Phillips Wealth Planners LLC

CIK 0001962628 • 6 13F filings • Apr 23, 2025 – Aug 7, 2026

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Filer information

Filed by: Phillips Wealth Planners LLC, Chief Compliance Officer
Address: 104 WEST LAMPKIN STREET, STARKVILLE, MS, 39759
Phone: (662) 324-2889
AUM: $124.6M

AUM over time

$135.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $124.6M22 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.1M	0.9%Prev: 0.9%	9,123 SH	Decreased+739 SH
ABBVIE INC	COM	$1.4M	1.1%Prev: 1.4%	6,358 SH	Decreased-733 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$841K	0.7%Prev: 0.9%	2,996 SH	Decreased-1,334 SH
ADVANCED MICRO DEVICES INC	COM	$732K	0.6%Prev: 0.5%	2,930 SH	Increased+152 SH
AES CORP	COM	$212K	0.2%Prev: 0.2%	14,875 SH	Increased+240 SH
AFLAC INC	COM	$699K	0.6%Prev: 0.6%	6,439 SH	Decreased
AGNICO EAGLE MINES LTD	COM	$324K	0.3%	1,577 SH	New
AIR PRODS & CHEMS INC	COM	$378K	0.3%Prev: 0.3%	1,435 SH	Increased+217 SH
ALLSTATE CORP	COM	$294K	0.2%Prev: 0.2%	1,519 SH	Increased+168 SH
ALPHABET INC	CAP STK CL A	$1.9M	1.6%Prev: 1.2%	5,901 SH	Increased+236 SH
AMAZON COM INC	COM	$764K	0.6%Prev: 0.6%	3,301 SH	Increased-31 SH
AMERICAN EXPRESS CO	COM	$638K	0.5%Prev: 0.4%	1,774 SH	Increased+201 SH
AMERICAN TOWER CORP NEW	COM	$235K	0.2%Prev: 0.3%	1,320 SH	Decreased-735 SH
AMGEN INC	COM	$1.1M	0.9%Prev: 0.8%	3,117 SH	Increased-298 SH
AMKOR TECHNOLOGY INC	COM	$289K	0.2%	5,399 SH	New
AMPHENOL CORP NEW	CL A	$640K	0.5%Prev: 0.5%	4,137 SH	Increased-852 SH
ANALOG DEVICES INC	COM	$655K	0.5%Prev: 0.4%	2,147 SH	Increased+10 SH
APPLE INC	COM	$1.5M	1.2%Prev: 1.3%	5,935 SH	Decreased-47 SH
ARK ETF TR	INNOVATION ETF	$495K	0.4%Prev: 0.5%	6,164 SH	Decreased-19 SH
ASML HOLDING N V	N Y REGISTRY SHS	$441K	0.4%Prev: 0.3%	324 SH	Increased-16 SH
ASTRAZENECA PLC	SPONSORED ADR	$980K	0.8%Prev: 0.8%	10,828 SH	Increased-584 SH
AT&T INC	COM	$475K	0.4%Prev: 0.5%	20,216 SH	Decreased-1,846 SH
AUTOMATIC DATA PROCESSING IN	COM	$347K	0.3%Prev: 0.4%	1,349 SH	Decreased-121 SH
AXIS CAP HLDGS LTD	SHS	$386K	0.3%Prev: 0.3%	3,735 SH	Increased-5 SH
BANCO SANTANDER SA	ADR	$228K	0.2%	18,734 SH	New
BANK AMERICA CORP	COM	$409K	0.3%Prev: 0.3%	7,857 SH	Decreased-369 SH
BECTON DICKINSON & CO	COM	$283K	0.2%Prev: 0.4%	1,373 SH	Decreased-868 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	1.2%Prev: 1.2%	2 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$327K	0.3%Prev: 0.3%	675 SH	Increased+34 SH
BLACKROCK INC	COM	$592K	0.5%Prev: 0.6%	525 SH	Decreased-120 SH
BRISTOL-MYERS SQUIBB CO	COM	$279K	0.2%Prev: 0.2%	5,120 SH	Increased-820 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$494K	0.4%Prev: 0.4%	8,560 SH	Increased+19 SH
BROADCOM INC	COM	$2.0M	1.6%Prev: 1.9%	5,962 SH	Decreased-723 SH
BROWN & BROWN INC	COM	$261K	0.2%Prev: 0.3%	3,342 SH	Decreased-977 SH
CADENCE DESIGN SYSTEM INC	COM	$201K	0.2%Prev: 0.2%	639 SH	Decreased+20 SH
CARILLON SER TR	RJ EAGLE GCM DIV	$301K	0.2%	11,638 SH	New
CATERPILLAR INC	COM	$596K	0.5%Prev: 0.4%	923 SH	Increased-121 SH
CENTERPOINT ENERGY INC	COM	$339K	0.3%Prev: 0.3%	8,585 SH	Increased-4 SH
CHEVRON CORP NEW	COM	$1.1M	0.9%Prev: 0.8%	6,509 SH	Increased-93 SH
CHIPOTLE MEXICAN GRILL INC	COM	$218K	0.2%Prev: 0.2%	5,347 SH	Decreased-915 SH
CHUBB LIMITED	COM	$521K	0.4%Prev: 0.4%	1,737 SH	Increased+31 SH
CISCO SYS INC	COM	$254K	0.2%Prev: 0.2%	3,442 SH	Decreased-281 SH
CME GROUP INC	COM	$1.0M	0.8%Prev: 0.6%	3,654 SH	Increased+959 SH
COCA COLA CO	COM	$988K	0.8%Prev: 0.7%	13,720 SH	Increased+533 SH
CONOCOPHILLIPS	COM	$225K	0.2%Prev: 0.2%	2,316 SH	Increased+125 SH
CORNING INC	COM	$625K	0.5%Prev: 0.6%	6,687 SH	Decreased-1,922 SH
COSTCO WHSL CORP NEW	COM	$600K	0.5%Prev: 0.5%	610 SH	Increased-37 SH
CULLEN FROST BANKERS INC	COM	$227K	0.2%Prev: 0.2%	1,582 SH	Increased-57 SH
DARDEN RESTAURANTS INC	COM	$225K	0.2%Prev: 0.2%	1,084 SH	Decreased-247 SH
DEERE & CO	COM	$262K	0.2%Prev: 0.2%	495 SH	Increased-6 SH
DIAMONDBACK ENERGY INC	COM	$337K	0.3%Prev: 0.3%	2,205 SH	Increased+109 SH
DICKS SPORTING GOODS INC	COM	$358K	0.3%Prev: 0.3%	1,688 SH	Increased+163 SH
DOLE PLC	ORD SHS	$160K	0.1%	10,571 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.3M	1.1%Prev: 1.1%	11,185 SH	Decreased+373 SH
EAST WEST BANCORP INC	COM	$416K	0.3%Prev: 0.3%	3,604 SH	Increased-94 SH
EASTGROUP PPTYS INC	COM	$239K	0.2%Prev: 0.2%	1,294 SH	Increased-26 SH
EATON CORP PLC	SHS	$530K	0.4%Prev: 0.5%	1,567 SH	Decreased-135 SH
ELI LILLY & CO	COM	$341K	0.3%Prev: 0.2%	316 SH	Increased-8 SH
EMERSON ELEC CO	COM	$302K	0.2%Prev: 0.3%	2,018 SH	Decreased-789 SH
ENBRIDGE INC	COM	$295K	0.2%Prev: 0.3%	6,240 SH	Decreased-212 SH
ENTERPRISE PRODS PARTNERS L	COM	$281K	0.2%Prev: 0.3%	8,524 SH	Decreased-2,371 SH
EQUINIX INC	COM	$307K	0.2%Prev: 0.4%	386 SH	Decreased-182 SH
EXPEDITORS INTL WASH INC	COM	$341K	0.3%Prev: 0.3%	2,096 SH	Increased-555 SH
EXXON MOBIL CORP	COM	$1.2M	1.0%Prev: 0.8%	9,239 SH	Increased+309 SH
FIDELITY NATIONAL FINANCIAL	COM SHS	$331K	0.3%Prev: 0.3%	6,137 SH	Decreased-38 SH
FIRSTENERGY CORP	COM	$202K	0.2%	4,257 SH	New
GE VERNOVA INC	COM	$473K	0.4%Prev: 0.3%	708 SH	Increased+45 SH
GENPACT LIMITED	SHS	$292K	0.2%Prev: 0.2%	6,384 SH	Decreased-816 SH
GENUINE PARTS CO	COM	$278K	0.2%Prev: 0.2%	2,041 SH	Decreased-61 SH
GILEAD SCIENCES INC	COM	$505K	0.4%Prev: 0.2%	3,908 SH	Increased+1,630 SH
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.9%Prev: 0.9%	1,228 SH	Increased-162 SH
HAMILTON LANE INC	CL A	$281K	0.2%	1,839 SH	New
HENRY JACK & ASSOC INC	COM	$297K	0.2%Prev: 0.2%	1,579 SH	Increased-164 SH
HEWLETT PACKARD ENTERPRISE C	COM	$351K	0.3%Prev: 0.3%	16,687 SH	Decreased-159 SH
HOME DEPOT INC	COM	$1.6M	1.3%Prev: 1.2%	4,052 SH	Increased+361 SH
HUBBELL INC	COM	$200K	0.2%	415 SH	New
IDACORP INC	COM	$424K	0.3%Prev: 0.4%	3,163 SH	Decreased-329 SH
INTERCONTINENTAL EXCHANGE IN	COM	$535K	0.4%Prev: 0.3%	3,114 SH	Increased+821 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	1.0%Prev: 0.9%	4,059 SH	Increased+199 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$347K	0.3%	4,864 SH	New
IQVIA HLDGS INC	COM	$384K	0.3%Prev: 0.3%	1,592 SH	Increased+104 SH
ISHARES INC	CORE MSCI EMKT	$436K	0.3%Prev: 0.3%	6,108 SH	Increased-95 SH
ISHARES INC	MSCI EM ASIA ETF	$983K	0.8%Prev: 0.8%	9,886 SH	Increased-267 SH
ISHARES TR	7-10 YR TRSY BD	$211K	0.2%Prev: 0.2%	2,205 SH	Increased+93 SH
ISHARES TR	CORE MSCI EAFE	$619K	0.5%Prev: 0.4%	6,701 SH	Increased+1,367 SH
ISHARES TR	CORE MSCI EURO	$337K	0.3%Prev: 0.2%	4,628 SH	Increased+282 SH
ISHARES TR	CORE S&P MCP ETF	$423K	0.3%Prev: 0.4%	6,014 SH	Decreased-863 SH
ISHARES TR	CORE S&P SCP ETF	$946K	0.8%Prev: 0.2%	7,273 SH	Increased+5,078 SH
ISHARES TR	CORE US AGGBD ET	$1.4M	1.1%Prev: 1.1%	13,525 SH	Increased+675 SH
ISHARES TR	EXPND TEC SC ETF	$411K	0.3%Prev: 0.7%	3,201 SH	Decreased-3,636 SH
ISHARES TR	ISHARES BIOTECH	$423K	0.3%	2,416 SH	New
ISHARES TR	MSCI USA MIN VOL	$342K	0.3%Prev: 0.3%	3,629 SH	Decreased-43 SH
ISHARES TR	RUS MID CAP ETF	$205K	0.2%	2,036 SH	New
JOHNSON & JOHNSON	COM	$1.2M	1.0%Prev: 0.9%	5,668 SH	Increased+181 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.8%Prev: 1.9%	7,441 SH	Decreased+156 SH
KINDER MORGAN INC DEL	COM	$428K	0.3%Prev: 0.4%	14,973 SH	Decreased-2,567 SH
KLA CORP	COM NEW	$322K	0.3%Prev: 0.3%	212 SH	Decreased-93 SH
KROGER CO	COM	$342K	0.3%Prev: 0.3%	5,348 SH	Increased+188 SH
LAM RESEARCH CORP	COM NEW	$459K	0.4%Prev: 0.4%	2,008 SH	Increased-891 SH
LEIDOS HOLDINGS INC	COM	$234K	0.2%Prev: 0.2%	1,217 SH	Decreased-55 SH
LINDE PLC	SHS	$261K	0.2%	593 SH	New
MARATHON PETE CORP	COM	$298K	0.2%	1,679 SH	New
MASTERCARD INCORPORATED	CL A	$527K	0.4%Prev: 0.5%	999 SH	Decreased-88 SH
MCDONALDS CORP	COM	$1.3M	1.0%Prev: 1.1%	4,171 SH	Increased-132 SH
MEDTRONIC PLC	SHS	$1.1M	0.9%Prev: 0.8%	11,090 SH	Increased+1,621 SH
MERCK & CO INC	COM	$707K	0.6%Prev: 0.3%	6,362 SH	Increased+2,177 SH
META PLATFORMS INC	CL A	$1.1M	0.9%Prev: 1.2%	1,848 SH	Decreased-99 SH
MICRON TECHNOLOGY INC	COM	$269K	0.2%Prev: 0.3%	691 SH	Decreased-964 SH
MICROSOFT CORP	COM	$3.3M	2.7%Prev: 3.1%	7,506 SH	Decreased+529 SH
MID-AMER APT CMNTYS INC	COM	$260K	0.2%Prev: 0.3%	1,920 SH	Decreased-651 SH
MKS INC.	COM	$350K	0.3%Prev: 0.2%	1,584 SH	Increased-224 SH
MONDELEZ INTL INC	CL A	$360K	0.3%Prev: 0.5%	6,278 SH	Decreased-3,963 SH
MORGAN STANLEY	COM NEW	$359K	0.3%Prev: 0.3%	1,960 SH	Increased+6 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$306K	0.2%Prev: 0.2%	3,789 SH	Increased-11 SH
NEXTERA ENERGY INC	COM	$587K	0.5%Prev: 0.5%	7,004 SH	Decreased-328 SH
NORTHWESTERN ENERGY GROUP IN	COM NEW	$271K	0.2%Prev: 0.2%	3,964 SH	Increased-496 SH
NVENT ELECTRIC PLC	SHS	$265K	0.2%Prev: 0.2%	2,353 SH	Increased-77 SH
NVIDIA CORPORATION	COM	$364K	0.3%Prev: 0.3%	1,987 SH	Decreased-254 SH
NXP SEMICONDUCTORS N V	COM	$396K	0.3%Prev: 0.3%	1,696 SH	Increased+128 SH
ORACLE CORP	COM	$528K	0.4%Prev: 0.7%	3,037 SH	Decreased+162 SH
PACKAGING CORP AMER	COM	$250K	0.2%Prev: 0.2%	1,136 SH	Increased+63 SH
PEPSICO INC	COM	$466K	0.4%Prev: 0.4%	3,177 SH	Increased+85 SH
PHILIP MORRIS INTL INC	COM	$753K	0.6%Prev: 0.5%	4,458 SH	Increased+666 SH
PNC FINL SVCS GROUP INC	COM	$1.3M	1.0%Prev: 1.1%	5,631 SH	Decreased-865 SH
PROCTER AND GAMBLE CO	COM	$710K	0.6%Prev: 0.8%	4,864 SH	Decreased-1,856 SH
PROGRESSIVE CORP	COM	$389K	0.3%Prev: 0.4%	1,916 SH	Decreased+52 SH
PROLOGIS INC.	COM	$285K	0.2%Prev: 0.2%	2,173 SH	Increased-5 SH
QUEST DIAGNOSTICS INC	COM	$213K	0.2%Prev: 0.2%	1,155 SH	Decreased-42 SH
RAYMOND JAMES FINL INC	COM	$410K	0.3%Prev: 0.3%	2,413 SH	Increased+15 SH
REALTY INCOME CORP	COM	$335K	0.3%Prev: 0.3%	5,416 SH	Increased+101 SH
REPUBLIC SVCS INC	COM	$517K	0.4%Prev: 0.5%	2,413 SH	Decreased-137 SH
RESMED INC	COM	$285K	0.2%Prev: 0.3%	1,101 SH	Decreased-118 SH
RESTAURANT BRANDS INTL INC	COM	$291K	0.2%Prev: 0.2%	4,274 SH	Increased+82 SH
ROCKWELL AUTOMATION INC	COM	$307K	0.2%Prev: 0.3%	730 SH	Decreased-199 SH
ROYAL BK CDA	COM	$400K	0.3%Prev: 0.3%	2,379 SH	Increased-127 SH
ROYALTY PHARMA PLC	SHS CLASS A	$521K	0.4%Prev: 0.4%	13,113 SH	Increased+242 SH
RPM INTL INC	COM	$315K	0.3%	2,807 SH	New
RTX CORPORATION	COM	$1.7M	1.4%Prev: 1.2%	8,592 SH	Increased+341 SH
S&P GLOBAL INC	COM	$390K	0.3%Prev: 0.3%	735 SH	Increased+28 SH
SALESFORCE INC	COM	$543K	0.4%Prev: 0.6%	2,450 SH	Decreased-367 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.2M	1.0%	10,864 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.3M	1.0%	14,156 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.7M	1.4%	31,502 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.1M	0.9%	7,102 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.8M	1.4%	12,415 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$395K	0.3%	9,182 SH	New
SHELL PLC	SPON ADS	$255K	0.2%Prev: 0.2%	3,451 SH	Decreased-90 SH
SNAP ON INC	COM	$315K	0.3%Prev: 0.2%	847 SH	Increased-23 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.4M	2.8%Prev: 0.3%	5,014 SH	Increased+4,552 SH
SPDR SERIES TRUST	STATE STREET SPD	$519K	0.4%	5,670 SH	New
STARBUCKS CORP	COM	$639K	0.5%Prev: 0.6%	6,628 SH	Decreased-1,509 SH
STERIS PLC	SHS USD	$826K	0.7%Prev: 0.6%	3,161 SH	Increased-65 SH
STRYKER CORPORATION	COM	$251K	0.2%Prev: 0.2%	691 SH	Decreased-97 SH
T-MOBILE US INC	COM	$460K	0.4%Prev: 0.6%	2,506 SH	Decreased-624 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$816K	0.7%Prev: 0.6%	2,502 SH	Increased-22 SH
TC ENERGY CORP	COM	$309K	0.2%Prev: 0.3%	5,719 SH	Decreased-51 SH
TE CONNECTIVITY PLC	ORD SHS	$328K	0.3%Prev: 0.3%	1,419 SH	Increased-6 SH
TERRENO RLTY CORP	COM	$257K	0.2%Prev: 0.2%	4,116 SH	Decreased-565 SH
TESLA INC	COM	$839K	0.7%Prev: 0.7%	1,945 SH	Decreased-8 SH
TEXAS INSTRS INC	COM	$633K	0.5%Prev: 0.3%	3,256 SH	Increased+1,024 SH
TJX COS INC NEW	COM	$1.7M	1.4%Prev: 1.3%	11,167 SH	Increased+631 SH
TOTALENERGIES SE	ACT	$868K	0.7%	12,819 SH	New
TRACTOR SUPPLY CO	COM	$342K	0.3%Prev: 0.3%	6,438 SH	Decreased-66 SH
TRANE TECHNOLOGIES PLC	SHS	$823K	0.7%Prev: 0.7%	2,081 SH	Decreased+88 SH
TRUIST FINL CORP	COM	$494K	0.4%Prev: 0.4%	9,867 SH	Increased-89 SH
UNILEVER PLC	SPON ADR NEW	$681K	0.5%Prev: 0.4%	10,498 SH	Increased+2,218 SH
UNION PAC CORP	COM	$564K	0.5%Prev: 0.4%	2,459 SH	Increased+411 SH
UNITEDHEALTH GROUP INC	COM	$506K	0.4%Prev: 0.6%	1,456 SH	Decreased-662 SH
US BANCORP DEL	COM NEW	$306K	0.2%Prev: 0.2%	5,510 SH	Increased+41 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.1M	4.9%Prev: 4.6%	9,636 SH	Increased+674 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.7M	1.3%Prev: 1.3%	21,710 SH	Increased+740 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$991K	0.8%Prev: 0.8%	10,290 SH	Increased+189 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$956K	0.8%	6,634 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$524K	0.4%Prev: 0.4%	2,339 SH	Increased-34 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$313K	0.3%Prev: 0.2%	2,112 SH	Increased-17 SH
VERIZON COMMUNICATIONS INC	COM	$457K	0.4%Prev: 0.5%	11,648 SH	Decreased-3,053 SH
VISA INC	COM CL A	$1.4M	1.2%Prev: 1.2%	4,452 SH	Decreased+256 SH
WALMART INC	COM	$2.5M	2.0%Prev: 0.6%	21,192 SH	Increased+13,828 SH
WASTE MGMT INC DEL	COM	$306K	0.2%Prev: 0.3%	1,349 SH	Decreased-72 SH
WATSCO INC	COM	$356K	0.3%Prev: 0.2%	924 SH	Increased+197 SH
WEC ENERGY GROUP INC	COM	$396K	0.3%Prev: 0.3%	3,617 SH	Increased+269 SH
WELLS FARGO CO NEW	COM	$903K	0.7%Prev: 0.6%	10,481 SH	Increased+966 SH
WELLTOWER INC	COM	$373K	0.3%Prev: 0.2%	2,007 SH	Increased+541 SH
WILLIAMS COS INC	COM	$1.6M	1.3%Prev: 1.4%	24,957 SH	Decreased-698 SH
WILLIAMS SONOMA INC	COM	$238K	0.2%Prev: 0.2%	1,103 SH	Decreased-116 SH
WINTRUST FINL CORP	COM	$236K	0.2%Prev: 0.2%	1,560 SH	Increased-57 SH
XCEL ENERGY INC	COM	$224K	0.2%Prev: 0.2%	2,931 SH	Decreased-288 SH

Sold (vs prior filing)

ALEXANDRIA REAL ESTATE EQ IN — $242K
AMCOR PLC — $164K
AMERICAN ELEC PWR CO INC — $212K
BANCO SANTANDER S.A. — $192K
CARRIER GLOBAL CORPORATION — $277K
COMCAST CORP NEW — $546K
DEXCOM INC — $207K
DIAGEO PLC — $244K
EOG RES INC — $280K
EQUITABLE HLDGS INC — $208K
FISERV INC — $250K
HARTFORD INSURANCE GROUP INC — $210K
HONEYWELL INTL INC — $301K
INTERNATIONAL PAPER CO — $233K
INTUIT — $227K
KIMBERLY-CLARK CORP — $482K
MCGRATH RENTCORP — $225K
MOTOROLA SOLUTIONS INC — $268K
PAYCOM SOFTWARE INC — $352K
PERMIAN RESOURCES CORP — $131K
… and 17 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001951757-26-000416	$124.6M	View
Nov 7, 2025	Q3 2025	13F-HR	0001951757-25-001329	$120.4M	View
Aug 7, 2026	Q2 2026