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CIK 0001949033 • 6 13F filings • Nov 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $10.3M | 6.4%Prev: 4.8% | 32,923 SH | Increased-379 SH |
| AMAZON.COM INC | COM | $6.8M | 4.2%Prev: 3.8% | 29,373 SH | Increased-184 SH |
| AMERICAN EXPRESS CO | COM | $550K | 0.3%Prev: 0.3% | 1,488 SH | Increased-12 SH |
| AMERIPRISE FINL INC | COM | $390K | 0.2%Prev: 0.2% | 795 SH | Decreased |
| APOLLO GLOBAL MGMT INC | COM | $246K | 0.2% | 1,700 SH | New |
| APPLE INC | COM | $6.7M | 4.2%Prev: 3.8% | 24,756 SH | Increased-117 SH |
| ARISTA NETWORKS INC | COM SHS | $5.9M | 3.7% | 45,389 SH | New |
| AXON ENTERPRISE INC | COM | $2.4M | 1.5%Prev: 1.7% | 4,154 SH | Decreased+76 SH |
| BANK AMERICA CORP | COM | $3.4M | 2.1% | 62,144 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $317K | 0.2% | 630 SH | New |
| BOOKING HLDGS INC | COM | $605K | 0.4%Prev: 0.4% | 113 SH | Decreased-2 SH |
| CADENCE DESIGN SYS INC | COM | $3.1M | 1.9%Prev: 2.0% | 9,785 SH | Decreased+154 SH |
| CITIGROUP INC | COM NEW | $11.1M | 6.9% | 95,188 SH | New |
| COINBASE GLOBAL INC CLASS A | COM CL A | $1.1M | 0.7% | 4,968 SH | New |
| GRAYSCALE BITCOIN MINI TRUST ETF | SHS NEW | $2.1M | 1.3% | 53,398 SH | New |
| GRAYSCALE ETHEREUM MINI | SHS NEW | $1.5M | 0.9% | 52,816 SH | New |
| HOME DEPOT INC | COM | $1.7M | 1.1%Prev: 1.2% | 5,058 SH | Decreased |
| INTERACTIVE BROKERS GROU | COM CL A | $3.3M | 2.0% | 50,662 SH | New |
| ISHARES IBOXX HIGH YIELDBOND ETF | HIGH YIELDBOND ETF | $4.5M | 2.8% | 55,213 SH | New |
| ISHARES IBOXX INVT GRADEBOND ETF | IBOXX INV CP ETF | $18.2M | 11.3% | 165,102 SH | New |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | $5.8M | 3.6%Prev: 3.3% | 23,445 SH | Increased+208 SH |
| JPMORGAN CHASE & CO | COM | $3.7M | 2.3%Prev: 2.1% | 11,521 SH | Increased+163 SH |
| JPMORGAN EQUITY PREMIUM INCOME ETF | INCOME ETF | $645K | 0.4% | 11,275 SH | New |
| LPL FINL HLDGS INC | COM | $495K | 0.3%Prev: 0.3% | 1,386 SH | Increased |
| MERCADOLIBRE INC | COM | $3.4M | 2.1%Prev: 2.7% | 1,679 SH | Decreased-281 SH |
| META PLATFORMS INC | CLA | $7.0M | 4.3% | 10,606 SH | New |
| MICROSOFT CORP | COM | $5.3M | 3.3%Prev: 3.3% | 10,917 SH | Decreased+141 SH |
| NETFLIX INC | COM | $4.4M | 2.7%Prev: 3.8% | 46,600 SH | Decreased+41,320 SH |
| NVIDIA CORP | COM | $17.2M | 10.7%Prev: 10.3% | 92,156 SH | Decreased-659 SH |
| PALANTIR TECHNOLOGIES INC | CLA | $4.3M | 2.7% | 24,137 SH | New |
| PALO ALTO NETWORKS INC | COM | $6.2M | 3.8%Prev: 4.0% | 33,616 SH | Decreased+216 SH |
| RALPH LAUREN CORP | CLA | $212K | 0.1% | 600 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $5.2M | 3.2% | 46,173 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $1.3M | 0.8% | 8,355 SH | New |
| SPOTIFY TECHNOLOGY S A F | SHS | $3.1M | 1.9% | 5,363 SH | New |
| TESLA INC | COM | $8.3M | 5.2%Prev: 4.9% | 18,514 SH | Increased-41 SH |
| WALMART INC | COM | $457K | 0.3%Prev: 0.3% | 4,098 SH | Increased |
| 13F-HR |
| 0001949033-26-000003 |
| $155.4M |
| View |
| Nov 14, 2025 | Q2 2025 | 13F-HR | 0001949033-25-000004 | $155.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001949033-26-000002 | $78.6M | View |
| Nov 14, 2025 | Q1 2025 | 13F-HR | 0001949033-25-000005 | $136.2M | View |