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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 | $579K | 0.4% | 4,325 SH | New |
| ABBVIE INC | COM | $778K | 0.5%Prev: 0.4% | 3,360 SH | Increased+400 SH |
| ALPHABET INC | CAP STK CL C | $2.9M | 1.9%Prev: 2.3% | 12,100 SH | Decreased-68 SH |
| AMAZON COM INC | COM | $5.4M | 3.6%Prev: 3.2% | 24,596 SH | Decreased-1,071 SH |
| AMGEN INC | COM | $720K | 0.5%Prev: 0.5% | 2,550 SH | Decreased+46 SH |
| APPLE INC | COM | $2.7M | 1.8%Prev: 2.2% | 10,782 SH | Decreased-3,814 SH |
| APPLOVIN CORP | COM CL A | $216K | 0.1% | 300 SH | New |
| ARISTA NETWORKS INC | COM SHS | $372K | 0.2%Prev: 0.2% | 2,550 SH | Decreased-63 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $352K | 0.2%Prev: 0.2% | 700 SH | Decreased-135 SH |
| BROADCOM INC | COM | $771K | 0.5%Prev: 1.5% | 2,338 SH | Decreased-5,469 SH |
| CISCO SYS INC | COM | $290K | 0.2%Prev: 0.3% | 4,237 SH | Decreased+57 SH |
| CITIGROUP INC | COM NEW | $222K | 0.1%Prev: 0.2% | 2,188 SH | Decreased-487 SH |
| CONOCOPHILLIPS | COM | $256K | 0.2%Prev: 0.1% | 2,710 SH | Decreased |
| COREWEAVE INC | COM CL A | $1.2M | 0.8%Prev: 1.2% | 8,558 SH | Decreased-15,195 SH |
| CVS HEALTH CORP | COM | $225K | 0.1%Prev: 0.2% | 2,979 SH | Decreased |
| ELI LILLY & CO | COM | $3.5M | 2.3%Prev: 3.2% | 4,526 SH | Decreased-663 SH |
| EXXON MOBIL CORP | COM | $602K | 0.4%Prev: 0.4% | 5,340 SH | Decreased-149 SH |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $483K | 0.3%Prev: 0.3% | 12,950 SH | Decreased-1,800 SH |
| FIDELITY COVINGTON TRUST | QLTY FCTOR ETF | $430K | 0.3% | 5,750 SH | New |
| FIRST SOLAR INC | COM | $276K | 0.2% | 1,250 SH | New |
| GE AEROSPACE | COM NEW | $2.6M | 1.7%Prev: 1.4% | 8,490 SH | Decreased+1,068 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $245K | 0.2%Prev: 0.1% | 3,262 SH | Increased |
| GE VERNOVA INC | COM | $1.2M | 0.8%Prev: 1.2% | 1,903 SH | Decreased-7 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $449K | 0.3%Prev: 0.3% | 1,590 SH | Decreased-171 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $214K | 0.1% | 1,130 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $10.8M | 7.1%Prev: 6.6% | 18,024 SH | Decreased+816 SH |
| ISHARES TR | CORE S&P500 ETF | $10.2M | 6.7%Prev: 5.7% | 15,229 SH | Decreased+487 SH |
| ISHARES TR | IBOXX INV CP ETF | $6.0M | 3.9%Prev: 7.9% | 53,384 SH | Decreased-87,059 SH |
| ISHARES TR | ISHARES BIOTECH | $435K | 0.3%Prev: 0.9% | 3,010 SH | Decreased-6,460 SH |
| ISHARES TR | MSCI EAFE ETF | $2.1M | 1.4%Prev: 1.2% | 22,365 SH | Decreased+561 SH |
| ISHARES TR | MSCI USA MMENTM | $400K | 0.3% | 1,558 SH | New |
| ISHARES TR | RUS 1000 VAL ETF | $204K | 0.1%Prev: 0.1% | 1,004 SH | Decreased+10 SH |
| ISHARES TR | RUS 2000 GRW ETF | $1.4M | 0.9%Prev: 0.9% | 4,460 SH | Decreased+100 SH |
| ISHARES TR | S&P 500 GRWT ETF | $2.7M | 1.8%Prev: 1.7% | 22,118 SH | Decreased-1,096 SH |
| ISHARES TR | S&P 500 VAL ETF | $5.2M | 3.5%Prev: 2.3% | 25,405 SH | Increased+6,245 SH |
| ISHARES TR | U.S. FINLS ETF | $494K | 0.3%Prev: 0.3% | 3,900 SH | Increased+110 SH |
| ISHARES TR | U.S. TECH ETF | $1.0M | 0.7%Prev: 0.6% | 5,290 SH | Decreased+495 SH |
| ISHARES TR | U.S. UTILITS ETF | $388K | 0.3%Prev: 0.2% | 3,500 SH | Decreased |
| ISHARES TR | US HLTHCARE ETF | $3.3M | 2.2%Prev: 2.2% | 56,665 SH | Decreased-6,359 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $9.5M | 6.3%Prev: 1.7% | 164,935 SH | Increased+110,426 SH |
| JOBY AVIATION INC | COMMON STOCK | $816K | 0.5%Prev: 0.5% | 50,540 SH | Decreased-48,993 SH |
| JOHNSON & JOHNSON | COM | $540K | 0.4%Prev: 0.3% | 2,910 SH | Increased+911 SH |
| JOHNSON CTLS INTL PLC | SHS | $208K | 0.1% | 1,890 SH | New |
| JPMORGAN CHASE & CO. | COM | $463K | 0.3% | 1,467 SH | New |
| LOWES COS INC | COM | $289K | 0.2%Prev: 0.1% | 1,150 SH | Increased |
| MERCADOLIBRE INC | COM | $797K | 0.5%Prev: 0.3% | 341 SH | Increased-30 SH |
| META PLATFORMS INC | CL A | $1.4M | 1.0%Prev: 0.2% | 1,973 SH | Increased+1,370 SH |
| MGM RESORTS INTERNATIONAL | COM | $731K | 0.5%Prev: 0.4% | 21,100 SH | Decreased+3,250 SH |
| MICROSOFT CORP | COM | $3.5M | 2.3%Prev: 2.0% | 6,814 SH | Decreased-3,332 SH |
| NORFOLK SOUTHN CORP | COM | $250K | 0.2%Prev: 0.1% | 833 SH | Decreased |
| NOVO-NORDISK A S | ADR | $656K | 0.4% | 11,821 SH | New |
| NVIDIA CORPORATION | COM | $18.5M | 12.2%Prev: 11.2% | 99,190 SH | Decreased-8,809 SH |
| ORACLE CORP | COM | $405K | 0.3% | 1,440 SH | New |
| PALO ALTO NETWORKS INC | COM | $411K | 0.3%Prev: 0.4% | 2,020 SH | Decreased-6 SH |
| PFIZER INC | COM | $226K | 0.1% | 8,863 SH | New |
| PROCTER AND GAMBLE CO | COM | $226K | 0.1% | 1,473 SH | New |
| QUANTUMSCAPE CORP | COM CL A | $250K | 0.2%Prev: 0.1% | 20,300 SH | Increased-2,500 SH |
| RIGETTI COMPUTING INC | COMMON STOCK | $1.5M | 1.0% | 49,500 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $313K | 0.2% | 3,500 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $442K | 0.3% | 8,211 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $261K | 0.2% | 392 SH | New |
| SUPER MICRO COMPUTER INC | COM NEW | $518K | 0.3% | 10,800 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $4.5M | 3.0% | 119,355 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.2M | 1.4% | 7,760 SH | New |
| TESLA INC | COM | $773K | 0.5%Prev: 0.4% | 1,738 SH | Increased-10 SH |
| THE TRADE DESK INC | COM CL A | $1.2M | 0.8% | 24,600 SH | New |
| UNITY SOFTWARE INC | COM | $1.1M | 0.7% | 26,680 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $589K | 0.4%Prev: 0.4% | 962 SH | Decreased-32 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $241K | 0.2%Prev: 0.1% | 4,450 SH | Decreased |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $551K | 0.4%Prev: 0.3% | 4,000 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $8.8M | 5.8%Prev: 3.8% | 113,342 SH | Increased+16,639 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $13.6M | 9.0%Prev: 8.7% | 170,009 SH | Decreased-43,405 SH |
| VERTEX PHARMACEUTICALS INC | COM | $1.5M | 1.0%Prev: 1.7% | 3,730 SH | Decreased-2,785 SH |
| VERTIV HOLDINGS CO | COM CL A | $2.4M | 1.6%Prev: 2.8% | 16,091 SH | Decreased+174 SH |
| VILLAGE FARMS INTL INC | COM | $259K | 0.2%Prev: 0.1% | 82,759 SH | Increased |
| 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 |