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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 | $375K | 0.2% | 0 SH | |
| ADVANCED MICRO DEVICES INC | COM | $2.1M | 1.2% | 0 SH | |
| ALPHABET INC | CAP STK CL A | $3.1M | 1.7% | 0 SH | |
| ALPHABET INC | CAP STK CL C | $1.6M | 0.9% | 0 SH | |
| AMAZON COM INC | COM | $1.9M | 1.1% | 0 SH | |
| AMPHENOL CORP | CL A | $261K | 0.1% | 0 SH | |
| APPLE INC | COM | $5.1M | 2.9% | 0 SH | |
| APPLIED MATLS INC | COM | $261K | 0.1% | 0 SH | |
| BANK AMERICA CORP | COM | $206K | 0.1% | 0 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $571K | 0.3% | 0 SH | |
| BROADCOM INC | COM | $1.8M | 1.0% | 0 SH | |
| CATERPILLAR INC | COM | $314K | 0.2% | 0 SH | |
| CHEVRON CORPORATION | COM | $404K | 0.2% | 0 SH | |
| CISCO SYS INC | COM | $466K | 0.3% | 0 SH | |
| COCA COLA CO | COM | $248K | 0.1% | 0 SH | |
| COSTCO WHOLESALE CORPORATION | COM | $293K | 0.2% | 0 SH | |
| ELI LILLY & CO | COM | $633K | 0.4% | 0 SH | |
| EXXON MOBIL CORP | COM | $964K | 0.5% | 0 SH | |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $319K | 0.2% | 0 SH | |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $2.2M | 1.3% | 0 SH | |
| GE AEROSPACE | COM NEW | $370K | 0.2% | 0 SH | |
| GE VERNOVA INC | COM | $537K | 0.3% | 0 SH | |
| GOLDMAN SACHS GROUP INC | COM | $262K | 0.1% | 0 SH | |
| HOME DEPOT INC | COM | $261K | 0.1% | 0 SH | |
| HONEYWELL INTL INC | COM | $229K | 0.1% | 0 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $34.0M | 19.2% | 0 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $438K | 0.2% | 0 SH | |
| ISHARES TR | CORE S&P500 ETF | $661K | 0.4% | 0 SH | |
| ISHARES TR | CORE US AGGBD ET | $9.3M | 5.3% | 0 SH | |
| ISHARES TR | ISHARES SEMICDTR | $599K | 0.3% | 0 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.8M | 1.0% | 0 SH | |
| ISHARES TR | RUS 1000 ETF | $3.3M | 1.9% | 0 SH | |
| ISHARES TR | RUS MD CP GR ETF | $15.2M | 8.6% | 0 SH | |
| ISHARES TR | S&P SML 600 GWT | $6.7M | 3.8% | 0 SH | |
| JOHNSON & JOHNSON | COM | $674K | 0.4% | 0 SH | |
| JPMORGAN CHASE & CO | COM | $727K | 0.4% | 0 SH | |
| LAM RESEARCH CORP | COM NEW | $301K | 0.2% | 0 SH | |
| LINDE PLC | SHS | $208K | 0.1% | 0 SH | |
| MASTERCARD INCORPORATED | CL A | $230K | 0.1% | 0 SH | |
| META PLATFORMS INC | CL A | $2.6M | 1.5% | 0 SH | |
| MICRON TECHNOLOGY INC | COM | $336K | 0.2% | 0 SH | |
| MICROSOFT CORP | COM | $3.9M | 2.2% | 0 SH | |
| MORGAN STANLEY | COM NEW | $218K | 0.1% | 0 SH | |
| NETFLIX INC. | COM | $270K | 0.2% | 0 SH | |
| NEXTERA ENERGY INC | COM | $412K | 0.2% | 0 SH | |
| NVIDIA CORPORATION | COM | $5.6M | 3.2% | 0 SH | |
| ORACLE CORP | COM | $902K | 0.5% | 0 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $285K | 0.2% | 0 SH | |
| PALMER SQUARE CAPITAL BDC IN | COM SHS | $423K | 0.2% | 0 SH | |
| PEPSICO INC | COM | $245K | 0.1% | 0 SH | |
| PROCTER & GAMBLE CO | COM | $322K | 0.2% | 0 SH | |
| RIVIAN AUTOMOTIVE INC | CALL | $838K | 0.5% | 143,700 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $700K | 0.4% | 0 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $326K | 0.2% | 0 SH | |
| SPDR GOLD TR | GOLD SHS | $2.3M | 1.3% | 0 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $277K | 0.2% | 0 SH | |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $14.1M | 8.0% | 0 SH | |
| TESLA INC | COM | $1.1M | 0.6% | 0 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $212K | 0.1% | 0 SH | |
| TJX COS INC NEW | COM | $227K | 0.1% | 0 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $214K | 0.1% | 0 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $725K | 0.4% | 0 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $26.4M | 14.9% | 0 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $654K | 0.4% | 0 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $242K | 0.1% | 0 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.7M | 1.5% | 0 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $799K | 0.5% | 0 SH | |
| VERIZON COMMUNICATIONS INC | COM | $216K | 0.1% | 0 SH | |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $9.1M | 5.1% | 0 SH | |
| VISA INC | COM CL A | $478K | 0.3% | 0 SH | |
| WALMART INC | COM | $672K | 0.4% | 0 SH | |
| WELLS FARGO & CO | COM | $313K | 0.2% | 0 SH | |
| WELLTOWER INC | COM | $226K | 0.1% | 0 SH |
| 13F-HR |
| 0002079652-26-000004 |
| $211.6M |
| View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002079652-26-000002 | $177.4M | View |