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CIK 0002132054 • 18 13F filings • Jun 23, 2026 – Jul 27, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $255K | 0.1%Prev: 0.2% | 1,034 SH | Decreased-386 SH |
| ALPS ETF TR | OSHARES US QUALT | $316K | 0.2%Prev: 0.2% | 5,483 SH | Decreased-1,912 SH |
| ALPS ETF TR | SECTR DIV DOGS | $4.5M | 2.2%Prev: 2.6% | 74,640 SH | Increased-3,325 SH |
| APPLE INC | COM | $807K | 0.4%Prev: 0.4% | 2,970 SH | Increased+79 SH |
| APPLIED MATLS INC | COM | $230K | 0.1% | 895 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $291K | 0.1%Prev: 0.2% | 5,390 SH | Decreased-1,541 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $7.0M | 3.3% | 160,286 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $259K | 0.1% | 7,126 SH | New |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $26.1M | 12.5%Prev: 12.8% | 778,568 SH | Increased+96,173 SH |
| INNOVATOR ETFS TRUST | EQUITY 1YR JANUA | $265K | 0.1% | 9,677 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | $479K | 0.2%Prev: 0.3% | 18,014 SH | Increased+324 SH |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $1.4M | 0.7%Prev: 0.9% | 47,463 SH | Decreased-4,161 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | $349K | 0.2%Prev: 0.2% | 12,992 SH | Increased-393 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $742K | 0.4%Prev: 0.5% | 26,121 SH | Decreased-5,058 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $1.3M | 0.6%Prev: 0.7% | 47,740 SH | Increased+2,148 SH |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | $2.8M | 1.3% | 132,802 SH | New |
| INNOVATOR ETFS TRUST | EQUITY JAN 20227 | $421K | 0.2% | 15,411 SH | New |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $260K | 0.1%Prev: 0.2% | 4,834 SH | Increased-216 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $417K | 0.2%Prev: 0.1% | 6,457 SH | Increased+3,188 SH |
| INNOVATOR ETFS TRUST | INNOV PRM INC 15 | $966K | 0.5%Prev: 0.3% | 39,291 SH | Increased+19,537 SH |
| INNOVATOR ETFS TRUST | INNOV PRM INC 20 | $430K | 0.2%Prev: 0.2% | 17,440 SH | Increased+2,770 SH |
| INNOVATOR ETFS TRUST | INNOV PRM INC 30 | $985K | 0.5%Prev: 0.9% | 39,941 SH | Decreased-21,620 SH |
| INNOVATOR ETFS TRUST | LADDERED ALC BFR | $2.4M | 1.1%Prev: 1.4% | 64,664 SH | Decreased-10,024 SH |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | $11.8M | 5.6%Prev: 6.2% | 236,313 SH | Increased+6,598 SH |
| INNOVATOR ETFS TRUST | NASDAQ-100 10 BU | $352K | 0.2% | 12,016 SH | New |
| INNOVATOR ETFS TRUST | PREM INC 20 BARR | $524K | 0.3% | 21,870 SH | New |
| INNOVATOR ETFS TRUST | PREM INC 30 BARR | $1.0M | 0.5%Prev: 1.0% | 40,813 SH | Decreased-28,534 SH |
| INNOVATOR ETFS TRUST | PREM INCM 20 BAR | $294K | 0.1%Prev: 0.2% | 11,899 SH | Decreased-1,434 SH |
| INNOVATOR ETFS TRUST | PREM INCM 30 BAR | $2.3M | 1.1%Prev: 1.8% | 93,658 SH | Decreased-30,392 SH |
| INNOVATOR ETFS TRUST | PREMIUM INC 15 B | $3.7M | 1.8%Prev: 4.2% | 154,310 SH | Decreased-137,744 SH |
| INNOVATOR ETFS TRUST | PREMIUM INC 30 B | $661K | 0.3%Prev: 0.8% | 27,589 SH | Decreased-30,816 SH |
| INNOVATOR ETFS TRUST | PREMIUM INCM 15 | $1.4M | 0.7%Prev: 0.3% | 55,183 SH | Increased+36,848 SH |
| INNOVATOR ETFS TRUST | U S EQ 10 BUFFER | $2.8M | 1.4%Prev: 1.5% | 87,226 SH | Increased+5,587 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $4.0M | 1.9%Prev: 2.2% | 102,392 SH | Increased+1,897 SH |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $205K | 0.1% | 4,729 SH | New |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $279K | 0.1%Prev: 0.2% | 7,580 SH | Increased-275 SH |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $215K | 0.1% | 4,350 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | $205K | 0.1% | 4,155 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $2.2M | 1.1%Prev: 1.2% | 51,279 SH | Increased-462 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $35.5M | 16.9%Prev: 18.2% | 816,644 SH | Increased+34,387 SH |
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | $1.3M | 0.6%Prev: 0.6% | 32,157 SH | Increased+5,374 SH |
| INNOVATOR ETFS TRUST | US SMALL CAP 10 | $2.6M | 1.3% | 90,902 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $2.2M | 1.0%Prev: 0.5% | 18,959 SH | Increased+11,234 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $1.5M | 0.7% | 20,008 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $14.6M | 7.0%Prev: 5.3% | 23,889 SH | Increased+6,485 SH |
| ISHARES SILVER TR | ISHARES | $587K | 0.3%Prev: 0.1% | 9,106 SH | Increased+66 SH |
| ISHARES TR | CORE MSCI EAFE | $675K | 0.3%Prev: 0.3% | 7,541 SH | Increased+1,582 SH |
| ISHARES TR | HDG MSCI EAFE | $712K | 0.3% | 17,225 SH | New |
| ISHARES TR | ISHARES BIOTECH | $324K | 0.2%Prev: 0.2% | 1,979 SH | Increased-158 SH |
| ISHARES TR | MSCI USA MIN VOL | $608K | 0.3%Prev: 0.3% | 6,452 SH | Increased+1,470 SH |
| ISHARES U S ETF TR | INT RT HDG C B | $633K | 0.3% | 6,783 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $10.6M | 5.1% | 185,748 SH | New |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.3M | 0.6% | 29,140 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $6.9M | 3.3% | 119,058 SH | New |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $419K | 0.2% | 6,516 SH | New |
| JOHNSON & JOHNSON | COM | $491K | 0.2%Prev: 0.2% | 2,372 SH | Increased-159 SH |
| JPMORGAN CHASE & CO. | COM | $373K | 0.2%Prev: 0.2% | 1,157 SH | Increased |
| MICROSOFT CORP | COM | $623K | 0.3%Prev: 0.3% | 1,287 SH | Increased+60 SH |
| PHILIP MORRIS INTL INC | COM | $392K | 0.2%Prev: 0.2% | 2,443 SH | Increased+22 SH |
| PPL CORP | COM | $1.1M | 0.5%Prev: 0.6% | 30,486 SH | Increased-1,067 SH |
| PROCTER AND GAMBLE CO | COM | $404K | 0.2%Prev: 0.4% | 2,821 SH | Decreased-928 SH |
| ROUNDHILL ETF TRUST | DAILY 2X LONG MA | $239K | 0.1% | 4,176 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.1M | 1.5%Prev: 4.6% | 114,595 SH | Decreased-167,674 SH |
| SELECTIVE INS GROUP INC | COM | $1.5M | 0.7%Prev: 1.1% | 18,000 SH | Decreased-1,154 SH |
| SPDR GOLD TR | GOLD SHS | $948K | 0.5%Prev: 0.3% | 2,392 SH | Increased+99 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $230K | 0.1%Prev: 0.1% | 338 SH | Increased-4 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.6M | 1.2% | 8,786 SH | New |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $436K | 0.2% | 8,746 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $249K | 0.1%Prev: 0.1% | 640 SH | Increased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.9M | 0.9%Prev: 1.1% | 10,857 SH | Increased-869 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $29.3M | 14.0%Prev: 14.4% | 133,172 SH | Increased+10,369 SH |
| WALMART INC | COM | $200K | 0.1% | 1,797 SH | New |
| 13F-HR |
| 0002085853-26-000633 |
| $136.9M |
| View |
| Jun 23, 2026 | Q4 2022 | 13F-HR | 0002085853-26-000629 | $114.7M | View |
| Jun 23, 2026 | Q3 2025 | 13F-HR | 0002085853-26-000640 | $202.9M | View |
| Jun 23, 2026 | Q3 2024 | 13F-HR | 0002085853-26-000636 | $163.7M | View |
| Jun 23, 2026 | Q3 2023 | 13F-HR | 0002085853-26-000632 | $120.1M | View |
| Jun 23, 2026 | Q3 2022 | 13F-HR | 0002085853-26-000628 | $110.5M | View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000870 | $233.4M | View |
| Jun 23, 2026 | Q2 2025 | 13F-HR | 0002085853-26-000639 | $184.2M | View |
| Jun 23, 2026 | Q2 2024 | 13F-HR | 0002085853-26-000635 | $156.5M | View |
| Jun 23, 2026 | Q2 2023 | 13F-HR | 0002085853-26-000631 | $118.0M | View |
| Jun 23, 2026 | Q2 2022 | 13F-HR | 0002085853-26-000627 | $114.0M | View |
| Jun 23, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000642 | $213.0M | View |
| Jun 23, 2026 | Q1 2025 | 13F-HR | 0002085853-26-000638 | $171.0M | View |
| Jun 23, 2026 | Q1 2024 | 13F-HR | 0002085853-26-000634 | $150.5M | View |
| Jun 23, 2026 | Q1 2023 | 13F-HR | 0002085853-26-000630 | $113.7M | View |
| Jun 23, 2026 | Q1 2022 | 13F-HR | 0002085853-26-000626 | $95.4M | View |