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CIK 0000711987 • 4 13F filings • Feb 27, 2026 – Oct 19, 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 | $6.4M | 4.0%Prev: 3.8% | 23,403 SH | Decreased+15 SH |
| BLACKROCK ETF TRUST | ISHARES US LARG | $7.3M | 4.6%Prev: 4.3% | 230,738 SH | Decreased+6,293 SH |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $2.0M | 1.3% | 18,535 SH | New |
| EXXON MOBIL CORP | COM | $880K | 0.6%Prev: 0.6% | 7,315 SH | Decreased |
| FIRST TR EXCH TRADED FD III | FT VEST SMID | $12.8M | 8.0% | 594,836 SH | New |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $2.6M | 1.6% | 17,013 SH | New |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $6.5M | 4.1%Prev: 5.3% | 65,928 SH | Decreased-4,286 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST TEC | $15.1M | 9.5%Prev: 9.7% | 545,758 SH | Decreased+3,695 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $286K | 0.2%Prev: 0.2% | 6,153 SH | Decreased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $434K | 0.3%Prev: 0.3% | 8,734 SH | Decreased-5,140 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $5.6M | 3.5%Prev: 0.4% | 97,407 SH | Increased+83,368 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $10.7M | 6.8%Prev: 5.7% | 184,451 SH | Increased+18,235 SH |
| MICROSOFT CORP | COM | $439K | 0.3%Prev: 0.2% | 907 SH | Increased |
| NVIDIA CORPORATION | COM | $228K | 0.1%Prev: 0.1% | 1,224 SH | Decreased |
| PACER FDS TR | METAURUS CAP 400 | $4.1M | 2.6%Prev: 2.3% | 97,451 SH | Increased+7,415 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $3.8M | 2.4% | 84,151 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $9.6M | 6.0% | 174,413 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $1.8M | 1.1% | 11,626 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET MAT | $2.3M | 1.5% | 51,336 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $24.1M | 15.2% | 167,433 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $2.7M | 1.7% | 62,689 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $6.8M | 4.3% | 28,236 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $2.1M | 1.3%Prev: 1.3% | 24,142 SH | Decreased-704 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $6.3M | 4.0%Prev: 3.8% | 32,447 SH | Decreased-4,787 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $8.4M | 5.3%Prev: 5.1% | 21,227 SH | Decreased-1,618 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $4.7M | 3.0%Prev: 2.9% | 22,193 SH | Decreased-857 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $10.8M | 6.8%Prev: 6.8% | 37,439 SH | Decreased-2,963 SH |
| 13F-HR |
| 0002085853-26-000816 |
| $178.1M |
| View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000533 | $155.6M | View |