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CIK 0002109944 • 4 13F filings • Feb 12, 2026 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $255K | 0.2% | 1,222 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $5.5M | 4.9% | 55,417 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $211K | 0.2% | 1,906 SH | |
| APPLE INC | COM | $610K | 0.5% | 2,403 SH | |
| CATERPILLAR INC | COM | $204K | 0.2% | 287 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $2.5M | 2.2% | 51,149 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $685K | 0.6% | 19,830 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $563K | 0.5% | 21,197 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $1.5M | 1.3% | 28,333 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $488K | 0.4% | 13,733 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $919K | 0.8% | 23,304 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $351K | 0.3% | 7,316 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $406K | 0.4% | 8,482 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $395K | 0.4% | 8,753 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $5.4M | 4.8% | 138,197 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $262K | 0.2% | 7,117 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.3M | 1.2% | 27,601 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $218K | 0.2% | 3,062 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $269K | 0.2% | 7,679 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $353K | 0.3% | 5,657 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $526K | 0.5% | 15,479 SH | |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $2.7M | 2.4% | 107,790 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $4.0M | 3.6% | 74,055 SH | |
| ELEVANCE HEALTH INC FORMERLY | COM | $283K | 0.3% | 965 SH | |
| EXXON MOBIL CORP | COM | $847K | 0.8% | 4,994 SH | |
| HEICO CORP NEW | CL A | $888K | 0.8% | 4,209 SH | |
| HEICO CORP NEW | COM | $1.6M | 1.5% | 5,984 SH | |
| HOME DEPOT INC | COM | $204K | 0.2% | 621 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $582K | 0.5% | 2,402 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $232K | 0.2% | 4,246 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $360K | 0.3% | 5,975 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $202K | 0.2% | 350 SH | |
| ISHARES SILVER TR | ISHARES | $326K | 0.3% | 4,781 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $329K | 0.3% | 2,774 SH | |
| ISHARES TR | CORE MSCI EAFE | $594K | 0.5% | 6,559 SH | |
| ISHARES TR | CORE S&P TTL STK | $376K | 0.3% | 2,640 SH | |
| ISHARES TR | CORE US AGGBD ET | $440K | 0.4% | 4,434 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $369K | 0.3% | 7,016 SH | |
| ISHARES TR | MSCI USA QLT FCT | $569K | 0.5% | 2,968 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $329K | 0.3% | 1,737 SH | |
| ISHARES TR | S&P 500 VAL ETF | $308K | 0.3% | 1,457 SH | |
| JOHNSON & JOHNSON | COM | $252K | 0.2% | 1,033 SH | |
| MCDONALDS CORP | COM | $422K | 0.4% | 1,358 SH | |
| NVIDIA CORPORATION | COM | $954K | 0.8% | 5,471 SH | |
| ONEOK INC NEW | COM | $259K | 0.2% | 2,867 SH | |
| PNC FINL SVCS GROUP INC | COM | $3.2M | 2.8% | 15,267 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $4.8M | 4.2% | 97,323 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.3M | 1.1% | 51,280 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $536K | 0.5% | 11,472 SH | |
| SELECT SECTOR SPDR TR | STATE STREET REA | $1.5M | 1.4% | 37,399 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $368K | 0.3% | 2,771 SH | |
| SPDR GOLD TR | GOLD SHS | $1.3M | 1.2% | 3,025 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $438K | 0.4% | 5,861 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $626K | 0.6% | 12,211 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.6M | 1.4% | 2,492 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $13.3M | 11.8% | 169,639 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $848K | 0.8% | 1,942 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $322K | 0.3% | 1,122 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $314K | 0.3% | 3,536 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $11.1M | 9.9% | 18,576 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.1M | 8.9% | 46,294 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.8M | 3.4% | 19,224 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $222K | 0.2% | 1,608 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $466K | 0.4% | 9,333 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $2.4M | 2.1% | 39,585 SH | |
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | $12.8M | 11.4% | 272,765 SH | |
| WALMART INC | COM | $530K | 0.5% | 4,260 SH | |
| WHEATON PRECIOUS METALS CORP | COM | $288K | 0.3% | 2,199 SH |
| 13F-HR |
| 0002109944-26-000006 |
| $134.7M |
| View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0002109944-26-000004 | $112.6M | View |