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CIK 0002055925 • 7 13F filings • Apr 24, 2025 – Oct 14, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | $314K | 0.4%Prev: 0.2% | 7,683 SH | Increased+1,933 SH |
| APPLE INC | COM | $1.1M | 1.5%Prev: 1.0% | 5,487 SH | Decreased+215 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $364K | 0.5%Prev: 0.3% | 20,054 SH | Decreased-481 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $598K | 0.8%Prev: 0.5% | 4,929 SH | Decreased-19 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $612K | 0.8%Prev: 0.6% | 10,068 SH | Decreased+1,219 SH |
| INVESCO QQQ TR | UNIT SER 1 | $14.5M | 18.8%Prev: 13.2% | 26,339 SH | Decreased-2,798 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 1.9%Prev: 1.3% | 23,442 SH | Decreased-1,720 SH |
| ISHARES TR | CORE S&P500 ETF | $21.8M | 28.1%Prev: 18.3% | 35,090 SH | Decreased-695 SH |
| ISHARES TR | EXPANDED TECH | $2.7M | 3.5% | 24,975 SH | New |
| ISHARES TR | RUSSELL 3000 ETF | $287K | 0.4%Prev: 0.2% | 819 SH | Decreased-1 SH |
| ISHARES TR | U.S. FINLS ETF | $887K | 1.1%Prev: 0.9% | 7,335 SH | Decreased-1,953 SH |
| ISHARES TR | U.S. INSRNCE ETF | $2.1M | 2.7% | 15,272 SH | New |
| ISHARES TR | US AER DEF ETF | $490K | 0.6%Prev: 1.5% | 2,596 SH | Decreased-6,218 SH |
| KRAFT HEINZ CO | COM | $284K | 0.4% | 11,005 SH | New |
| LOCKHEED MARTIN CORP | COM | $274K | 0.4%Prev: 0.2% | 592 SH | Decreased+86 SH |
| META PLATFORMS INC | CL A | $301K | 0.4% | 407 SH | New |
| MICROSOFT CORP | COM | $672K | 0.9%Prev: 0.3% | 1,351 SH | Increased+268 SH |
| MORGAN STANLEY | COM NEW | $272K | 0.4%Prev: 0.3% | 1,934 SH | Decreased-94 SH |
| PRUDENTIAL FINL INC | COM | $548K | 0.7% | 5,101 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.3M | 1.7% | 9,892 SH | New |
| SPDR GOLD TR | GOLD SHS | $7.6M | 9.8%Prev: 7.6% | 24,911 SH | Decreased+2,242 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $654K | 0.8% | 1,059 SH | New |
| VALE S A | SPONSORED ADS | $143K | 0.2% | 14,740 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $449K | 0.6%Prev: 0.3% | 791 SH | Increased+182 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $312K | 0.4%Prev: 0.3% | 1,025 SH | Decreased-10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $625K | 0.8%Prev: 0.7% | 10,962 SH | Decreased-2,770 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $16.8M | 21.7%Prev: 14.4% | 125,823 SH | Decreased+1,674 SH |
| 13F-HR |
| 0001986152-25-000107 |
| $88.1M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002055925-26-000005 | $147.5M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000807 | $77.5M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002055925-26-000004 | $127.7M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000505 | $73.6M | View |