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CIK 0002109462 • 4 13F filings • Feb 13, 2026 – Oct 20, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALKERMES PLC | SHS | $228K | 0.0% | 6,459 SH | |
| ALPHABET INC | CAP STK CL A | $210K | 0.0% | 731 SH | |
| ALPHABET INC | CAP STK CL C | $228K | 0.0% | 795 SH | |
| AMAZON COM INC | COM | $1.4M | 0.2% | 6,534 SH | |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $209K | 0.0% | 2,374 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $745K | 0.1% | 11,743 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $12.3M | 2.2% | 153,015 SH | |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $932K | 0.2% | 12,975 SH | |
| AMERICAN CENTY ETF TR | AVANTIS U S QUAL | $3.3M | 0.6% | 57,999 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $28.4M | 5.1% | 383,511 SH | |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | $29.2M | 5.3% | 469,247 SH | |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $14.4M | 2.6% | 239,921 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $13.0M | 2.3% | 129,885 SH | |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $10.7M | 1.9% | 243,572 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.2M | 0.4% | 27,764 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $37.9M | 6.8% | 343,505 SH | |
| APPLE INC | COM | $12.9M | 2.3% | 50,893 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $718K | 0.1% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $256K | 0.0% | 535 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $339K | 0.1% | 7,997 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $20.0M | 3.6% | 592,008 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.3M | 0.2% | 36,189 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.6M | 0.3% | 48,508 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $30.3M | 5.4% | 559,563 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.6M | 0.3% | 59,359 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $258K | 0.0% | 6,081 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $30.9M | 5.6% | 585,418 SH | |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $13.4M | 2.4% | 415,439 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $12.0M | 2.2% | 357,412 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.6M | 0.3% | 41,013 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $18.0M | 3.2% | 376,227 SH | |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | $18.4M | 3.3% | 363,353 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $40.8M | 7.3% | 575,743 SH | |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $21.3M | 3.8% | 579,210 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $22.1M | 4.0% | 617,575 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $29.1M | 5.2% | 601,260 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $44.8M | 8.1% | 630,096 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.6M | 0.8% | 131,504 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $494K | 0.1% | 12,024 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $46.1M | 8.3% | 738,026 SH | |
| EXXON MOBIL CORP | COM | $366K | 0.1% | 2,155 SH | |
| F N B CORP | COM | $583K | 0.1% | 34,862 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $248K | 0.0% | 1,290 SH | |
| ISHARES TR | CORE S&P TTL STK | $1.9M | 0.3% | 13,044 SH | |
| ISHARES TR | CORE S&P500 ETF | $272K | 0.0% | 417 SH | |
| META PLATFORMS INC | CL A | $351K | 0.1% | 614 SH | |
| MICROSOFT CORP | COM | $433K | 0.1% | 1,170 SH | |
| NEWELL BRANDS INC | COM | $52K | 0.0% | 15,115 SH | |
| NVIDIA CORPORATION | COM | $294K | 0.1% | 1,686 SH | |
| SERVICENOW INC | COM | $201K | 0.0% | 1,925 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $15.2M | 2.7% | 474,812 SH | |
| TESLA INC | COM | $811K | 0.1% | 2,182 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 0.3% | 21,639 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.5M | 0.3% | 8,031 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $274K | 0.0% | 459 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.3M | 0.2% | 6,065 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.2% | 7,879 SH | |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $877K | 0.2% | 8,676 SH | |
| VISA INC | COM CL A | $309K | 0.1% | 1,021 SH |
| 13F-HR |
| 0001951757-26-001131 |
| $651.9M |
| View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000784 | $556.1M | View |