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CIK 0002110807 • 3 13F filings • Feb 18, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | COMM | $633K | 0.5%Prev: 0.6% | 2,020 SH | Decreased-2 SH |
| AMERICAN CENTY ETF TR | COMM | $3.3M | 2.7%Prev: 3.1% | 32,061 SH | Decreased-513 SH |
| APPLE INC | COMM | $624K | 0.5%Prev: 0.5% | 2,294 SH | Decreased-46 SH |
| BANK NEW YORK MELLON CORP | COMM | $427K | 0.4% | 3,678 SH | New |
| BERKSHIRE HATHAWAY INC DEL | COMM | $241K | 0.2%Prev: 0.2% | 480 SH | Increased+1 SH |
| CAPITAL GROUP CONSERVATIVE E | COMM | $7.5M | 6.2%Prev: 6.4% | 246,257 SH | Decreased-5,322 SH |
| CAPITAL GROUP DIVIDEND VALUE | COMM | $572K | 0.5%Prev: 0.5% | 13,118 SH | Decreased-50 SH |
| CAPITAL GROUP GBL GROWTH EQT | COMM | $384K | 0.3%Prev: 0.4% | 11,089 SH | Decreased |
| CAPITAL GROUP GROWTH ETF | COMM | $8.3M | 6.9%Prev: 6.9% | 187,253 SH | Decreased-3,734 SH |
| CAPITAL GROUP INTL FOCUS EQT | COMM | $9.3M | 7.7%Prev: 8.2% | 313,727 SH | Decreased+7,129 SH |
| CAPITAL GRP FIXED INCM ETF T | COMM | $26.7M | 22.0%Prev: 21.0% | 1,106,948 SH | Decreased-44,649 SH |
| FIRST TR EXCHANGE-TRADED ALP | COMM | $3.7M | 3.0%Prev: 3.5% | 32,340 SH | Decreased+390 SH |
| FIRST TR EXCHANGE-TRADED FD | COMM | $3.0M | 2.5%Prev: 2.4% | 64,096 SH | Decreased+1,628 SH |
| INTERNATIONAL BUSINESS MACHS | COMM | $379K | 0.3% | 1,280 SH | New |
| INVESCO EXCH TRADED FD TR II | COMM | $1.4M | 1.2%Prev: 1.1% | 19,813 SH | Decreased+251 SH |
| INVESCO QQQ TR | COMM | $571K | 0.5%Prev: 0.5% | 929 SH | Decreased+2 SH |
| ISHARES TR | COMM | $235K | 0.2%Prev: 0.2% | 4,644 SH | Decreased-48 SH |
| J P MORGAN EXCHANGE TRADED F | COMM | $4.9M | 4.0%Prev: 3.9% | 85,319 SH | Decreased-5,096 SH |
| JPMORGAN CHASE & CO. | COMM | $786K | 0.6% | 2,438 SH | New |
| MICROSOFT CORP | COMM | $336K | 0.3%Prev: 0.2% | 695 SH | Increased-32 SH |
| SPDR GOLD TR | COMM | $1.3M | 1.1%Prev: 0.9% | 3,359 SH | Increased+106 SH |
| SPDR S&P 500 ETF TR | COMM | $438K | 0.4% | 642 SH | New |
| SPDR SERIES TRUST | COMM | $7.4M | 6.1%Prev: 6.0% | 221,491 SH | Decreased-6,442 SH |
| VANGUARD BD INDEX FDS | COMM | $15.8M | 13.0%Prev: 12.4% | 216,464 SH | Decreased-7,337 SH |
| VANGUARD INDEX FDS | COMM | $10.5M | 8.7%Prev: 9.0% | 43,086 SH | Decreased-50,926 SH |
| VANGUARD STAR FDS | COMM | $2.0M | 1.7%Prev: 1.7% | 27,082 SH | Decreased+904 SH |
| VANGUARD WHITEHALL FDS | COMM | $10.2M | 8.5%Prev: 8.5% | 113,863 SH | Decreased+1,063 SH |
| 13F-HR |
| 0002110807-26-000002 |
| $119.9M |
| View |