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CIK 0002087652 • 5 13F filings • Sep 24, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $771K | 0.6%Prev: 0.5% | 5,262 SH | Increased+1,511 SH |
| ALPHABET INC | CAP STK CL A | $313K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| ALPHABET INC | CAP STK CL C | $6.4M | 5.0%Prev: 2.0% | 20,529 SH | Increased+10,014 SH |
| AMAZON COM INC | COM | $3.0M | 2.3%Prev: 2.2% | 13,029 SH | Increased+348 SH |
| APPLE HOSPITALITY REIT INC | COM NEW | $180K | 0.1%Prev: 0.2% | 15,051 SH | Decreased-1,600 SH |
| APPLE INC | COM | $4.5M | 3.5%Prev: 0.5% | 16,443 SH | Increased+13,724 SH |
| ARISTA NETWORKS INC | COM SHS | $231K | 0.2%Prev: 0.2% | 1,760 SH | Decreased |
| ASTERA LABS INC | COM | $349K | 0.3% | 2,098 SH | New |
| BANK AMERICA CORP | 7.25%CNV PFD L | $1.1M | 0.8%Prev: 0.9% | 841 SH | Decreased-20 SH |
| BOOKING HOLDINGS INC | COM | $337K | 0.3%Prev: 0.3% | 63 SH | Decreased |
| BROADCOM INC | COM | $2.9M | 2.3%Prev: 0.3% | 8,354 SH | Increased+7,157 SH |
| GE VERNOVA INC | COM | $368K | 0.3% | 563 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $2.9M | 2.3%Prev: 2.4% | 3,312 SH | Decreased-493 SH |
| INVESCO QQQ TR | UNIT SER 1 | $20.2M | 15.8%Prev: 14.2% | 31,800 SH | Increased+1,403 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $385K | 0.3%Prev: 1.2% | 7,761 SH | Decreased-15,789 SH |
| JPMORGAN CHASE & CO. | COM | $2.1M | 1.7%Prev: 1.9% | 6,565 SH | Decreased-1,088 SH |
| KRANESHARES TRUST | CSI CHI INTERNET | $2.1M | 1.6%Prev: 5.3% | 60,575 SH | Decreased-101,525 SH |
| LISTED FDS TR | ROUNDHILL MAGNIF | $2.2M | 1.7% | 33,961 SH | New |
| MERCADOLIBRE INC | COM | $701K | 0.5%Prev: 0.6% | 348 SH | Decreased |
| META PLATFORMS INC | CL A | $618K | 0.5%Prev: 3.3% | 936 SH | Decreased-4,827 SH |
| MICROSOFT CORP | COM | $230K | 0.2%Prev: 1.8% | 476 SH | Decreased-3,884 SH |
| NETFLIX INC | COM | $687K | 0.5%Prev: 0.8% | 7,330 SH | Decreased+6,479 SH |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | $3.3M | 2.6%Prev: 2.5% | 16,179 SH | Increased |
| NVIDIA CORPORATION | COM | $3.2M | 2.5%Prev: 2.5% | 16,908 SH | Decreased-336 SH |
| ORACLE CORP | COM | $1.5M | 1.2%Prev: 1.9% | 7,912 SH | Decreased-887 SH |
| REDDIT INC | CL A | $1.4M | 1.1% | 5,060 SH | New |
| ROCKET COS INC | COM CL A | $248K | 0.2% | 12,800 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $6.5M | 5.0%Prev: 5.3% | 265,055 SH | Decreased-14,703 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $358K | 0.3% | 8,010 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $1.2M | 0.9%Prev: 0.2% | 5,898 SH | Increased+4,219 SH |
| SPDR GOLD TR | GOLD SHS | $713K | 0.6% | 1,800 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $34.9M | 27.2%Prev: 26.7% | 51,051 SH | Increased-385 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $3.2M | 2.5% | 37,983 SH | New |
| TESLA INC | CALL | $353K | 0.3%Prev: 0.6% | 27 SH | Decreased-27 SH |
| TESLA INC | COM | $4.5M | 3.5%Prev: 3.3% | 10,095 SH | Increased+480 SH |
| UBER TECHNOLOGIES INC | COM | $514K | 0.4%Prev: 0.5% | 6,288 SH | Decreased+256 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $5.3M | 4.1%Prev: 4.0% | 68,017 SH | Increased+1,941 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $777K | 0.6%Prev: 0.6% | 1,239 SH | Increased |
| VANGUARD INDEX FDS | VALUE ETF | $6.7M | 5.2% | 34,840 SH | New |
| WELLS FARGO CO NEW | PERP PFD CNV A | $1.0M | 0.8%Prev: 0.8% | 841 SH | Increased+20 SH |
| 13F-HR |
| 0001765380-26-000284 |
| $136.7M |
| View |
| Sep 24, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000428 | $117.4M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001765380-26-000179 | $112.5M | View |