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CIK 0002108281 • 4 13F filings • Feb 13, 2026 – Oct 21, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 2023 ETF SERIES TRUST | EAGLE CAPITAL SE | $3.6M | 2.4% | 117,065 SH | |
| ABBOTT LABORATORIES | COM | $249K | 0.2% | 2,423 SH | |
| ABBVIE INC | COM | $484K | 0.3% | 2,226 SH | |
| ADVANCED MICRO DEVICES INC | COM | $500K | 0.3% | 2,459 SH | |
| ALPHABET INC | CAP STK CL A | $2.7M | 1.8% | 9,422 SH | |
| ALPHABET INC | CAP STK CL C | $501K | 0.3% | 1,747 SH | |
| ALTRIA GROUP INC | COM | $336K | 0.2% | 5,097 SH | |
| AMAZON COM INC | COM | $1.5M | 1.0% | 7,080 SH | |
| AMERICAN EXPRESS CO | COM | $2.1M | 1.4% | 7,008 SH | |
| AMERIPRISE FINL INC | COM | $587K | 0.4% | 1,320 SH | |
| ANALOG DEVICES INC | COM | $550K | 0.4% | 1,730 SH | |
| APPLE INC | COM | $3.9M | 2.6% | 15,371 SH | |
| APPLIED MATLS INC | COM | $539K | 0.4% | 1,578 SH | |
| ASML HLDG NV | N Y REGISTRY SHS | $387K | 0.3% | 293 SH | |
| BANK AMERICA CORP | COM | $839K | 0.6% | 17,219 SH | |
| BANK NEW YORK MELLON CORP | COM | $698K | 0.5% | 5,882 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $12.2M | 8.1% | 17 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 1.2% | 3,742 SH | |
| BOEING CO | COM | $260K | 0.2% | 1,306 SH | |
| BROADCOM INC | COM | $976K | 0.7% | 3,154 SH | |
| CATERPILLAR INC | COM | $321K | 0.2% | 453 SH | |
| CHEVRON CORPORATION | COM | $539K | 0.4% | 2,605 SH | |
| CHUBB LTD SWITZ | COM | $475K | 0.3% | 1,457 SH | |
| CISCO SYS INC | COM | $445K | 0.3% | 5,739 SH | |
| CITIGROUP INC | COM NEW | $318K | 0.2% | 2,807 SH | |
| CONOCOPHILLIPS | COM | $418K | 0.3% | 3,170 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $449K | 0.3% | 451 SH | |
| DEERE & CO | COM | $290K | 0.2% | 515 SH | |
| DISNEY WALT CO | COM | $216K | 0.1% | 2,246 SH | |
| DOORDASH INC | CL A | $521K | 0.3% | 3,473 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $317K | 0.2% | 2,420 SH | |
| EATON CORP PLC | SHS | $240K | 0.2% | 670 SH | |
| EATON VANCE TAX-MANAGED DIVE | COM | $236K | 0.2% | 17,120 SH | |
| EATON VANCE TAX-MANAGED GLOB | COM | $148K | 0.1% | 17,054 SH | |
| ELI LILLY & CO | COM | $820K | 0.5% | 892 SH | |
| EOG RES INC | COM | $413K | 0.3% | 2,856 SH | |
| EXXON MOBIL CORP | COM | $764K | 0.5% | 4,502 SH | |
| FIRST NATL CORP VA | COM | $1.2M | 0.8% | 42,955 SH | |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $9.8M | 6.5% | 177,715 SH | |
| GENERAL DYNAMICS CORP | COM | $247K | 0.2% | 721 SH | |
| HCA HEALTHCARE INC | COM | $232K | 0.2% | 490 SH | |
| HOME DEPOT INC | COM | $976K | 0.7% | 2,967 SH | |
| HONEYWELL INTL INC | COM | $255K | 0.2% | 1,127 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $261K | 0.2% | 1,078 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $278K | 0.2% | 482 SH | |
| ISHARES TR | CORE DIV GRWTH | $552K | 0.4% | 7,861 SH | |
| ISHARES TR | CORE S&P MCP ETF | $523K | 0.3% | 7,750 SH | |
| ISHARES TR | CORE S&P SCP ETF | $159K | 0.1% | 1,279 SH | |
| ISHARES TR | CORE S&P TTL STK | $511K | 0.3% | 3,591 SH | |
| ISHARES TR | CORE S&P500 ETF | $4.8M | 3.2% | 7,325 SH | |
| ISHARES TR | DOW JONES US ETF | $7K | 0.0% | 46 SH | |
| ISHARES TR | EAFE VALUE ETF | $212K | 0.1% | 2,853 SH | |
| ISHARES TR | MSCI EAFE ETF | $489K | 0.3% | 5,038 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $70K | 0.0% | 165 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $5.9M | 3.9% | 27,500 SH | |
| ISHARES TR | RUS MID CAP ETF | $646K | 0.4% | 6,648 SH | |
| ISHARES TR | S&P MC 400GR ETF | $23K | 0.0% | 233 SH | |
| ISHARES TR | S&P MC 400VL ETF | $20K | 0.0% | 152 SH | |
| ISHARES TR | S&P SML 600 GWT | $176K | 0.1% | 1,217 SH | |
| ISHARES TR | SP SMCP600VL ETF | $2K | 0.0% | 21 SH | |
| ISHARES TR | U.S. FINLS ETF | $19K | 0.0% | 160 SH | |
| ISHARES TR | US CONSUM DISCRE | $19K | 0.0% | 200 SH | |
| JOHNSON & JOHNSON | COM | $553K | 0.4% | 2,264 SH | |
| JPMORGAN CHASE & CO | COM | $710K | 0.5% | 2,415 SH | |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $6.9M | 4.6% | 170,711 SH | |
| LINDE PLC | SHS | $207K | 0.1% | 418 SH | |
| LOCKHEED MARTIN CORP | COM | $302K | 0.2% | 499 SH | |
| MASTERCARD INCORPORATED | CL A | $485K | 0.3% | 971 SH | |
| MCDONALDS CORP | COM | $293K | 0.2% | 944 SH | |
| MERCK & CO INC | COM | $514K | 0.3% | 4,271 SH | |
| META PLATFORMS INC | CL A | $1.2M | 0.8% | 2,111 SH | |
| MICRON TECHNOLOGY INC | COM | $326K | 0.2% | 966 SH | |
| MICROSOFT CORP | COM | $2.9M | 1.9% | 7,760 SH | |
| MONDELEZ INTL INC | CL A | $309K | 0.2% | 5,354 SH | |
| MORGAN STANLEY | COM NEW | $692K | 0.5% | 4,205 SH | |
| NETFLIX INC. | COM | $426K | 0.3% | 4,427 SH | |
| NEXTERA ENERGY INC | COM | $362K | 0.2% | 3,901 SH | |
| NVIDIA CORPORATION | COM | $3.9M | 2.6% | 22,583 SH | |
| ORACLE CORP | COM | $640K | 0.4% | 4,352 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $245K | 0.2% | 1,676 SH | |
| PEPSICO INC | COM | $287K | 0.2% | 1,849 SH | |
| PHILIP MORRIS INTL INC | COM | $805K | 0.5% | 4,867 SH | |
| PROCTER & GAMBLE CO | COM | $578K | 0.4% | 4,002 SH | |
| REPUBLIC SVCS INC | COM | $326K | 0.2% | 1,487 SH | |
| ROYAL BK CDA | COM | $263K | 0.2% | 1,624 SH | |
| RTX CORPORATION | COM | $338K | 0.2% | 1,752 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.7M | 1.8% | 87,980 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $3.7M | 2.4% | 125,422 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $810K | 0.5% | 26,550 SH | |
| SELECT SECTOR SPDR TR | STATE STREET CON | $120K | 0.1% | 1,100 SH | |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $199K | 0.1% | 4,032 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $85K | 0.1% | 523 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $73K | 0.0% | 550 SH | |
| SPOTIFY TECHNOLOGY S A | SHS | $1.1M | 0.7% | 2,285 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $6.8M | 4.5% | 10,473 SH | |
| T-MOBILE US INC | COM | $297K | 0.2% | 1,413 SH | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $965K | 0.6% | 2,855 SH | |
| TESLA INC | COM | $776K | 0.5% | 2,088 SH | |
| TEXAS INSTRS INC | COM | $455K | 0.3% | 2,346 SH | |
| THE ONE GROUP HOSPITALITY IN | COM | $106K | 0.1% | 59,628 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $275K | 0.2% | 560 SH | |
| TJX COS INC NEW | COM | $263K | 0.2% | 1,649 SH | |
| TOTALENERGIES SE | ACT | $308K | 0.2% | 3,381 SH | |
| TRUIST FINL CORP | COM | $584K | 0.4% | 12,701 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $214K | 0.1% | 489 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $76K | 0.1% | 265 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $21.3M | 14.2% | 35,628 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0M | 0.7% | 3,900 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.4M | 0.9% | 4,278 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $230K | 0.2% | 1,070 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.4M | 6.9% | 161,623 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $114K | 0.1% | 636 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $497K | 0.3% | 712 SH | |
| VISA INC | COM CL A | $599K | 0.4% | 1,983 SH | |
| WALMART INC | COM | $724K | 0.5% | 5,827 SH | |
| WASTE MGMT INC DEL | COM | $298K | 0.2% | 1,295 SH | |
| WELLS FARGO & CO | COM | $330K | 0.2% | 4,140 SH | |
| WESTROCK COFFEE CO | COM | $643K | 0.4% | 151,354 SH | |
| WIPRO LTD | SPON ADR 1 SH | $38K | 0.0% | 17,708 SH |
| 13F-HR |
| 0001398344-26-014328 |
| $163.8M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006798 | $149.9M | View |