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CIK 0001519676 • 6 13F filings • May 14, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM | $213K | 0.1% | 1,780 SH | |
| ALIBABA GROUP HLDG LTD | COM | $6.0M | 2.5% | 45,309 SH | |
| ALPHABET INC | COM | $14.1M | 5.8% | 91,251 SH | |
| AMAZON COM INC | COM | $1.0M | 0.4% | 5,455 SH | |
| AMPLIFY ETF TR | COM | $285K | 0.1% | 7,712 SH | |
| APELLIS PHARMACEUTICALS INC | COM | $121K | 0.0% | 5,520 SH | |
| APOLLO GLOBAL MGMT INC | COM | $172K | 0.1% | 1,258 SH | |
| APPLE INC | COM | $1.4M | 0.6% | 6,322 SH | |
| BERKSHIRE HATHAWAY INC DEL | COM | $7.0M | 2.9% | 13,111 SH | |
| BROADCOM INC | COM | $189K | 0.1% | 1,131 SH | |
| CARLYLE GROUP INC | COM | $112K | 0.0% | 2,578 SH | |
| COCA COLA CO | COM | $190K | 0.1% | 2,643 SH | |
| CROWDSTRIKE HLDGS INC | COM | $6.1M | 2.5% | 17,285 SH | |
| DISNEY WALT CO | COM | $6.1M | 2.5% | 61,938 SH | |
| ELI LILLY & CO | COM | $8.4M | 3.5% | 10,184 SH | |
| ENPHASE ENERGY INC | COM | $3.7M | 1.5% | 59,499 SH | |
| EXCHANGE TRADED CONCEPTS TRU | COM | $211K | 0.1% | 7,754 SH | |
| FIRST TR EXCHANGE TRADED FD | COM | $354K | 0.1% | 4,171 SH | |
| FLEXSHARES TR | COM | $1.5M | 0.6% | 38,083 SH | |
| GLOBAL X FDS | COM | $1.2M | 0.5% | 55,340 SH | |
| GOLDMAN SACHS GROUP INC | COM | $140K | 0.1% | 256 SH | |
| GRUPO FINANCIERO GALICIA S.A | COM | $665K | 0.3% | 12,200 SH | |
| INTEL CORP | COM | $116K | 0.0% | 5,086 SH | |
| INVESCO EXCH TRADED FD TR II | COM | $2.8M | 1.1% | 124,439 SH | |
| INVESCO EXCHANGE TRADED FD T | COM | $12.4M | 5.1% | 179,540 SH | |
| INVESCO QQQ TR | COM | $1.4M | 0.6% | 3,019 SH | |
| ISHARES BITCOIN TRUST ETF | COM | $2.2M | 0.9% | 47,208 SH | |
| ISHARES INC | COM | $11.9M | 4.9% | 224,576 SH | |
| ISHARES TR | COM | $35.0M | 14.4% | 495,020 SH | |
| JPMORGAN CHASE & CO. | COM | $830K | 0.3% | 3,380 SH | |
| KRANESHARES TRUST | COM | $3.1M | 1.3% | 87,936 SH | |
| LULULEMON ATHLETICA INC | COM | $1.9M | 0.8% | 6,881 SH | |
| MASTERCARD INCORPORATED | COM | $194K | 0.1% | 354 SH | |
| META PLATFORMS INC | COM | $758K | 0.3% | 1,316 SH | |
| MICROSOFT CORP | COM | $8.5M | 3.5% | 22,618 SH | |
| MICROSTRATEGY INC | COM | $213K | 0.1% | 740 SH | |
| NVIDIA CORPORATION | COM | $11.9M | 4.9% | 109,468 SH | |
| PROLOGIS INC. | COM | $18.8M | 7.7% | 168,006 SH | |
| SALESFORCE INC | COM | $3.4M | 1.4% | 12,761 SH | |
| SELECT SECTOR SPDR TR | COM | $1.5M | 0.6% | 7,397 SH | |
| SIMON PPTY GROUP INC NEW | COM | $149K | 0.1% | 898 SH | |
| SPDR DOW JONES INDL AVERAGE | COM | $4.2M | 1.7% | 10,029 SH | |
| SPDR GOLD TR | COM | $404K | 0.2% | 1,401 SH | |
| SPDR S&P 500 ETF TR | COM | $14.8M | 6.1% | 26,359 SH | |
| SPDR SER TR | COM | $5.8M | 2.4% | 63,075 SH | |
| STONEX GROUP INC | COM | $196K | 0.1% | 2,561 SH | |
| TESLA INC | COM | $266K | 0.1% | 1,028 SH | |
| VANECK ETF TRUST | COM | $115K | 0.0% | 9,124 SH | |
| VANGUARD INDEX FDS | COM | $14.8M | 6.1% | 52,151 SH | |
| VANGUARD INTL EQUITY INDEX F | COM | $14.4M | 5.9% | 210,365 SH | |
| VANGUARD MALVERN FDS | COM | $103K | 0.0% | 2,055 SH | |
| VANGUARD SCOTTSDALE FDS | COM | $7.2M | 3.0% | 91,534 SH | |
| VANGUARD SPECIALIZED FUNDS | COM | $137K | 0.1% | 707 SH | |
| VANGUARD WHITEHALL FDS | COM | $126K | 0.1% | 979 SH | |
| VANGUARD WORLD FD | COM | $3.3M | 1.4% | 14,924 SH | |
| VISA INC | COM | $223K | 0.1% | 636 SH | |
| WALMART INC | COM | $157K | 0.1% | 1,780 SH | |
| WISDOMTREE TR | COM | $139K | 0.1% | 4,296 SH |
| 13F-HR |
| 0001519676-26-000007 |
| $536.6M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001519676-25-000009 | $263.1M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001519676-26-000005 | $494.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001519676-25-000006 | $242.6M | View |