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CIK 0002111463 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | CONSERVATIVE | $6.7M | 4.4%Prev: 3.0% | 162,764 SH | Decreased+336 SH |
| AB ACTIVE ETFS INC | TAX AWARE SHRT | $840K | 0.6%Prev: 1.5% | 33,323 SH | Decreased-100,158 SH |
| AB ACTIVE ETFS INC | ULTRA SHORT INCM | $3.9M | 2.6%Prev: 0.4% | 76,523 SH | Increased+56,836 SH |
| ABBOTT LABS | COM | $238K | 0.2% | 1,896 SH | New |
| ABBVIE INC | COM | $222K | 0.1%Prev: 0.2% | 970 SH | Decreased-849 SH |
| ALLEGION PLC | ORD SHS | $220K | 0.1% | 1,383 SH | New |
| ALPHABET INC | CAP STK CL A | $2.7M | 1.8%Prev: 2.2% | 8,477 SH | Decreased-5,695 SH |
| ALPHABET INC | CAP STK CL C | $979K | 0.6%Prev: 0.6% | 3,121 SH | Decreased-917 SH |
| AMAZON COM INC | COM | $3.6M | 2.4%Prev: 2.2% | 15,649 SH | Decreased-5,722 SH |
| APPLE INC | COM | $4.9M | 3.2%Prev: 3.1% | 18,038 SH | Decreased-7,024 SH |
| ARK ETF TR | INNOVATION ETF | $327K | 0.2%Prev: 0.1% | 4,250 SH | Decreased |
| ASML HOLDING N V | N Y REGISTRY SHS | $281K | 0.2% | 263 SH | New |
| BANK AMERICA CORP | COM | $238K | 0.2% | 4,321 SH | New |
| BERKLEY W R CORP | COM | $236K | 0.2%Prev: 0.1% | 3,368 SH | Decreased-498 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $14.3M | 9.5%Prev: 6.2% | 19 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $944K | 0.6%Prev: 0.6% | 1,879 SH | Decreased-699 SH |
| BLACKSKY TECHNOLOGY INC | CL A NEW | $597K | 0.4% | 31,827 SH | New |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $2.6M | 1.7%Prev: 0.8% | 98,830 SH | Increased+18,848 SH |
| BROADCOM INC | COM | $1.3M | 0.9%Prev: 1.0% | 3,761 SH | Decreased-2,332 SH |
| CATERPILLAR INC | COM | $202K | 0.1%Prev: 0.2% | 353 SH | Decreased-114 SH |
| CHEVRON CORP NEW | COM | $236K | 0.2% | 1,548 SH | New |
| CISCO SYS INC | COM | $219K | 0.1%Prev: 0.3% | 2,837 SH | Decreased-2,296 SH |
| COCA COLA CO | COM | $239K | 0.2%Prev: 0.2% | 3,417 SH | Decreased-2,204 SH |
| DISNEY WALT CO | COM | $286K | 0.2%Prev: 0.2% | 2,518 SH | Decreased-2,412 SH |
| ELI LILLY & CO | COM | $641K | 0.4%Prev: 0.4% | 596 SH | Decreased-248 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $234K | 0.2%Prev: 0.1% | 14,185 SH | Decreased-1,232 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $202K | 0.1%Prev: 0.1% | 6,312 SH | Decreased |
| EXXON MOBIL CORP | COM | $317K | 0.2%Prev: 0.4% | 2,636 SH | Decreased-3,360 SH |
| FRONTLINE PLC | COM | $1.1M | 0.7% | 50,453 SH | New |
| GE AEROSPACE | COM NEW | $262K | 0.2%Prev: 0.2% | 850 SH | Decreased-679 SH |
| GE VERNOVA INC | COM | $255K | 0.2%Prev: 0.3% | 391 SH | Decreased-114 SH |
| HOME DEPOT INC | COM | $225K | 0.1%Prev: 0.2% | 655 SH | Decreased-487 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $309K | 0.2%Prev: 0.2% | 4,802 SH | Decreased-1 SH |
| INTUITIVE SURGICAL INC | COM NEW | $239K | 0.2% | 422 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $510K | 0.3%Prev: 0.3% | 830 SH | Decreased-200 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $20.3M | 13.4% | 202,329 SH | New |
| ISHARES TR | CORE DIV GRWTH | $1.6M | 1.1%Prev: 0.8% | 23,617 SH | Decreased |
| ISHARES TR | CORE MSCI EURO | $255K | 0.2%Prev: 0.1% | 3,599 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $314K | 0.2% | 664 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $239K | 0.2% | 1,744 SH | New |
| ISHARES TR | TRUST ISHARE 0-1 | $1.9M | 1.2%Prev: 0.8% | 17,029 SH | Decreased-25 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | $205K | 0.1% | 2,204 SH | New |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | $382K | 0.3%Prev: 0.4% | 5,799 SH | Decreased-6,090 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $21.6M | 14.2%Prev: 6.9% | 426,150 SH | Increased+112,718 SH |
| JOHNSON & JOHNSON | COM | $373K | 0.2%Prev: 0.3% | 1,802 SH | Decreased-537 SH |
| JPMORGAN CHASE & CO. | COM | $747K | 0.5% | 2,317 SH | New |
| KAYNE ANDERSON BDC INC | COM SHS | $846K | 0.6%Prev: 0.3% | 59,089 SH | Increased |
| KLA CORP | COM NEW | $269K | 0.2%Prev: 0.3% | 221 SH | Decreased-2,222 SH |
| LPL FINL HLDGS INC | COM | $259K | 0.2% | 724 SH | New |
| MASTERCARD INCORPORATED | CL A | $543K | 0.4%Prev: 0.3% | 952 SH | Decreased-221 SH |
| META PLATFORMS INC | CL A | $1.6M | 1.1%Prev: 0.9% | 2,498 SH | Decreased-1,036 SH |
| MICROSOFT CORP | COM | $3.8M | 2.5%Prev: 2.1% | 7,916 SH | Decreased-5,292 SH |
| MPLX LP | COM UNIT REP LTD | $259K | 0.2%Prev: 0.1% | 4,855 SH | Decreased+228 SH |
| NETFLIX INC | COM | $232K | 0.2% | 2,470 SH | New |
| NVIDIA CORPORATION | COM | $3.8M | 2.5%Prev: 3.1% | 20,566 SH | Decreased-15,206 SH |
| ORACLE CORP | COM | $1.4M | 0.9%Prev: 0.1% | 7,245 SH | Increased+5,102 SH |
| PROGRESSIVE CORP | COM | $338K | 0.2%Prev: 0.2% | 1,486 SH | Decreased-752 SH |
| QUALCOMM INC | COM | $205K | 0.1%Prev: 0.1% | 1,201 SH | Increased+102 SH |
| RTX CORPORATION | COM | $257K | 0.2%Prev: 0.2% | 1,404 SH | Decreased-882 SH |
| SABLE OFFSHORE CORP | COM SHS | $3.3M | 2.2%Prev: 0.3% | 362,273 SH | Increased+161,923 SH |
| SCHWAB CHARLES CORP | COM | $211K | 0.1%Prev: 0.1% | 2,107 SH | Decreased-1,010 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.4M | 0.9%Prev: 0.6% | 42,866 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $986K | 0.7% | 22,048 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $358K | 0.2% | 6,535 SH | New |
| SERVICENOW INC | COM | $201K | 0.1% | 1,310 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $966K | 0.6%Prev: 0.4% | 19,158 SH | Increased-12 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $367K | 0.2% | 7,840 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $10.6M | 7.0% | 15,474 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $4.3M | 2.8% | 47,010 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $376K | 0.2% | 1,238 SH | New |
| TESLA INC | COM | $718K | 0.5%Prev: 1.0% | 1,597 SH | Decreased-3,772 SH |
| TEXAS INSTRS INC | COM | $247K | 0.2%Prev: 0.1% | 1,424 SH | Decreased+279 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $236K | 0.2%Prev: 0.1% | 407 SH | Decreased-161 SH |
| TJX COS INC NEW | COM | $310K | 0.2%Prev: 0.1% | 2,017 SH | Increased+18 SH |
| UNITEDHEALTH GROUP INC | COM | $467K | 0.3%Prev: 0.4% | 1,416 SH | Decreased-645 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.0M | 2.0%Prev: 0.8% | 4,767 SH | Increased+2,070 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.9M | 3.9%Prev: 2.9% | 17,554 SH | Decreased-481 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $547K | 0.4%Prev: 1.4% | 7,434 SH | Decreased-30,910 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.8%Prev: 1.2% | 18,499 SH | Decreased-19,091 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $633K | 0.4%Prev: 0.3% | 4,408 SH | Increased+537 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $577K | 0.4%Prev: 0.2% | 2,981 SH | Increased+875 SH |
| VANGUARD WORLD FD | INF TECH ETF | $570K | 0.4%Prev: 0.3% | 756 SH | Decreased-5,292 SH |
| VISA INC | COM CL A | $742K | 0.5%Prev: 0.5% | 2,117 SH | Decreased-1,052 SH |
| WALMART INC | COM | $390K | 0.3%Prev: 0.3% | 3,503 SH | Decreased-1,878 SH |
| WELLS FARGO CO NEW | COM | $383K | 0.3% | 4,111 SH | New |
| ZURN ELKAY WATER SOLNS CORP | COM | $212K | 0.1%Prev: 0.1% | 4,566 SH | Decreased-479 SH |
| 13F-HR |
| 0002111463-26-000003 |
| $196.0M |
| View |