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CIK 0002027950 • 4 13F filings • Apr 23, 2025 – Jan 22, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $388K | 0.2%Prev: 0.2% | 1,240 SH | Increased |
| ALPHABET INC | CAP STK CL C | $8.1M | 4.2%Prev: 3.3% | 25,932 SH | Increased+264 SH |
| AMAZON COM INC | COM | $6.8M | 3.5%Prev: 3.4% | 29,441 SH | Increased+433 SH |
| APPLE INC | COM | $9.7M | 5.0%Prev: 4.9% | 35,759 SH | Increased-107 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.9M | 2.5%Prev: 2.6% | 9,792 SH | Decreased-2 SH |
| BROADCOM INC | COM | $272K | 0.1%Prev: 0.1% | 787 SH | Increased |
| CRYOPORT INC | COM PAR $0.001 | $184K | 0.1%Prev: 0.1% | 19,131 SH | Increased |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | $1.7M | 0.9%Prev: 0.7% | 39,745 SH | Increased |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $19.9M | 10.1%Prev: 10.6% | 166,619 SH | Increased+2,771 SH |
| INVESCO QQQ TR | UNIT SER 1 | $34.2M | 17.4%Prev: 17.9% | 55,622 SH | Increased-300 SH |
| ISHARES TR | CORE S&P500 ETF | $19.3M | 9.8%Prev: 10.3% | 28,128 SH | Increased-642 SH |
| LAM RESEARCH CORP | COM NEW | $7.5M | 3.8%Prev: 3.1% | 43,911 SH | Increased+368 SH |
| META PLATFORMS INC | CL A | $5.0M | 2.6%Prev: 2.9% | 7,619 SH | Decreased+200 SH |
| MICRON TECHNOLOGY INC | COM | $7.5M | 3.8%Prev: 2.3% | 26,285 SH | Increased+485 SH |
| MICROSOFT CORP | COM | $5.5M | 2.8%Prev: 3.1% | 11,464 SH | Decreased+227 SH |
| NETFLIX INC | COM | $2.6M | 1.3%Prev: 1.8% | 27,583 SH | Decreased+24,845 SH |
| NVIDIA CORPORATION | COM | $18.9M | 9.6%Prev: 10.1% | 101,161 SH | Decreased+34 SH |
| PROSHARES TR | ULTRAPRO QQQ | $321K | 0.2%Prev: 0.2% | 6,082 SH | Increased+3,041 SH |
| REVIVA PHARMACEUTCLS HLDGS I | COM | $3K | 0.0%Prev: 0.0% | 11,380 SH | Decreased-1,000 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $201K | 0.1% | 1,394 SH | New |
| SPDR GOLD TR | GOLD SHS | $2.4M | 1.2%Prev: 1.1% | 5,987 SH | Increased+235 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $289K | 0.1%Prev: 0.2% | 424 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $4.7M | 2.4%Prev: 2.3% | 15,511 SH | Increased+422 SH |
| TESLA INC | COM | $690K | 0.4%Prev: 0.4% | 1,535 SH | Increased |
| TIDAL TRUST II | ROUNDHILL GENER | $4.5M | 2.3%Prev: 2.4% | 76,826 SH | Increased+4,065 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $5.4M | 2.7%Prev: 2.4% | 14,903 SH | Increased+928 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $377K | 0.2%Prev: 0.2% | 848 SH | Increased-7 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $698K | 0.4%Prev: 0.4% | 1,112 SH | Increased+6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.5M | 2.8%Prev: 3.0% | 16,530 SH | Increased-293 SH |
| VANGUARD INDEX FDS | VALUE ETF | $225K | 0.1%Prev: 0.1% | 1,176 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $18.3M | 9.3%Prev: 9.6% | 24,255 SH | Increased+149 SH |
| 13F-HR |
| 0002027950-25-000005 |
| $165.8M |
| View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0002027950-25-000004 | $135.2M | View |