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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 | $456K | 0.2%Prev: 0.2% | 1,811 SH | Increased+1,811 SH |
| ADVANCED MICRO DEVICES INC | COM | $3.9M | 1.8%Prev: 1.2% | 6,639 SH | Increased+6,639 SH |
| ALPHABET INC | CAP STK CL A | $3.9M | 1.9%Prev: 1.7% | 11,024 SH | Increased+11,024 SH |
| ALPHABET INC | CAP STK CL C | $2.0M | 1.0%Prev: 0.9% | 5,739 SH | Increased+5,739 SH |
| AMAZON COM INC | COM | $2.1M | 1.0%Prev: 1.1% | 8,776 SH | Increased+8,776 SH |
| AMPHENOL CORP | CL A | $366K | 0.2%Prev: 0.1% | 2,078 SH | Increased+2,078 SH |
| APPLE INC | COM | $6.1M | 2.9%Prev: 2.9% | 20,930 SH | Increased+20,930 SH |
| APPLIED MATLS INC | COM | $563K | 0.3%Prev: 0.1% | 779 SH | Increased+779 SH |
| ARISTA NETWORKS INC | COM SHS | $290K | 0.1% | 1,708 SH | New |
| AXCELIS TECHNOLOGIES INC | COM NEW | $280K | 0.1% | 1,476 SH | New |
| BANK OF AMER CORP | COM | $293K | 0.1% | 5,143 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $952K | 0.5%Prev: 0.3% | 1,903 SH | Increased+1,903 SH |
| BROADCOM INC | COM | $2.4M | 1.2%Prev: 1.0% | 6,466 SH | Increased+6,466 SH |
| CATERPILLAR INC | COM | $480K | 0.2%Prev: 0.2% | 451 SH | Increased+451 SH |
| CHEVRON CORPORATION | COM | $297K | 0.1%Prev: 0.2% | 1,789 SH | Decreased+1,789 SH |
| CISCO SYS INC | COM | $636K | 0.3%Prev: 0.3% | 5,413 SH | Increased+5,413 SH |
| CITIGROUP INC | COM NEW | $216K | 0.1% | 1,541 SH | New |
| COCA COLA CO | COM | $277K | 0.1%Prev: 0.1% | 3,408 SH | Increased+3,408 SH |
| COSTCO WHOLESALE CORPORATION | COM | $271K | 0.1%Prev: 0.2% | 290 SH | Decreased+290 SH |
| ELI LILLY & CO | COM | $848K | 0.4%Prev: 0.4% | 707 SH | Increased+707 SH |
| EXXON MOBIL CORP | COM | $712K | 0.3%Prev: 0.5% | 5,206 SH | Decreased+5,206 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $327K | 0.2%Prev: 0.2% | 6,412 SH | Increased+6,412 SH |
| FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | $2.9M | 1.4%Prev: 1.3% | 22,632 SH | Increased+22,632 SH |
| GE AEROSPACE | COM NEW | $490K | 0.2%Prev: 0.2% | 1,310 SH | Increased+1,310 SH |
| GE VERNOVA INC | COM | $416K | 0.2%Prev: 0.3% | 354 SH | Decreased+354 SH |
| GOLDMAN SACHS GROUP INC | COM | $265K | 0.1%Prev: 0.1% | 262 SH | Increased+262 SH |
| HOME DEPOT INC | COM | $382K | 0.2%Prev: 0.1% | 1,082 SH | Increased+1,082 SH |
| INTEL CORP | COM | $505K | 0.2% | 3,616 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $40.9M | 19.3%Prev: 19.2% | 55,596 SH | Increased+55,596 SH |
| ISHARES TR | 3 7 YR TREAS BD | $429K | 0.2%Prev: 0.2% | 3,651 SH | Decreased+3,651 SH |
| ISHARES TR | CORE S&P500 ETF | $758K | 0.4%Prev: 0.4% | 1,013 SH | Increased+1,013 SH |
| ISHARES TR | CORE US AGGBD ET | $6.1M | 2.9%Prev: 5.3% | 61,681 SH | Decreased+61,681 SH |
| ISHARES TR | ISHARES SEMICDTR | $1.2M | 0.6%Prev: 0.3% | 1,935 SH | Increased+1,935 SH |
| ISHARES TR | MSCI EAFE ETF | $1.8M | 0.9%Prev: 1.0% | 17,395 SH | Increased+17,395 SH |
| ISHARES TR | RUS 1000 ETF | $3.7M | 1.8%Prev: 1.9% | 9,116 SH | Increased+9,116 SH |
| ISHARES TR | RUS MD CP GR ETF | $21.7M | 10.2%Prev: 8.6% | 148,100 SH | Increased+148,100 SH |
| ISHARES TR | S&P SML 600 GWT | $9.5M | 4.5%Prev: 3.8% | 53,324 SH | Increased+53,324 SH |
| JOHNSON & JOHNSON | COM | $714K | 0.3%Prev: 0.4% | 2,811 SH | Increased+2,811 SH |
| JPMORGAN CHASE & CO | COM | $836K | 0.4%Prev: 0.4% | 2,555 SH | Increased+2,555 SH |
| KLA CORP | COM NEW | $419K | 0.2% | 1,390 SH | New |
| LAM RESEARCH CORP | COM NEW | $620K | 0.3%Prev: 0.2% | 1,431 SH | Increased+1,431 SH |
| LINDE PLC | SHS | $221K | 0.1%Prev: 0.1% | 425 SH | Increased+425 SH |
| MARVELL TECHNOLOGY INC | COM | $382K | 0.2% | 1,283 SH | New |
| MASTERCARD INCORPORATED | CL A | $242K | 0.1%Prev: 0.1% | 471 SH | Increased+471 SH |
| META PLATFORMS INC | CL A | $2.9M | 1.4%Prev: 1.5% | 5,232 SH | Increased+5,232 SH |
| MICRON TECHNOLOGY INC | COM | $1.1M | 0.5%Prev: 0.2% | 923 SH | Increased+923 SH |
| MICROSOFT CORP | COM | $4.3M | 2.0%Prev: 2.2% | 11,546 SH | Increased+11,546 SH |
| MORGAN STANLEY | COM NEW | $296K | 0.1%Prev: 0.1% | 1,415 SH | Increased+1,415 SH |
| NEXTERA ENERGY INC | COM | $381K | 0.2%Prev: 0.2% | 4,345 SH | Decreased+4,345 SH |
| NVIDIA CORPORATION | COM | $6.2M | 2.9%Prev: 3.2% | 31,120 SH | Increased+31,120 SH |
| ORACLE CORP | COM | $942K | 0.4%Prev: 0.5% | 6,429 SH | Increased+6,429 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $287K | 0.1%Prev: 0.2% | 2,460 SH | Increased+2,460 SH |
| PALO ALTO NETWORKS INC | COM | $243K | 0.1% | 714 SH | New |
| PROCTER & GAMBLE CO | COM | $303K | 0.1%Prev: 0.2% | 2,065 SH | Decreased+2,065 SH |
| RIVIAN AUTOMOTIVE INC | CALL | $1.0M | 0.5%Prev: 0.5% | 1,330 SH | Increased-142,370 SH |
| SANDISK CORP | COM | $214K | 0.1% | 94 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $783K | 0.4%Prev: 0.4% | 28,280 SH | Increased+28,280 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $376K | 0.2%Prev: 0.2% | 12,984 SH | Increased+12,984 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $212K | 0.1% | 220 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $261K | 0.1% | 1,372 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.9M | 0.9%Prev: 1.3% | 5,198 SH | Decreased+5,198 SH |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $20.6M | 9.7%Prev: 8.0% | 39,490 SH | Increased+39,490 SH |
| TESLA INC | COM | $1.4M | 0.7%Prev: 0.6% | 3,323 SH | Increased+3,323 SH |
| TEXAS INSTRS INC | COM | $209K | 0.1% | 702 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $207K | 0.1%Prev: 0.1% | 413 SH | Decreased+413 SH |
| UNITEDHEALTH GROUP INC | COM | $201K | 0.1% | 484 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $219K | 0.1% | 334 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $857K | 0.4%Prev: 0.4% | 9,954 SH | Increased+9,954 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $22.7M | 10.7%Prev: 14.9% | 32,979 SH | Decreased+32,979 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $747K | 0.4%Prev: 0.4% | 2,020 SH | Increased+2,020 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $282K | 0.1%Prev: 0.1% | 2,205 SH | Increased+2,205 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.9M | 1.4%Prev: 1.5% | 41,186 SH | Increased+41,186 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $924K | 0.4%Prev: 0.5% | 3,375 SH | Increased+3,375 SH |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | $14.1M | 6.6%Prev: 5.1% | 277,676 SH | Increased+277,676 SH |
| VISA INC | COM CL A | $630K | 0.3%Prev: 0.3% | 1,836 SH | Increased+1,836 SH |
| WALMART INC | COM | $619K | 0.3%Prev: 0.4% | 5,461 SH | Decreased+5,461 SH |
| WELLS FARGO & CO | COM | $311K | 0.1%Prev: 0.2% | 3,766 SH | Decreased+3,766 SH |
| WELLTOWER INC | COM | $263K | 0.1%Prev: 0.1% | 1,158 SH | Increased+1,158 SH |
| WESTERN DIGITAL CORP | COM | $397K | 0.2% | 621 SH | New |
| 13F-HR |
| 0002079652-26-000004 |
| $211.6M |
| View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002079652-26-000002 | $177.4M | View |