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CIK 0001911264 • 7 13F filings • Apr 9, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $242K | 0.1%Prev: 0.1% | 7,131 SH | Decreased-3,140 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $8.4M | 3.6%Prev: 6.2% | 216,453 SH | Decreased-330,724 SH |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | $21.1M | 8.9% | 606,671 SH | New |
| ALPHABET INC | CAP STK CL A | $660K | 0.3%Prev: 0.3% | 2,109 SH | Decreased-66 SH |
| ALPHABET INC | CAP STK CL C | $302K | 0.1%Prev: 0.3% | 961 SH | Decreased-1,521 SH |
| ALTRIA GROUP INC | COM | $1.5M | 0.6%Prev: 0.4% | 26,225 SH | Increased+8,313 SH |
| AMAZON COM INC | COM | $438K | 0.2%Prev: 0.4% | 1,897 SH | Decreased-3,124 SH |
| APPLE INC | COM | $874K | 0.4%Prev: 0.6% | 3,214 SH | Decreased-1,715 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $4.3M | 1.8%Prev: 1.2% | 80,609 SH | Increased+24,879 SH |
| CALAMOS ETF TR | AUTOCALLABLE INC | $573K | 0.2% | 21,433 SH | New |
| CISCO SYS INC | COM | $4.2M | 1.8% | 53,986 SH | New |
| COCA COLA CO | COM | $1.6M | 0.7%Prev: 0.4% | 23,348 SH | Increased+8,414 SH |
| ELEVATION SERIES TRUST | TRUESHARES QUART | $8.1M | 3.4% | 337,316 SH | New |
| ELEVATION SERIES TRUST | TRUESHARES SEASO | $4.0M | 1.7% | 154,728 SH | New |
| ELEVATION SERIES TRUST | TRUESHARES STRCT | $713K | 0.3%Prev: 0.5% | 16,925 SH | Decreased-11,119 SH |
| ELEVATION SERIES TRUST | TRUESHARES STRUC | $2.1M | 0.9% | 60,684 SH | New |
| ELEVATION SERIES TRUST | TRUESHS TECH AI | $817K | 0.3%Prev: 0.5% | 17,134 SH | Decreased-3,934 SH |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR SE | $223K | 0.1% | 5,055 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $748K | 0.3%Prev: 0.4% | 7,723 SH | Decreased-3,261 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $745K | 0.3%Prev: 0.5% | 12,859 SH | Decreased-7,262 SH |
| INNOVATOR ETFS TRUST | INDEX AUTOCALLAB | $601K | 0.3% | 23,465 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $3.1M | 1.3%Prev: 1.5% | 12,166 SH | Decreased-1,955 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.3M | 0.6%Prev: 0.5% | 11,037 SH | Decreased+1,151 SH |
| ISHARES GOLD TR | ISHARES NEW | $342K | 0.1%Prev: 0.1% | 4,215 SH | Increased+25 SH |
| ISHARES TR | CORE S&P500 ETF | $357K | 0.2%Prev: 0.1% | 521 SH | Decreased-37 SH |
| ISHARES TR | IBONDS 2026 TERM | $21.7M | 9.2% | 938,450 SH | New |
| ISHARES TR | IBONDS 2027 TERM | $4.7M | 2.0% | 208,868 SH | New |
| ISHARES TR | IBONDS 28 TR HI | $3.7M | 1.6% | 157,003 SH | New |
| MICROSOFT CORP | COM | $454K | 0.2%Prev: 0.4% | 939 SH | Decreased-1,436 SH |
| NVIDIA CORPORATION | COM | $548K | 0.2%Prev: 1.7% | 2,940 SH | Decreased-18,770 SH |
| OREILLY AUTOMOTIVE INC | COM | $2.3M | 1.0%Prev: 0.8% | 25,250 SH | Increased-74 SH |
| PALMER SQUARE CAPITAL BDC IN | COM SHS | $665K | 0.3% | 54,528 SH | New |
| PIMCO EQUITY SER | RAFI DYN ML US | $753K | 0.3%Prev: 0.4% | 13,294 SH | Decreased-5,796 SH |
| PIMCO ETF TR | 0-5 HIGH YIELD | $31.4M | 13.3%Prev: 9.8% | 331,479 SH | Increased+21,703 SH |
| PIMCO ETF TR | 15+ YR US TIPS | $9.9M | 4.2%Prev: 2.6% | 192,125 SH | Increased+29,966 SH |
| PIMCO ETF TR | 25YR+ ZERO U S | $7.1M | 3.0%Prev: 0.9% | 109,982 SH | Increased+64,123 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $763K | 0.3%Prev: 1.1% | 7,600 SH | Decreased-24,158 SH |
| PIMCO ETF TR | MULTISECTOR BD | $2.3M | 1.0%Prev: 5.2% | 86,700 SH | Decreased-495,207 SH |
| PIMCO ETF TR | SR LN ACTIVE ETF | $4.7M | 2.0%Prev: 1.4% | 93,530 SH | Increased+13,688 SH |
| PIMCO ETF TR | ULTRA SHORT GOVT | $12.9M | 5.5% | 128,222 SH | New |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $233K | 0.1%Prev: 0.1% | 7,152 SH | Decreased-1,567 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.3M | 1.0%Prev: 1.3% | 80,738 SH | Decreased-30,184 SH |
| SIMPLIFY EXCHANGE TRADED FUN | BARRIER INCOME | $10.2M | 4.3%Prev: 0.1% | 390,670 SH | Increased+375,851 SH |
| SIMPLIFY EXCHANGE TRADED FUN | BITCOIN STRATEGY | $253K | 0.1%Prev: 0.4% | 17,693 SH | Decreased-66,349 SH |
| SIMPLIFY EXCHANGE TRADED FUN | HIGH YIELD ETF | $4.7M | 2.0% | 210,408 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | $25.0M | 10.5%Prev: 9.7% | 1,139,443 SH | Decreased-319,023 SH |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY OPPORT | $4.7M | 2.0% | 201,104 SH | New |
| SPDR GOLD TR | GOLD SHS | $685K | 0.3%Prev: 0.2% | 1,728 SH | Increased+122 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $7.5M | 3.2% | 82,293 SH | New |
| TESLA INC | COM | $387K | 0.2%Prev: 0.3% | 861 SH | Decreased-1,443 SH |
| VANECK ETF TRUST | JP MRGAN EM LOC | $568K | 0.2% | 21,994 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $303K | 0.1% | 484 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.6M | 1.9%Prev: 0.1% | 20,933 SH | Increased+19,734 SH |
| VERIZON COMMUNICATIONS INC | COM | $3.6M | 1.5%Prev: 1.1% | 89,064 SH | Increased+18,890 SH |
| WALMART INC | COM | $406K | 0.2%Prev: 0.1% | 3,647 SH | Decreased-338 SH |
| 13F-HR |
| 0001911264-25-000007 |
| $223.9M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001911264-26-000004 | $276.6M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001911264-25-000004 | $210.2M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001911264-26-000002 | $236.7M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001911264-25-000003 | $186.4M | View |