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CIK 0002057556 • 6 13F filings • May 13, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $731K | 0.6% | 5,375 SH | New |
| ABBVIE INC | COM | $624K | 0.5%Prev: 0.4% | 3,360 SH | Decreased+79 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 1.7%Prev: 2.1% | 12,380 SH | Decreased+312 SH |
| AMAZON COM INC | COM | $3.3M | 2.5%Prev: 3.3% | 14,942 SH | Decreased-11,630 SH |
| AMGEN INC | COM | $880K | 0.7%Prev: 0.5% | 3,150 SH | Decreased+646 SH |
| APPLE INC | COM | $2.3M | 1.7%Prev: 2.3% | 11,004 SH | Decreased-4,134 SH |
| ARISTA NETWORKS INC | COM SHS | $445K | 0.3%Prev: 0.2% | 4,350 SH | Increased+1,737 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $476K | 0.4%Prev: 0.2% | 980 SH | Increased+128 SH |
| BIOGEN INC | COM | $201K | 0.2%Prev: 0.1% | 1,600 SH | Decreased+499 SH |
| CISCO SYS INC | COM | $306K | 0.2%Prev: 0.2% | 4,412 SH | Decreased+197 SH |
| CONOCOPHILLIPS | COM | $243K | 0.2%Prev: 0.2% | 2,710 SH | Decreased-12 SH |
| CVS HEALTH CORP | COM | $205K | 0.2%Prev: 0.1% | 2,979 SH | Decreased |
| ELI LILLY & CO | COM | $3.5M | 2.7%Prev: 2.8% | 4,509 SH | Decreased-629 SH |
| EXXON MOBIL CORP | COM | $576K | 0.4%Prev: 0.6% | 5,340 SH | Decreased-149 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $381K | 0.3%Prev: 0.3% | 11,050 SH | Decreased-3,700 SH |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | $418K | 0.3% | 6,000 SH | New |
| FIRST SOLAR INC | COM | $306K | 0.2% | 1,850 SH | New |
| GE AEROSPACE | COM NEW | $2.2M | 1.7%Prev: 1.3% | 8,740 SH | Increased+1,308 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $242K | 0.2%Prev: 0.1% | 3,262 SH | Increased-4 SH |
| GE VERNOVA INC | COM | $1.0M | 0.8%Prev: 1.0% | 1,903 SH | Decreased-7 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $314K | 0.2% | 1,730 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $10.2M | 7.8%Prev: 6.1% | 18,539 SH | Increased+1,137 SH |
| ISHARES TR | CORE S&P500 ETF | $9.5M | 7.2%Prev: 6.0% | 15,229 SH | Decreased+78 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.0M | 1.5%Prev: 10.2% | 18,283 SH | Decreased-136,464 SH |
| ISHARES TR | ISHARES BIOTECH | $381K | 0.3%Prev: 0.8% | 3,010 SH | Decreased-4,850 SH |
| ISHARES TR | MSCI EAFE ETF | $991K | 0.8%Prev: 1.3% | 11,090 SH | Decreased-10,995 SH |
| ISHARES TR | RUS 1000 VAL ETF | $205K | 0.2%Prev: 0.1% | 1,056 SH | Decreased+52 SH |
| ISHARES TR | RUS 2000 GRW ETF | $1.6M | 1.2%Prev: 0.8% | 5,610 SH | Increased+1,250 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.5M | 1.9%Prev: 1.6% | 22,638 SH | Decreased-780 SH |
| ISHARES TR | S&P 500 VAL ETF | $6.1M | 4.7%Prev: 2.8% | 31,179 SH | Increased+8,944 SH |
| ISHARES TR | U.S. FINLS ETF | $472K | 0.4%Prev: 0.3% | 3,900 SH | Increased |
| ISHARES TR | U.S. TECH ETF | $780K | 0.6%Prev: 0.5% | 4,500 SH | Decreased-295 SH |
| ISHARES TR | U.S. UTILITS ETF | $366K | 0.3%Prev: 0.2% | 3,500 SH | Decreased |
| ISHARES TR | US HLTHCARE ETF | $3.1M | 2.4%Prev: 2.3% | 55,224 SH | Decreased-7,999 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $9.2M | 7.0%Prev: 2.3% | 168,654 SH | Increased+100,701 SH |
| JOHNSON & JOHNSON | COM | $445K | 0.3%Prev: 0.3% | 2,910 SH | Decreased+911 SH |
| JPMORGAN CHASE & CO. | COM | $422K | 0.3% | 1,457 SH | New |
| LOWES COS INC | COM | $255K | 0.2%Prev: 0.2% | 1,150 SH | Decreased |
| MERCADOLIBRE INC | COM | $894K | 0.7%Prev: 0.4% | 342 SH | Increased-29 SH |
| META PLATFORMS INC | CL A | $1.3M | 1.0%Prev: 0.6% | 1,746 SH | Increased+99 SH |
| MGM RESORTS INTERNATIONAL | COM | $726K | 0.6%Prev: 0.5% | 21,100 SH | Decreased+150 SH |
| MICROSOFT CORP | COM | $2.9M | 2.3%Prev: 2.3% | 5,924 SH | Decreased-4,253 SH |
| NORFOLK SOUTHN CORP | COM | $213K | 0.2%Prev: 0.1% | 833 SH | Decreased-2 SH |
| NORTHROP GRUMMAN CORP | COM | $1000K | 0.8% | 2,000 SH | New |
| NOVO-NORDISK A S | ADR | $1.1M | 0.9% | 16,501 SH | New |
| NVIDIA CORPORATION | COM | $16.3M | 12.5%Prev: 11.2% | 103,167 SH | Decreased-2,603 SH |
| ORACLE CORP | COM | $315K | 0.2%Prev: 0.1% | 1,440 SH | Increased+69 SH |
| PALO ALTO NETWORKS INC | COM | $413K | 0.3%Prev: 0.2% | 2,020 SH | Increased-19 SH |
| PFIZER INC | COM | $215K | 0.2%Prev: 0.1% | 8,863 SH | Decreased+871 SH |
| PROCTER AND GAMBLE CO | COM | $251K | 0.2% | 1,573 SH | New |
| PURE STORAGE INC | CL A | $311K | 0.2% | 5,400 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $466K | 0.4% | 5,500 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $409K | 0.3% | 7,811 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $242K | 0.2% | 392 SH | New |
| SUPER MICRO COMPUTER INC | COM NEW | $539K | 0.4% | 11,000 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.5M | 2.7%Prev: 3.8% | 99,619 SH | Decreased-76,277 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.4M | 1.1% | 6,300 SH | New |
| TESLA INC | COM | $709K | 0.5%Prev: 0.4% | 2,232 SH | Increased+510 SH |
| THE TRADE DESK INC | COM CL A | $2.1M | 1.6% | 29,734 SH | New |
| UNITY SOFTWARE INC | COM | $767K | 0.6% | 31,680 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $604K | 0.5%Prev: 0.4% | 1,063 SH | Decreased+49 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $220K | 0.2%Prev: 0.1% | 4,450 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $527K | 0.4%Prev: 0.3% | 4,100 SH | Decreased+100 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $9.9M | 7.6%Prev: 4.9% | 130,698 SH | Increased+21,560 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $10.1M | 7.7%Prev: 9.3% | 126,737 SH | Decreased-68,147 SH |
| VERTEX PHARMACEUTICALS INC | COM | $1.7M | 1.3%Prev: 1.7% | 3,730 SH | Decreased-2,547 SH |
| VERTIV HOLDINGS CO | COM CL A | $1.9M | 1.5%Prev: 2.4% | 15,161 SH | Decreased-1,048 SH |
| VILLAGE FARMS INTL INC | COM | $91K | 0.1%Prev: 0.1% | 82,759 SH | Decreased |
| 13F-HR |
| 0002057556-26-000003 |
| $192.9M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0002052321-25-000005 | $130.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002057556-26-000002 | $165.8M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002057556-25-000002 | $115.9M | View |