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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 LABORATORIES | COM | $360K | 0.2% | 3,963 SH | New |
| ABBVIE INC | COM | $5.0M | 2.8%Prev: 2.9% | 20,034 SH | Increased+3,783 SH |
| ALPHABET INC | CAP STK CL A | $1.2M | 0.7%Prev: 0.5% | 3,319 SH | Increased-224 SH |
| ALPHABET INC | CAP STK CL C | $5.2M | 2.9%Prev: 2.0% | 14,657 SH | Increased-381 SH |
| ALPS ETF TR | ALERIAN MLP | $1.7M | 1.0%Prev: 0.3% | 33,340 SH | Increased+25,975 SH |
| ALTRIA GROUP INC | COM | $1.7M | 1.0%Prev: 0.6% | 24,163 SH | Increased+13,019 SH |
| AMAZON COM INC | COM | $4.7M | 2.6%Prev: 2.8% | 19,540 SH | Increased+2,244 SH |
| AMGEN INC | COM | $2.6M | 1.5%Prev: 2.6% | 7,297 SH | Decreased-2,349 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $8.0M | 4.5% | 175,248 SH | New |
| APPLE INC | COM | $7.6M | 4.3%Prev: 4.9% | 26,419 SH | Increased+1,158 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.9M | 1.1%Prev: 3.3% | 3,802 SH | Decreased-3,411 SH |
| BROADCOM INC | COM | $6.0M | 3.3%Prev: 2.4% | 15,912 SH | Increased-872 SH |
| CATERPILLAR INC | COM | $3.5M | 1.9% | 3,277 SH | New |
| CHEVRON CORPORATION | COM | $387K | 0.2% | 2,337 SH | New |
| CHUBB LIMITED | COM | $2.4M | 1.3%Prev: 1.7% | 7,020 SH | Increased+406 SH |
| COCA COLA CO | COM | $2.7M | 1.5%Prev: 1.9% | 33,614 SH | Increased+2,984 SH |
| COSTCO WHOLESALE CORPORATION | COM | $5.0M | 2.8% | 5,357 SH | New |
| ELI LILLY & CO | COM | $6.3M | 3.5%Prev: 2.7% | 5,274 SH | Increased+1,503 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $258K | 0.1%Prev: 0.4% | 13,500 SH | Decreased-9,990 SH |
| GOLDMAN SACHS ETF TR | NASDA 100 ETF | $2.1M | 1.2% | 35,890 SH | New |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $4.2M | 2.4% | 76,080 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $2.9M | 1.6%Prev: 0.4% | 2,870 SH | Increased+2,013 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $257K | 0.1%Prev: 0.5% | 915 SH | Decreased-1,175 SH |
| INVESCO ACTIVELY MANAGED EXC | QQQ INC ADV ETF | $686K | 0.4% | 11,900 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $792K | 0.4%Prev: 0.3% | 2,615 SH | Increased+778 SH |
| INVESCO QQQ TR | UNIT SER 1 | $8.7M | 4.9%Prev: 2.5% | 11,881 SH | Increased+5,823 SH |
| ISHARES TR | CORE DIV GRWTH | $7.4M | 4.1%Prev: 3.6% | 97,217 SH | Increased+29,637 SH |
| ISHARES TR | MSCI USA QLT FCT | $6.7M | 3.7% | 30,685 SH | New |
| ISHARES TR | S&P 100 ETF | $207K | 0.1%Prev: 0.5% | 565 SH | Decreased-1,778 SH |
| ISHARES TR | U.S. TECH ETF | $1.4M | 0.8%Prev: 0.7% | 5,528 SH | Increased-322 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $2.9M | 1.6%Prev: 1.6% | 46,930 SH | Increased+10,324 SH |
| JOHNSON & JOHNSON | COM | $440K | 0.2%Prev: 0.3% | 1,734 SH | Increased-590 SH |
| JPMORGAN CHASE & CO | COM | $5.2M | 2.9% | 15,907 SH | New |
| LOCKHEED MARTIN CORP | COM | $2.5M | 1.4%Prev: 2.3% | 4,936 SH | Decreased-934 SH |
| MASTERCARD INCORPORATED | CL A | $216K | 0.1%Prev: 0.2% | 420 SH | Decreased-16 SH |
| MCDONALDS CORP | COM | $3.3M | 1.8%Prev: 2.6% | 12,117 SH | Increased+2,361 SH |
| MERCK & CO INC | COM | $222K | 0.1%Prev: 0.2% | 1,726 SH | Increased-678 SH |
| META PLATFORMS INC | CL A | $524K | 0.3%Prev: 0.5% | 931 SH | Decreased-29 SH |
| MICROSOFT CORP | COM | $3.9M | 2.2%Prev: 3.3% | 10,372 SH | Increased+157 SH |
| MPLX LP | COM UNIT REP LTD | $237K | 0.1%Prev: 0.2% | 4,200 SH | Decreased-300 SH |
| NEXTERA ENERGY INC | COM | $555K | 0.3%Prev: 0.3% | 6,325 SH | Increased+1,563 SH |
| NORTHROP GRUMMAN CORP | COM | $555K | 0.3%Prev: 0.5% | 1,090 SH | Decreased-30 SH |
| NVIDIA CORPORATION | COM | $5.9M | 3.3%Prev: 2.2% | 29,316 SH | Increased+6,250 SH |
| OMEGA HEALTHCARE INVS INC | COM | $746K | 0.4% | 15,640 SH | New |
| PACER FDS TR | METAURUS CAP 400 | $7.1M | 3.9%Prev: 2.6% | 157,302 SH | Increased+75,297 SH |
| PACER FDS TR | US CASH COWS 100 | $1.0M | 0.6%Prev: 3.1% | 16,298 SH | Decreased-48,749 SH |
| PEPSICO INC | COM | $229K | 0.1%Prev: 0.4% | 1,690 SH | Decreased-1,550 SH |
| PFIZER INC | COM | $645K | 0.4% | 26,775 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $347K | 0.2% | 13,100 SH | New |
| PROCTER & GAMBLE CO | COM | $314K | 0.2% | 2,139 SH | New |
| PROSHARES TR | S&P 500 HIGH ETF | $2.1M | 1.2% | 43,689 SH | New |
| RTX CORPORATION | COM | $2.6M | 1.4%Prev: 0.2% | 13,630 SH | Increased+12,001 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $7.3M | 4.1% | 235,333 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.3M | 0.7%Prev: 0.4% | 42,387 SH | Increased+25,649 SH |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $305K | 0.2% | 2,600 SH | New |
| SIMON PPTY GROUP INC NEW | COM | $546K | 0.3% | 2,442 SH | New |
| SPDR SERIES TRUST | ST INTER BD ETF | $299K | 0.2% | 8,924 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $326K | 0.2% | 10,800 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $838K | 0.5% | 1,123 SH | New |
| STRATEGY INC | CL A NEW | $1.2M | 0.7% | 14,000 SH | New |
| STRYKER CORPORATION | COM | $2.4M | 1.3%Prev: 2.2% | 7,547 SH | Decreased+730 SH |
| TESLA INC | COM | $220K | 0.1% | 524 SH | New |
| TJX COS INC NEW | COM | $3.7M | 2.0%Prev: 1.9% | 24,251 SH | Increased+6,428 SH |
| UNIFIED SER TR | ONEASCENT LARGE | $216K | 0.1% | 5,256 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.1M | 2.3%Prev: 0.2% | 5,990 SH | Increased+5,517 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $347K | 0.2%Prev: 0.2% | 1,465 SH | Increased+196 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.6%Prev: 0.4% | 7,184 SH | Increased+3,706 SH |
| VANGUARD WORLD FD | COMM SRVC ETF | $313K | 0.2%Prev: 0.2% | 1,700 SH | Increased |
| VANGUARD WORLD FD | FINANCIALS ETF | $418K | 0.2%Prev: 0.3% | 3,175 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $969K | 0.5%Prev: 0.4% | 22,890 SH | Increased+13,538 SH |
| VISA INC | COM CL A | $2.2M | 1.2%Prev: 2.8% | 6,521 SH | Decreased-2,664 SH |
| WALMART INC | COM | $4.3M | 2.4%Prev: 2.6% | 38,258 SH | Increased+3,735 SH |
| WASTE MGMT INC DEL | COM | $3.6M | 2.0%Prev: 2.9% | 16,192 SH | Increased+1,818 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 |