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CIK 0002095931 • 3 13F filings • Jan 15, 2026 – Jul 7, 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 | |||||
|---|---|---|---|---|---|
| ALLSPRING GLOBAL DIVIDEND OP | COM | $2.9M | 2.3%Prev: 2.1% | 488,924 SH | Increased+57,371 SH |
| ALPHABET INC | CAP STK CL C | $458K | 0.4%Prev: 0.4% | 1,458 SH | Decreased+34 SH |
| ALPS ETF TR | SECTR DIV DOGS | $2.6M | 2.1% | 43,815 SH | New |
| AMPLIFY ETF TR | NAT RES DIVIDEND | $4.0M | 3.2% | 148,257 SH | New |
| APPLE INC | COM | $480K | 0.4%Prev: 0.4% | 1,767 SH | Decreased-49 SH |
| ARK ETF TR | BLOCKCHAIN & FIN | $3.4M | 2.7% | 70,378 SH | New |
| BLACKROCK CORPOR HI YLD FD I | COM | $1.4M | 1.1%Prev: 1.0% | 155,484 SH | Decreased-6,510 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $4.7M | 3.7%Prev: 3.3% | 150,902 SH | Increased+14,789 SH |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $6.6M | 5.3% | 60,638 SH | New |
| ETF SER SOLUTIONS | HOYA CAPT HI DIV | $2.6M | 2.1%Prev: 2.5% | 284,624 SH | Decreased-55,073 SH |
| EXXON MOBIL CORP | COM | $1.0M | 0.8%Prev: 0.2% | 8,458 SH | Increased+6,022 SH |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $1.1M | 0.9%Prev: 0.7% | 60,320 SH | Increased+4,350 SH |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | $2.4M | 1.9% | 39,668 SH | New |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | $4.4M | 3.5% | 38,256 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $3.0M | 2.4%Prev: 2.4% | 31,202 SH | Decreased+3,279 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $3.1M | 2.5%Prev: 2.9% | 32,563 SH | Decreased+2,299 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $2.6M | 2.0% | 9,491 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT ENERGY INCOME | $3.6M | 2.9% | 180,082 SH | New |
| GLOBAL X FDS | AGING POPULATION | $1.0M | 0.8% | 28,030 SH | New |
| GLOBAL X FDS | DATA CTR & DIGIT | $1.9M | 1.5% | 89,256 SH | New |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | $3.5M | 2.8%Prev: 3.7% | 19,987 SH | Decreased+1,044 SH |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | $5.9M | 4.8%Prev: 6.8% | 77,771 SH | Decreased+11,500 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500A EQL | $2.8M | 2.2%Prev: 1.5% | 69,305 SH | Increased+12,543 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.5M | 2.8%Prev: 3.1% | 24,998 SH | Decreased+453 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $2.5M | 2.0%Prev: 2.5% | 55,202 SH | Decreased+3,644 SH |
| INVESCO QQQ TR | UNIT SER 1 | $5.5M | 4.4%Prev: 2.9% | 8,878 SH | Increased+3,580 SH |
| ISHARES SILVER TR | ISHARES | $1.0M | 0.8% | 16,082 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $5.3M | 4.2%Prev: 4.7% | 43,472 SH | Decreased-187,301 SH |
| ISHARES TR | EXPANDED TECH | $2.3M | 1.8% | 21,387 SH | New |
| ISHARES TR | INVESTMENT GRADE | $1.1M | 0.9% | 24,655 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $6.0M | 4.8%Prev: 4.4% | 30,287 SH | Increased+3,293 SH |
| ISHARES TR | RUS MID CAP ETF | $507K | 0.4%Prev: 2.3% | 5,262 SH | Decreased-22,353 SH |
| ISHARES TR | US INFRASTRUC | $3.3M | 2.7% | 62,899 SH | New |
| NVIDIA CORPORATION | COM | $224K | 0.2%Prev: 0.2% | 1,200 SH | Decreased-225 SH |
| PROLOGIS INC. | COM | $246K | 0.2%Prev: 0.2% | 1,929 SH | Decreased |
| PROSHARES TR | PET CARE ETF | $2.0M | 1.6% | 36,979 SH | New |
| ROYCE SMALL CAP TRUST INC | COM | $5.1M | 4.1%Prev: 4.2% | 317,150 SH | Decreased+13,738 SH |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $1.0M | 0.8% | 22,188 SH | New |
| SPDR GOLD TR | GOLD SHS | $350K | 0.3% | 883 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $784K | 0.6% | 1,149 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $5.5M | 4.4% | 9,183 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $1.3M | 1.0%Prev: 0.9% | 43,313 SH | Increased-117 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $7.5M | 6.0%Prev: 4.7% | 72,275 SH | Increased+11,275 SH |
| VANECK ETF TRUST | URANIUM AND NUCL | $4.1M | 3.3% | 33,402 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $207K | 0.2%Prev: 0.2% | 804 SH | Decreased |
| 13F-HR |
| 0002095931-26-000005 |
| $133.8M |
| View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002095931-26-000004 | $120.9M | View |