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CIK 0001998018 • 6 13F filings • May 9, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $315K | 0.1%Prev: 0.1% | 1,469 SH | Increased-200 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM EQ BUF | $608K | 0.3%Prev: 0.3% | 20,457 SH | Increased |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | $7.5M | 3.3%Prev: 3.9% | 269,866 SH | Increased-1,670 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | $408K | 0.2%Prev: 0.0% | 14,318 SH | Increased+13,160 SH |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | $2.5M | 1.1%Prev: 1.1% | 84,553 SH | Increased+8,752 SH |
| ALPHABET INC | CAP STK CL A | $35K | 0.0%Prev: 0.0% | 113 SH | Increased+1 SH |
| ALPHABET INC | CAP STK CL C | $2.3M | 1.0%Prev: 1.3% | 7,278 SH | Decreased-2,642 SH |
| AMAZON COM INC | COM | $382K | 0.2%Prev: 0.2% | 1,654 SH | Increased |
| AMERICAN EXPRESS CO | COM | $1.9M | 0.8%Prev: 0.9% | 5,238 SH | Increased-166 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $22.9M | 9.9%Prev: 11.0% | 513,645 SH | Increased+39,069 SH |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $224K | 0.1% | 10,000 SH | New |
| APPLE INC | COM | $3.2M | 1.4%Prev: 1.8% | 11,681 SH | Decreased-2,196 SH |
| ARK ETF TR | INNOVATION ETF | $5.7M | 2.5%Prev: 3.4% | 73,777 SH | Decreased-789 SH |
| ARK ETF TR | SPACE & DEFENSE | $41K | 0.0% | 1,416 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $229K | 0.1%Prev: 0.4% | 455 SH | Decreased-1,245 SH |
| BOEING CO | COM | $572K | 0.2%Prev: 0.3% | 2,635 SH | Increased |
| CALAMOS ETF TR | CALAMOS BIT 80 S | $785K | 0.3%Prev: 0.5% | 35,859 SH | Decreased-183 SH |
| CALAMOS ETF TR | CALAMOS BIT 90 S | $18K | 0.0%Prev: 0.0% | 808 SH | Decreased |
| CALAMOS ETF TR | NASDAQ 100 STRUC | $257K | 0.1%Prev: 0.1% | 9,515 SH | Increased |
| CALAMOS ETF TR | S P 500 STRUCTUR | $313K | 0.1%Prev: 0.2% | 10,946 SH | Increased |
| CALAMOS ETF TR | S&P 500 STRUCTUR | $55K | 0.0%Prev: 0.0% | 2,033 SH | Increased |
| CAPITOL SER TR | FAIRLEAD TACTICA | $9.5M | 4.2%Prev: 4.6% | 318,519 SH | Increased+23,681 SH |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $16.4M | 7.1%Prev: 7.5% | 488,298 SH | Increased+48,145 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $46K | 0.0%Prev: 0.0% | 1,635 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $22K | 0.0%Prev: 0.0% | 335 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | $59K | 0.0%Prev: 0.0% | 514 SH | Increased+1 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $12.6M | 5.5%Prev: 6.1% | 122,663 SH | Increased+10,896 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $12.6M | 5.5%Prev: 6.2% | 174,528 SH | Increased+12,476 SH |
| INVESCO QQQ TR | UNIT SER 1 | $2.4M | 1.0%Prev: 1.1% | 3,856 SH | Increased+352 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $845K | 0.4%Prev: 0.4% | 8,422 SH | Increased+1,492 SH |
| ISHARES TR | CORE S&P500 ETF | $957K | 0.4%Prev: 0.5% | 1,397 SH | Increased |
| ISHARES TR | LARGE CAP MAX BU | $545K | 0.2%Prev: 0.4% | 19,326 SH | Decreased-5,839 SH |
| ISHARES TR | RUSSELL 2000 ETF | $295K | 0.1%Prev: 0.2% | 1,200 SH | Increased |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $14.2M | 6.2%Prev: 6.5% | 280,563 SH | Increased+34,158 SH |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.6%Prev: 0.7% | 3,962 SH | Increased |
| META PLATFORMS INC | CL A | $408K | 0.2%Prev: 0.2% | 618 SH | Increased+75 SH |
| MICROSOFT CORP | COM | $1.4M | 0.6%Prev: 1.0% | 2,966 SH | Decreased-825 SH |
| NIKE INC | CL B | $209K | 0.1%Prev: 0.1% | 3,273 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.4M | 1.0%Prev: 1.3% | 12,694 SH | Decreased-775 SH |
| PFIZER INC | COM | $659K | 0.3%Prev: 0.4% | 26,483 SH | Decreased-746 SH |
| PGIM ROCK ETF TR | S&P 500 BUFFER | $335K | 0.1%Prev: 0.2% | 11,197 SH | Increased |
| PINNACLE FINL PARTNERS INC | COM | $619K | 0.3%Prev: 0.3% | 6,492 SH | Decreased-350 SH |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $19.2M | 8.4% | 293,305 SH | New |
| PROSHARES TR | PSHS ULT S&P 500 | $15.7M | 6.9% | 271,756 SH | New |
| RBB FUND TRUST | FIRST EAGLE GBL | $8.1M | 3.5% | 175,917 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $8.2M | 3.6%Prev: 4.2% | 312,531 SH | Increased-708 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.8M | 0.8%Prev: 0.9% | 58,483 SH | Increased+109 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $124K | 0.1%Prev: 0.1% | 4,360 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $16.2M | 7.0% | 201,549 SH | New |
| T ROWE PRICE ETF INC | INTERNATIONAL EQ | $2K | 0.0%Prev: 0.0% | 50 SH | Increased |
| T ROWE PRICE ETF INC | PRICE BLUE CHIP | $3.1M | 1.3%Prev: 1.4% | 61,910 SH | Increased+5,797 SH |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | $13.5M | 5.9%Prev: 6.4% | 316,564 SH | Increased+23,614 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $494K | 0.2%Prev: 0.2% | 1,626 SH | Increased-80 SH |
| TESLA INC | COM | $511K | 0.2%Prev: 0.3% | 1,137 SH | Decreased-85 SH |
| TIDAL TRUST I | FUNDSTRAT GRANNY | $13.7M | 6.0%Prev: 6.8% | 554,108 SH | Increased+34,827 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $67K | 0.0%Prev: 0.0% | 760 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $209K | 0.1%Prev: 0.1% | 333 SH | Increased |
| WELLS FARGO CO NEW | COM | $1.0M | 0.5%Prev: 0.5% | 11,234 SH | Increased-39 SH |
| 13F-HR |
| 0001398344-26-014304 |
| $256.5M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001398344-25-014441 | $175.7M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008218 | $229.1M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009079 | $173.7M | View |