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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 | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $583K | 0.1% | 1,004 SH | New |
| ALKERMES PLC | SHS | $315K | 0.0%Prev: 0.0% | 6,019 SH | Increased-440 SH |
| ALPHABET INC | CAP STK CL A | $469K | 0.1%Prev: 0.0% | 1,312 SH | Increased+581 SH |
| ALPHABET INC | CAP STK CL C | $486K | 0.1%Prev: 0.0% | 1,376 SH | Increased+581 SH |
| AMAZON COM INC | COM | $1.8M | 0.3%Prev: 0.2% | 7,534 SH | Increased+1,000 SH |
| AMERICAN CENTY ETF TR | AVA MAR SMA ETF | $814K | 0.1% | 11,743 SH | New |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | $3.8M | 0.6% | 57,916 SH | New |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $37.1M | 5.7% | 505,992 SH | New |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | $32.3M | 5.0% | 401,168 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $15.9M | 2.4%Prev: 2.2% | 164,994 SH | Increased+11,979 SH |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $976K | 0.1%Prev: 0.2% | 12,975 SH | Increased |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $17.0M | 2.6%Prev: 2.6% | 259,889 SH | Increased+19,968 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $14.9M | 2.3%Prev: 2.3% | 144,506 SH | Increased+14,621 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $12.5M | 1.9%Prev: 1.9% | 264,363 SH | Increased+20,791 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $2.5M | 0.4%Prev: 0.4% | 27,764 SH | Increased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $45.5M | 7.0%Prev: 6.8% | 365,012 SH | Increased+21,507 SH |
| APPLE INC | COM | $15.1M | 2.3%Prev: 2.3% | 52,292 SH | Increased+1,399 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $749K | 0.1%Prev: 0.1% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $244K | 0.0%Prev: 0.0% | 487 SH | Decreased-48 SH |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $2.4M | 0.4% | 47,602 SH | New |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $603K | 0.1% | 12,329 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | $26.3M | 4.0%Prev: 3.6% | 615,346 SH | Increased+23,338 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $1.5M | 0.2%Prev: 0.2% | 36,189 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.9M | 0.3%Prev: 0.3% | 48,366 SH | Increased-142 SH |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | $31.2M | 4.8%Prev: 5.4% | 571,496 SH | Increased+11,933 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $1.4M | 0.2%Prev: 0.3% | 47,516 SH | Decreased-11,843 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $519K | 0.1%Prev: 0.0% | 11,512 SH | Increased+5,431 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $32.6M | 5.0%Prev: 5.6% | 602,821 SH | Increased+17,403 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $15.4M | 2.4%Prev: 2.4% | 451,073 SH | Increased+35,634 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $13.4M | 2.1%Prev: 2.2% | 383,932 SH | Increased+26,520 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.6M | 0.3%Prev: 0.3% | 40,740 SH | Increased-273 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $21.9M | 3.4% | 458,148 SH | New |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $21.6M | 3.3% | 424,532 SH | New |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $215K | 0.0% | 4,851 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $47.0M | 7.2% | 573,323 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $26.1M | 4.0% | 625,157 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $25.8M | 4.0% | 652,830 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $32.9M | 5.1%Prev: 5.2% | 598,703 SH | Increased-2,557 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $56.0M | 8.6%Prev: 8.1% | 744,726 SH | Increased+114,630 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $884K | 0.1%Prev: 0.1% | 18,964 SH | Increased+6,940 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $51.1M | 7.8%Prev: 8.3% | 730,943 SH | Increased-7,083 SH |
| EXXON MOBIL CORP | COM | $295K | 0.0%Prev: 0.1% | 2,155 SH | Decreased |
| F N B CORP | COM | $623K | 0.1%Prev: 0.1% | 32,667 SH | Increased-2,195 SH |
| INTEL CORP | COM | $301K | 0.0% | 2,157 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $274K | 0.0%Prev: 0.0% | 1,290 SH | Increased |
| ISHARES TR | CORE S&P SCP ETF | $213K | 0.0% | 1,437 SH | New |
| ISHARES TR | CORE S&P TTL STK | $2.1M | 0.3%Prev: 0.3% | 13,044 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $420K | 0.1%Prev: 0.0% | 561 SH | Increased+144 SH |
| JPMORGAN CHASE & CO | COM | $207K | 0.0% | 632 SH | New |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $147K | 0.0% | 12,908 SH | New |
| META PLATFORMS INC | CL A | $455K | 0.1%Prev: 0.1% | 808 SH | Increased+194 SH |
| MICROSOFT CORP | COM | $402K | 0.1%Prev: 0.1% | 1,078 SH | Decreased-92 SH |
| NEWELL BRANDS INC | COM | $94K | 0.0%Prev: 0.0% | 15,305 SH | Increased+190 SH |
| NVIDIA CORPORATION | COM | $339K | 0.1%Prev: 0.1% | 1,696 SH | Increased+10 SH |
| SPDR SERIES TRUST | ST INTER BD ETF | $16.0M | 2.5% | 479,301 SH | New |
| SPDR SERIES TRUST | ST PORT HIGH ETF | $2.0M | 0.3% | 86,363 SH | New |
| SPDR SERIES TRUST | ST STR P500VAL | $310K | 0.0% | 5,094 SH | New |
| TESLA INC | COM | $917K | 0.1%Prev: 0.1% | 2,181 SH | Increased-1 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.6M | 0.2%Prev: 0.3% | 21,572 SH | Decreased-67 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $2.9M | 0.5% | 29,203 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.6M | 0.2%Prev: 0.3% | 8,005 SH | Increased-26 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $335K | 0.1%Prev: 0.0% | 488 SH | Increased+29 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.5M | 0.2%Prev: 0.2% | 6,081 SH | Increased+16 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $383K | 0.1% | 1,035 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $312K | 0.0% | 1,433 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.2M | 0.2%Prev: 0.2% | 7,879 SH | Increased |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $888K | 0.1%Prev: 0.2% | 8,769 SH | Increased+93 SH |
| VISA INC | COM CL A | $349K | 0.1%Prev: 0.1% | 1,017 SH | Increased-4 SH |
| 13F-HR |
| 0001951757-26-001131 |
| $651.9M |
| View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000784 | $556.1M | View |