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CIK 0002056550 • 3 13F filings • Feb 11, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $854K | 0.9%Prev: 0.8% | 3,515 SH | Decreased-382 SH |
| APPLE INC | COM | $2.5M | 2.5%Prev: 2.3% | 9,107 SH | Decreased-147 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $440K | 0.5%Prev: 0.4% | 903 SH | Decreased-106 SH |
| BROADCOM INC | COM | $214K | 0.2%Prev: 0.2% | 647 SH | Decreased-19 SH |
| DUKE ENERGY CORP NEW | COM NEW | $271K | 0.3%Prev: 0.3% | 2,270 SH | Decreased-19 SH |
| EA SERIES TRUST | STRIVE 500 ETF | $212K | 0.2%Prev: 0.2% | 4,737 SH | Decreased+156 SH |
| ETFS GOLD TR | PHYSCL GOLD SHS | $1.2M | 1.3%Prev: 1.1% | 27,970 SH | Increased-3,849 SH |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $2.4M | 2.5%Prev: 3.0% | 61,257 SH | Decreased-25,406 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $5.4M | 5.6%Prev: 6.9% | 74,375 SH | Decreased-22,366 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $680K | 0.7% | 16,644 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $504K | 0.5% | 6,766 SH | New |
| GLOBAL X FDS | NASDAQ 100 COVER | $1.2M | 1.2%Prev: 0.4% | 66,294 SH | Increased+43,802 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $5.3M | 5.5%Prev: 7.6% | 20,687 SH | Decreased-7,898 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.9M | 2.0%Prev: 1.9% | 3,089 SH | Decreased+169 SH |
| ISHARES TR | CORE 40/60 MODER | $399K | 0.4% | 8,241 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $397K | 0.4% | 5,968 SH | New |
| ISHARES TR | CORE 80/20 AGGRE | $292K | 0.3% | 3,169 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $431K | 0.4%Prev: 0.4% | 3,256 SH | Increased-11,958 SH |
| ISHARES TR | CORE MSCI EAFE | $5.6M | 5.8%Prev: 5.9% | 58,937 SH | Decreased-10,313 SH |
| ISHARES TR | MRGSTR MD CP GRW | $3.8M | 3.9%Prev: 5.6% | 45,544 SH | Decreased-19,489 SH |
| ISHARES TR | NATIONAL MUN ETF | $274K | 0.3%Prev: 3.0% | 2,548 SH | Decreased-29,628 SH |
| ISHARES TR | RUSSELL 2000 ETF | $209K | 0.2%Prev: 0.2% | 799 SH | Increased+106 SH |
| MCKESSON CORP | COM | $1.4M | 1.5%Prev: 1.1% | 1,655 SH | Increased-2 SH |
| MICROSOFT CORP | COM | $1.2M | 1.2%Prev: 0.9% | 2,722 SH | Increased-12 SH |
| NVIDIA CORPORATION | COM | $276K | 0.3%Prev: 0.3% | 1,486 SH | Decreased-317 SH |
| PACER FDS TR | SWAN SOS MODRTE | $333K | 0.3%Prev: 0.3% | 10,290 SH | Decreased |
| PROCORE TECHNOLOGIES INC | COM | $434K | 0.4%Prev: 0.3% | 7,665 SH | Increased |
| PROSHARES TR | ULTRAPRO QQQ | $517K | 0.5%Prev: 1.1% | 9,378 SH | Decreased-6,480 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $420K | 0.4%Prev: 0.3% | 12,543 SH | Increased+2,209 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.7M | 5.9%Prev: 8.5% | 190,874 SH | Decreased-115,513 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $444K | 0.5% | 5,260 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $420K | 0.4% | 8,389 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $425K | 0.4% | 7,857 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $3.0M | 3.1% | 73,322 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.7M | 1.7% | 11,618 SH | New |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | $2.3M | 2.4%Prev: 1.2% | 74,593 SH | Increased+32,331 SH |
| SPDR GOLD TR | GOLD SHS | $240K | 0.2%Prev: 0.2% | 562 SH | Increased+6 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $254K | 0.3% | 5,386 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $22.0M | 22.8% | 257,472 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $4.1M | 4.3% | 103,209 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.9M | 2.0%Prev: 1.8% | 25,554 SH | Decreased-2,141 SH |
| WISDOMTREE TR | DYNAMIC INTL EQT | $4.0M | 4.2%Prev: 3.3% | 88,698 SH | Increased+6,555 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $3.8M | 3.9%Prev: 2.8% | 61,476 SH | Increased+11,238 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $7.0M | 7.3%Prev: 4.5% | 76,507 SH | Increased+22,410 SH |
| 13F-HR |
| 0002056550-26-000005 |
| $94.8M |
| View |