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CIK 0002053829 • 6 13F filings • May 9, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.6M | 1.2%Prev: 1.2% | 7,106 SH | Decreased-739 SH |
| ADVANCED MICRO DEVICES INC | COM | $2.4M | 1.8%Prev: 1.4% | 11,138 SH | Increased-1,876 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $220K | 0.2%Prev: 0.2% | 1,501 SH | Decreased-604 SH |
| ALPHABET INC | CAP STK CL A | $4.0M | 3.1%Prev: 2.2% | 12,852 SH | Increased-1,163 SH |
| ALPHABET INC | CAP STK CL C | $2.5M | 1.9%Prev: 1.7% | 7,945 SH | Decreased-2,649 SH |
| ALTRIA GROUP INC | COM | $252K | 0.2%Prev: 0.2% | 4,375 SH | Decreased-765 SH |
| AMAZON COM INC | COM | $5.2M | 4.0%Prev: 3.6% | 22,728 SH | Decreased-2,501 SH |
| AMERICAN EXPRESS CO | COM | $329K | 0.3%Prev: 0.2% | 888 SH | Increased+18 SH |
| AMGEN INC | COM | $1.7M | 1.3%Prev: 1.0% | 5,201 SH | Increased-130 SH |
| APPLE INC | COM | $7.5M | 5.8%Prev: 4.9% | 27,753 SH | Increased-1,703 SH |
| ARES CAPITAL CORP | COM | $325K | 0.2%Prev: 0.6% | 16,085 SH | Decreased-27,604 SH |
| AST SPACEMOBILE INC | COM CL A | $285K | 0.2%Prev: 0.1% | 3,926 SH | Increased-575 SH |
| AT&T INC | COM | $552K | 0.4%Prev: 0.5% | 22,233 SH | Decreased-4,833 SH |
| BANK AMERICA CORP | COM | $1.4M | 1.1%Prev: 0.9% | 25,634 SH | Increased+195 SH |
| BLACKBERRY LTD | COM | $46K | 0.0%Prev: 0.0% | 12,080 SH | Decreased |
| BOEING CO | COM | $393K | 0.3%Prev: 0.3% | 1,812 SH | Increased+35 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $327K | 0.3%Prev: 0.2% | 6,071 SH | Decreased-2,230 SH |
| BROADCOM INC | COM | $7.6M | 5.8%Prev: 5.9% | 21,948 SH | Decreased-5,000 SH |
| CISCO SYS INC | COM | $387K | 0.3%Prev: 0.3% | 5,028 SH | Decreased-750 SH |
| CITIGROUP INC | COM NEW | $519K | 0.4%Prev: 0.4% | 4,450 SH | Decreased-1,190 SH |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | $121K | 0.1%Prev: 0.1% | 51,624 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $3.8M | 2.9%Prev: 2.8% | 8,183 SH | Decreased-580 SH |
| CSX CORP | COM | $228K | 0.2%Prev: 0.1% | 6,279 SH | Increased |
| DISNEY WALT CO | COM | $294K | 0.2%Prev: 0.2% | 2,581 SH | Decreased-53 SH |
| ELI LILLY & CO | COM | $749K | 0.6%Prev: 0.6% | 697 SH | Decreased-426 SH |
| EXXON MOBIL CORP | COM | $374K | 0.3%Prev: 0.2% | 3,106 SH | Increased |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $822K | 0.6%Prev: 0.9% | 3,657 SH | Decreased-2,762 SH |
| FORD MTR CO | COM | $153K | 0.1% | 11,699 SH | New |
| GE AEROSPACE | COM NEW | $395K | 0.3%Prev: 0.3% | 1,281 SH | Decreased-279 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $365K | 0.3%Prev: 0.5% | 20,655 SH | Decreased-24,268 SH |
| GLOBAL X FDS | RUSSELL 2000 | $2.0M | 1.5%Prev: 3.1% | 129,964 SH | Decreased-187,550 SH |
| GOLDMAN SACHS GROUP INC | COM | $506K | 0.4%Prev: 0.3% | 576 SH | Increased |
| HOWMET AEROSPACE INC | COM | $256K | 0.2%Prev: 0.2% | 1,250 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $1.1M | 0.9%Prev: 0.8% | 3,761 SH | Decreased-761 SH |
| INVESCO QQQ TR | UNIT SER 1 | $875K | 0.7%Prev: 0.7% | 1,424 SH | Decreased-235 SH |
| IRON MTN INC DEL | COM | $229K | 0.2%Prev: 0.2% | 2,755 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $234K | 0.2%Prev: 0.2% | 2,339 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $3.6M | 2.7%Prev: 2.9% | 61,566 SH | Decreased-15,626 SH |
| JPMORGAN CHASE & CO. | COM | $2.4M | 1.9%Prev: 1.6% | 7,519 SH | Decreased-344 SH |
| LOWES COS INC | COM | $382K | 0.3%Prev: 0.3% | 1,585 SH | Decreased |
| META PLATFORMS INC | CL A | $4.3M | 3.3%Prev: 3.4% | 6,552 SH | Decreased-526 SH |
| MICRON TECHNOLOGY INC | COM | $269K | 0.2% | 941 SH | New |
| MICROSOFT CORP | COM | $2.5M | 1.9%Prev: 2.1% | 5,070 SH | Decreased-1,103 SH |
| MONGODB INC | CL A | $1.2M | 0.9%Prev: 0.6% | 2,763 SH | Increased-26 SH |
| MORGAN STANLEY | COM NEW | $903K | 0.7%Prev: 0.5% | 5,085 SH | Increased-65 SH |
| NEBIUS GROUP N.V. | SHS CLASS A | $327K | 0.3%Prev: 0.3% | 3,906 SH | Decreased-546 SH |
| NEOS ETF TRUST | NASDAQ 100 HDGD | $269K | 0.2%Prev: 0.2% | 4,946 SH | Decreased |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $3.8M | 2.9%Prev: 3.2% | 71,344 SH | Decreased-18,847 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $2.8M | 2.1%Prev: 3.6% | 52,909 SH | Decreased-52,727 SH |
| NEOS ETF TRUST | RUSSELL 2000 HIG | $633K | 0.5%Prev: 0.4% | 13,001 SH | Decreased-220 SH |
| NVIDIA CORPORATION | COM | $41.5M | 31.8%Prev: 29.5% | 222,592 SH | Decreased-17,335 SH |
| ORACLE CORP | COM | $1.7M | 1.3%Prev: 1.6% | 8,861 SH | Decreased+52 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $2.0M | 1.5%Prev: 1.6% | 11,240 SH | Decreased-2,403 SH |
| PALO ALTO NETWORKS INC | COM | $513K | 0.4%Prev: 0.4% | 2,785 SH | Decreased-338 SH |
| PFIZER INC | COM | $288K | 0.2%Prev: 0.4% | 11,550 SH | Decreased-12,142 SH |
| PPL CORP | COM | $572K | 0.4%Prev: 0.4% | 16,338 SH | Decreased |
| PRUDENTIAL FINL INC | COM | $268K | 0.2%Prev: 0.2% | 2,370 SH | Increased-62 SH |
| QUALCOMM INC | COM | $1.1M | 0.8%Prev: 0.7% | 6,484 SH | Increased+460 SH |
| SALESFORCE INC | COM | $1.1M | 0.9%Prev: 0.7% | 4,221 SH | Increased-342 SH |
| SCHWAB CHARLES CORP | COM | $628K | 0.5%Prev: 0.4% | 6,285 SH | Decreased-438 SH |
| SOFI TECHNOLOGIES INC | COM | $234K | 0.2%Prev: 0.2% | 8,957 SH | Decreased-3,472 SH |
| TESLA INC | COM | $2.5M | 1.9%Prev: 1.7% | 5,524 SH | Decreased-352 SH |
| TJX COS INC NEW | COM | $341K | 0.3%Prev: 0.2% | 2,221 SH | Decreased-203 SH |
| TWILIO INC | CL A | $656K | 0.5%Prev: 0.3% | 4,610 SH | Increased-106 SH |
| UBER TECHNOLOGIES INC | COM | $2.0M | 1.5%Prev: 2.2% | 24,364 SH | Decreased-8,994 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $473K | 0.4%Prev: 0.6% | 755 SH | Decreased-781 SH |
| VERIZON COMMUNICATIONS INC | COM | $462K | 0.4%Prev: 0.5% | 11,336 SH | Decreased-6,734 SH |
| WALMART INC | COM | $704K | 0.5%Prev: 0.4% | 6,317 SH | Increased-100 SH |
| 13F-HR |
| 0001705819-26-000043 |
| $169.2M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001705819-25-000044 | $121.7M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001705819-26-000037 | $159.8M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001705819-25-000036 | $134.7M | View |