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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 | $713K | 0.6% | 5,375 SH | |
| ABBVIE INC | COM | $781K | 0.7% | 3,729 SH | |
| ADVANCED MICRO DEVICES INC | COM | $212K | 0.2% | 2,065 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $212K | 0.2% | 1,600 SH | |
| ALPHABET INC | CAP STK CL C | $2.0M | 1.7% | 12,508 SH | |
| AMAZON COM INC | COM | $3.0M | 2.6% | 15,680 SH | |
| AMGEN INC | COM | $981K | 0.8% | 3,150 SH | |
| APPLE INC | COM | $2.5M | 2.1% | 11,104 SH | |
| ARISTA NETWORKS INC | COM SHS | $337K | 0.3% | 4,350 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $522K | 0.5% | 980 SH | |
| BIOGEN INC | COM | $219K | 0.2% | 1,600 SH | |
| BOEING CO | COM | $242K | 0.2% | 1,420 SH | |
| CISCO SYS INC | COM | $272K | 0.2% | 4,412 SH | |
| CONOCOPHILLIPS | COM | $285K | 0.2% | 2,710 SH | |
| CVS HEALTH CORP | COM | $202K | 0.2% | 2,979 SH | |
| ELI LILLY & CO | COM | $3.6M | 3.1% | 4,399 SH | |
| EXXON MOBIL CORP | COM | $635K | 0.5% | 5,340 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $574K | 0.5% | 18,390 SH | |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | $385K | 0.3% | 6,000 SH | |
| FIRST SOLAR INC | COM | $260K | 0.2% | 2,060 SH | |
| GE AEROSPACE | COM NEW | $1.7M | 1.5% | 8,740 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $264K | 0.2% | 3,277 SH | |
| GE VERNOVA INC | COM | $659K | 0.6% | 2,159 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $317K | 0.3% | 1,830 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $8.8M | 7.6% | 18,709 SH | |
| ISHARES TR | CORE S&P500 ETF | $8.7M | 7.5% | 15,418 SH | |
| ISHARES TR | IBOXX INV CP ETF | $359K | 0.3% | 3,300 SH | |
| ISHARES TR | ISHARES BIOTECH | $411K | 0.4% | 3,210 SH | |
| ISHARES TR | MSCI EAFE ETF | $906K | 0.8% | 11,090 SH | |
| ISHARES TR | RUS 2000 GRW ETF | $1.5M | 1.3% | 5,960 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $2.1M | 1.9% | 23,106 SH | |
| ISHARES TR | S&P 500 VAL ETF | $6.5M | 5.6% | 34,149 SH | |
| ISHARES TR | U.S. FINLS ETF | $440K | 0.4% | 3,900 SH | |
| ISHARES TR | U.S. TECH ETF | $632K | 0.5% | 4,500 SH | |
| ISHARES TR | U.S. UTILITS ETF | $355K | 0.3% | 3,500 SH | |
| ISHARES TR | US HLTHCARE ETF | $3.3M | 2.9% | 54,437 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $8.9M | 7.7% | 171,776 SH | |
| JOHNSON & JOHNSON | COM | $483K | 0.4% | 2,910 SH | |
| JPMORGAN CHASE & CO. | COM | $357K | 0.3% | 1,457 SH | |
| LOWES COS INC | COM | $268K | 0.2% | 1,150 SH | |
| MERCADOLIBRE INC | COM | $778K | 0.7% | 399 SH | |
| META PLATFORMS INC | CL A | $962K | 0.8% | 1,669 SH | |
| MGM RESORTS INTERNATIONAL | COM | $625K | 0.5% | 21,100 SH | |
| MICROSOFT CORP | COM | $2.4M | 2.0% | 6,324 SH | |
| NORTHROP GRUMMAN CORP | COM | $1.0M | 0.9% | 2,000 SH | |
| NOVO-NORDISK A S | ADR | $1.4M | 1.2% | 19,901 SH | |
| NVIDIA CORPORATION | COM | $10.5M | 9.1% | 97,028 SH | |
| ORACLE CORP | COM | $201K | 0.2% | 1,440 SH | |
| PALO ALTO NETWORKS INC | COM | $345K | 0.3% | 2,020 SH | |
| PFIZER INC | COM | $288K | 0.2% | 11,363 SH | |
| PROCTER AND GAMBLE CO | COM | $285K | 0.2% | 1,673 SH | |
| PURE STORAGE INC | CL A | $239K | 0.2% | 5,400 SH | |
| QUANTUMSCAPE CORP | COM CL A | $42K | 0.0% | 10,050 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $514K | 0.4% | 5,500 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $389K | 0.3% | 7,811 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $219K | 0.2% | 392 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $377K | 0.3% | 11,000 SH | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $2.9M | 2.5% | 88,524 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.0M | 0.9% | 6,200 SH | |
| TESLA INC | COM | $741K | 0.6% | 2,861 SH | |
| THE TRADE DESK INC | COM CL A | $1.6M | 1.4% | 30,034 SH | |
| UNITY SOFTWARE INC | COM | $1.0M | 0.9% | 51,980 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $443K | 0.4% | 862 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $213K | 0.2% | 4,699 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $475K | 0.4% | 4,100 SH | |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $10.0M | 8.6% | 131,254 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.2M | 7.9% | 116,042 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $1.8M | 1.6% | 3,730 SH | |
| VERTIV HOLDINGS CO | COM CL A | $1.0M | 0.9% | 13,917 SH | |
| VILLAGE FARMS INTL INC | COM | $50K | 0.0% | 82,759 SH |
| 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 |