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CIK 0002060663 • 8 13F filings • May 13, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $221K | 0.2% | 1,663 SH | |
| ABBVIE INC | COM | $217K | 0.2% | 1,034 SH | |
| AIR PRODS & CHEMS INC | COM | $315K | 0.2% | 1,068 SH | |
| ALPHABET INC | CAP STK CL A | $379K | 0.3% | 2,453 SH | |
| ALPHABET INC | CAP STK CL C | $394K | 0.3% | 2,520 SH | |
| AMAZON COM INC | COM | $947K | 0.7% | 4,979 SH | |
| APPLE INC | CALL | $25 | 0.0% | 16,488 PRN | |
| APPLE INC | COM | $5.5M | 3.9% | 24,597 SH | |
| APPLE INC | PUT | $37 | 0.0% | 33,552 PRN | |
| AURORA INNOVATION INC | CLASS A COM | $98K | 0.1% | 14,530 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 0.9% | 2,267 SH | |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $3.9M | 2.8% | 74,489 SH | |
| BLACKSTONE INC | COM | $1.2M | 0.8% | 8,362 SH | |
| CACI INTL INC | CL A | $719K | 0.5% | 1,960 SH | |
| CHARLES RIV LABS INTL INC | COM | $252K | 0.2% | 1,672 SH | |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | $394K | 0.3% | 5,965 SH | |
| CHEVRON CORP NEW | COM | $906K | 0.7% | 5,414 SH | |
| CME GROUP INC | COM | $217K | 0.2% | 819 SH | |
| CONSOLIDATED EDISON INC | COM | $516K | 0.4% | 4,669 SH | |
| DEERE & CO | COM | $728K | 0.5% | 1,552 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $1.2M | 0.8% | 46,419 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $218K | 0.2% | 8,437 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $2.2M | 1.6% | 41,651 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $451K | 0.3% | 14,433 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $425K | 0.3% | 15,292 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $1.2M | 0.9% | 45,563 SH | |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $608K | 0.4% | 12,772 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $4.5M | 3.3% | 117,429 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $407K | 0.3% | 12,332 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $344K | 0.2% | 5,690 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $6.0M | 4.3% | 181,101 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $208K | 0.1% | 5,046 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $332K | 0.2% | 12,673 SH | |
| DORCHESTER MINERALS LP | COM UNIT | $287K | 0.2% | 9,537 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $4.0M | 2.9% | 112,915 SH | |
| ELI LILLY & CO | COM | $377K | 0.3% | 457 SH | |
| EVERSOURCE ENERGY | COM | $573K | 0.4% | 9,218 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $5.6M | 4.0% | 188,462 SH | |
| FORD MTR CO | COM | $149K | 0.1% | 14,901 SH | |
| FRANCO NEV CORP | COM | $316K | 0.2% | 2,003 SH | |
| GE AEROSPACE | COM NEW | $1.2M | 0.9% | 6,022 SH | |
| GE VERNOVA INC | COM | $664K | 0.5% | 2,176 SH | |
| HONEYWELL INTL INC | COM | $548K | 0.4% | 2,588 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $903K | 0.7% | 3,633 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $224K | 0.2% | 453 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $2.2M | 1.6% | 23,522 SH | |
| ISHARES GOLD TR | SHARES REPRESENT | $3.0M | 2.2% | 97,463 SH | |
| ISHARES TR | CORE S&P SCP ETF | $342K | 0.2% | 3,275 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.9M | 1.4% | 3,342 SH | |
| ISHARES TR | ESG AWR MSCI USA | $396K | 0.3% | 3,246 SH | |
| ISHARES TR | FLTG RATE NT ETF | $521K | 0.4% | 10,213 SH | |
| ISHARES TR | GLOBAL TECH ETF | $371K | 0.3% | 4,893 SH | |
| ISHARES TR | IBDS DEC28 ETF | $285K | 0.2% | 11,295 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $369K | 0.3% | 15,810 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $368K | 0.3% | 16,041 SH | |
| ISHARES TR | IBONDS 27 ETF | $388K | 0.3% | 16,056 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $366K | 0.3% | 16,338 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $286K | 0.2% | 12,850 SH | |
| ISHARES TR | IBONDS 29 TRM TS | $286K | 0.2% | 13,160 SH | |
| ISHARES TR | IBONDS DEC 29 | $286K | 0.2% | 12,378 SH | |
| ISHARES TR | IBONDS DEC2026 | $398K | 0.3% | 16,451 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $398K | 0.3% | 15,838 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $4.1M | 2.9% | 77,361 SH | |
| ISHARES TR | RUS MID CAP ETF | $252K | 0.2% | 2,960 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 2.0% | 13,637 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $220K | 0.2% | 2,080 SH | |
| ISHARES TR | U.S. TECH ETF | $5.7M | 4.1% | 40,315 SH | |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $10.1M | 7.3% | 213,719 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $2.2M | 1.6% | 39,180 SH | |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $205K | 0.1% | 3,049 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $4.2M | 3.0% | 74,881 SH | |
| JOHNSON & JOHNSON | COM | $241K | 0.2% | 1,454 SH | |
| JPMORGAN CHASE & CO. | COM | $532K | 0.4% | 2,167 SH | |
| KIMBELL RTY PARTNERS LP | UNIT | $162K | 0.1% | 11,570 SH | |
| LOCKHEED MARTIN CORP | COM | $811K | 0.6% | 1,815 SH | |
| MARKEL GROUP INC | COM | $608K | 0.4% | 325 SH | |
| MCDONALDS CORP | COM | $449K | 0.3% | 1,438 SH | |
| META PLATFORMS INC | CL A | $372K | 0.3% | 645 SH | |
| MICROSOFT CORP | COM | $2.8M | 2.0% | 7,391 SH | |
| NVIDIA CORPORATION | COM | $222K | 0.2% | 2,049 SH | |
| OREILLY AUTOMOTIVE INC | COM | $229K | 0.2% | 160 SH | |
| PACER FDS TR | US CASH COWS 100 | $4.3M | 3.1% | 78,791 SH | |
| RBB FD INC | US TREAS 3 MNTH | $1.8M | 1.3% | 36,073 SH | |
| SELECT SECTOR SPDR TR | INDL | $220K | 0.2% | 1,677 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $225K | 0.2% | 1,541 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $555K | 0.4% | 2,689 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.9M | 1.4% | 3,458 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $25.5M | 18.4% | 387,640 SH | |
| TORONTO DOMINION BK ONT | COM NEW | $2.2M | 1.6% | 36,930 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $524K | 0.4% | 1,020 SH | |
| VISA INC | COM CL A | $238K | 0.2% | 679 SH | |
| WISDOMTREE TR | INDIA ERNGS FD | $1.1M | 0.8% | 25,067 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $938K | 0.7% | 15,156 SH |
| 13F-HR |
| 0001951757-26-001180 |
| $237.5M |
| View |
| Nov 12, 2025 | Q2 2025 | 13F-HR/A | 0001951757-25-001381 | $174.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000854 | $206.5M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000548 | $138.7M | View |