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CIK 0001904323 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $325K | 0.2%Prev: 0.2% | 2,031 SH | Increased |
| ABBOTT LABS | COM | $448K | 0.3%Prev: 0.3% | 3,580 SH | Decreased-7 SH |
| ABBVIE INC | COM | $2.2M | 1.3%Prev: 1.4% | 9,642 SH | Decreased+6 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $340K | 0.2%Prev: 0.2% | 1,268 SH | Increased |
| AFLAC INC | COM | $230K | 0.1%Prev: 0.1% | 2,082 SH | Decreased-19 SH |
| ALPHABET INC | CAP STK CL A | $7.9M | 4.7%Prev: 3.8% | 25,262 SH | Increased+54 SH |
| ALPHABET INC | CAP STK CL C | $4.4M | 2.6%Prev: 2.1% | 13,888 SH | Increased |
| AMAZON COM INC | COM | $5.1M | 3.0%Prev: 3.0% | 22,266 SH | Increased |
| AMGEN INC | COM | $908K | 0.5%Prev: 0.5% | 2,774 SH | Increased+1 SH |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $332K | 0.2%Prev: 0.1% | 14,850 SH | Increased+4,950 SH |
| APOLLO GLOBAL MGMT INC | COM | $340K | 0.2% | 2,352 SH | New |
| APPLE INC | COM | $5.5M | 3.2%Prev: 3.2% | 20,153 SH | Increased-73 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.4M | 0.8%Prev: 1.0% | 5,472 SH | Decreased-25 SH |
| BANK AMERICA CORP | COM | $339K | 0.2%Prev: 0.2% | 6,156 SH | Increased+5 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.3M | 1.3%Prev: 1.4% | 3 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.4M | 5.6%Prev: 5.8% | 18,715 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.2M | 1.3%Prev: 1.4% | 41,931 SH | Decreased+162 SH |
| BLACKSTONE INC | COM | $2.7M | 1.6%Prev: 1.8% | 17,462 SH | Decreased+14 SH |
| BROADCOM INC | COM | $910K | 0.5%Prev: 0.5% | 2,630 SH | Increased |
| CARDINAL HEALTH INC | COM | $393K | 0.2%Prev: 0.2% | 1,912 SH | Increased+1 SH |
| CATERPILLAR INC | COM | $630K | 0.4%Prev: 0.3% | 1,100 SH | Increased |
| CHENIERE ENERGY INC | COM NEW | $641K | 0.4%Prev: 0.5% | 3,298 SH | Decreased+12 SH |
| CHEVRON CORP NEW | COM | $369K | 0.2%Prev: 0.2% | 2,422 SH | Decreased-3 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $370K | 0.2%Prev: 0.2% | 10,000 SH | Decreased-250 SH |
| CHUBB LIMITED | COM | $211K | 0.1% | 675 SH | New |
| CISCO SYS INC | COM | $568K | 0.3%Prev: 0.3% | 7,378 SH | Increased |
| CME GROUP INC | COM | $1.4M | 0.9%Prev: 0.9% | 5,296 SH | Increased |
| COCA COLA CO | COM | $998K | 0.6%Prev: 0.6% | 14,279 SH | Increased-255 SH |
| COEUR MNG INC | COM NEW | $314K | 0.2%Prev: 0.2% | 17,607 SH | Decreased |
| CONOCOPHILLIPS | COM | $231K | 0.1%Prev: 0.1% | 2,470 SH | Decreased+4 SH |
| COSTCO WHSL CORP NEW | COM | $622K | 0.4%Prev: 0.4% | 721 SH | Decreased |
| CRH PLC | ORD | $362K | 0.2%Prev: 0.2% | 2,900 SH | Increased |
| DIAMONDBACK ENERGY INC | COM | $278K | 0.2%Prev: 0.2% | 1,850 SH | Increased |
| DISNEY WALT CO | COM | $489K | 0.3%Prev: 0.3% | 4,300 SH | Decreased |
| DOVER CORP | COM | $200K | 0.1% | 1,025 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $283K | 0.2%Prev: 0.2% | 2,416 SH | Decreased-152 SH |
| ELI LILLY & CO | COM | $4.2M | 2.5%Prev: 1.8% | 3,869 SH | Increased-10 SH |
| EMERSON ELEC CO | COM | $699K | 0.4%Prev: 0.4% | 5,266 SH | Increased-25 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $261K | 0.2% | 8,144 SH | New |
| EXXON MOBIL CORP | COM | $3.1M | 1.8%Prev: 1.8% | 25,876 SH | Increased-182 SH |
| GE AEROSPACE | COM NEW | $734K | 0.4%Prev: 0.4% | 2,382 SH | Increased+2 SH |
| GENERAL DYNAMICS CORP | COM | $204K | 0.1%Prev: 0.1% | 607 SH | Decreased+1 SH |
| GENERAL MTRS CO | COM | $478K | 0.3%Prev: 0.2% | 5,881 SH | Increased+4 SH |
| HOME DEPOT INC | COM | $455K | 0.3%Prev: 0.3% | 1,321 SH | Decreased+3 SH |
| I-80 GOLD CORP | COM | $22K | 0.0%Prev: 0.0% | 15,320 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $250K | 0.1%Prev: 0.1% | 845 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $617K | 0.4%Prev: 0.1% | 3,219 SH | Increased+1,971 SH |
| INVESCO QQQ TR | UNIT SER 1 | $5.5M | 3.2%Prev: 3.3% | 8,911 SH | Increased+8 SH |
| ISHARES SILVER TR | ISHARES | $452K | 0.3%Prev: 0.2% | 7,017 SH | Increased-720 SH |
| ISHARES TR | U.S. FIN SVC ETF | $221K | 0.1%Prev: 0.1% | 2,400 SH | Increased |
| ISHARES TR | U.S. FINLS ETF | $258K | 0.2%Prev: 0.2% | 2,000 SH | Increased |
| JOHNSON & JOHNSON | COM | $1.7M | 1.0%Prev: 1.0% | 8,321 SH | Increased-57 SH |
| JPMORGAN CHASE & CO. | COM | $7.3M | 4.3%Prev: 4.4% | 22,552 SH | Increased+60 SH |
| KENVUE INC | COM | $318K | 0.2%Prev: 0.2% | 18,433 SH | Decreased-6,241 SH |
| KINDER MORGAN INC DEL | COM | $353K | 0.2%Prev: 0.2% | 12,826 SH | Increased+581 SH |
| LOCKHEED MARTIN CORP | COM | $208K | 0.1%Prev: 0.1% | 431 SH | Decreased |
| LOWES COS INC | COM | $1.1M | 0.7%Prev: 0.7% | 4,682 SH | Decreased+6 SH |
| MARATHON PETE CORP | COM | $302K | 0.2%Prev: 0.2% | 1,860 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $11.5M | 6.8%Prev: 7.0% | 20,215 SH | Increased+24 SH |
| MCDONALDS CORP | COM | $1.9M | 1.1%Prev: 1.2% | 6,316 SH | Increased-1 SH |
| MEDTRONIC PLC | SHS | $239K | 0.1%Prev: 0.1% | 2,489 SH | Increased |
| META PLATFORMS INC | CL A | $1.1M | 0.7%Prev: 0.8% | 1,701 SH | Decreased+30 SH |
| MICROSOFT CORP | COM | $9.9M | 5.8%Prev: 6.5% | 20,389 SH | Decreased+17 SH |
| NETEASE INC | SPONSORED ADS | $275K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| NEXTERA ENERGY INC | COM | $907K | 0.5%Prev: 0.5% | 11,294 SH | Increased |
| NORFOLK SOUTHN CORP | COM | $264K | 0.2%Prev: 0.2% | 916 SH | Decreased |
| NUCOR CORP | COM | $566K | 0.3%Prev: 0.3% | 3,470 SH | Increased+5 SH |
| NVIDIA CORPORATION | COM | $10.3M | 6.1%Prev: 6.4% | 55,460 SH | Decreased-170 SH |
| ORACLE CORP | COM | $372K | 0.2%Prev: 0.3% | 1,908 SH | Decreased |
| OUTDOOR HOLDING CO | COM | $418K | 0.2%Prev: 0.2% | 244,300 SH | Increased |
| PALANTIR TECHNOLOGIES INC | CL A | $524K | 0.3%Prev: 0.3% | 2,950 SH | Decreased |
| PEPSICO INC | COM | $811K | 0.5%Prev: 0.5% | 5,652 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $572K | 0.3%Prev: 0.4% | 3,569 SH | Decreased+3 SH |
| PROCTER AND GAMBLE CO | COM | $972K | 0.6%Prev: 0.7% | 6,782 SH | Decreased-420 SH |
| PROSHARES TR | MSCI EUR DIV | $405K | 0.2%Prev: 0.2% | 7,750 SH | Decreased |
| PROSHARES TR | RUSS 2000 DIVD | $824K | 0.5%Prev: 0.5% | 12,472 SH | Decreased+20 SH |
| PROSHARES TR | S&P 500 DV ARIST | $2.6M | 1.6%Prev: 1.6% | 25,424 SH | Increased+7 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $1.4M | 0.8%Prev: 0.9% | 16,630 SH | Decreased-10 SH |
| QUALCOMM INC | COM | $507K | 0.3%Prev: 0.3% | 2,966 SH | Increased+3 SH |
| S&P GLOBAL INC | COM | $679K | 0.4%Prev: 0.4% | 1,300 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $475K | 0.3%Prev: 0.3% | 18,091 SH | Increased+5 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.3M | 0.8%Prev: 0.8% | 47,633 SH | Increased+100 SH |
| SEI INVTS CO | COM | $263K | 0.2%Prev: 0.2% | 3,201 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $509K | 0.3% | 9,297 SH | New |
| SPDR GOLD TR | GOLD SHS | $280K | 0.2%Prev: 0.2% | 707 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $22.4M | 13.2%Prev: 13.4% | 32,876 SH | Increased+81 SH |
| TEXAS INSTRS INC | COM | $370K | 0.2%Prev: 0.2% | 2,130 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $2.1M | 1.2%Prev: 1.3% | 6,261 SH | Decreased-31 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $260K | 0.2%Prev: 0.2% | 825 SH | Increased+5 SH |
| VISA INC | COM CL A | $6.1M | 3.6%Prev: 3.6% | 17,400 SH | Increased+26 SH |
| WALMART INC | COM | $2.5M | 1.5%Prev: 1.4% | 22,510 SH | Increased-90 SH |
| WELLS FARGO CO NEW | COM | $1.2M | 0.7%Prev: 0.7% | 13,137 SH | Increased+21 SH |
| WRAP TECHNOLOGIES INC | COM | $130K | 0.1%Prev: 0.1% | 54,612 SH | Increased |
| 13F-HR |
| 0001904323-26-000003 |
| $178.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001904323-25-000004 | $150.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001904323-26-000002 | $160.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001904323-25-000001 | $142.7M | View |