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CIK 0001802474 • 6 13F filings • Apr 14, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $278K | 0.1% | 1,326 SH | |
| AIM ETF PRODUCTS TRUST | ALLIANZIM EQ BUF | $1.8M | 0.9% | 68,763 SH | |
| AIM ETF PRODUCTS TRUST | ALLIANZIM U S EQ | $2.1M | 1.1% | 76,059 SH | |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | $14.8M | 7.5% | 470,080 SH | |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M JAN | $2.3M | 1.2% | 76,816 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B10 JAN | $242K | 0.1% | 6,891 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 DEC | $17.2M | 8.6% | 573,722 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JAN | $14.0M | 7.0% | 422,235 SH | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 OCT | $10.5M | 5.3% | 299,217 SH | |
| ALPHABET INC | CAP STK CL A | $253K | 0.1% | 1,637 SH | |
| ALTRIA GROUP INC | COM | $356K | 0.2% | 5,929 SH | |
| AMAZON COM INC | COM | $461K | 0.2% | 2,422 SH | |
| AMGEN INC | COM | $215K | 0.1% | 689 SH | |
| APPLE INC | COM | $2.0M | 1.0% | 11,720 SH | |
| AT&T INC | COM | $510K | 0.3% | 18,039 SH | |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | $240K | 0.1% | 3,716 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $801K | 0.4% | 16,428 SH | |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $273K | 0.1% | 8,604 SH | |
| BONDBLOXX ETF TRUST | BLOOMBERG FVE YR | $221K | 0.1% | 4,508 SH | |
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | $217K | 0.1% | 4,357 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $208K | 0.1% | 3,416 SH | |
| CGI INC | CL A SUB VTG | $283K | 0.1% | 2,833 SH | |
| CHEVRON CORP NEW | COM | $260K | 0.1% | 1,551 SH | |
| CISCO SYS INC | COM | $295K | 0.1% | 4,788 SH | |
| COCA COLA CO | COM | $239K | 0.1% | 3,341 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $302K | 0.2% | 2,473 SH | |
| EA SERIES TRUST | ASTORIA US EQUAL | $201K | 0.1% | 6,862 SH | |
| ELEVATION SERIES TRUST | TRUESHARES QUART | $4.8M | 2.4% | 193,529 SH | |
| ELEVATION SERIES TRUST | TRUSHARES BULL | $3.0M | 1.5% | 122,684 SH | |
| ENBRIDGE INC | COM | $223K | 0.1% | 5,035 SH | |
| EXXON MOBIL CORP | COM | $338K | 0.2% | 2,839 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $6.3M | 3.2% | 191,450 SH | |
| FIRST TR MORNINGSTAR DIVID L | SHS | $1.8M | 0.9% | 42,157 SH | |
| FS KKR CAP CORP | COM | $224K | 0.1% | 10,687 SH | |
| GILEAD SCIENCES INC | COM | $213K | 0.1% | 1,902 SH | |
| HOME DEPOT INC | COM | $970K | 0.5% | 2,647 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $1.6M | 0.8% | 21,831 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.3M | 0.7% | 24,461 SH | |
| ISHARES INC | MSCI EMRG CHN | $286K | 0.1% | 5,192 SH | |
| ISHARES TR | 20+ YEAR TR BD | $448K | 0.2% | 18,632 SH | |
| ISHARES TR | CORE MSCI INTL | $1.1M | 0.5% | 15,636 SH | |
| ISHARES TR | CORE S&P500 ETF | $753K | 0.4% | 1,340 SH | |
| ISHARES TR | EAFE GRWTH ETF | $708K | 0.4% | 7,078 SH | |
| ISHARES TR | EAFE VALUE ETF | $441K | 0.2% | 7,486 SH | |
| ISHARES TR | INVT GRD CORP BD | $434K | 0.2% | 16,493 SH | |
| ISHARES TR | MRGSTR MD CP GRW | $1.4M | 0.7% | 19,310 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $1.6M | 0.8% | 20,008 SH | |
| ISHARES TR | MSCI USA MMENTM | $1.7M | 0.9% | 8,404 SH | |
| ISHARES TR | MSCI USA QLT FCT | $1.2M | 0.6% | 6,748 SH | |
| ISHARES TR | RUS MDCP VAL ETF | $321K | 0.2% | 2,552 SH | |
| ISHARES TR | RUS TP200 GR ETF | $1.1M | 0.5% | 5,041 SH | |
| ISHARES TR | RUS TP200 VL ETF | $722K | 0.4% | 8,791 SH | |
| ISHARES TR | S&P 100 ETF | $236K | 0.1% | 872 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $757K | 0.4% | 8,155 SH | |
| ISHARES TR | S&P 500 VAL ETF | $512K | 0.3% | 2,688 SH | |
| ISHARES TR | U.S. TECH ETF | $241K | 0.1% | 1,714 SH | |
| ISHARES TR | USD INV GRDE ETF | $459K | 0.2% | 8,978 SH | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $370K | 0.2% | 7,291 SH | |
| JOHNSON & JOHNSON | COM | $226K | 0.1% | 1,365 SH | |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $1.2M | 0.6% | 37,884 SH | |
| LINDE PLC | SHS | $233K | 0.1% | 500 SH | |
| LISTED FD TR | TRUESHARES DEC | $4.1M | 2.1% | 114,020 SH | |
| LISTED FD TR | TRUESHARES NOV | $1.5M | 0.8% | 39,314 SH | |
| LISTED FD TR | TRUESHARES OCT | $1.5M | 0.7% | 38,253 SH | |
| LISTED FD TR | TRUESHARES STRCD | $1.6M | 0.8% | 47,357 SH | |
| LISTED FD TR | TRUESHARES STRCT | $1.5M | 0.8% | 37,812 SH | |
| LISTED FD TR | TRUESHARES STRUC | $6.1M | 3.0% | 177,004 SH | |
| META PLATFORMS INC | CL A | $439K | 0.2% | 762 SH | |
| MICROSOFT CORP | COM | $874K | 0.4% | 2,328 SH | |
| NATIONAL GRID PLC | SPONSORED ADR NE | $214K | 0.1% | 3,256 SH | |
| NVIDIA CORPORATION | COM | $1.8M | 0.9% | 16,986 SH | |
| PHILIP MORRIS INTL INC | COM | $323K | 0.2% | 2,032 SH | |
| PIMCO ETF TR | 15+ YR US TIPS | $2.5M | 1.3% | 46,290 SH | |
| PIMCO ETF TR | 25YR+ ZERO U S | $268K | 0.1% | 3,748 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $352K | 0.2% | 3,494 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $606K | 0.3% | 22,984 SH | |
| PIMCO ETF TR | ULTRA SHORT GOVT | $3.5M | 1.7% | 34,131 SH | |
| SANOFI | SPONSORED ADR | $227K | 0.1% | 4,095 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $435K | 0.2% | 21,993 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.0M | 1.5% | 134,165 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | INTMD TERM TRSRY | $7.6M | 3.8% | 573,169 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | $14.3M | 7.2% | 652,580 SH | |
| SOUTHERN CO | COM | $343K | 0.2% | 3,727 SH | |
| SPDR GOLD TR | GOLD SHS | $217K | 0.1% | 752 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $220K | 0.1% | 2,404 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $391K | 0.2% | 5,756 SH | |
| SPDR SER TR | PORTFOLIO LN TSR | $480K | 0.2% | 17,619 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $22.8M | 11.4% | 346,048 SH | |
| TOTALENERGIES SE | SPONSORED ADS | $237K | 0.1% | 3,663 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $1.3M | 0.6% | 4,846 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $10.5M | 5.3% | 20,443 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $421K | 0.2% | 7,086 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $485K | 0.2% | 10,480 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $314K | 0.2% | 5,345 SH | |
| VERIZON COMMUNICATIONS INC | COM | $644K | 0.3% | 14,188 SH | |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | $282K | 0.1% | 8,221 SH |
| 13F-HR |
| 0001802474-26-000003 |
| $258.0M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001802474-25-000003 | $207.0M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001802474-26-000002 | $236.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001904664-25-000002 | $199.1M | View |