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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 | $2.8M | 2.3% | 473,284 SH | |
| ALPHABET INC | CAP STK CL C | $419K | 0.3% | 1,461 SH | |
| AMPLIFY ETF TR | ENERGY & NATURAL | $5.3M | 4.4% | 146,947 SH | |
| APPLE INC | COM | $448K | 0.4% | 1,767 SH | |
| ARK ETF TR | BLOCKCHAIN & FIN | $2.7M | 2.2% | 70,109 SH | |
| BLACKROCK CORPOR HI YLD FD I | COM | $1.3M | 1.0% | 148,399 SH | |
| DBX ETF TR | XTRACK MSCI EAFE | $4.8M | 4.0% | 148,244 SH | |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $6.4M | 5.3% | 59,205 SH | |
| ETF SER SOLUTIONS | HOYA CAPT HI DIV | $2.6M | 2.2% | 294,703 SH | |
| EXXON MOBIL CORP | COM | $1.4M | 1.2% | 8,458 SH | |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $1.1M | 0.9% | 59,235 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $2.8M | 2.3% | 29,914 SH | |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $3.1M | 2.6% | 31,793 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $2.1M | 1.8% | 9,066 SH | |
| FIRST TR EXCHANGE-TRADED FD | FINLS ALPHADEX | $2.2M | 1.8% | 38,483 SH | |
| FIRST TR EXCHANGE-TRADED FD | HLTH CARE ALPH | $4.1M | 3.4% | 37,105 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT ENERGY INCOME | $4.0M | 3.3% | 179,962 SH | |
| GLOBAL X FDS | AGING POPULATION | $1.1M | 0.9% | 32,196 SH | |
| GLOBAL X FDS | DATA CTR & DIGIT | $2.1M | 1.8% | 89,636 SH | |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | $3.7M | 3.1% | 19,243 SH | |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | $6.4M | 5.3% | 74,568 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500A EQL | $2.5M | 2.1% | 66,624 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $3.5M | 2.9% | 24,471 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $2.5M | 2.1% | 54,821 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $4.5M | 3.8% | 7,877 SH | |
| IRON MTN INC DEL | COM | $218K | 0.2% | 2,132 SH | |
| ISHARES SILVER TR | ISHARES | $920K | 0.8% | 13,502 SH | |
| ISHARES TR | CORE HIGH DV ETF | $6.0M | 4.9% | 44,020 SH | |
| ISHARES TR | INVESTMENT GRADE | $968K | 0.8% | 21,475 SH | |
| ISHARES TR | MSCI USA QLT FCT | $5.6M | 4.6% | 29,299 SH | |
| ISHARES TR | RUS MID CAP ETF | $2.2M | 1.9% | 23,015 SH | |
| ISHARES TR | US INFRASTRUC | $3.4M | 2.8% | 59,946 SH | |
| PROLOGIS INC. | COM | $255K | 0.2% | 1,929 SH | |
| PROSHARES TR | PET CARE ETF | $1.9M | 1.6% | 36,734 SH | |
| ROYCE SMALL CAP TRUST INC | COM | $5.1M | 4.2% | 308,877 SH | |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $1.1M | 0.9% | 22,188 SH | |
| SPDR GOLD TR | GOLD SHS | $389K | 0.3% | 905 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $747K | 0.6% | 1,149 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $5.3M | 4.4% | 8,671 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $1.2M | 1.0% | 41,563 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $6.9M | 5.7% | 70,934 SH | |
| VANECK ETF TRUST | URANIUM AND NUCL | $4.5M | 3.7% | 33,427 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $211K | 0.2% | 804 SH |
| 13F-HR |
| 0002095931-26-000005 |
| $133.8M |
| View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002095931-26-000004 | $120.9M | View |