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CIK 0002109515 • 4 13F filings • Feb 5, 2026 – Oct 19, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $3.7M | 4.1% | 17,838 SH | |
| APPLE INC | COM | $262K | 0.3% | 1,033 SH | |
| BADGER METER INC | COM | $563K | 0.6% | 3,694 SH | |
| CONSTRUCTION PARTNERS INC | COM CL A | $233K | 0.3% | 2,097 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $675K | 0.7% | 12,221 SH | |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $638K | 0.7% | 23,112 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $457K | 0.5% | 10,028 SH | |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $1.2M | 1.3% | 12,332 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.7M | 1.9% | 18,154 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $5.3M | 5.8% | 22,597 SH | |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $4.6M | 5.0% | 76,668 SH | |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $2.2M | 2.4% | 43,778 SH | |
| FIRST TR EXCHANGE-TRADED FD | SHS | $8.5M | 9.3% | 179,708 SH | |
| FIRST TR EXCHANGE-TRADED FD | SSI STRG ETF | $1.2M | 1.3% | 26,046 SH | |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $573K | 0.6% | 19,928 SH | |
| GABELLI UTIL TR | COM | $1.1M | 1.2% | 179,271 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $10.3M | 11.3% | 17,760 SH | |
| ISHARES TR | CORE S&P500 ETF | $201K | 0.2% | 308 SH | |
| ISHARES TR | MSCI USA MIN VOL | $203K | 0.2% | 2,189 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $399K | 0.4% | 1,866 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $576K | 0.6% | 10,163 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $485K | 0.5% | 8,734 SH | |
| J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | $566K | 0.6% | 11,783 SH | |
| KINDER MORGAN INC DEL | COM | $336K | 0.4% | 10,021 SH | |
| MICROSOFT CORP | COM | $258K | 0.3% | 698 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $7.0M | 7.7% | 282,830 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $523K | 0.6% | 17,031 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $5.2M | 5.7% | 178,017 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $8.0M | 8.8% | 261,732 SH | |
| SMITH A O CORP | COM | $301K | 0.3% | 4,570 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.2M | 3.5% | 107,667 SH | |
| SPROTT INC | COM NEW | $715K | 0.8% | 5,000 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $354K | 0.4% | 544 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $6.9M | 7.6% | 23,949 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.9M | 3.2% | 32,829 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $625K | 0.7% | 1,046 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.7M | 8.5% | 29,339 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $223K | 0.2% | 2,700 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $280K | 0.3% | 763 SH | |
| WEC ENERGY GROUP INC | COM | $1.0M | 1.1% | 8,963 SH |
| 13F-HR |
| 0002109515-26-000003 |
| $106.3M |
| View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0002109515-26-000002 | $90.9M | View |