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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 | $307K | 0.3% | 8,032 SH | New |
| APPLE INC | COM | $1.4M | 1.6%Prev: 1.1% | 5,377 SH | Decreased-352 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $1.1M | 1.2% | 14,002 SH | New |
| CITIGROUP INC | COM NEW | $1.4M | 1.5%Prev: 0.4% | 13,429 SH | Increased+9,151 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $407K | 0.5%Prev: 0.3% | 23,693 SH | Increased+3,158 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $643K | 0.7%Prev: 0.5% | 4,935 SH | Decreased-20 SH |
| HSBC HLDGS PLC | SPON ADR NEW | $715K | 0.8%Prev: 0.5% | 10,068 SH | Decreased+2,191 SH |
| INVESCO QQQ TR | UNIT SER 1 | $15.0M | 17.0%Prev: 11.8% | 24,912 SH | Decreased+1,243 SH |
| ISHARES INC | MSCI JPN ETF NEW | $668K | 0.8% | 8,332 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $1.5M | 1.6%Prev: 1.2% | 22,245 SH | Decreased-429 SH |
| ISHARES TR | CORE S&P500 ETF | $21.6M | 24.6%Prev: 17.4% | 32,339 SH | Decreased-1,964 SH |
| ISHARES TR | EXPANDED TECH | $5.6M | 6.4% | 48,980 SH | New |
| ISHARES TR | GLB INFRASTR ETF | $4.4M | 5.0%Prev: 4.8% | 72,424 SH | Decreased-34,241 SH |
| ISHARES TR | GLOB HLTHCRE ETF | $701K | 0.8%Prev: 0.3% | 7,913 SH | Increased+3,325 SH |
| ISHARES TR | RUSSELL 3000 ETF | $310K | 0.4%Prev: 0.2% | 819 SH | Decreased+3 SH |
| ISHARES TR | U.S. FINLS ETF | $926K | 1.1%Prev: 0.7% | 7,310 SH | Decreased-807 SH |
| ISHARES TR | U.S. INSRNCE ETF | $832K | 0.9% | 6,209 SH | New |
| ISHARES TR | US AER DEF ETF | $537K | 0.6%Prev: 0.3% | 2,567 SH | Increased+768 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $364K | 0.4%Prev: 0.3% | 6,372 SH | Decreased-308 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $323K | 0.4%Prev: 0.7% | 5,614 SH | Decreased-10,741 SH |
| JPMORGAN CHASE & CO. | COM | $212K | 0.2% | 672 SH | New |
| LOCKHEED MARTIN CORP | COM | $280K | 0.3%Prev: 0.2% | 560 SH | Increased+93 SH |
| META PLATFORMS INC | CL A | $1.0M | 1.2%Prev: 0.2% | 1,401 SH | Increased+1,002 SH |
| MICROSOFT CORP | COM | $1.6M | 1.8%Prev: 0.3% | 3,098 SH | Increased+2,066 SH |
| MORGAN STANLEY | COM NEW | $335K | 0.4%Prev: 0.3% | 2,109 SH | Decreased-88 SH |
| PFIZER INC | COM | $236K | 0.3% | 9,278 SH | New |
| PRUDENTIAL FINL INC | COM | $291K | 0.3% | 2,808 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $563K | 0.6% | 4,045 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $290K | 0.3% | 3,321 SH | New |
| SPDR GOLD TR | GOLD SHS | $7.5M | 8.5%Prev: 5.6% | 21,173 SH | Decreased-1,317 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $608K | 0.7% | 913 SH | New |
| TESLA INC | COM | $227K | 0.3%Prev: 0.2% | 511 SH | Decreased-59 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $484K | 0.5%Prev: 0.3% | 791 SH | Increased+182 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $337K | 0.4%Prev: 0.3% | 1,027 SH | Decreased-10 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $637K | 0.7%Prev: 0.5% | 10,625 SH | Decreased+727 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $14.8M | 16.8%Prev: 12.0% | 104,781 SH | Decreased-6,832 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 |