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CIK 0001888847 • 3 13F filings • Jan 30, 2026 – Jul 29, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $105K | 0.1%Prev: 0.0% | 335 SH | Increased+125 SH |
| ALPHABET INC | CAP STK CL C | $124K | 0.1%Prev: 0.2% | 395 SH | Decreased-398 SH |
| AMAZON COM INC | COM | $227K | 0.2%Prev: 0.2% | 983 SH | Decreased-620 SH |
| ARES CAPITAL CORP | COM | $239K | 0.2%Prev: 0.2% | 11,809 SH | Decreased-4,455 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.2M | 1.6%Prev: 1.3% | 4,313 SH | Decreased-31 SH |
| BLACKROCK ETF TRUST II | ISHARES AAA CLO | $107K | 0.1%Prev: 0.1% | 2,060 SH | Decreased-719 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $872K | 0.6% | 16,532 SH | New |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | $244K | 0.2%Prev: 0.3% | 9,274 SH | Decreased-10,688 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $239K | 0.2%Prev: 0.2% | 5,200 SH | Decreased-1,827 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $1.0M | 0.7% | 26,387 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $204K | 0.1%Prev: 0.2% | 5,244 SH | Decreased-2,520 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $599K | 0.4%Prev: 0.6% | 15,340 SH | Decreased-9,014 SH |
| GOLDMAN SACHS GROUP INC | COM | $302K | 0.2%Prev: 0.2% | 344 SH | Decreased-10 SH |
| HOME DEPOT INC | COM | $353K | 0.3%Prev: 0.3% | 1,027 SH | Decreased-251 SH |
| INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | $275K | 0.2%Prev: 0.1% | 13,814 SH | Increased+3,191 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | $433K | 0.3%Prev: 0.3% | 3,706 SH | Decreased+391 SH |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $215K | 0.2%Prev: 0.2% | 1,601 SH | Decreased-827 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $14K | 0.0%Prev: 0.0% | 300 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | $29.7M | 21.5%Prev: 27.8% | 251,204 SH | Decreased-98,426 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | $176K | 0.1%Prev: 0.1% | 2,206 SH | Decreased-206 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | $3K | 0.0%Prev: 0.0% | 35 SH | Decreased-309 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $809K | 0.6%Prev: 0.9% | 17,771 SH | Decreased-4,841 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.4M | 6.8%Prev: 5.6% | 49,053 SH | Increased+6,260 SH |
| INVESCO QQQ TR | UNIT SER 1 | $225K | 0.2%Prev: 0.1% | 366 SH | Increased+83 SH |
| ISHARES TR | 20 YR TR BD ETF | $694K | 0.5%Prev: 0.0% | 7,961 SH | Increased+7,581 SH |
| ISHARES TR | 3 7 YR TREAS BD | $3K | 0.0%Prev: 0.0% | 28 SH | Increased |
| ISHARES TR | 7-10 YR TRSY BD | $4K | 0.0%Prev: 0.0% | 43 SH | Increased |
| ISHARES TR | BB RAT CORP BD | $319K | 0.2%Prev: 0.2% | 6,761 SH | Decreased-973 SH |
| ISHARES TR | CORE S&P SCP ETF | $4K | 0.0%Prev: 0.0% | 36 SH | Decreased-224 SH |
| ISHARES TR | CORE S&P500 ETF | $869K | 0.6%Prev: 1.3% | 1,269 SH | Decreased-1,578 SH |
| ISHARES TR | CORE US AGGBD ET | $1.8M | 1.3%Prev: 2.1% | 17,606 SH | Decreased-16,889 SH |
| ISHARES TR | PFD AND INCM SEC | $270K | 0.2%Prev: 0.1% | 8,735 SH | Increased+1,201 SH |
| ISHARES TR | RUSSELL 2000 ETF | $148K | 0.1%Prev: 0.1% | 600 SH | Decreased+100 SH |
| ISHARES TR | RUSSELL 3000 ETF | $578K | 0.4%Prev: 0.4% | 1,495 SH | Decreased+60 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $359K | 0.3%Prev: 0.3% | 6,280 SH | Decreased-1,089 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.1M | 0.8%Prev: 0.6% | 23,488 SH | Increased+3,526 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $991K | 0.7%Prev: 0.5% | 19,592 SH | Increased+3,473 SH |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $139K | 0.1%Prev: 0.2% | 2,198 SH | Decreased-3,221 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $332K | 0.2%Prev: 0.2% | 6,570 SH | Increased+1,123 SH |
| JPMORGAN CHASE & CO. | COM | $318K | 0.2% | 986 SH | New |
| MICROSOFT CORP | COM | $214K | 0.2%Prev: 0.3% | 442 SH | Decreased-742 SH |
| MORGAN STANLEY | COM NEW | $337K | 0.2%Prev: 0.2% | 1,900 SH | Increased+658 SH |
| MORGAN STANLEY DIRECT LENDIN | COM SHS | $214K | 0.2%Prev: 0.2% | 12,969 SH | Decreased-4,677 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $73.2M | 53.0% | 107,326 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $479K | 0.3% | 5,244 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $213K | 0.2% | 5,169 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $453K | 0.3%Prev: 0.3% | 5,750 SH | Increased |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $358K | 0.3%Prev: 0.7% | 4,840 SH | Decreased-10,165 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $32K | 0.0% | 102 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 1.9%Prev: 2.6% | 4,160 SH | Decreased-1,907 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $191K | 0.1%Prev: 0.1% | 570 SH | Increased+171 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.2M | 2.3%Prev: 1.7% | 38,154 SH | Increased+5,472 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $120K | 0.1%Prev: 0.2% | 2,000 SH | Decreased-3,000 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $17K | 0.0%Prev: 0.0% | 360 SH | Increased+119 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $606K | 0.4%Prev: 1.4% | 7,595 SH | Decreased-21,243 SH |
| 13F-HR |
| 0001398344-26-008791 |
| $131.8M |
| View |