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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 | COM | $323K | 0.1% | 6,939 SH | New |
| ALPHABET INC | COM | $345K | 0.1% | 1,960 SH | New |
| AMAZON.COM INC | COM | $430K | 0.2% | 1,962 SH | New |
| AMERICAN FINL GROUP INC | COM | $544K | 0.2% | 4,311 SH | New |
| APPLE INC | COM | $677K | 0.3%Prev: 0.1% | 3,297 SH | Increased+2,009 SH |
| BERKSHIRE HATHAWAY | COM | $629K | 0.3% | 1,294 SH | New |
| BLACKSTONE REAL ESTATE | RET | $628K | 0.3% | 45,526 SH | New |
| BROADCOM INC | COM | $256K | 0.1% | 929 SH | New |
| CARNIVAL CORP F | FGO | $1.7M | 0.7% | 59,026 SH | New |
| CHARLES SCHWAB US MC | UIE | $688K | 0.3% | 24,525 SH | New |
| DISNEY WALT CO | COM | $383K | 0.2%Prev: 0.1% | 3,092 SH | Increased+256 SH |
| EATON VANCE TAX MANAGED | CEM | $5.4M | 2.2% | 392,741 SH | New |
| EATON VANCE TAX MGD BUY | CEM | $1.5M | 0.6% | 100,600 SH | New |
| EXXON MOBIL CORP | COM | $276K | 0.1% | 2,559 SH | New |
| GLOBAL X NASDAQ 100 | UIE | $17.2M | 6.9% | 1,028,998 SH | New |
| GLOBAL X S&P 500 COVERED | UIE | $14.1M | 5.7% | 361,559 SH | New |
| HALL OF FAME RESORT & EN | COM | $8K | 0.0% | 11,200 SH | New |
| INVESCO NASDAQ 100 ETF | UIE | $10.1M | 4.1% | 44,352 SH | New |
| INVESCO QQQ TRUST | UIE | $7.0M | 2.8% | 12,692 SH | New |
| ISHARES S&P SMALL CAP | UIE | $287K | 0.1% | 2,881 SH | New |
| JOHN HNCCK MLTFCTR SML | UIE | $11.2M | 4.5% | 288,067 SH | New |
| JPMORGAN CHASE & CO | COM | $283K | 0.1% | 975 SH | New |
| META PLATFORMS INC | COM | $2.0M | 0.8% | 2,736 SH | New |
| MICROSOFT CORP | COM | $738K | 0.3% | 1,484 SH | New |
| NUVEEN S&P500 BUY-WRITE | CEM | $834K | 0.3% | 60,100 SH | New |
| NVIDIA CORP | COM | $947K | 0.4% | 5,995 SH | New |
| PROCTER & GAMBLE CO | COM | $248K | 0.1% | 1,554 SH | New |
| PURSUIT ATTRACTIONS & HO | COM | $1.1M | 0.5% | 38,974 SH | New |
| ROYAL CARIBBEAN GROU F | FGO | $490K | 0.2% | 1,566 SH | New |
| SCHWAB SHORT TERM US | UIE | $8.9M | 3.6% | 363,671 SH | New |
| SCHWAB US DIVIDEND | UIE | $16.6M | 6.7% | 625,972 SH | New |
| SCHWAB US LARGE CAP ETF | UIE | $80.2M | 32.2% | 3,279,481 SH | New |
| SCHWAB US SMALL CAP ETF | UIE | $46.5M | 18.7% | 1,838,196 SH | New |
| TESLA INC | COM | $1.9M | 0.8%Prev: 0.8% | 6,048 SH | Decreased+458 SH |
| UBER TECHNOLOGIES INC | COM | $4.2M | 1.7%Prev: 1.3% | 44,663 SH | Increased-3,267 SH |
| UNITEDHEALTH GROUP INC | COM | $339K | 0.1%Prev: 0.2% | 1,087 SH | Decreased-1,174 SH |
| VANECK SEMICONDUCTOR | UIE | $3.4M | 1.4% | 12,069 SH | New |
| VANGUARD INFORMATION | UIE | $494K | 0.2% | 745 SH | New |
| VANGUARD S&P 500 ETF | UIE | $2.1M | 0.8% | 3,709 SH | New |
| VANGUARD SHORT TERM COR | UIE | $2.2M | 0.9% | 27,486 SH | New |
| VANGUARD SMALL CAP ETF | UIE | $378K | 0.2% | 1,597 SH | New |
| VANGUARD TOTAL BOND | UIE | $999K | 0.4% | 13,573 SH | New |
| VANGUARD TOTAL STOCK | UIE | $284K | 0.1% | 936 SH | New |
| 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 |