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CIK 0001910180 • 4 13F filings • Apr 23, 2025 – Feb 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $212K | 0.2% | 988 SH | New |
| APPLE INC | COM | $274K | 0.2%Prev: 0.2% | 1,008 SH | Increased |
| AUTOMATIC DATA PROCESSING IN | COM | $378K | 0.3%Prev: 0.4% | 1,468 SH | Decreased |
| EXXON MOBIL CORP | COM | $1.6M | 1.4%Prev: 1.3% | 12,913 SH | Increased+899 SH |
| ISHARES GOLD TR | ISHARES NEW | $45.5M | 41.1%Prev: 39.9% | 560,670 SH | Increased-23,219 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $1.0M | 0.9%Prev: 0.5% | 24,033 SH | Increased+9,587 SH |
| JOHNSON & JOHNSON | COM | $312K | 0.3%Prev: 0.3% | 1,506 SH | Increased |
| MICROSOFT CORP | COM | $772K | 0.7%Prev: 0.8% | 1,597 SH | Decreased |
| ORIGIN BANCORP INC | COM | $238K | 0.2%Prev: 0.2% | 6,326 SH | Increased |
| RAYMOND JAMES FINL INC | COM | $3.1M | 2.8%Prev: 4.6% | 19,115 SH | Decreased-9,360 SH |
| RTX CORPORATION | COM | $280K | 0.3%Prev: 0.2% | 1,528 SH | Increased |
| SPDR GOLD TR | GOLD SHS | $495K | 0.4%Prev: 0.4% | 1,248 SH | Increased |
| TESLA INC | COM | $243K | 0.2%Prev: 0.2% | 541 SH | Increased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.1M | 1.9%Prev: 2.1% | 7,461 SH | Decreased-81 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $25.9M | 23.3%Prev: 23.8% | 41,246 SH | Increased-129 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $438K | 0.4%Prev: 0.4% | 5,961 SH | Increased+101 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $28.0M | 25.3%Prev: 24.4% | 371,788 SH | Increased+17,842 SH |
| 13F-HR |
| 0001951757-26-001094 |
| $248.6M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000953 | $195.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000673 | $228.9M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000432 | $177.1M | View |