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CIK 0002110810 • 3 13F filings • Feb 13, 2026 – Aug 5, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $536K | 0.4%Prev: 0.3% | 2,129 SH | Increased+221 SH |
| ADVANCED MICRO DEVICES INC | COM | $425K | 0.3% | 732 SH | New |
| ALPHABET INC | CAP STK CL A | $687K | 0.5%Prev: 0.2% | 1,921 SH | Increased+930 SH |
| ALPHABET INC | CAP STK CL C | $510K | 0.3%Prev: 0.2% | 1,442 SH | Increased+599 SH |
| AMAZON COM INC | COM | $677K | 0.5%Prev: 0.2% | 2,839 SH | Increased+1,464 SH |
| AMERICAN ELEC PWR CO INC | COM | $268K | 0.2%Prev: 0.2% | 1,956 SH | Decreased-160 SH |
| APPLE INC | COM | $3.9M | 2.7%Prev: 2.4% | 13,570 SH | Increased+2,366 SH |
| APPLE INC | PUT | $6K | 0.0%Prev: 0.0% | 20 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $299K | 0.2% | 597 SH | New |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | $5.1M | 3.4% | 96,462 SH | New |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | $2.2M | 1.5% | 61,058 SH | New |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | $3.9M | 2.7% | 78,335 SH | New |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | $357K | 0.2% | 12,736 SH | New |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | $4.9M | 3.3% | 113,214 SH | New |
| BLACKROCK ETF TRUST | ISHARES DEFENSE | $2.1M | 1.4%Prev: 1.5% | 66,237 SH | Increased+11,673 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $12.7M | 8.6%Prev: 8.9% | 187,176 SH | Increased+3,246 SH |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | $213K | 0.1% | 4,230 SH | New |
| BROADCOM INC | COM | $615K | 0.4%Prev: 0.2% | 1,629 SH | Increased+710 SH |
| CATERPILLAR INC | COM | $230K | 0.2% | 216 SH | New |
| CHEVRON CORPORATION | COM | $518K | 0.4%Prev: 0.3% | 3,122 SH | Increased+1,144 SH |
| CITIGROUP INC | COM NEW | $204K | 0.1% | 1,459 SH | New |
| COCA COLA CO | COM | $237K | 0.2% | 2,912 SH | New |
| CONSTELLATION ENERGY CORP | COM | $247K | 0.2%Prev: 0.2% | 995 SH | Decreased+104 SH |
| ELI LILLY & CO | COM | $1.6M | 1.1%Prev: 0.9% | 1,334 SH | Increased+208 SH |
| EXXON MOBIL CORP | COM | $1.8M | 1.2%Prev: 1.8% | 13,159 SH | Decreased+197 SH |
| HOME DEPOT INC | COM | $398K | 0.3% | 1,128 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $479K | 0.3%Prev: 0.5% | 6,343 SH | Decreased-104 SH |
| ISHARES INC | CORE MSCI EMKT | $8.8M | 6.0%Prev: 7.3% | 106,815 SH | Increased-19,579 SH |
| ISHARES INC | MSCI EMRG CHN | $691K | 0.5%Prev: 0.5% | 6,756 SH | Increased-161 SH |
| ISHARES TR | 0-3 MTH TREASURY | $841K | 0.6% | 8,358 SH | New |
| ISHARES TR | 10-20 YR TRS ETF | $443K | 0.3%Prev: 0.6% | 4,412 SH | Decreased-2,557 SH |
| ISHARES TR | CORE S&P500 ETF | $27.7M | 18.8%Prev: 14.3% | 36,952 SH | Increased+10,539 SH |
| ISHARES TR | CORE UNIVRSL USD | $1.6M | 1.1%Prev: 0.9% | 33,868 SH | Increased+10,302 SH |
| ISHARES TR | EAFE GRWTH ETF | $6.6M | 4.5%Prev: 4.6% | 52,990 SH | Increased+2,907 SH |
| ISHARES TR | EAFE VALUE ETF | $6.3M | 4.2%Prev: 7.0% | 81,897 SH | Decreased-31,925 SH |
| ISHARES TR | LONG TERM MUNI | $3.7M | 2.5%Prev: 2.7% | 71,316 SH | Increased+5,624 SH |
| ISHARES TR | MBS ETF | $256K | 0.2%Prev: 0.2% | 2,704 SH | Increased+323 SH |
| ISHARES TR | MSCI USA MIN ETF | $887K | 0.6% | 9,199 SH | New |
| ISHARES TR | MSCI USA MMENTM | $2.4M | 1.6%Prev: 1.9% | 7,052 SH | Increased-2,436 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.8M | 1.9%Prev: 3.9% | 12,925 SH | Decreased-11,944 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.2M | 2.2%Prev: 2.7% | 30,140 SH | Increased-379 SH |
| ISHARES TR | S&P 100 ETF | $796K | 0.5%Prev: 0.7% | 2,177 SH | Decreased-417 SH |
| ISHARES TR | S&P 500 GRWT ETF | $10.9M | 7.4%Prev: 7.3% | 79,508 SH | Increased+1,066 SH |
| ISHARES TR | S&P 500 VAL ETF | $8.0M | 5.4%Prev: 7.2% | 35,195 SH | Decreased-5,732 SH |
| ISHARES TR | U.S. TECH ETF | $1.1M | 0.7%Prev: 0.7% | 4,271 SH | Increased-561 SH |
| ISHARES TR | US AER DEF ETF | $1.1M | 0.7%Prev: 0.8% | 4,472 SH | Increased+163 SH |
| ISHARES TR | US TREAS BD ETF | $308K | 0.2%Prev: 0.2% | 13,534 SH | Increased+1,348 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $460K | 0.3%Prev: 0.2% | 9,025 SH | Increased+4,910 SH |
| JPMORGAN CHASE & CO | COM | $718K | 0.5%Prev: 0.3% | 2,193 SH | Increased+1,062 SH |
| META PLATFORMS INC | CL A | $386K | 0.3%Prev: 0.2% | 685 SH | Increased+323 SH |
| MICRON TECHNOLOGY INC | COM | $248K | 0.2% | 215 SH | New |
| MICROSOFT CORP | COM | $1.2M | 0.8%Prev: 0.6% | 3,133 SH | Increased+1,140 SH |
| NVIDIA CORPORATION | COM | $2.0M | 1.4%Prev: 0.9% | 10,121 SH | Increased+3,725 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $524K | 0.4%Prev: 0.4% | 5,683 SH | Increased+384 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $1.8M | 1.2%Prev: 1.4% | 33,888 SH | Increased+1,348 SH |
| PIMCO ETF TR | MTG BKD SECS ACT | $294K | 0.2%Prev: 0.2% | 5,960 SH | Increased+457 SH |
| PIMCO ETF TR | MULTISECTOR BD | $599K | 0.4%Prev: 0.5% | 22,600 SH | Increased+979 SH |
| PIMCO ETF TR | MUNI INCOME OPP | $1.3M | 0.9%Prev: 1.0% | 28,498 SH | Increased+1,702 SH |
| PROCTER & GAMBLE CO | COM | $240K | 0.2% | 1,635 SH | New |
| PUBLIC SVC ENTERPRISE GROUP | COM | $205K | 0.1% | 2,530 SH | New |
| QUANTA SVCS INC | COM | $606K | 0.4% | 841 SH | New |
| TESLA INC | COM | $364K | 0.2%Prev: 0.2% | 866 SH | Increased+320 SH |
| UNITED RENTALS INC | COM | $255K | 0.2% | 225 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $367K | 0.2%Prev: 0.3% | 993 SH | Increased |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $643K | 0.4%Prev: 0.5% | 4,068 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $268K | 0.2%Prev: 0.2% | 2,729 SH | Increased |
| VISA INC | COM CL A | $253K | 0.2% | 738 SH | New |
| WALMART INC | COM | $988K | 0.7%Prev: 0.8% | 8,725 SH | Increased+1,041 SH |
| WELLS FARGO & CO | COM | $257K | 0.2%Prev: 0.2% | 3,111 SH | Increased+357 SH |
| 13F-HR |
| 0002110810-26-000002 |
| $120.8M |
| View |