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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 | $589K | 0.5%Prev: 0.4% | 2,194 SH | Increased+320 SH |
| ALPHABET INC | CAP STK CL A | $1.6M | 1.3%Prev: 1.1% | 5,010 SH | Increased+230 SH |
| AMAZON COM INC | COM | $1.3M | 1.2%Prev: 1.8% | 5,817 SH | Decreased-3,283 SH |
| AMERICAN TOWER CORP NEW | COM | $811K | 0.7%Prev: 1.4% | 4,621 SH | Decreased-3,283 SH |
| AMPHENOL CORP NEW | CL A | $814K | 0.7% | 6,024 SH | New |
| APPLE INC | COM | $728K | 0.6%Prev: 0.6% | 2,679 SH | Increased+36 SH |
| BNY MELLON ETF TRUST | CORE BOND ETF | $10.1M | 8.7%Prev: 8.9% | 238,966 SH | Increased+11,661 SH |
| BONDBLOXX ETF TRUST | BONDBLOXX PRIVAT | $2.4M | 2.0%Prev: 2.0% | 46,950 SH | Increased+3,277 SH |
| BROADRIDGE FINL SOLUTIONS IN | COM | $837K | 0.7%Prev: 1.3% | 3,753 SH | Decreased-2,434 SH |
| CHEMED CORP NEW | COM | $778K | 0.7%Prev: 1.4% | 1,818 SH | Decreased-1,659 SH |
| COPART INC | COM | $1.3M | 1.1%Prev: 1.8% | 32,990 SH | Decreased-11,026 SH |
| CROWDSTRIKE HLDGS INC | CL A | $539K | 0.5%Prev: 0.5% | 1,149 SH | Increased+122 SH |
| DIAMONDBACK ENERGY INC | COM | $831K | 0.7%Prev: 1.5% | 5,527 SH | Decreased-5,585 SH |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $5.2M | 4.5%Prev: 4.6% | 105,459 SH | Increased+4,632 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $1.8M | 1.5%Prev: 1.0% | 34,792 SH | Increased+10,976 SH |
| ELI LILLY & CO | COM | $752K | 0.6%Prev: 0.5% | 699 SH | Increased+19 SH |
| ETF SER SOLUTIONS | APTUS COLLRD INV | $11.2M | 9.6%Prev: 9.9% | 257,039 SH | Increased+8,803 SH |
| ETF SER SOLUTIONS | APTUS DEFINED | $8.1M | 6.9%Prev: 7.2% | 283,886 SH | Increased+11,734 SH |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | $3.7M | 3.1%Prev: 3.2% | 71,215 SH | Increased+2,436 SH |
| ETF SER SOLUTIONS | APTUS ENHANCED | $2.6M | 2.3%Prev: 2.3% | 119,113 SH | Increased+8,265 SH |
| ETF SER SOLUTIONS | APTUS INT ENH YL | $1.6M | 1.4%Prev: 0.9% | 66,207 SH | Increased+23,450 SH |
| ETF SER SOLUTIONS | APTUS LARGE CAP | $1.6M | 1.4%Prev: 1.0% | 43,199 SH | Increased+14,729 SH |
| ETF SER SOLUTIONS | APTUS LRG CAP UP | $2.8M | 2.4%Prev: 1.7% | 103,942 SH | Increased+35,844 SH |
| ETF SER SOLUTIONS | OPUS SML CP VL | $1.9M | 1.7%Prev: 1.1% | 51,907 SH | Increased+19,120 SH |
| EXXON MOBIL CORP | COM | $599K | 0.5%Prev: 0.4% | 4,980 SH | Increased+644 SH |
| INTUITIVE SURGICAL INC | COM NEW | $596K | 0.5%Prev: 0.4% | 1,053 SH | Increased+102 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.1M | 1.0%Prev: 0.7% | 4,534 SH | Increased+1,565 SH |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $1.3M | 1.1%Prev: 1.2% | 91,115 SH | Increased+4,620 SH |
| INVESCO EXCHANGE TRADED FD T | SP500 EQL WGT | $3.1M | 2.7%Prev: 1.8% | 16,280 SH | Increased+5,919 SH |
| JPMORGAN CHASE CO. | COM | $951K | 0.8% | 2,952 SH | New |
| LINDE PLC | SHS | $516K | 0.4%Prev: 0.4% | 1,209 SH | Increased+247 SH |
| LOCKHEED MARTIN CORP | COM | $269K | 0.2% | 557 SH | New |
| LOWES COS INC | COM | $542K | 0.5%Prev: 0.4% | 2,247 SH | Increased+381 SH |
| META PLATFORMS INC | CL A | $491K | 0.4%Prev: 0.4% | 743 SH | Increased+75 SH |
| MICROSOFT CORP | COM | $1.9M | 1.6%Prev: 2.3% | 3,906 SH | Decreased-1,011 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $483K | 0.4%Prev: 0.4% | 1,260 SH | Increased+282 SH |
| NETFLIX INC | COM | $423K | 0.4%Prev: 0.4% | 4,509 SH | Increased+4,160 SH |
| NVIDIA CORPORATION | COM | $2.7M | 2.3%Prev: 3.0% | 14,562 SH | Decreased-2,864 SH |
| PROGRESSIVE CORP | COM | $869K | 0.7%Prev: 1.5% | 3,818 SH | Decreased-2,813 SH |
| QUANTA SVCS INC | COM | $1.3M | 1.2%Prev: 2.0% | 3,197 SH | Decreased-2,094 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.9M | 2.5%Prev: 2.5% | 108,022 SH | Increased+5,366 SH |
| SERVICENOW INC | COM | $1.2M | 1.0%Prev: 2.0% | 7,836 SH | Decreased+5,510 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $15.5M | 13.3% | 193,455 SH | New |
| TESLA INC | COM | $653K | 0.6%Prev: 0.6% | 1,452 SH | Increased+94 SH |
| UBER TECHNOLOGIES INC | COM | $492K | 0.4%Prev: 0.5% | 6,020 SH | Decreased+990 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.7%Prev: 1.1% | 7,535 SH | Increased+2,723 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.6M | 1.4%Prev: 1.0% | 30,018 SH | Increased+10,560 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.2M | 1.0%Prev: 1.1% | 21,369 SH | Increased+1,032 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.3M | 6.3%Prev: 4.1% | 117,231 SH | Increased+41,691 SH |
| VISA INC | COM CL A | $1.4M | 1.2%Prev: 1.9% | 4,098 SH | Decreased-2,016 SH |
| WALMART INC | COM | $1.0M | 0.9%Prev: 1.6% | 9,107 SH | Decreased-7,382 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 |