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CIK 0002110725 • 4 13F filings • Feb 13, 2026 – Oct 16, 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 | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $3.9M | 1.6% | 15,522 SH | |
| AT&T INC | COM | $353K | 0.1% | 12,177 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $9.3M | 3.7% | 160,311 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $12.7M | 5.0% | 244,639 SH | |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $418K | 0.2% | 8,294 SH | |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $2.6M | 1.0% | 61,974 SH | |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $3.1M | 1.2% | 76,627 SH | |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $2.3M | 0.9% | 74,206 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $245K | 0.1% | 6,301 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $17.3M | 6.8% | 379,651 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $239K | 0.1% | 3,498 SH | |
| FLEXSHARES TR | QUALT DIVD IDX | $1.3M | 0.5% | 16,523 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.4M | 0.6% | 14,050 SH | |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $3.4M | 1.3% | 77,911 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | $651K | 0.3% | 24,600 SH | |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $225K | 0.1% | 7,680 SH | |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $2.2M | 0.9% | 62,501 SH | |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $1.5M | 0.6% | 36,635 SH | |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $389K | 0.2% | 8,100 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $1.1M | 0.4% | 25,444 SH | |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $303K | 0.1% | 6,200 SH | |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $2.3M | 0.9% | 31,163 SH | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $2.6M | 1.0% | 42,628 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $720K | 0.3% | 1,247 SH | |
| ISHARES INC | MSCI EQUAL WEITE | $1.7M | 0.7% | 16,628 SH | |
| ISHARES INC | MSCI GBL MIN VOL | $2.7M | 1.0% | 22,284 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $213K | 0.1% | 2,059 SH | |
| ISHARES TR | CORE 60/40 BALAN | $2.1M | 0.8% | 32,309 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.1M | 0.8% | 30,533 SH | |
| ISHARES TR | CORE MSCI PAC | $710K | 0.3% | 9,276 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.2M | 0.8% | 31,933 SH | |
| ISHARES TR | CORE S&P SCP ETF | $9.1M | 3.6% | 73,224 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.4% | 1,674 SH | |
| ISHARES TR | CORE US AGGBD ET | $300K | 0.1% | 3,026 SH | |
| ISHARES TR | MSCI ACWI ETF | $2.8M | 1.1% | 20,489 SH | |
| ISHARES TR | MSCI EAFE ETF | $747K | 0.3% | 7,694 SH | |
| ISHARES TR | MSCI USA MIN VOL | $1.9M | 0.7% | 20,193 SH | |
| ISHARES TR | MSCI USA MMENTM | $713K | 0.3% | 2,970 SH | |
| ISHARES TR | MSCI USA QLT FCT | $1.8M | 0.7% | 9,234 SH | |
| ISHARES TR | RUS 1000 ETF | $2.8M | 1.1% | 7,785 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $7.3M | 2.9% | 143,443 SH | |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $7.4M | 2.9% | 87,689 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $18.5M | 7.3% | 393,903 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $426K | 0.2% | 7,513 SH | |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $2.6M | 1.0% | 40,327 SH | |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $1.4M | 0.6% | 30,803 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $18.3M | 7.2% | 361,238 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $2.5M | 1.0% | 49,580 SH | |
| JOHNSON & JOHNSON | COM | $417K | 0.2% | 1,705 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $5.4M | 2.1% | 58,526 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $713K | 0.3% | 7,092 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $10.5M | 4.2% | 402,622 SH | |
| PROCTER & GAMBLE CO | COM | $6.2M | 2.4% | 42,977 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $3.1M | 1.2% | 125,363 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.0M | 1.2% | 99,112 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $6.5M | 2.6% | 223,439 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.6M | 1.8% | 179,447 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.6M | 1.8% | 148,210 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $593K | 0.2% | 20,381 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $1.2M | 0.5% | 25,965 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.8M | 1.5% | 34,532 SH | |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $1.9M | 0.7% | 47,396 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $277K | 0.1% | 598 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $7.1M | 2.8% | 10,922 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $430K | 0.2% | 697 SH | |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $1.2M | 0.5% | 25,845 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $5.9M | 2.3% | 60,696 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $855K | 0.3% | 1,958 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.9M | 1.2% | 10,254 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.4M | 0.5% | 5,320 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.5M | 2.2% | 17,029 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.4% | 8,171 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $4.2M | 1.6% | 19,352 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $5.1M | 2.0% | 34,325 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $1.9M | 0.8% | 20,647 SH | |
| WELLS FARGO & CO | COM | $550K | 0.2% | 6,904 SH | |
| WISDOMTREE TR | US MIDCAP DIVID | $917K | 0.4% | 17,462 SH |
| 13F-HR |
| 0001951757-26-000947 |
| $282.1M |
| View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000550 | $253.9M | View |