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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 | $427K | 0.4%Prev: 0.3% | 2,154 SH | Increased+1,321 SH |
| ADVANCED MICRO DEVICES INC | COM | $463K | 0.4% | 2,274 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 1.1%Prev: 0.6% | 4,298 SH | Increased+609 SH |
| AMAZON COM INC | COM | $1.2M | 1.1%Prev: 1.5% | 5,774 SH | Decreased-1,383 SH |
| AMERICAN TOWER CORP | COM | $781K | 0.7% | 4,527 SH | New |
| AMPHENOL CORP | CL A | $1.2M | 1.1% | 9,482 SH | New |
| APPLE INC | COM | $681K | 0.6%Prev: 0.5% | 2,683 SH | Increased+799 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $595K | 0.5% | 1,241 SH | New |
| BNY MELLON ETF TRUST | CORE BOND ETF | $10.1M | 8.9%Prev: 8.6% | 239,716 SH | Increased+58,824 SH |
| BONDBLOXX ETF TRUST | BONDBLOXX PRIVAT | $2.3M | 2.0% | 46,436 SH | New |
| BROADRIDGE FINL SOLUTIONS IN | COM | $617K | 0.5%Prev: 1.4% | 3,798 SH | Decreased-1,200 SH |
| CHEMED CORP NEW | COM | $672K | 0.6%Prev: 1.4% | 1,777 SH | Decreased-255 SH |
| COPART INC | COM | $678K | 0.6%Prev: 1.7% | 20,420 SH | Decreased-5,412 SH |
| CROWDSTRIKE HLDGS INC | CL A | $460K | 0.4%Prev: 0.3% | 1,177 SH | Increased+396 SH |
| DIAMONDBACK ENERGY INC | COM | $1.0M | 0.9%Prev: 1.3% | 5,303 SH | Decreased-1,846 SH |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $5.2M | 4.5%Prev: 2.6% | 104,954 SH | Increased+58,997 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $1.9M | 1.7%Prev: 0.4% | 34,767 SH | Increased+25,869 SH |
| ELI LILLY & CO | COM | $598K | 0.5% | 650 SH | New |
| ETF SER SOLUTIONS | APTUS COLLRD INV | $10.9M | 9.6%Prev: 8.8% | 259,536 SH | Increased+58,452 SH |
| ETF SER SOLUTIONS | APTUS DEFINED | $7.8M | 6.9%Prev: 6.5% | 286,935 SH | Increased+78,057 SH |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | $3.5M | 3.1%Prev: 2.7% | 71,648 SH | Increased+17,031 SH |
| ETF SER SOLUTIONS | APTUS ENHANCED | $2.7M | 2.3%Prev: 2.3% | 120,556 SH | Increased+32,628 SH |
| ETF SER SOLUTIONS | APTUS INT ENH YL | $1.7M | 1.5%Prev: 0.7% | 68,491 SH | Increased+39,020 SH |
| ETF SER SOLUTIONS | APTUS LARGE CAP | $1.6M | 1.4%Prev: 0.7% | 45,083 SH | Increased+25,929 SH |
| ETF SER SOLUTIONS | APTUS LRG CAP UP | $2.8M | 2.4%Prev: 0.6% | 108,587 SH | Increased+85,433 SH |
| ETF SER SOLUTIONS | OPUS SML CP VL | $2.1M | 1.9%Prev: 0.8% | 53,688 SH | Increased+32,594 SH |
| INTUITIVE SURGICAL INC | COM NEW | $485K | 0.4%Prev: 0.3% | 1,053 SH | Increased+526 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.1M | 1.0%Prev: 0.2% | 4,756 SH | Increased+3,658 SH |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $1.2M | 1.0%Prev: 0.6% | 84,373 SH | Increased+47,793 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.2M | 2.8%Prev: 1.5% | 16,924 SH | Increased+9,219 SH |
| JPMORGAN CHASE & CO | COM | $852K | 0.7% | 2,897 SH | New |
| LOCKHEED MARTIN CORP | COM | $336K | 0.3% | 556 SH | New |
| META PLATFORMS INC | CL A | $446K | 0.4%Prev: 0.3% | 779 SH | Increased+265 SH |
| MICROSOFT CORP | COM | $2.0M | 1.8%Prev: 2.0% | 5,479 SH | Increased+741 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $558K | 0.5%Prev: 0.3% | 1,285 SH | Increased+623 SH |
| NETFLIX INC. | COM | $481K | 0.4% | 4,999 SH | New |
| NVIDIA CORPORATION | COM | $2.5M | 2.2%Prev: 2.1% | 14,340 SH | Increased-2,708 SH |
| PROGRESSIVE CORP | COM | $746K | 0.7%Prev: 1.4% | 3,762 SH | Decreased-667 SH |
| QUANTA SVCS INC | COM | $1.7M | 1.5%Prev: 1.4% | 3,063 SH | Increased-1,953 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.9M | 2.5%Prev: 0.0% | 107,918 SH | Increased+107,906 SH |
| SERVICENOW INC | COM | $888K | 0.8%Prev: 0.3% | 8,491 SH | Increased+8,184 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $15.4M | 13.5% | 201,608 SH | New |
| TESLA INC | COM | $523K | 0.5%Prev: 0.3% | 1,408 SH | Increased+351 SH |
| UBER TECHNOLOGIES INC | COM | $447K | 0.4%Prev: 0.3% | 6,216 SH | Increased+2,022 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.0M | 1.8%Prev: 0.9% | 7,780 SH | Increased+4,020 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.7M | 1.5%Prev: 1.1% | 30,762 SH | Increased+8,983 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.2M | 1.0%Prev: 1.1% | 21,404 SH | Increased+4,475 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.7M | 6.7%Prev: 3.4% | 119,901 SH | Increased+60,503 SH |
| VISA INC | COM CL A | $1.2M | 1.1%Prev: 1.7% | 4,074 SH | Decreased-268 SH |
| WALMART INC | COM | $1.1M | 1.0%Prev: 1.3% | 8,757 SH | Decreased-4,325 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 |