% | 2,285 SH | Decreased-355 SH |
| MICROSOFT CORP | COM | $2.2M | 1.8%Prev: 1.5% | 5,994 SH | Increased+1,946 SH |
| NETFLIX INC. | COM | $1.1M | 0.9% | 11,959 SH | New |
| NIKE INC | CL B | $319K | 0.3%Prev: 0.2% | 6,037 SH | Increased+2,505 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.9%Prev: 0.5% | 6,443 SH | Increased+1,481 SH |
| OCCIDENTAL PETE CORP | COM | $292K | 0.2% | 4,487 SH | New |
| PROCTER & GAMBLE CO | COM | $1.7M | 1.4% | 11,681 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $3.3M | 2.7% | 72,482 SH | New |
| STARBUCKS CORP | COM | $1.1M | 0.9%Prev: 0.6% | 11,800 SH | Increased+5,521 SH |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $353K | 0.3% | 762 SH | New |
| STRYKER CORPORATION | COM | $827K | 0.7%Prev: 0.9% | 2,517 SH | Decreased+121 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $3.5M | 2.8% | 10,214 SH | New |
| TESLA INC | COM | $1.4M | 1.1%Prev: 0.9% | 3,779 SH | Increased+215 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $686K | 0.6%Prev: 0.4% | 1,396 SH | Increased+464 SH |
| UNITEDHEALTH GROUP INC | COM | $658K | 0.5%Prev: 0.7% | 2,430 SH | Decreased+1,135 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.2M | 1.0%Prev: 1.0% | 24,592 SH | Increased+1,458 SH |
| VISA INC | COM CL A | $1.1M | 0.9%Prev: 1.2% | 3,685 SH | Decreased+216 SH |
| WALMART INC | COM | $1.8M | 1.4%Prev: 1.3% | 14,291 SH | Increased-649 SH |
| YUM BRANDS INC | COM | $665K | 0.5%Prev: 0.5% | 4,277 SH | Increased+663 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 |