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CIK 0002053807 • 7 13F filings • Apr 24, 2025 – Jul 21, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCE AUTO PTS INC | Stock | $268K | 0.1% | 6,838 SH | |
| ALPHABET INC | Stock | $303K | 0.1% | 1,960 SH | |
| AMAZON.COM INC | Stock | $369K | 0.2% | 1,937 SH | |
| AMERICAN FINL GROUP INC | Stock | $763K | 0.3% | 5,811 SH | |
| APPLE INC | Stock | $732K | 0.3% | 3,293 SH | |
| BERKSHIRE HATHAWAY | Stock | $689K | 0.3% | 1,294 SH | |
| CARNIVAL CORP F | Stock | $1.2M | 0.5% | 59,323 SH | |
| DIREXION DAILY SMALL CAP | ETF | $878K | 0.4% | 30,000 SH | |
| DISNEY WALT CO | Stock | $313K | 0.1% | 3,174 SH | |
| EATON VANCE TAX MANAGED | CLOSED END FUND | $5.2M | 2.3% | 395,917 SH | |
| EATON VANCE TAX MGD BUY | CLOSED END FUND | $1.4M | 0.6% | 100,725 SH | |
| EXXON MOBIL CORP | Stock | $339K | 0.2% | 2,850 SH | |
| GLOBAL X NASDAQ 100 | ETF | $16.5M | 7.4% | 990,436 SH | |
| GLOBAL X S&P 500 COVERED | ETF | $13.7M | 6.1% | 347,458 SH | |
| INVESCO NASDAQ 100 ETF | ETF | $6.8M | 3.0% | 35,222 SH | |
| INVESCO QQQ TRUST | ETF | $6.1M | 2.7% | 12,941 SH | |
| ISHARES S&P SMALL CAP | ETF | $5.5M | 2.5% | 56,324 SH | |
| JOHN HNCCK MLTFCTR SML | ETF | $6.3M | 2.8% | 168,718 SH | |
| JPMORGAN CHASE & CO | Stock | $241K | 0.1% | 983 SH | |
| MICROSOFT CORP | Stock | $565K | 0.3% | 1,504 SH | |
| NUVEEN S&P500 BUY-WRITE | ETF | $789K | 0.4% | 60,100 SH | |
| NVIDIA CORP | Stock | $653K | 0.3% | 6,024 SH | |
| PROCTER & GAMBLE CO | Stock | $278K | 0.1% | 1,632 SH | |
| PURSUIT ATTRACTIONS & HO | Stock | $1.4M | 0.6% | 39,049 SH | |
| ROYAL CARIBBEAN GROU F | Stock | $308K | 0.1% | 1,500 SH | |
| SCHWAB SHORT TERM US | ETF | $9.4M | 4.2% | 387,558 SH | |
| SCHWAB STRATEGI/US | ETF | $643K | 0.3% | 24,525 SH | |
| SCHWAB US DIVIDEND | ETF | $17.4M | 7.8% | 622,799 SH | |
| SCHWAB US LARGE CAP ETF | ETF | $68.4M | 30.6% | 3,096,635 SH | |
| SCHWAB US SMALL CAP ETF | ETF | $42.4M | 19.0% | 1,811,711 SH | |
| SPDR DOW JONES | ETF | $750K | 0.3% | 1,786 SH | |
| TESLA INC | Stock | $1.6M | 0.7% | 6,048 SH | |
| UBER TECHNOLOGIES INC | Stock | $3.0M | 1.3% | 40,862 SH | |
| UNITEDHEALTH GROUP INC | Stock | $548K | 0.2% | 1,046 SH | |
| VANECK SEMICONDUCTOR | ETF | $2.0M | 0.9% | 9,360 SH | |
| VANGUARD INFORMATION | ETF | $399K | 0.2% | 735 SH | |
| VANGUARD S&P 500 ETF | ETF | $1.9M | 0.9% | 3,788 SH | |
| VANGUARD SHORT TERM COR | ETF | $2.2M | 1.0% | 27,982 SH | |
| VANGUARD SMALL CAP ETF | ETF | $376K | 0.2% | 1,695 SH | |
| VANGUARD TOTAL BOND | ETF | $935K | 0.4% | 12,727 SH | |
| VANGUARD TOTAL STOCK | ETF | $280K | 0.1% | 1,020 SH |
| Q3 2025 |
| 13F-HR/A |
| 0002053807-26-000002 |
| $276.4M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002053807-26-000005 | $323.4M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002053807-25-000004 | $248.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002053807-26-000004 | $272.1M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002053807-25-000002 | $223.7M | View |