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CIK 0002111980 • 3 13F filings • Feb 19, 2026 – Jul 8, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $232K | 0.2%Prev: 0.2% | 1,015 SH | Decreased-273 SH |
| ALPHABET INC | CAP STK CL C | $477K | 0.4%Prev: 0.7% | 1,519 SH | Decreased-2,672 SH |
| AMAZON COM INC | COM | $2.0M | 1.5%Prev: 1.4% | 8,719 SH | Decreased-3,766 SH |
| APPLE INC | COM | $5.3M | 4.0%Prev: 3.2% | 19,612 SH | Decreased-3,098 SH |
| BANK AMERICA CORP | COM | $254K | 0.2% | 4,624 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.6%Prev: 0.4% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 1.4%Prev: 1.5% | 3,665 SH | Decreased-2,708 SH |
| BLEND LABS INC | CL A | $42K | 0.0%Prev: 0.0% | 13,694 SH | Increased |
| BOEING CO | COM | $310K | 0.2%Prev: 0.1% | 1,426 SH | Increased |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | $230K | 0.2% | 21,939 SH | New |
| CATERPILLAR INC | COM | $332K | 0.2%Prev: 0.2% | 580 SH | Decreased+130 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $496K | 0.4%Prev: 0.2% | 13,002 SH | Increased+4,084 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.4M | 1.0%Prev: 0.7% | 29,074 SH | Decreased+657 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.0M | 1.5% | 49,667 SH | New |
| ELI LILLY & CO | COM | $448K | 0.3%Prev: 0.3% | 417 SH | Decreased-133 SH |
| EXXON MOBIL CORP | COM | $1.7M | 1.3% | 14,304 SH | New |
| FEDEX CORP | COM | $213K | 0.2% | 736 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $1.1M | 0.8%Prev: 0.6% | 1,236 SH | Decreased-83 SH |
| HILLTOP HOLDINGS INC | COM | $354K | 0.3% | 10,426 SH | New |
| HOME DEPOT INC | COM | $273K | 0.2%Prev: 0.2% | 795 SH | Decreased-144 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.5M | 2.6%Prev: 1.7% | 18,098 SH | Increased+2,099 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.9%Prev: 0.2% | 16,835 SH | Increased+10,747 SH |
| ISHARES TR | 1 3 YR TREAS BD | $662K | 0.5% | 7,995 SH | New |
| ISHARES TR | CORE MSCI EAFE | $2.1M | 1.6%Prev: 1.1% | 23,557 SH | Decreased-222 SH |
| ISHARES TR | CORE MSCI INTL | $637K | 0.5%Prev: 0.3% | 7,720 SH | Decreased-115 SH |
| ISHARES TR | CORE S&P MCP ETF | $279K | 0.2%Prev: 0.2% | 4,230 SH | Decreased-21 SH |
| ISHARES TR | CORE S&P500 ETF | $9.0M | 6.8%Prev: 4.8% | 13,162 SH | Decreased-18 SH |
| ISHARES TR | IBOXX HI YD ETF | $672K | 0.5% | 8,333 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $418K | 0.3% | 4,342 SH | New |
| ISHARES TR | MSCI EAFE ETF | $2.4M | 1.8%Prev: 1.1% | 24,715 SH | Increased+2,111 SH |
| ISHARES TR | MSCI EAFE MIN VL | $831K | 0.6%Prev: 0.4% | 9,635 SH | Decreased-185 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.3M | 1.0%Prev: 0.6% | 24,306 SH | Increased+6,409 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.3M | 2.5% | 34,820 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $317K | 0.2%Prev: 0.1% | 1,596 SH | Increased+538 SH |
| ISHARES TR | RUSSELL 2000 ETF | $2.4M | 1.8%Prev: 0.6% | 9,922 SH | Increased+6,131 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $227K | 0.2% | 3,965 SH | New |
| JPMORGAN CHASE & CO. | COM | $869K | 0.7% | 2,698 SH | New |
| KOSMOS ENERGY LTD | COM | $18K | 0.0%Prev: 0.0% | 20,000 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $466K | 0.4%Prev: 0.2% | 963 SH | Decreased-41 SH |
| MASTERCARD INCORPORATED | CL A | $229K | 0.2% | 401 SH | New |
| MICROSOFT CORP | COM | $961K | 0.7%Prev: 0.5% | 1,987 SH | Decreased-977 SH |
| NVIDIA CORPORATION | COM | $522K | 0.4%Prev: 0.9% | 2,800 SH | Decreased-6,034 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.6M | 1.2%Prev: 0.5% | 9,006 SH | Increased-170 SH |
| PEPSICO INC | COM | $420K | 0.3%Prev: 0.2% | 2,924 SH | Decreased-202 SH |
| RTX CORPORATION | COM | $309K | 0.2%Prev: 0.3% | 1,683 SH | Decreased-1,066 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.5M | 1.1%Prev: 2.8% | 53,099 SH | Decreased-127,462 SH |
| SPDR GOLD TR | GOLD SHS | $1.8M | 1.3%Prev: 0.8% | 4,421 SH | Increased |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | $346K | 0.3% | 12,349 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $8.0M | 6.0% | 11,789 SH | New |
| SPDR SERIES TRUST | FTSE INT GVT ETF | $565K | 0.4% | 14,341 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $297K | 0.2% | 3,248 SH | New |
| TRUIST FINL CORP | COM | $244K | 0.2%Prev: 0.1% | 4,952 SH | Increased+591 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $1.1M | 0.8%Prev: 0.5% | 13,040 SH | Increased+90 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $8.7M | 6.5%Prev: 9.6% | 117,094 SH | Decreased-151,702 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.1M | 0.8% | 3,803 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $920K | 0.7% | 10,401 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.1M | 1.6%Prev: 1.1% | 3,323 SH | Decreased-35 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $258K | 0.2%Prev: 0.1% | 1,219 SH | Decreased-13 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $251K | 0.2%Prev: 0.1% | 972 SH | Decreased-7 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $231K | 0.2%Prev: 0.1% | 766 SH | Decreased-1 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $21.0M | 15.8%Prev: 20.9% | 62,738 SH | Decreased-53,527 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 1.1%Prev: 1.4% | 27,250 SH | Decreased-22,690 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $19.9M | 15.0%Prev: 18.9% | 395,788 SH | Decreased-374,824 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.7M | 5.8%Prev: 5.9% | 123,771 SH | Decreased-47,142 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $438K | 0.3%Prev: 0.1% | 3,050 SH | Increased+1,717 SH |
| WALMART INC | COM | $224K | 0.2%Prev: 0.1% | 2,007 SH | Increased+164 SH |
| WELLS FARGO CO NEW | COM | $539K | 0.4% | 5,783 SH | New |
| 13F-HR |
| 0002111980-26-000003 |
| $206.2M |
| View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002111980-26-000002 | $176.6M | View |