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CIK 0002080427 • 3 13F filings • Feb 13, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | TAX AWARE SHRT | $2.5M | 1.4% | 98,187 SH | New |
| ALPHABET INC | CAP STK CL A | $211K | 0.1% | 592 SH | New |
| AMAZON COM INC | COM | $262K | 0.1% | 1,098 SH | New |
| APPLE INC | COM | $491K | 0.3%Prev: 0.2% | 1,697 SH | Increased+219 SH |
| BLACKROCK ETF TRUST II | ISH HIG MUN ETF | $809K | 0.4% | 16,253 SH | New |
| BLACKROCK ETF TRUST II | SHOR DURA HI ETF | $349K | 0.2% | 15,557 SH | New |
| CAPITAL GRP FIXED INCM ETF T | HIGH YIELD BOND | $356K | 0.2% | 14,065 SH | New |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $420K | 0.2% | 15,290 SH | New |
| CAPITAL GRP FIXED INCM ETF T | SHOR DUR MUN ETF | $524K | 0.3% | 19,857 SH | New |
| DBX ETF TR | XTRACK MSCI EAFE | $491K | 0.3%Prev: 0.3% | 15,270 SH | Increased+1,066 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $3.4M | 1.9%Prev: 4.0% | 68,508 SH | Decreased-55,077 SH |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $693K | 0.4%Prev: 0.4% | 16,233 SH | Increased-848 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $703K | 0.4%Prev: 3.0% | 14,011 SH | Decreased-79,701 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $9.1M | 5.0%Prev: 3.4% | 56,556 SH | Increased+9,534 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $6.4M | 3.5%Prev: 2.8% | 106,560 SH | Increased+26,736 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $1.6M | 0.9%Prev: 0.9% | 37,246 SH | Increased-242 SH |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $3.0M | 1.7%Prev: 1.7% | 20,755 SH | Increased-195 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $2.3M | 1.3%Prev: 1.3% | 39,349 SH | Increased-1,185 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $4.6M | 2.5%Prev: 2.2% | 27,188 SH | Increased+3,728 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $3.2M | 1.7%Prev: 1.4% | 33,843 SH | Increased+4,741 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $2.9M | 1.6%Prev: 1.5% | 32,257 SH | Increased+956 SH |
| INVESCO QQQ TR | UNIT SER 1 | $11.2M | 6.2%Prev: 5.2% | 15,187 SH | Increased+1,406 SH |
| ISHARES TR | CORE S&P MCP ETF | $10.5M | 5.8%Prev: 5.6% | 136,284 SH | Increased+8,553 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.2M | 4.0%Prev: 3.8% | 48,743 SH | Increased+2,139 SH |
| ISHARES TR | CORE S&P500 ETF | $7.0M | 3.9%Prev: 3.7% | 9,378 SH | Increased+577 SH |
| ISHARES TR | FLTG RATE NT ETF | $973K | 0.5% | 19,058 SH | New |
| ISHARES TR | ISHS 1-5YR INVS | $932K | 0.5%Prev: 1.4% | 17,784 SH | Decreased-22,806 SH |
| ISHARES TR | MSCI INTL QUALTY | $383K | 0.2%Prev: 0.2% | 7,724 SH | Increased |
| ISHARES TR | RUS TP200 GR ETF | $2.6M | 1.4%Prev: 1.4% | 8,794 SH | Increased+164 SH |
| ISHARES TR | S&P 500 VAL ETF | $247K | 0.1%Prev: 0.1% | 1,087 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $357K | 0.2% | 2,283 SH | New |
| ISHARES U S ETF TR | SHOR MAT MUN ETF | $2.0M | 1.1% | 39,136 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $410K | 0.2% | 8,102 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $3.7M | 2.0% | 71,896 SH | New |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $999K | 0.5% | 19,787 SH | New |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $3.1M | 1.7%Prev: 1.9% | 75,653 SH | Increased+3,698 SH |
| LEGG MASON ETF INVT | FRANKLIN US LOW | $3.2M | 1.7%Prev: 1.9% | 72,158 SH | Increased+3,606 SH |
| MICROSOFT CORP | COM | $257K | 0.1%Prev: 0.2% | 688 SH | Increased+49 SH |
| NVIDIA CORPORATION | COM | $720K | 0.4%Prev: 0.4% | 3,599 SH | Increased+95 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $417K | 0.2% | 8,413 SH | New |
| PIMCO ETF TR | ENHAN SHRT MA AC | $257K | 0.1%Prev: 2.8% | 2,545 SH | Decreased-39,942 SH |
| PNC FINL SVCS GROUP INC | COM | $1.9M | 1.1%Prev: 1.0% | 7,785 SH | Increased+16 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $590K | 0.3%Prev: 0.6% | 6,443 SH | Decreased-3,538 SH |
| SCHWAB STRATEGIC TR | FUND EM EQUI ETF | $7.2M | 4.0% | 181,003 SH | New |
| SCHWAB STRATEGIC TR | GOVT MONE MA ETF | $1.5M | 0.9% | 15,362 SH | New |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.9M | 1.0%Prev: 1.1% | 60,077 SH | Increased+6,122 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.0M | 0.6%Prev: 0.6% | 37,815 SH | Increased-688 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.7M | 1.5%Prev: 1.5% | 85,520 SH | Increased+8,153 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $294K | 0.2%Prev: 0.2% | 9,986 SH | Increased+293 SH |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $301K | 0.2% | 1,759 SH | New |
| SPDR INDEX SHS FDS | ST MAR DIVID ETF | $691K | 0.4% | 16,876 SH | New |
| SPDR SERIES TRUST | ST INTER BD ETF | $1.4M | 0.8% | 40,788 SH | New |
| SPDR SERIES TRUST | ST STR P400MID | $1.0M | 0.6% | 15,331 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $913K | 0.5% | 10,389 SH | New |
| SPDR SERIES TRUST | ST STR RATE ETF | $2.3M | 1.3% | 74,184 SH | New |
| SPDR SERIES TRUST | ST STR SP500DIV | $307K | 0.2% | 6,437 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $782K | 0.4% | 13,567 SH | New |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $5.9M | 3.2% | 234,611 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $27.0M | 14.8%Prev: 14.6% | 36,103 SH | Increased+1,520 SH |
| TESLA INC | COM | $529K | 0.3%Prev: 0.3% | 1,258 SH | Increased+47 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $2.2M | 1.2%Prev: 1.3% | 73,568 SH | Increased+1,285 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $617K | 0.3% | 898 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $735K | 0.4%Prev: 0.5% | 12,316 SH | Increased-620 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $15.1M | 8.3%Prev: 1.2% | 212,133 SH | Increased+183,921 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $357K | 0.2%Prev: 0.2% | 2,258 SH | Increased+47 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $793K | 0.4%Prev: 0.8% | 8,492 SH | Decreased-5,365 SH |
| WISDOMTREE TR | ITL HDG QTLY DIV | $1.5M | 0.8%Prev: 1.0% | 28,890 SH | Decreased-4,253 SH |
| WISDOMTREE TR | US MIDCAP DIVID | $304K | 0.2% | 5,375 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $801K | 0.4%Prev: 0.6% | 8,373 SH | Decreased-2,243 SH |
| WISDOMTREE TR | US SMALLCAP DIVD | $369K | 0.2% | 9,075 SH | New |
| 13F-HR |
| 0001986152-26-000074 |
| $154.2M |
| View |