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CIK 0002051783 • 5 13F filings • Aug 28, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $723K | 3.3%Prev: 0.8% | 2,969 SH | Increased |
| AMAZON COM INC | COM | $373K | 1.7%Prev: 0.5% | 1,698 SH | Increased |
| APPLE INC | COM | $1.0M | 4.6%Prev: 1.2% | 3,943 SH | Increased |
| ARK ETF TR | INNOVATION ETF | $239K | 1.1% | 2,774 SH | New |
| AT&T INC | COM | $417K | 1.9%Prev: 0.3% | 14,773 SH | Increased+7,320 SH |
| BOEING CO | COM | $545K | 2.5%Prev: 0.8% | 2,523 SH | Increased |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $313K | 1.4% | 2,150 SH | New |
| EA SERIES TRUST | STRIVE US ENERGY | $212K | 1.0% | 7,365 SH | New |
| FLEXSHARES TR | QLT DIV DEF IDX | $238K | 1.1%Prev: 0.3% | 2,970 SH | Increased |
| FOX CORP | CL A COM | $283K | 1.3%Prev: 0.4% | 4,486 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $214K | 1.0%Prev: 0.3% | 1,583 SH | Increased-6 SH |
| INVESCO QQQ TR | UNIT SER 1 | $205K | 0.9% | 341 SH | New |
| ISHARES TR | GLOBAL 100 ETF | $204K | 0.9% | 1,697 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $258K | 1.2%Prev: 13.4% | 1,324 SH | Decreased-51,636 SH |
| JOHNSON & JOHNSON | COM | $212K | 1.0%Prev: 0.3% | 1,145 SH | Increased-229 SH |
| META PLATFORMS INC | CL A | $343K | 1.6%Prev: 0.5% | 467 SH | Decreased |
| MICROSOFT CORP | COM | $361K | 1.7%Prev: 0.5% | 697 SH | Increased |
| NVIDIA CORPORATION | COM | $490K | 2.2%Prev: 0.6% | 2,626 SH | Increased-7 SH |
| ORACLE CORP | COM | $217K | 1.0% | 771 SH | New |
| PACER FDS TR | TRENDPILOT 100 | $337K | 1.5%Prev: 0.4% | 4,350 SH | Increased |
| PACER FDS TR | US CASH COWS 100 | $249K | 1.1%Prev: 0.3% | 4,330 SH | Increased-17 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $811K | 3.7%Prev: 0.8% | 4,445 SH | Increased+160 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $479K | 2.2%Prev: 0.7% | 4,756 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $836K | 3.8%Prev: 1.5% | 26,201 SH | Decreased-10,962 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $617K | 2.8%Prev: 1.3% | 21,209 SH | Decreased-11,104 SH |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | $5.4M | 24.5%Prev: 3.7% | 129,791 SH | Increased+62,434 SH |
| SEI EXCHANGE TRADED FUNDS | SELECT EMERGING | $789K | 3.6%Prev: 0.7% | 26,093 SH | Increased+7,927 SH |
| SEI EXCHANGE TRADED FUNDS | SELECT INTL EQUI | $1.5M | 7.0%Prev: 1.1% | 50,283 SH | Increased+24,560 SH |
| SEI EXCHANGE TRADED FUNDS | SELECT SMALL CAP | $746K | 3.4%Prev: 0.5% | 26,680 SH | Increased+11,790 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $202K | 0.9% | 2,583 SH | New |
| TCW ETF TRUST | TRANSFRM 500 ETF | $273K | 1.3%Prev: 0.4% | 3,480 SH | Increased |
| TESLA INC | COM | $604K | 2.8%Prev: 0.6% | 1,359 SH | Increased+115 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.3M | 6.0% | 2,723 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $257K | 1.2%Prev: 0.3% | 1,378 SH | Increased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $233K | 1.1%Prev: 0.3% | 1,081 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $366K | 1.7%Prev: 0.5% | 910 SH | Increased-3 SH |
| 13F-HR |
| 0002085853-26-000271 |
| $21.8M |
| View |
| Aug 28, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001240 | $69.9M | View |
| Jul 7, 2026 | Q1 2025 | 13F-HR | 0002085853-26-000645 | $9.7M | View |