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CIK 0002079652 • 3 13F filings • Jan 28, 2026 – Jul 24, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $393K | 0.2%Prev: 0.2% | 0 SH | Decreased-1,811 SH |
| ADVANCED MICRO DEVICES INC | COM | $2.2M | 1.3%Prev: 1.8% | 0 SH | Decreased-6,639 SH |
| ALPHABET INC | CAP STK CL A | $3.2M | 1.9%Prev: 1.9% | 0 SH | Decreased-11,024 SH |
| ALPHABET INC | CAP STK CL C | $1.8M | 1.1%Prev: 1.0% | 0 SH | Decreased-5,739 SH |
| AMAZON COM INC | COM | $1.8M | 1.1%Prev: 1.0% | 0 SH | Decreased-8,776 SH |
| AMPHENOL CORP NEW | CL A | $304K | 0.2% | 0 SH | New |
| APPLE INC | COM | $5.2M | 3.2%Prev: 2.9% | 0 SH | Decreased-20,930 SH |
| BANK AMERICA CORP | COM | $260K | 0.2% | 0 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $547K | 0.3%Prev: 0.5% | 0 SH | Decreased-1,903 SH |
| BLACKROCK INC | COM | $201K | 0.1% | 0 SH | New |
| BROADCOM INC | COM | $1.9M | 1.1%Prev: 1.2% | 0 SH | Decreased-6,466 SH |
| CAPITAL ONE FINL CORP | COM | $202K | 0.1% | 0 SH | New |
| CATERPILLAR INC | COM | $235K | 0.1%Prev: 0.2% | 0 SH | Decreased-451 SH |
| CHEVRON CORP NEW | COM | $258K | 0.2% | 0 SH | New |
| CISCO SYS INC | COM | $394K | 0.2%Prev: 0.3% | 0 SH | Decreased-5,413 SH |
| COSTCO WHSL CORP NEW | COM | $244K | 0.1% | 0 SH | New |
| ELI LILLY & CO | COM | $705K | 0.4%Prev: 0.4% | 0 SH | Decreased-707 SH |
| EXXON MOBIL CORP | COM | $622K | 0.4%Prev: 0.3% | 0 SH | Decreased-5,206 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $360K | 0.2%Prev: 0.2% | 0 SH | Increased-6,412 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $2.3M | 1.4%Prev: 1.4% | 0 SH | Decreased-22,632 SH |
| GE AEROSPACE | COM NEW | $375K | 0.2%Prev: 0.2% | 0 SH | Decreased-1,310 SH |
| GE VERNOVA INC | COM | $217K | 0.1%Prev: 0.2% | 0 SH | Decreased-354 SH |
| GOLDMAN SACHS GROUP INC | COM | $206K | 0.1%Prev: 0.1% | 0 SH | Decreased-262 SH |
| HOME DEPOT INC | COM | $374K | 0.2%Prev: 0.2% | 0 SH | Decreased-1,082 SH |
| INVESCO QQQ TR | UNIT SER 1 | $31.8M | 19.2%Prev: 19.3% | 0 SH | Decreased-55,596 SH |
| ISHARES TR | 3 7 YR TREAS BD | $441K | 0.3%Prev: 0.2% | 0 SH | Increased-3,651 SH |
| ISHARES TR | CORE S&P500 ETF | $683K | 0.4%Prev: 0.4% | 0 SH | Decreased-1,013 SH |
| ISHARES TR | CORE US AGGBD ET | $6.8M | 4.1%Prev: 2.9% | 0 SH | Increased-61,681 SH |
| ISHARES TR | ISHARES SEMICDTR | $503K | 0.3%Prev: 0.6% | 0 SH | Decreased-1,935 SH |
| ISHARES TR | MSCI EAFE ETF | $2.0M | 1.2%Prev: 0.9% | 0 SH | Increased-17,395 SH |
| ISHARES TR | RUS 1000 ETF | $3.5M | 2.1%Prev: 1.8% | 0 SH | Decreased-9,116 SH |
| ISHARES TR | RUS MD CP GR ETF | $14.3M | 8.6%Prev: 10.2% | 0 SH | Decreased-148,100 SH |
| ISHARES TR | S&P SML 600 GWT | $5.8M | 3.5%Prev: 4.5% | 0 SH | Decreased-53,324 SH |
| JOHNSON & JOHNSON | COM | $534K | 0.3%Prev: 0.3% | 0 SH | Decreased-2,811 SH |
| JPMORGAN CHASE & CO. | COM | $778K | 0.5% | 0 SH | New |
| LAM RESEARCH CORP | COM NEW | $221K | 0.1%Prev: 0.3% | 0 SH | Decreased-1,431 SH |
| MASTERCARD INCORPORATED | CL A | $248K | 0.1%Prev: 0.1% | 0 SH | Increased-471 SH |
| META PLATFORMS INC | CL A | $2.9M | 1.7%Prev: 1.4% | 0 SH | Decreased-5,232 SH |
| MICRON TECHNOLOGY INC | COM | $235K | 0.1%Prev: 0.5% | 0 SH | Decreased-923 SH |
| MICROSOFT CORP | COM | $5.1M | 3.1%Prev: 2.0% | 0 SH | Increased-11,546 SH |
| MORGAN STANLEY | COM NEW | $224K | 0.1%Prev: 0.1% | 0 SH | Decreased-1,415 SH |
| NETFLIX INC | COM | $244K | 0.1% | 0 SH | New |
| NEXTERA ENERGY INC | COM | $344K | 0.2%Prev: 0.2% | 0 SH | Decreased-4,345 SH |
| NVIDIA CORPORATION | COM | $5.4M | 3.3%Prev: 2.9% | 0 SH | Decreased-31,120 SH |
| ORACLE CORP | COM | $1.1M | 0.7%Prev: 0.4% | 0 SH | Increased-6,429 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $344K | 0.2%Prev: 0.1% | 0 SH | Increased-2,460 SH |
| PALMER SQUARE CAPITAL BDC IN | COM SHS | $528K | 0.3% | 0 SH | New |
| PEPSICO INC | COM | $210K | 0.1% | 0 SH | New |
| PROCTER AND GAMBLE CO | COM | $226K | 0.1% | 0 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $583K | 0.4%Prev: 0.4% | 0 SH | Decreased-28,280 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $12.8M | 7.8% | 0 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.9M | 1.1%Prev: 0.9% | 0 SH | Decreased-5,198 SH |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $278K | 0.2% | 0 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $224K | 0.1% | 0 SH | New |
| TESLA INC | COM | $1.3M | 0.8%Prev: 0.7% | 0 SH | Decreased-3,323 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $217K | 0.1%Prev: 0.1% | 0 SH | Increased-413 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $215K | 0.1% | 0 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $809K | 0.5%Prev: 0.4% | 0 SH | Decreased-9,954 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $25.6M | 15.5%Prev: 10.7% | 0 SH | Increased-32,979 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $686K | 0.4%Prev: 0.4% | 0 SH | Decreased-2,020 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $268K | 0.2%Prev: 0.1% | 0 SH | Decreased-2,205 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.6M | 1.6%Prev: 1.4% | 0 SH | Decreased-41,186 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $849K | 0.5%Prev: 0.4% | 0 SH | Decreased-3,375 SH |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $6.6M | 4.0%Prev: 6.6% | 0 SH | Decreased-277,676 SH |
| VISA INC | COM CL A | $639K | 0.4%Prev: 0.3% | 0 SH | Increased-1,836 SH |
| WALMART INC | COM | $599K | 0.4%Prev: 0.3% | 0 SH | Decreased-5,461 SH |
| WELLS FARGO CO NEW | COM | $371K | 0.2% | 0 SH | New |
| WELLTOWER INC | COM | $220K | 0.1%Prev: 0.1% | 0 SH | Decreased-1,158 SH |
| 13F-HR |
| 0002079652-26-000004 |
| $211.6M |
| View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002079652-26-000002 | $177.4M | View |