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CIK 0001905669 • 6 13F filings • May 15, 2025 – Aug 5, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $343K | 0.2%Prev: 0.2% | 1,279 SH | Increased+43 SH |
| ADOBE INC | COM | $465K | 0.3%Prev: 0.4% | 1,329 SH | Decreased-316 SH |
| ADVANCED MICRO DEVICES INC | COM | $764K | 0.5%Prev: 0.4% | 3,568 SH | Increased+173 SH |
| AIRBNB INC | COM CL A | $1.1M | 0.7%Prev: 0.7% | 7,814 SH | Increased-135 SH |
| ALPHABET INC | CAP STK CL A | $1.6M | 1.1%Prev: 0.8% | 5,182 SH | Increased+12 SH |
| ALPHABET INC | CAP STK CL C | $6.5M | 4.6%Prev: 3.5% | 20,861 SH | Increased-714 SH |
| AMAZON COM INC | COM | $9.6M | 6.7%Prev: 6.3% | 41,530 SH | Increased-1,235 SH |
| APPLE INC | COM | $5.9M | 4.2%Prev: 3.8% | 21,802 SH | Increased-199 SH |
| ARISTA NETWORKS INC | COM SHS | $2.9M | 2.0%Prev: 2.6% | 22,068 SH | Decreased-4,082 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $665K | 0.5%Prev: 0.4% | 622 SH | Increased+11 SH |
| ATLASSIAN CORPORATION | CL A | $214K | 0.2%Prev: 0.2% | 1,317 SH | Decreased-427 SH |
| AUTODESK INC | COM | $233K | 0.2%Prev: 0.2% | 787 SH | Decreased-134 SH |
| AXON ENTERPRISE INC | COM | $829K | 0.6%Prev: 0.7% | 1,460 SH | Decreased+72 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $576K | 0.4%Prev: 0.4% | 1,146 SH | Increased+12 SH |
| BOOKING HOLDINGS INC | COM | $337K | 0.2%Prev: 0.2% | 63 SH | Decreased |
| BROADCOM INC | COM | $1.8M | 1.2%Prev: 1.2% | 5,122 SH | Increased-86 SH |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $210K | 0.1%Prev: 0.1% | 5,885 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $231K | 0.2%Prev: 0.1% | 5,290 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $455K | 0.3%Prev: 0.3% | 1,876 SH | Increased-26 SH |
| CHEVRON CORP NEW | COM | $420K | 0.3%Prev: 0.3% | 2,756 SH | Decreased-31 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $1.2M | 0.8%Prev: 0.9% | 31,461 SH | Decreased-1,248 SH |
| CLOUDFLARE INC | CL A COM | $656K | 0.5%Prev: 0.5% | 3,327 SH | Decreased-29 SH |
| COSTCO WHSL CORP NEW | COM | $908K | 0.6%Prev: 0.7% | 1,053 SH | Decreased+1 SH |
| CROWDSTRIKE HLDGS INC | CL A | $1.9M | 1.3%Prev: 1.4% | 4,075 SH | Decreased-150 SH |
| DATADOG INC | CL A COM | $872K | 0.6%Prev: 0.6% | 6,414 SH | Decreased-331 SH |
| DISNEY WALT CO | COM | $1.1M | 0.8%Prev: 0.8% | 9,790 SH | Decreased-189 SH |
| DOCUSIGN INC | COM | $310K | 0.2%Prev: 0.2% | 4,525 SH | Decreased-176 SH |
| EBAY INC. | COM | $293K | 0.2%Prev: 0.2% | 3,362 SH | Decreased-341 SH |
| ELECTRONIC ARTS INC | COM | $522K | 0.4%Prev: 0.3% | 2,556 SH | Increased |
| ELI LILLY & CO | COM | $245K | 0.2% | 228 SH | New |
| EOG RES INC | COM | $226K | 0.2%Prev: 0.2% | 2,150 SH | Decreased-193 SH |
| EPR PPTYS | COM SH BEN INT | $300K | 0.2%Prev: 0.3% | 6,006 SH | Decreased-461 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $952K | 0.7%Prev: 0.8% | 12,484 SH | Decreased-12 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $1.1M | 0.8%Prev: 0.8% | 31,833 SH | Decreased-1,815 SH |
| GENUINE PARTS CO | COM | $201K | 0.1%Prev: 0.2% | 1,631 SH | Decreased-170 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $437K | 0.3%Prev: 0.2% | 4,372 SH | Increased+773 SH |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | $699K | 0.5%Prev: 0.6% | 13,212 SH | Decreased-3,336 SH |
| GOLDMAN SACHS ETF TR | S&P 500 PREMIUM | $673K | 0.5%Prev: 0.6% | 12,738 SH | Decreased-2,922 SH |
| GOLDMAN SACHS ETF TR | ULTRA SHORT BOND | $427K | 0.3%Prev: 0.3% | 8,453 SH | Increased+210 SH |
| HERSHEY CO | COM | $201K | 0.1%Prev: 0.2% | 1,107 SH | Decreased-145 SH |
| HUBSPOT INC | COM | $318K | 0.2%Prev: 0.3% | 792 SH | Decreased-33 SH |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $477K | 0.3%Prev: 0.4% | 7,412 SH | Decreased-593 SH |
| INTUIT | COM | $298K | 0.2%Prev: 0.2% | 450 SH | Decreased+2 SH |
| INTUITIVE SURGICAL INC | COM NEW | $228K | 0.2% | 403 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $942K | 0.7%Prev: 0.6% | 1,533 SH | Increased+60 SH |
| ISHARES TR | CORE S&P500 ETF | $448K | 0.3%Prev: 0.3% | 654 SH | Increased-4 SH |
| ISHARES TR | EAFE GRWTH ETF | $282K | 0.2%Prev: 0.2% | 2,473 SH | Increased |
| ISHARES TR | MRGSTR SM CP GR | $438K | 0.3%Prev: 0.3% | 7,892 SH | Increased+336 SH |
| JD.COM INC | SPON ADS CL A | $251K | 0.2%Prev: 0.2% | 8,763 SH | Decreased+378 SH |
| JPMORGAN CHASE & CO. | COM | $302K | 0.2%Prev: 0.2% | 938 SH | Decreased-39 SH |
| KINDER MORGAN INC DEL | COM | $326K | 0.2%Prev: 0.2% | 11,845 SH | Decreased-345 SH |
| KINSALE CAP GROUP INC | COM | $993K | 0.7%Prev: 0.8% | 2,539 SH | Decreased-138 SH |
| LAM RESEARCH CORP | COM NEW | $211K | 0.1% | 1,230 SH | New |
| LEMONADE INC | COM | $723K | 0.5%Prev: 0.4% | 10,155 SH | Increased-369 SH |
| MASTERCARD INCORPORATED | CL A | $1.9M | 1.3%Prev: 1.3% | 3,354 SH | Decreased-44 SH |
| MERCADOLIBRE INC | COM | $3.3M | 2.3%Prev: 2.6% | 1,631 SH | Decreased-16 SH |
| META PLATFORMS INC | CL A | $4.7M | 3.3%Prev: 3.5% | 7,095 SH | Decreased-60 SH |
| MICRON TECHNOLOGY INC | COM | $376K | 0.3%Prev: 0.1% | 1,319 SH | Increased+6 SH |
| MICROSOFT CORP | COM | $11.3M | 8.0%Prev: 7.9% | 23,424 SH | Decreased+811 SH |
| NETFLIX INC | COM | $3.4M | 2.4%Prev: 2.9% | 35,757 SH | Decreased+32,123 SH |
| NEW YORK TIMES CO | CL A | $207K | 0.1% | 2,983 SH | New |
| NEXTERA ENERGY INC | COM | $345K | 0.2%Prev: 0.2% | 4,292 SH | Decreased-353 SH |
| NVIDIA CORPORATION | COM | $11.6M | 8.1%Prev: 8.2% | 62,136 SH | Decreased-3,135 SH |
| OKTA INC | CL A | $563K | 0.4%Prev: 0.4% | 6,514 SH | Decreased-207 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $600K | 0.4%Prev: 0.5% | 3,376 SH | Decreased-1,004 SH |
| PAYCOM SOFTWARE INC | COM | $602K | 0.4%Prev: 0.5% | 3,776 SH | Decreased-98 SH |
| PAYPAL HLDGS INC | COM | $565K | 0.4%Prev: 0.4% | 9,672 SH | Decreased+32 SH |
| PINTEREST INC | CL A | $205K | 0.1%Prev: 0.2% | 7,920 SH | Decreased-1 SH |
| PLANET FITNESS INC | CL A | $286K | 0.2%Prev: 0.2% | 2,640 SH | Increased |
| PROLOGIS INC. | COM | $416K | 0.3%Prev: 0.2% | 3,262 SH | Increased+65 SH |
| RBB FD INC | MOTLEY FOL ETF | $3.6M | 2.5%Prev: 2.4% | 50,151 SH | Increased+42 SH |
| ROKU INC | COM CL A | $332K | 0.2%Prev: 0.2% | 3,056 SH | Increased-73 SH |
| SALESFORCE INC | COM | $533K | 0.4%Prev: 0.3% | 2,012 SH | Increased-23 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $209K | 0.1%Prev: 0.1% | 7,604 SH | Increased-29 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $554K | 0.4%Prev: 0.4% | 16,985 SH | Decreased-1,700 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $219K | 0.2%Prev: 0.1% | 7,398 SH | Increased-18 SH |
| SEA LTD | SPONSORD ADS | $256K | 0.2%Prev: 0.2% | 2,010 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET IND | $283K | 0.2% | 1,826 SH | New |
| SERVICENOW INC | COM | $1.0M | 0.7%Prev: 0.8% | 6,615 SH | Decreased+5,287 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $8.7M | 6.1%Prev: 6.4% | 54,282 SH | Decreased-9,167 SH |
| SNOWFLAKE INC | COM SHS | $924K | 0.6%Prev: 0.7% | 4,214 SH | Decreased-91 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $257K | 0.2%Prev: 0.2% | 377 SH | Decreased-107 SH |
| STARBUCKS CORP | COM | $632K | 0.4%Prev: 0.5% | 7,500 SH | Decreased-398 SH |
| SYNOPSYS INC | COM | $281K | 0.2%Prev: 0.2% | 599 SH | Increased+35 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $343K | 0.2%Prev: 0.2% | 1,130 SH | Increased+24 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $244K | 0.2%Prev: 0.2% | 954 SH | Decreased+1 SH |
| TESLA INC | COM | $5.9M | 4.1%Prev: 4.0% | 13,098 SH | Decreased-290 SH |
| THE TRADE DESK INC | COM CL A | $2.8M | 2.0%Prev: 2.5% | 74,556 SH | Decreased-1,230 SH |
| TRACTOR SUPPLY CO | COM | $256K | 0.2%Prev: 0.2% | 5,112 SH | Decreased+246 SH |
| UBER TECHNOLOGIES INC | COM | $554K | 0.4%Prev: 0.5% | 6,774 SH | Decreased-694 SH |
| ULTA BEAUTY INC | COM | $229K | 0.2%Prev: 0.1% | 378 SH | Increased |
| UNITY SOFTWARE INC | COM | $405K | 0.3%Prev: 0.2% | 9,175 SH | Increased+791 SH |
| UPSTART HLDGS INC | COM | $273K | 0.2%Prev: 0.2% | 6,233 SH | Decreased+47 SH |
| UPWORK INC | COM | $608K | 0.4%Prev: 0.4% | 30,659 SH | Increased-374 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.5M | 1.0%Prev: 1.0% | 4,660 SH | Decreased-125 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.6M | 1.1%Prev: 1.1% | 5,381 SH | Decreased-138 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $296K | 0.2%Prev: 0.2% | 3,345 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.8M | 2.7%Prev: 2.5% | 6,128 SH | Increased+110 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $553K | 0.4%Prev: 0.4% | 2,143 SH | Increased+6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $462K | 0.3%Prev: 0.2% | 1,379 SH | Increased+561 SH |
| VANGUARD INDEX FDS | VALUE ETF | $474K | 0.3%Prev: 0.3% | 2,483 SH | Increased+102 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.5M | 1.1%Prev: 1.1% | 28,758 SH | Decreased-800 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $355K | 0.2%Prev: 0.2% | 2,514 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $316K | 0.2%Prev: 0.2% | 4,187 SH | Increased+29 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.5M | 1.8%Prev: 1.6% | 3,366 SH | Increased+104 SH |
| VEEVA SYS INC | CL A COM | $330K | 0.2%Prev: 0.3% | 1,480 SH | Decreased+15 SH |
| VISA INC | COM CL A | $295K | 0.2%Prev: 0.2% | 841 SH | Increased+28 SH |
| WALKER & DUNLOP INC | COM | $450K | 0.3%Prev: 0.4% | 7,484 SH | Decreased-11 SH |
| WALMART INC | COM | $337K | 0.2%Prev: 0.2% | 3,028 SH | Increased+60 SH |
| WASTE MGMT INC DEL | COM | $405K | 0.3%Prev: 0.3% | 1,843 SH | Decreased-80 SH |
| WHEATON PRECIOUS METALS CORP | COM | $269K | 0.2%Prev: 0.2% | 2,292 SH | Increased |
| WORKDAY INC | CL A | $280K | 0.2%Prev: 0.2% | 1,305 SH | Decreased-6 SH |
| ZILLOW GROUP INC | CL A | $286K | 0.2%Prev: 0.2% | 4,189 SH | Decreased |
| ZOOM COMMUNICATIONS INC | CL A | $613K | 0.4%Prev: 0.4% | 7,101 SH | Increased+44 SH |
| ZSCALER INC | COM | $1.3M | 0.9%Prev: 1.2% | 5,669 SH | Decreased-324 SH |
| 13F-HR |
| 0001905669-26-000003 |
| $139.0M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001905669-25-000004 | $135.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001905669-26-000002 | $133.1M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001905669-25-000003 | $111.4M | View |