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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 | $462K | 0.4% | 1,874 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 1.1%Prev: 1.1% | 4,780 SH | Decreased+998 SH |
| AMAZON COM INC | COM | $2.0M | 1.8%Prev: 1.0% | 9,100 SH | Increased+3,532 SH |
| AMERICAN TOWER CORP NEW | COM | $1.5M | 1.4% | 7,904 SH | New |
| APPLE INC | COM | $673K | 0.6%Prev: 0.6% | 2,643 SH | Decreased-49 SH |
| BNY MELLON ETF TRUST | CORE BOND ETF | $9.7M | 8.9%Prev: 8.4% | 227,305 SH | Decreased-28,053 SH |
| BONDBLOXX ETF TRUST | BONDBLOXX PRIVAT | $2.2M | 2.0% | 43,673 SH | New |
| BROADRIDGE FINL SOLUTIONS IN | COM | $1.5M | 1.3% | 6,187 SH | New |
| CHEMED CORP NEW | COM | $1.6M | 1.4%Prev: 0.7% | 3,477 SH | Increased+1,684 SH |
| COPART INC | COM | $2.0M | 1.8%Prev: 0.6% | 44,016 SH | Increased+18,204 SH |
| CROWDSTRIKE HLDGS INC | CL A | $504K | 0.5%Prev: 0.7% | 1,027 SH | Decreased-69 SH |
| DIAMONDBACK ENERGY INC | COM | $1.6M | 1.5%Prev: 0.5% | 11,112 SH | Increased+7,171 SH |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $5.0M | 4.6%Prev: 4.3% | 100,827 SH | Decreased-10,344 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $1.1M | 1.0%Prev: 2.0% | 23,816 SH | Decreased-11,262 SH |
| ELI LILLY & CO | COM | $519K | 0.5%Prev: 0.6% | 680 SH | Decreased+90 SH |
| ETF SER SOLUTIONS | APTUS COLLRD INV | $10.8M | 9.9%Prev: 9.7% | 248,236 SH | Decreased-19,772 SH |
| ETF SER SOLUTIONS | APTUS DEFINED | $7.8M | 7.2%Prev: 6.7% | 272,152 SH | Decreased-26,339 SH |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | $3.5M | 3.2%Prev: 3.2% | 68,779 SH | Decreased-5,221 SH |
| ETF SER SOLUTIONS | APTUS ENHANCED | $2.5M | 2.3%Prev: 2.2% | 110,848 SH | Decreased-16,991 SH |
| ETF SER SOLUTIONS | APTUS INT ENH YL | $1.0M | 0.9%Prev: 1.5% | 42,757 SH | Decreased-28,900 SH |
| ETF SER SOLUTIONS | APTUS LARGE CAP | $1.0M | 1.0%Prev: 1.5% | 28,470 SH | Decreased-18,499 SH |
| ETF SER SOLUTIONS | APTUS LRG CAP UP | $1.8M | 1.7%Prev: 2.5% | 68,098 SH | Decreased-46,265 SH |
| ETF SER SOLUTIONS | OPUS SML CP VL | $1.3M | 1.1%Prev: 1.9% | 32,787 SH | Decreased-23,625 SH |
| EXXON MOBIL CORP | COM | $489K | 0.4% | 4,336 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $425K | 0.4%Prev: 0.3% | 951 SH | Increased-45 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $734K | 0.7%Prev: 1.2% | 2,969 SH | Decreased-1,958 SH |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $1.3M | 1.2%Prev: 1.0% | 86,495 SH | Increased-3,873 SH |
| INVESCO EXCHANGE TRADED FD T | SP500 EQL WGT | $2.0M | 1.8% | 10,361 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.8M | 1.6% | 5,676 SH | New |
| LINDE PLC | SHS | $457K | 0.4% | 962 SH | New |
| LOWES COS INC | COM | $469K | 0.4% | 1,866 SH | New |
| META PLATFORMS INC | CL A | $491K | 0.4%Prev: 0.3% | 668 SH | Increased-71 SH |
| MICROSOFT CORP | COM | $2.5M | 2.3%Prev: 1.6% | 4,917 SH | Increased-696 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $447K | 0.4%Prev: 0.4% | 978 SH | Decreased-241 SH |
| NETFLIX INC | COM | $418K | 0.4% | 349 SH | New |
| NVIDIA CORPORATION | COM | $3.3M | 3.0%Prev: 2.1% | 17,426 SH | Increased+4,119 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $201K | 0.2% | 1,100 SH | New |
| PROGRESSIVE CORP | COM | $1.6M | 1.5%Prev: 0.7% | 6,631 SH | Increased+2,740 SH |
| QUANTA SVCS INC | COM | $2.2M | 2.0%Prev: 1.3% | 5,291 SH | Increased+3,041 SH |
| ROPER TECHNOLOGIES INC | COM | $1.5M | 1.4% | 3,073 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.8M | 2.5%Prev: 2.4% | 102,656 SH | Decreased-11,557 SH |
| SERVICENOW INC | COM | $2.1M | 2.0%Prev: 0.9% | 2,326 SH | Increased-8,778 SH |
| SPDR SERIES TRUST | PORTFOLIO SP500 | $10.0M | 9.2% | 127,865 SH | New |
| TESLA INC | COM | $604K | 0.6%Prev: 0.4% | 1,358 SH | Increased+39 SH |
| UBER TECHNOLOGIES INC | COM | $493K | 0.5%Prev: 0.3% | 5,030 SH | Increased-849 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.2M | 1.1%Prev: 1.9% | 4,812 SH | Decreased-3,286 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.1M | 1.0%Prev: 1.5% | 19,458 SH | Decreased-12,597 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.2M | 1.1%Prev: 1.0% | 20,337 SH | Decreased-2,450 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.5M | 4.1%Prev: 7.0% | 75,540 SH | Decreased-49,277 SH |
| VISA INC | COM CL A | $2.1M | 1.9%Prev: 1.1% | 6,114 SH | Increased+2,151 SH |
| WALMART INC | COM | $1.7M | 1.6%Prev: 0.7% | 16,489 SH | Increased+8,910 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 |