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CIK 0001934041 • 3 13F filings • Feb 17, 2026 – Jul 24, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $239K | 0.2% | 411 SH | New |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.9%Prev: 0.9% | 3,189 SH | Increased-40 SH |
| ALPHABET INC | CAP STK CL C | $890K | 0.7%Prev: 0.6% | 2,520 SH | Increased+383 SH |
| AMAZON COM INC | COM | $1.8M | 1.5%Prev: 1.2% | 7,551 SH | Increased+1,415 SH |
| APPLE INC | COM | $5.1M | 4.1%Prev: 2.0% | 17,477 SH | Increased+8,937 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $728K | 0.6%Prev: 0.7% | 1,455 SH | Increased-46 SH |
| BLACKROCK CORPOR HI YLD FD I | COM | $127K | 0.1%Prev: 0.1% | 14,835 SH | Increased |
| BOEING CO | COM | $245K | 0.2% | 1,134 SH | New |
| CATERPILLAR INC | COM | $236K | 0.2% | 222 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $656K | 0.5%Prev: 0.3% | 15,367 SH | Increased+5,638 SH |
| DIMENSIONAL ETF TRUST | EMERGING MRKTETS | $306K | 0.2%Prev: 0.2% | 3,704 SH | Increased-67 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.9M | 3.9%Prev: 3.9% | 90,072 SH | Increased+11,108 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $324K | 0.3%Prev: 0.3% | 7,844 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $269K | 0.2%Prev: 0.3% | 7,668 SH | Decreased-2,914 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $241K | 0.2%Prev: 0.2% | 4,660 SH | Increased |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $651K | 0.5% | 16,452 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $305K | 0.2% | 11,650 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $871K | 0.7%Prev: 0.2% | 18,752 SH | Increased+15,520 SH |
| EATON VANCE TAX-MANAGED DIVE | COM | $155K | 0.1%Prev: 0.1% | 10,675 SH | Increased |
| ELI LILLY & CO | COM | $361K | 0.3% | 301 SH | New |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $234K | 0.2%Prev: 0.2% | 5,348 SH | Increased |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | $341K | 0.3%Prev: 0.4% | 6,807 SH | Decreased-1,431 SH |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $9.3M | 7.5% | 254,216 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTL ETF | $1.8M | 1.5% | 76,982 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | $834K | 0.7% | 21,250 SH | New |
| HARBOR ETF TRUST | COMM ALL WEA ETF | $1.9M | 1.5% | 63,504 SH | New |
| INNOVATOR ETFS TRUST | EMERGING MKT PWR | $309K | 0.2%Prev: 0.3% | 9,034 SH | Decreased-2,055 SH |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $309K | 0.2%Prev: 0.4% | 9,905 SH | Decreased-2,554 SH |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | $380K | 0.3%Prev: 0.4% | 12,096 SH | Increased-1,376 SH |
| INNOVATOR ETFS TRUST | INTL DEV PWR BUF | $250K | 0.2%Prev: 0.2% | 6,813 SH | Increased |
| INNOVATOR ETFS TRUST | INTL DEVELOPED | $372K | 0.3%Prev: 0.6% | 12,315 SH | Decreased-8,840 SH |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $634K | 0.5%Prev: 0.7% | 19,095 SH | Decreased-2,840 SH |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $399K | 0.3%Prev: 0.4% | 10,486 SH | Increased |
| INNOVATOR ETFS TRUST | INTRNL DEV JULY | $588K | 0.5%Prev: 0.6% | 16,336 SH | Decreased-1,346 SH |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | $418K | 0.3%Prev: 0.4% | 11,360 SH | Increased-60 SH |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $525K | 0.4%Prev: 0.7% | 12,452 SH | Decreased-6,409 SH |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $243K | 0.2%Prev: 0.2% | 6,106 SH | Increased |
| INVESCO DB COMMDY INDX TRCK | UNIT | $347K | 0.3%Prev: 0.4% | 13,003 SH | Decreased-1,914 SH |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $230K | 0.2%Prev: 0.2% | 3,067 SH | Increased |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $1.4M | 1.1%Prev: 1.1% | 72,022 SH | Increased+14,358 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | $332K | 0.3%Prev: 0.4% | 14,082 SH | Decreased-2,121 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $1.4M | 1.2%Prev: 1.0% | 73,799 SH | Increased+17,047 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | $282K | 0.2%Prev: 0.3% | 11,924 SH | Decreased |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $1.1M | 0.9%Prev: 1.1% | 55,256 SH | Decreased+60 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $404K | 0.3%Prev: 0.3% | 7,481 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $319K | 0.3%Prev: 0.3% | 3,545 SH | Decreased-727 SH |
| INVESCO QQQ TR | UNIT SER 1 | $684K | 0.6%Prev: 0.5% | 929 SH | Increased-11 SH |
| ISHARES INC | MSCI EMERG MRKT | $1.5M | 1.2%Prev: 1.1% | 19,922 SH | Increased+2,267 SH |
| ISHARES INC | MSCI EMRG CHN | $300K | 0.2% | 2,929 SH | New |
| ISHARES TR | CONV BD ETF | $363K | 0.3% | 2,982 SH | New |
| ISHARES TR | CORE MSCI PAC | $210K | 0.2% | 2,565 SH | New |
| ISHARES TR | CORE MSCI TOTAL | $215K | 0.2% | 2,254 SH | New |
| ISHARES TR | CORE S&P TTL STK | $800K | 0.6% | 4,870 SH | New |
| ISHARES TR | CYBERSECURITY | $252K | 0.2% | 4,156 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $1.2M | 1.0%Prev: 0.7% | 24,252 SH | Increased+8,642 SH |
| ISHARES TR | FUTU EXPO TE ETF | $1.9M | 1.6% | 23,401 SH | New |
| ISHARES TR | GLB CNSM STP ETF | $204K | 0.2%Prev: 0.2% | 3,014 SH | Increased |
| ISHARES TR | MSCI EAFE MIN VL | $424K | 0.3%Prev: 0.4% | 4,830 SH | Decreased-45 SH |
| ISHARES TR | MSCI INTL QUALTY | $358K | 0.3%Prev: 0.3% | 7,220 SH | Increased |
| ISHARES TR | MSCI USA MIN ETF | $333K | 0.3% | 3,456 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $644K | 0.5%Prev: 0.5% | 2,935 SH | Increased+50 SH |
| ISHARES TR | RUS 1000 VAL ETF | $209K | 0.2%Prev: 0.2% | 864 SH | Increased-86 SH |
| ISHARES TR | S&P MC 400GR ETF | $351K | 0.3%Prev: 0.3% | 2,985 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $987K | 0.8%Prev: 0.9% | 21,025 SH | Increased+1,548 SH |
| JPMORGAN CHASE & CO | COM | $279K | 0.2%Prev: 0.2% | 852 SH | Increased |
| MICROSOFT CORP | COM | $1.1M | 0.9%Prev: 0.9% | 2,866 SH | Increased+154 SH |
| NVIDIA CORPORATION | COM | $2.8M | 2.3%Prev: 1.1% | 14,217 SH | Increased+7,396 SH |
| PALO ALTO NETWORKS INC | COM | $308K | 0.2% | 902 SH | New |
| PIMCO ETF TR | 0-5 HIGH YIELD | $492K | 0.4%Prev: 0.4% | 5,258 SH | Increased+641 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $1.3M | 1.0%Prev: 0.3% | 13,782 SH | Increased+10,744 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.6M | 1.3%Prev: 0.9% | 15,814 SH | Increased+6,825 SH |
| PIMCO ETF TR | ENHNCD LW DUR AC | $421K | 0.3%Prev: 0.4% | 4,408 SH | Increased+359 SH |
| PIMCO ETF TR | MULTISECTOR BD | $1.4M | 1.1%Prev: 1.2% | 52,908 SH | Increased+4,085 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $354K | 0.3%Prev: 0.3% | 6,706 SH | Increased |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $3.9M | 3.2%Prev: 3.9% | 123,467 SH | Decreased-5,947 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 1.1%Prev: 1.7% | 59,074 SH | Decreased-14,608 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.6M | 1.3%Prev: 1.6% | 48,910 SH | Decreased-7,076 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $2.0M | 1.6%Prev: 1.6% | 59,013 SH | Increased+1,565 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $470K | 0.4%Prev: 0.4% | 12,752 SH | Increased-168 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $471K | 0.4%Prev: 0.4% | 13,035 SH | Increased-56 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $748K | 0.6%Prev: 0.6% | 28,236 SH | Increased+5,930 SH |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $1.2M | 1.0% | 26,415 SH | New |
| SPDR GOLD TR | GOLD SHS | $262K | 0.2%Prev: 0.3% | 710 SH | Decreased |
| SPDR INDEX SHS FDS | ST MAR DIVID ETF | $455K | 0.4% | 11,105 SH | New |
| SPDR INDEX SHS FDS | ST STR NAT ETF | $421K | 0.3% | 6,251 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $205K | 0.2% | 429 SH | New |
| TESLA INC | COM | $769K | 0.6%Prev: 0.7% | 1,829 SH | Increased-188 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $827K | 0.7%Prev: 0.8% | 10,776 SH | Decreased-415 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.8M | 2.3%Prev: 2.8% | 36,324 SH | Decreased-1,557 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.5M | 5.2%Prev: 6.7% | 87,872 SH | Decreased-9,213 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.1M | 1.7%Prev: 1.3% | 8,511 SH | Increased+1,588 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $4.9M | 4.0%Prev: 3.5% | 57,321 SH | Increased+48,709 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $462K | 0.4%Prev: 0.4% | 5,740 SH | Increased+4,250 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.9M | 1.5%Prev: 1.6% | 19,892 SH | Increased+241 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $352K | 0.3% | 512 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $221K | 0.2% | 908 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.0M | 1.6%Prev: 1.6% | 6,557 SH | Increased-4 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.8%Prev: 0.6% | 2,840 SH | Increased+800 SH |
| VANGUARD INDEX FDS | VALUE ETF | $3.1M | 2.5%Prev: 2.5% | 14,143 SH | Increased+869 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.1M | 2.5%Prev: 2.8% | 61,777 SH | Increased+2,157 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $221K | 0.2%Prev: 0.2% | 4,374 SH | Increased |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $264K | 0.2%Prev: 0.3% | 4,530 SH | Decreased-133 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $277K | 0.2%Prev: 0.3% | 3,507 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.0M | 3.2%Prev: 3.1% | 16,879 SH | Increased+1,486 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $613K | 0.5%Prev: 0.3% | 7,171 SH | Increased+3,110 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $5.8M | 4.7%Prev: 5.5% | 61,793 SH | Decreased-4,352 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $204K | 0.2% | 2,078 SH | New |
| VANGUARD WORLD FD | CONSUM STP ETF | $3.2M | 2.6%Prev: 3.2% | 14,233 SH | Decreased-830 SH |
| WISDOMTREE TR | EMER MKT HIGH FD | $337K | 0.3%Prev: 0.3% | 6,273 SH | Decreased-1,064 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $755K | 0.6%Prev: 0.6% | 15,000 SH | Increased+2,304 SH |
| 13F-HR |
| 0001934041-26-000004 |
| $106.2M |
| View |