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CIK 0002049157 • 6 13F filings • May 8, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $752K | 0.9%Prev: 0.4% | 3,975 SH | Decreased-181 SH |
| ALPHABET INC | CAP STK CL C | $603K | 0.7%Prev: 0.3% | 3,167 SH | Decreased-88 SH |
| ALPS ETF TR | ALERIAN MLP | $644K | 0.8%Prev: 0.4% | 13,363 SH | Decreased-7,206 SH |
| ALTRIA GROUP INC | COM | $687K | 0.8%Prev: 0.1% | 12,884 SH | Increased+7,175 SH |
| AMAZON COM INC | COM | $409K | 0.5%Prev: 0.2% | 1,864 SH | Decreased-268 SH |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | $327K | 0.4%Prev: 0.2% | 17,254 SH | Decreased-4,025 SH |
| APPLE INC | COM | $2.2M | 2.6%Prev: 0.8% | 8,608 SH | Decreased-304 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $216K | 0.3%Prev: 0.2% | 476 SH | Decreased-660 SH |
| CARRIER GLOBAL CORPORATION | COM | $839K | 1.0%Prev: 0.2% | 12,253 SH | Increased+1,811 SH |
| CHEVRON CORP NEW | COM | $204K | 0.2%Prev: 0.2% | 1,411 SH | Decreased-2,261 SH |
| CORECIVIC INC | COM | $1.3M | 1.6% | 61,523 SH | New |
| COSTCO WHSL CORP NEW | COM | $202K | 0.2%Prev: 0.1% | 220 SH | Decreased-37 SH |
| EXXON MOBIL CORP | COM | $756K | 0.9%Prev: 0.2% | 7,023 SH | Increased+3,031 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $6.7M | 8.0%Prev: 1.1% | 132,836 SH | Increased+73,998 SH |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | $910K | 1.1%Prev: 0.4% | 25,538 SH | Decreased-1,445 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $1.3M | 1.6% | 47,373 SH | New |
| HELMERICH & PAYNE INC | COM | $413K | 0.5% | 12,897 SH | New |
| INCYTE CORP | COM | $351K | 0.4% | 5,078 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $274K | 0.3%Prev: 0.1% | 3,139 SH | Increased+710 SH |
| ISHARES TR | CORE S&P500 ETF | $220K | 0.3%Prev: 19.8% | 374 SH | Decreased-79,155 SH |
| ISHARES TR | MRGSTR MD CP GRW | $4.9M | 5.9%Prev: 2.9% | 65,401 SH | Decreased-28,816 SH |
| ISHARES TR | RUS 1000 GRW ETF | $7.5M | 8.9%Prev: 1.8% | 18,588 SH | Increased+8,484 SH |
| ISHARES TR | RUS 1000 VAL ETF | $6.8M | 8.2%Prev: 1.5% | 36,825 SH | Increased+16,766 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.0M | 1.2%Prev: 1.3% | 4,608 SH | Decreased-9,534 SH |
| ISHARES TR | US AER DEF ETF | $2.1M | 2.6%Prev: 1.0% | 14,712 SH | Decreased+1,425 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $757K | 0.9%Prev: 0.3% | 13,064 SH | Decreased-2,724 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $729K | 0.9%Prev: 0.3% | 12,821 SH | Decreased-1,401 SH |
| MICROSOFT CORP | COM | $2.1M | 2.5%Prev: 1.0% | 5,037 SH | Decreased+21 SH |
| MP MATERIALS CORP | COM CL A | $689K | 0.8%Prev: 1.1% | 44,174 SH | Decreased+836 SH |
| NEWMONT CORP | COM | $228K | 0.3%Prev: 0.3% | 6,139 SH | Decreased-4,369 SH |
| NUVEEN MUN VALUE FD INC | COM | $1.1M | 1.3%Prev: 0.5% | 128,097 SH | Decreased-8,968 SH |
| NVIDIA CORPORATION | COM | $595K | 0.7%Prev: 0.3% | 4,433 SH | Decreased+106 SH |
| ORACLE CORP | COM | $414K | 0.5%Prev: 0.2% | 2,482 SH | Decreased+272 SH |
| PHILIP MORRIS INTL INC | COM | $2.2M | 2.6%Prev: 0.9% | 17,838 SH | Decreased+3,600 SH |
| RIO TINTO PLC | SPONSORED ADR | $267K | 0.3%Prev: 0.2% | 4,542 SH | Decreased-1,735 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $274K | 0.3% | 3,200 PRN | New |
| SK TELECOM CO LTD | SPONSORED ADR | $204K | 0.2% | 9,712 SH | New |
| SPDR GOLD TR | GOLD SHS | $2.5M | 3.0%Prev: 1.3% | 10,267 SH | Decreased+486 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 5.6%Prev: 4.2% | 7,975 SH | Decreased-8,795 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.0M | 1.2% | 5,309 SH | New |
| SPROTT FDS TR | URANIUM MINERS E | $1.4M | 1.7%Prev: 0.8% | 35,147 SH | Decreased-2,523 SH |
| TCW ETF TRUST | FLEXIBLE INCOME | $1.6M | 1.9%Prev: 0.9% | 41,234 SH | Decreased-16,314 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $7.6M | 9.1%Prev: 5.4% | 223,196 SH | Decreased+34,434 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $559K | 0.7%Prev: 0.3% | 32,423 SH | Decreased-10,450 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $3.6M | 4.3%Prev: 0.3% | 12,867 SH | Increased+9,722 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $532K | 0.6%Prev: 1.2% | 12,085 SH | Decreased-49,451 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $256K | 0.3%Prev: 0.1% | 2,177 SH | Increased+602 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $8.5M | 10.2%Prev: 2.7% | 153,416 SH | Increased+26,882 SH |
| 13F-HR |
| 0001420506-26-001637 |
| $332.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001987 | $107.2M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000867 | $314.3M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000936 | $92.5M | View |