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CIK 0002110807 • 3 13F filings • Feb 18, 2026 – Aug 13, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COMM | $216K | 0.2% | 859 SH | New |
| ALPHABET INC | COMM | $719K | 0.6%Prev: 0.5% | 2,022 SH | Increased+1 SH |
| AMERICAN CENTY ETF TR | COMM | $4.1M | 3.1%Prev: 3.0% | 32,574 SH | Increased+362 SH |
| APPLE INC | COMM | $677K | 0.5%Prev: 0.5% | 2,340 SH | Increased+63 SH |
| BANK OF NY MELLON CORP | COMM | $536K | 0.4% | 3,709 SH | New |
| BERKSHIRE HATHAWAY INC DEL | COMM | $240K | 0.2%Prev: 0.2% | 479 SH | Increased+1 SH |
| CAPITAL GROUP CONSERVATIVE E | COMM | $8.3M | 6.4%Prev: 6.1% | 251,579 SH | Increased+4,601 SH |
| CAPITAL GROUP DIVIDEND VALUE | COMM | $649K | 0.5%Prev: 0.5% | 13,168 SH | Increased+33 SH |
| CAPITAL GROUP GBL GROWTH EQT | COMM | $469K | 0.4%Prev: 0.3% | 11,089 SH | Increased |
| CAPITAL GROUP GROWTH ETF | COMM | $9.0M | 6.9%Prev: 6.3% | 190,987 SH | Increased+1,858 SH |
| CAPITAL GROUP INTL FOCUS EQT | COMM | $10.6M | 8.2%Prev: 7.6% | 306,598 SH | Increased-1,358 SH |
| CAPITAL GRP FIXED INCM ETF T | COMM | $27.4M | 21.0%Prev: 22.3% | 1,151,597 SH | Increased+26,263 SH |
| FIRST TR EXCHANGE-TRADED ALP | COMM | $4.6M | 3.5%Prev: 3.2% | 31,950 SH | Increased-191 SH |
| FIRST TR EXCHANGE-TRADED FD | COMM | $3.1M | 2.4%Prev: 2.6% | 62,468 SH | Decreased-1,391 SH |
| INVESCO EXCH TRADED FD TR II | COMM | $1.5M | 1.1%Prev: 1.2% | 19,562 SH | Increased-216 SH |
| INVESCO QQQ TR | COMM | $683K | 0.5%Prev: 0.4% | 927 SH | Increased-3 SH |
| ISHARES TR | COMM | $237K | 0.2%Prev: 0.2% | 4,692 SH | Increased+32 SH |
| J P MORGAN EXCHANGE TRADED F | COMM | $5.1M | 3.9%Prev: 4.1% | 90,415 SH | Increased+2,874 SH |
| JPMORGAN CHASE & CO | COMM | $809K | 0.6%Prev: 0.6% | 2,470 SH | Increased+33 SH |
| MICROSOFT CORP | COMM | $271K | 0.2%Prev: 0.2% | 727 SH | Increased-1 SH |
| SPDR GOLD TR | COMM | $1.2M | 0.9%Prev: 1.2% | 3,253 SH | Decreased-50 SH |
| SPDR SERIES TRUST | COMM | $7.8M | 6.0%Prev: 6.2% | 227,933 SH | Increased+4,462 SH |
| STATE STR SPDR S&P 500 ETF T | COMM | $482K | 0.4%Prev: 0.3% | 646 SH | Increased+2 SH |
| VANECK ETF TRUST | COMM | $328K | 0.3% | 500 SH | New |
| VANGUARD BD INDEX FDS | COMM | $16.2M | 12.4%Prev: 13.2% | 223,801 SH | Increased+4,611 SH |
| VANGUARD INDEX FDS | COMM | $11.7M | 9.0%Prev: 8.4% | 94,012 SH | Increased+51,120 SH |
| VANGUARD STAR FDS | COMM | $2.2M | 1.7%Prev: 1.7% | 26,178 SH | Increased-654 SH |
| VANGUARD WHITEHALL FDS | COMM | $11.1M | 8.5%Prev: 8.7% | 112,800 SH | Increased+1,589 SH |
| 13F-HR |
| 0002110807-26-000002 |
| $119.9M |
| View |