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CIK 0002045252 • 7 13F filings • May 2, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $384K | 0.4%Prev: 0.4% | 1,285 SH | Decreased-869 SH |
| ALPHABET INC | CAP STK CL A | $899K | 0.9%Prev: 1.1% | 5,099 SH | Decreased+801 SH |
| AMAZON COM INC | COM | $1.9M | 2.0%Prev: 1.1% | 8,803 SH | Increased+3,029 SH |
| AMERICAN TOWER CORP NEW | COM | $1.4M | 1.4% | 6,200 SH | New |
| APPLE INC | COM | $637K | 0.7%Prev: 0.6% | 3,103 SH | Decreased+420 SH |
| BNY MELLON ETF TRUST | CORE BOND ETF | $9.0M | 9.4%Prev: 8.9% | 212,775 SH | Decreased-26,941 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $1.3M | 1.4%Prev: 0.5% | 5,504 SH | Increased+1,706 SH |
| CHEMED CORP NEW | COM | $1.1M | 1.2%Prev: 0.6% | 2,289 SH | Increased+512 SH |
| COPART INC | COM | $1.7M | 1.8%Prev: 0.6% | 34,245 SH | Increased+13,825 SH |
| CROWDSTRIKE HLDGS INC | CL A | $437K | 0.5%Prev: 0.4% | 859 SH | Decreased-318 SH |
| DIAMONDBACK ENERGY INC | COM | $1.4M | 1.4%Prev: 0.9% | 9,857 SH | Increased+4,554 SH |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $4.7M | 4.9%Prev: 4.5% | 96,371 SH | Decreased-8,583 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $887K | 0.9%Prev: 1.7% | 21,950 SH | Decreased-12,817 SH |
| ELI LILLY & CO | COM | $415K | 0.4%Prev: 0.5% | 533 SH | Decreased-117 SH |
| ETF SER SOLUTIONS | APTUS COLLRD INV | $9.8M | 10.3%Prev: 9.6% | 236,888 SH | Decreased-22,648 SH |
| ETF SER SOLUTIONS | APTUS DEFINED | $7.5M | 7.9%Prev: 6.9% | 261,886 SH | Decreased-25,049 SH |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | $3.2M | 3.3%Prev: 3.1% | 65,468 SH | Decreased-6,180 SH |
| ETF SER SOLUTIONS | APTUS ENHANCED | $2.3M | 2.4%Prev: 2.3% | 104,615 SH | Decreased-15,941 SH |
| ETF SER SOLUTIONS | APTUS INT ENH YL | $829K | 0.9%Prev: 1.5% | 37,233 SH | Decreased-31,258 SH |
| ETF SER SOLUTIONS | APTUS LARGE CAP | $881K | 0.9%Prev: 1.4% | 26,075 SH | Decreased-19,008 SH |
| ETF SER SOLUTIONS | APTUS LRG CAP UP | $1.5M | 1.6%Prev: 2.4% | 60,519 SH | Decreased-48,068 SH |
| ETF SER SOLUTIONS | OPUS SML CP VL | $1.0M | 1.1%Prev: 1.9% | 28,876 SH | Decreased-24,812 SH |
| EXXON MOBIL CORP | COM | $442K | 0.5% | 4,096 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $392K | 0.4%Prev: 0.4% | 722 SH | Decreased-331 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $622K | 0.7%Prev: 1.0% | 2,738 SH | Decreased-2,018 SH |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $1.2M | 1.2%Prev: 1.0% | 83,216 SH | Increased-1,157 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.7M | 1.8%Prev: 2.8% | 9,397 SH | Decreased-7,527 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.3M | 1.4% | 12,668 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.6% | 5,315 SH | New |
| LINDE PLC | SHS | $397K | 0.4% | 847 SH | New |
| LOWES COS INC | COM | $399K | 0.4% | 1,797 SH | New |
| META PLATFORMS INC | CL A | $464K | 0.5%Prev: 0.4% | 628 SH | Increased-151 SH |
| MICROSOFT CORP | COM | $2.4M | 2.5%Prev: 1.8% | 4,807 SH | Increased-672 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $406K | 0.4%Prev: 0.5% | 966 SH | Decreased-319 SH |
| NETFLIX INC | COM | $644K | 0.7% | 481 SH | New |
| NVIDIA CORPORATION | COM | $3.1M | 3.3%Prev: 2.2% | 19,871 SH | Increased+5,531 SH |
| PROCTER AND GAMBLE CO | COM | $280K | 0.3% | 1,758 SH | New |
| PROGRESSIVE CORP | COM | $1.3M | 1.3%Prev: 0.7% | 4,759 SH | Increased+997 SH |
| QUANTA SVCS INC | COM | $1.9M | 2.0%Prev: 1.5% | 5,027 SH | Increased+1,964 SH |
| ROPER TECHNOLOGIES INC | COM | $1.3M | 1.4% | 2,323 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $251K | 0.3%Prev: 2.5% | 9,402 SH | Decreased-98,516 SH |
| SERVICENOW INC | COM | $1.7M | 1.8%Prev: 0.8% | 1,674 SH | Increased-6,817 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $235K | 0.2% | 2,557 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $8.4M | 8.8% | 115,334 SH | New |
| TESLA INC | COM | $401K | 0.4%Prev: 0.5% | 1,262 SH | Decreased-146 SH |
| UBER TECHNOLOGIES INC | COM | $451K | 0.5%Prev: 0.4% | 4,837 SH | Increased-1,379 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.1M | 1.1%Prev: 1.8% | 4,432 SH | Decreased-3,348 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $890K | 0.9%Prev: 1.5% | 18,001 SH | Decreased-12,761 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.1M | 1.1%Prev: 1.0% | 19,340 SH | Decreased-2,064 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.1M | 1.2% | 18,866 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.9M | 4.1%Prev: 6.7% | 68,846 SH | Decreased-51,055 SH |
| VISA INC | COM CL A | $1.7M | 1.8%Prev: 1.1% | 4,782 SH | Increased+708 SH |
| WALMART INC | COM | $1.5M | 1.5%Prev: 1.0% | 14,847 SH | Increased+6,090 SH |
| 13F-HR |
| 0002045252-25-000006 |
| $109.2M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002045252-26-000003 | $127.8M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0002045252-25-000004 | $95.7M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002045252-26-000002 | $114.0M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0002045252-25-000003 | $88.2M | View |