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CIK 0002063941 • 8 13F filings • Apr 14, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $602K | 0.5% | 4,542 SH | |
| ABBVIE INC | COM | $3.4M | 2.9% | 16,251 SH | |
| ALPHABET INC | CAP STK CL A | $548K | 0.5% | 3,543 SH | |
| ALPHABET INC | CAP STK CL C | $2.3M | 2.0% | 15,038 SH | |
| ALPS ETF TR | ALERIAN MLP | $383K | 0.3% | 7,365 SH | |
| ALTRIA GROUP INC | COM | $669K | 0.6% | 11,144 SH | |
| AMAZON COM INC | COM | $3.3M | 2.8% | 17,296 SH | |
| AMGEN INC | COM | $3.0M | 2.6% | 9,646 SH | |
| APPLE INC | COM | $5.6M | 4.9% | 25,261 SH | |
| AT&T INC | COM | $346K | 0.3% | 12,226 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.8M | 3.3% | 7,213 SH | |
| BROADCOM INC | COM | $2.8M | 2.4% | 16,784 SH | |
| CHEVRON CORP NEW | COM | $595K | 0.5% | 3,555 SH | |
| CHUBB LIMITED | COM | $2.0M | 1.7% | 6,614 SH | |
| COCA COLA CO | COM | $2.2M | 1.9% | 30,630 SH | |
| COSTCO WHSL CORP NEW | COM | $4.2M | 3.6% | 4,439 SH | |
| ELI LILLY & CO | COM | $3.1M | 2.7% | 3,771 SH | |
| ENERGY TRANSFER L P | COM UT LTD PTN | $437K | 0.4% | 23,490 SH | |
| EXXON MOBIL CORP | COM | $3.4M | 2.9% | 28,339 SH | |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1.3M | 1.1% | 14,699 SH | |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $2.8M | 2.4% | 55,030 SH | |
| GOLDMAN SACHS GROUP INC | COM | $468K | 0.4% | 857 SH | |
| HOME DEPOT INC | COM | $2.8M | 2.4% | 7,632 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $520K | 0.5% | 2,090 SH | |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $355K | 0.3% | 1,837 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $2.8M | 2.5% | 6,058 SH | |
| ISHARES TR | CORE DIV GRWTH | $4.2M | 3.6% | 67,580 SH | |
| ISHARES TR | S&P 100 ETF | $635K | 0.5% | 2,343 SH | |
| ISHARES TR | U.S. TECH ETF | $822K | 0.7% | 5,850 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.9M | 1.6% | 36,606 SH | |
| JOHNSON & JOHNSON | COM | $385K | 0.3% | 2,324 SH | |
| JPMORGAN CHASE & CO. | COM | $3.4M | 3.0% | 13,942 SH | |
| LOCKHEED MARTIN CORP | COM | $2.6M | 2.3% | 5,870 SH | |
| MASTERCARD INCORPORATED | CL A | $239K | 0.2% | 436 SH | |
| MCDONALDS CORP | COM | $3.0M | 2.6% | 9,756 SH | |
| MERCK & CO INC | COM | $216K | 0.2% | 2,404 SH | |
| META PLATFORMS INC | CL A | $553K | 0.5% | 960 SH | |
| MICROSOFT CORP | COM | $3.8M | 3.3% | 10,215 SH | |
| MPLX LP | COM UNIT REP LTD | $241K | 0.2% | 4,500 SH | |
| NEXTERA ENERGY INC | COM | $338K | 0.3% | 4,762 SH | |
| NORTHROP GRUMMAN CORP | COM | $573K | 0.5% | 1,120 SH | |
| NVIDIA CORPORATION | COM | $2.5M | 2.2% | 23,066 SH | |
| ORACLE CORP | COM | $1.9M | 1.6% | 13,561 SH | |
| PACER FDS TR | METAURUS CAP 400 | $3.0M | 2.6% | 82,005 SH | |
| PACER FDS TR | US CASH COWS 100 | $3.6M | 3.1% | 65,047 SH | |
| PEPSICO INC | COM | $486K | 0.4% | 3,240 SH | |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | $750K | 0.6% | 13,217 SH | |
| PROCTER AND GAMBLE CO | COM | $2.7M | 2.4% | 16,007 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $3.0M | 2.6% | 29,532 SH | |
| RTX CORPORATION | COM | $216K | 0.2% | 1,629 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $468K | 0.4% | 16,738 SH | |
| SELECT SECTOR SPDR TR | INDL | $216K | 0.2% | 1,650 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $257K | 0.2% | 1,300 SH | |
| SPROTT PHYSICAL GOLD TR | UNIT | $313K | 0.3% | 13,000 SH | |
| STRYKER CORPORATION | COM | $2.5M | 2.2% | 6,817 SH | |
| TJX COS INC NEW | COM | $2.2M | 1.9% | 17,823 SH | |
| UNION PAC CORP | COM | $258K | 0.2% | 1,092 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.0M | 1.7% | 3,792 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $478K | 0.4% | 5,435 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $243K | 0.2% | 473 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $246K | 0.2% | 1,269 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $449K | 0.4% | 3,478 SH | |
| VANGUARD WORLD FD | COMM SRVC ETF | $252K | 0.2% | 1,700 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $379K | 0.3% | 3,175 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $238K | 0.2% | 900 SH | |
| VERIZON COMMUNICATIONS INC | COM | $424K | 0.4% | 9,352 SH | |
| VISA INC | COM CL A | $3.2M | 2.8% | 9,185 SH | |
| WALMART INC | COM | $3.0M | 2.6% | 34,523 SH | |
| WASTE MGMT INC DEL | COM | $3.3M | 2.9% | 14,374 SH |
| 13F-HR |
| 0002063941-26-000004 |
| $186.8M |
| View |
| Dec 2, 2025 | Q3 2025 | 13F-HR | 0002063941-25-000005 | $142.8M | View |
| Oct 21, 2026 | Q2 2026 | 13F-HR | 0002063941-26-000006 | $179.7M | View |
| Oct 21, 2026 | Q1 2026 | 13F-HR | 0002063941-26-000005 | $179.7M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0002063941-25-000002 | $115.5M | View |