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CIK 0002053046 • 7 13F filings • Apr 24, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.5M | 1.1% | 6,455 SH | New |
| AES CORP | COM | $2.4M | 1.8% | 165,398 SH | New |
| ALPHABET INC | CAP STK CL C | $3.4M | 2.7%Prev: 1.7% | 10,912 SH | Increased+4,151 SH |
| AMAZON COM INC | COM | $3.3M | 2.6%Prev: 2.3% | 14,432 SH | Increased+1,454 SH |
| APPLE INC | COM | $4.2M | 3.3%Prev: 2.4% | 15,374 SH | Increased+5,453 SH |
| AT&T INC | COM | $1.6M | 1.2%Prev: 2.1% | 63,462 SH | Decreased-54,493 SH |
| BANK AMERICA CORP | COM | $1.5M | 1.2% | 28,091 SH | New |
| BOEING CO | COM | $2.5M | 1.9%Prev: 1.9% | 11,328 SH | Decreased-3,072 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $1.1M | 0.8%Prev: 1.4% | 20,156 SH | Decreased-10,828 SH |
| BROADCOM INC | COM | $2.6M | 2.1%Prev: 0.9% | 7,607 SH | Increased+3,960 SH |
| CAVA GROUP INC | COM | $1.4M | 1.1% | 24,534 SH | New |
| CITIGROUP INC | COM NEW | $3.6M | 2.8% | 30,572 SH | New |
| DOMINION ENERGY INC | COM | $2.9M | 2.2% | 49,071 SH | New |
| ELI LILLY & CO | COM | $3.0M | 2.4%Prev: 2.6% | 2,811 SH | Decreased-332 SH |
| ENBRIDGE INC | COM | $1.7M | 1.3% | 35,087 SH | New |
| EXPAND ENERGY CORPORATION | COM | $2.3M | 1.8% | 20,973 SH | New |
| FORD MTR CO | COM | $2.2M | 1.7%Prev: 1.1% | 166,077 SH | Increased+41,621 SH |
| GE AEROSPACE | COM NEW | $2.1M | 1.7%Prev: 1.6% | 6,899 SH | Decreased-18 SH |
| HEALTHPEAK PROPERTIES INC | COM | $1.5M | 1.2%Prev: 1.4% | 93,119 SH | Decreased-1,080 SH |
| INTEL CORP | COM | $884K | 0.7%Prev: 1.4% | 23,954 SH | Decreased+7,385 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.9M | 2.3%Prev: 2.7% | 9,836 SH | Decreased-6,786 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $997K | 0.8%Prev: 1.1% | 20,088 SH | Decreased-10,488 SH |
| ISHARES ETHEREUM TR | SHS | $1.6M | 1.3%Prev: 1.7% | 72,497 SH | Decreased-43,638 SH |
| JOBY AVIATION INC | COMMON STOCK | $543K | 0.4% | 41,146 SH | New |
| JPMORGAN CHASE & CO. | COM | $1.6M | 1.3% | 4,993 SH | New |
| KEYCORP | COM | $3.2M | 2.5%Prev: 1.5% | 152,867 SH | Increased+50,528 SH |
| KINDER MORGAN INC DEL | COM | $1.3M | 1.0%Prev: 0.9% | 47,862 SH | Increased+8,953 SH |
| KINETIK HOLDINGS INC | COM NEW CL A | $994K | 0.8%Prev: 0.8% | 27,560 SH | Decreased+5,126 SH |
| META PLATFORMS INC | CL A | $2.2M | 1.7%Prev: 1.7% | 3,278 SH | Decreased+39 SH |
| MICROSOFT CORP | COM | $2.5M | 1.9%Prev: 3.3% | 5,143 SH | Decreased-3,782 SH |
| NNN REIT INC | COM | $1.3M | 1.0%Prev: 1.1% | 33,204 SH | Decreased-2,016 SH |
| NUSCALE PWR CORP | CL A COM | $892K | 0.7% | 62,983 SH | New |
| NVIDIA CORPORATION | COM | $3.4M | 2.6%Prev: 1.6% | 18,195 SH | Increased+8,714 SH |
| OCCIDENTAL PETE CORP | COM | $1.1M | 0.8% | 25,576 SH | New |
| OKLO INC | COM CL A | $670K | 0.5% | 9,339 SH | New |
| ORACLE CORP | COM | $2.4M | 1.9% | 12,496 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $2.4M | 1.8%Prev: 1.9% | 13,343 SH | Decreased-873 SH |
| PALO ALTO NETWORKS INC | COM | $2.8M | 2.2%Prev: 1.6% | 15,113 SH | Increased+9,690 SH |
| PROSHARES TR | ULTR RUSSL2000 | $4.2M | 3.2%Prev: 2.8% | 78,135 SH | Increased+21,189 SH |
| PROSHARES TR | ULTRAPRO QQQ | $3.6M | 2.8% | 67,453 SH | New |
| QUANTA SVCS INC | COM | $1.4M | 1.1%Prev: 1.3% | 3,255 SH | Decreased+530 SH |
| ROCKET COS INC | COM CL A | $3.7M | 2.9%Prev: 2.1% | 188,970 SH | Increased-62,888 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $3.0M | 2.3%Prev: 2.2% | 119,573 SH | Decreased-4,083 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $3.0M | 2.3%Prev: 2.3% | 130,346 SH | Decreased-17,483 SH |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $2.4M | 1.8% | 89,609 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.4M | 1.1%Prev: 1.1% | 56,595 SH | Decreased-9,011 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $2.2M | 1.7%Prev: 1.7% | 70,060 SH | Decreased-9,942 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.3M | 1.0% | 53,088 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.0M | 1.6%Prev: 1.5% | 73,230 SH | Increased+11,800 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.6M | 1.2%Prev: 1.1% | 49,069 SH | Increased+6,151 SH |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $3.6M | 2.8% | 83,609 SH | New |
| SOFI TECHNOLOGIES INC | COM | $2.9M | 2.2%Prev: 2.2% | 108,977 SH | Decreased-81,499 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.6M | 3.6% | 78,452 SH | New |
| STARBUCKS CORP | COM | $1.2M | 0.9%Prev: 2.3% | 14,006 SH | Decreased-19,416 SH |
| STEEL DYNAMICS INC | COM | $1.9M | 1.5%Prev: 1.4% | 11,176 SH | Decreased+2,621 SH |
| TESLA INC | COM | $2.1M | 1.6%Prev: 1.2% | 4,690 SH | Increased-140 SH |
| UBER TECHNOLOGIES INC | COM | $1.3M | 1.0% | 16,235 SH | New |
| UNITED PARCEL SERVICE INC | CL B | $2.1M | 1.7% | 21,662 SH | New |
| USA RARE EARTH INC | COM | $659K | 0.5%Prev: 1.0% | 55,357 SH | Decreased-42,425 SH |
| 13F-HR |
| 0002085853-25-000041 |
| $132.4M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000655 | $139.8M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000757 | $118.7M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000318 | $120.6M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000501 | $104.7M | View |