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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 | 2.1%Prev: 2.3% | 431,553 SH | Increased-41,731 SH |
| ALPHABET INC | CAP STK CL C | $503K | 0.4%Prev: 0.3% | 1,424 SH | Increased-37 SH |
| AMPLIFY ETF TR | ENER NAT RES ETF | $4.5M | 3.4% | 140,265 SH | New |
| APPLE INC | COM | $525K | 0.4%Prev: 0.4% | 1,816 SH | Increased+49 SH |
| ARK ETF TR | AUTNMUS TECHNLGY | $4.5M | 3.3% | 33,877 SH | New |
| ARK ETF TR | BLOC FIN INN ETF | $2.8M | 2.1% | 71,486 SH | New |
| BLACKROCK CORPOR HI YLD FD I | COM | $1.4M | 1.0%Prev: 1.0% | 161,994 SH | Increased+13,595 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $4.4M | 3.3%Prev: 4.0% | 136,113 SH | Decreased-12,131 SH |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | $9.0M | 6.7% | 54,561 SH | New |
| ETF SER SOLUTIONS | HOYA CAPT HI DIV | $3.3M | 2.5%Prev: 2.2% | 339,697 SH | Increased+44,994 SH |
| EXXON MOBIL CORP | COM | $333K | 0.2%Prev: 1.2% | 2,436 SH | Decreased-6,022 SH |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $1.0M | 0.7%Prev: 0.9% | 55,970 SH | Decreased-3,265 SH |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $3.2M | 2.4%Prev: 2.3% | 27,923 SH | Increased-1,991 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $3.9M | 2.9%Prev: 2.6% | 30,264 SH | Increased-1,529 SH |
| FIRST TR EXCHANGE-TRADED FD | FINLS ALPHADEX | $2.1M | 1.5%Prev: 1.8% | 32,989 SH | Decreased-5,494 SH |
| FIRST TR EXCHANGE-TRADED FD | HLTH CARE ALPH | $4.0M | 3.0%Prev: 3.4% | 32,992 SH | Decreased-4,113 SH |
| FIRST TR EXCHNG TRADED FD VI | FT ENER INCO ETF | $3.8M | 2.8% | 173,202 SH | New |
| GLOBAL X FDS | AGING POPUL ETF | $3.1M | 2.3% | 85,907 SH | New |
| GLOBAL X FDS | DATA CTR DIG ETF | $2.5M | 1.9% | 83,740 SH | New |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | $4.9M | 3.7%Prev: 3.1% | 18,943 SH | Increased-300 SH |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | $9.0M | 6.8%Prev: 5.3% | 66,271 SH | Increased-8,297 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500A EQL | $2.0M | 1.5%Prev: 2.1% | 56,762 SH | Decreased-9,862 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $4.2M | 3.1%Prev: 2.9% | 24,545 SH | Increased+74 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $3.3M | 2.5%Prev: 2.1% | 51,558 SH | Increased-3,263 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.9M | 2.9%Prev: 3.8% | 5,298 SH | Decreased-2,579 SH |
| IRON MTN INC DEL | COM | $267K | 0.2%Prev: 0.2% | 2,115 SH | Increased-17 SH |
| ISHARES TR | CORE HIGH DV ETF | $6.3M | 4.7%Prev: 4.9% | 230,773 SH | Increased+186,753 SH |
| ISHARES TR | INVT GRAD SY ETF | $1.0M | 0.8% | 22,255 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $5.9M | 4.4%Prev: 4.6% | 26,994 SH | Increased-2,305 SH |
| ISHARES TR | PFD AND INCM SEC | $1.7M | 1.3% | 56,700 SH | New |
| ISHARES TR | RUS MID CAP ETF | $3.0M | 2.3%Prev: 1.9% | 27,615 SH | Increased+4,600 SH |
| NVIDIA CORPORATION | COM | $285K | 0.2% | 1,425 SH | New |
| PROLOGIS INC. | COM | $261K | 0.2%Prev: 0.2% | 1,929 SH | Increased |
| ROYCE SMALL CAP TRUST INC | COM | $5.6M | 4.2%Prev: 4.2% | 303,412 SH | Increased-5,465 SH |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $2.7M | 2.0% | 52,858 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $853K | 0.6%Prev: 0.6% | 1,142 SH | Increased-7 SH |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $4.2M | 3.1%Prev: 4.4% | 5,952 SH | Decreased-2,719 SH |
| UDR INC | COM | $1.0M | 0.8% | 25,476 SH | New |
| VANECK ETF TRUST | BDC INCOME ETF | $1.7M | 1.2% | 130,672 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $1.3M | 0.9%Prev: 1.0% | 43,430 SH | Increased+1,867 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $6.3M | 4.7%Prev: 5.7% | 61,000 SH | Decreased-9,934 SH |
| VANECK ETF TRUST | RARE EAR STR ETF | $2.2M | 1.6% | 24,776 SH | New |
| VANECK ETF TRUST | URANI NUCLE ETF | $3.8M | 2.9% | 33,184 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $244K | 0.2%Prev: 0.2% | 804 SH | Increased |
| 13F-HR |
| 0002095931-26-000005 |
| $133.8M |
| View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002095931-26-000004 | $120.9M | View |