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CIK 0002014898 • 6 13F filings • Apr 14, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $209K | 0.2%Prev: 0.1% | 1,305 SH | Increased+5 SH |
| ADOBE INC | COM | $282K | 0.2%Prev: 0.2% | 806 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $2.1M | 1.5%Prev: 1.5% | 6,710 SH | Increased-1,345 SH |
| ALPHABET INC | CAP STK CL C | $466K | 0.3%Prev: 0.2% | 1,484 SH | Increased+441 SH |
| AMAZON COM INC | COM | $886K | 0.7%Prev: 0.9% | 3,838 SH | Decreased-1,763 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 1.3%Prev: 1.2% | 4,673 SH | Increased-106 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $551K | 0.4%Prev: 0.4% | 12,373 SH | Increased+107 SH |
| APPLE INC | COM | $3.2M | 2.4%Prev: 2.4% | 11,819 SH | Decreased-919 SH |
| APPLIED MATLS INC | COM | $274K | 0.2% | 1,065 SH | New |
| AT&T INC | COM | $301K | 0.2%Prev: 0.3% | 12,103 SH | Decreased-643 SH |
| BANK AMERICA CORP | COM | $967K | 0.7%Prev: 0.7% | 17,576 SH | Increased-634 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $10.4M | 7.7%Prev: 5.5% | 20,783 SH | Increased+5,914 SH |
| BLACKROCK ETF TRUST | ISHARES INTL DIV | $931K | 0.7%Prev: 0.6% | 32,290 SH | Increased+1,100 SH |
| BOOKING HOLDINGS INC | COM | $351K | 0.3%Prev: 0.2% | 66 SH | Increased+22 SH |
| CURTISS WRIGHT CORP | COM | $256K | 0.2%Prev: 0.2% | 464 SH | Increased |
| DUKE ENERGY CORP NEW | COM NEW | $363K | 0.3%Prev: 0.3% | 3,094 SH | Decreased-178 SH |
| EXXON MOBIL CORP | COM | $227K | 0.2% | 1,889 SH | New |
| FIRST CTZNS BANCSHARES INC D | CL A | $1.5M | 1.1%Prev: 0.9% | 711 SH | Increased+1 SH |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | $3.2M | 2.4%Prev: 2.4% | 51,612 SH | Increased+62 SH |
| GENERAL DYNAMICS CORP | COM | $240K | 0.2% | 712 SH | New |
| GLOBAL X FDS | ADAPTIVE US | $751K | 0.6%Prev: 0.6% | 16,203 SH | Decreased-1,186 SH |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $1.6M | 1.2%Prev: 1.1% | 26,129 SH | Increased+416 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $14.7M | 10.8%Prev: 11.0% | 76,998 SH | Decreased-1,487 SH |
| ISHARES GOLD TR | ISHARES NEW | $978K | 0.7%Prev: 0.5% | 12,045 SH | Increased+2,528 SH |
| ISHARES SILVER TR | ISHARES | $1.1M | 0.8% | 17,706 SH | New |
| ISHARES TR | 7-10 YR TRSY BD | $5.9M | 4.3%Prev: 4.2% | 61,035 SH | Increased+1,750 SH |
| ISHARES TR | CORE S&P MCP ETF | $5.4M | 4.0%Prev: 4.2% | 82,099 SH | Decreased-3,769 SH |
| ISHARES TR | CORE S&P SCP ETF | $6.5M | 4.8%Prev: 4.9% | 54,095 SH | Decreased-1,201 SH |
| ISHARES TR | CORE S&P500 ETF | $921K | 0.7%Prev: 0.7% | 1,344 SH | Decreased-122 SH |
| ISHARES TR | EXPANDED TECH | $829K | 0.6%Prev: 0.5% | 7,845 SH | Increased+1,927 SH |
| ISHARES TR | MSCI USA MIN VOL | $3.8M | 2.8%Prev: 2.8% | 40,238 SH | Decreased+25 SH |
| ISHARES TR | RUS 1000 GRW ETF | $984K | 0.7%Prev: 0.8% | 2,078 SH | Decreased-230 SH |
| ISHARES TR | US AER DEF ETF | $985K | 0.7%Prev: 0.6% | 4,588 SH | Increased+965 SH |
| ISHARES TR | US BR DEL SE ETF | $929K | 0.7%Prev: 0.5% | 5,181 SH | Increased+1,153 SH |
| ISHARES TR | US CONSUM DISCRE | $857K | 0.6%Prev: 0.5% | 8,305 SH | Increased+1,991 SH |
| ISHARES TR | US INDUSTRIALS | $857K | 0.6%Prev: 0.5% | 5,784 SH | Increased+1,400 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $213K | 0.2%Prev: 0.2% | 4,208 SH | Decreased-66 SH |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | $547K | 0.4%Prev: 0.3% | 11,127 SH | Increased+3,003 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $568K | 0.4%Prev: 0.4% | 11,228 SH | Decreased-102 SH |
| JPMORGAN CHASE & CO. | COM | $565K | 0.4%Prev: 0.4% | 1,753 SH | Increased+110 SH |
| MERCK & CO INC | COM | $223K | 0.2% | 2,118 SH | New |
| META PLATFORMS INC | CL A | $1.6M | 1.2%Prev: 1.4% | 2,399 SH | Decreased-131 SH |
| MICROSOFT CORP | COM | $1.9M | 1.4%Prev: 1.8% | 3,923 SH | Decreased-643 SH |
| NVIDIA CORPORATION | COM | $5.1M | 3.7%Prev: 4.0% | 27,174 SH | Decreased-1,962 SH |
| PACER FDS TR | US LRG CP CASH | $777K | 0.6%Prev: 0.6% | 22,055 SH | Decreased+349 SH |
| PHILIP MORRIS INTL INC | COM | $350K | 0.3% | 2,179 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $3.3M | 2.4%Prev: 2.5% | 33,035 SH | Decreased-159 SH |
| PROCTER AND GAMBLE CO | COM | $244K | 0.2%Prev: 0.2% | 1,700 SH | Decreased-62 SH |
| QUALCOMM INC | COM | $366K | 0.3%Prev: 0.3% | 2,140 SH | Increased-50 SH |
| RAYMOND JAMES FINL INC | COM | $1.1M | 0.8%Prev: 0.9% | 7,090 SH | Decreased+323 SH |
| ROYAL BK CDA | COM | $2.9M | 2.1%Prev: 1.9% | 17,144 SH | Increased+106 SH |
| SALESFORCE INC | COM | $308K | 0.2%Prev: 0.2% | 1,164 SH | Decreased-139 SH |
| SCHWAB CHARLES CORP | COM | $344K | 0.3%Prev: 0.2% | 3,440 SH | Increased+1,092 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $778K | 0.6%Prev: 0.6% | 29,668 SH | Decreased-1,580 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.7M | 1.9%Prev: 2.0% | 96,630 SH | Decreased-3,449 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.9M | 3.6%Prev: 3.6% | 180,497 SH | Decreased-5,584 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $403K | 0.3%Prev: 0.3% | 591 SH | Increased-6 SH |
| TESLA INC | COM | $843K | 0.6%Prev: 0.7% | 1,875 SH | Decreased-170 SH |
| TJX COS INC NEW | COM | $217K | 0.2%Prev: 0.2% | 1,411 SH | Decreased-191 SH |
| TRANE TECHNOLOGIES PLC | SHS | $428K | 0.3%Prev: 0.4% | 1,100 SH | Decreased-53 SH |
| UNION PAC CORP | COM | $218K | 0.2%Prev: 0.2% | 942 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $7.5M | 5.5%Prev: 5.5% | 15,285 SH | Decreased-314 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $950K | 0.7%Prev: 0.7% | 3,273 SH | Increased+60 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 1.1%Prev: 1.2% | 5,886 SH | Decreased-226 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 1.7%Prev: 1.7% | 6,771 SH | Decreased-326 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.9M | 5.1%Prev: 5.2% | 117,368 SH | Decreased-2,278 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $421K | 0.3%Prev: 0.3% | 5,285 SH | Decreased-552 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $6.6M | 4.8%Prev: 5.0% | 29,942 SH | Decreased-1,095 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $275K | 0.2%Prev: 0.2% | 4,397 SH | Increased+72 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $865K | 0.6%Prev: 0.6% | 9,463 SH | Increased+232 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $409K | 0.3%Prev: 0.3% | 1,421 SH | Decreased-246 SH |
| VERIZON COMMUNICATIONS INC | COM | $243K | 0.2%Prev: 0.2% | 5,955 SH | Decreased-1 SH |
| VISA INC | COM CL A | $421K | 0.3%Prev: 0.4% | 1,200 SH | Decreased-267 SH |
| WELLS FARGO CO NEW | COM | $276K | 0.2% | 2,966 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $1.2M | 0.9%Prev: 0.8% | 13,008 SH | Increased+203 SH |
| 13F-HR |
| 0001951757-26-001173 |
| $153.2M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000955 | $125.6M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000702 | $135.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000356 | $117.7M | View |