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CIK 0002111807 • 2 13F filings • Feb 18, 2026 – Aug 13, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $218K | 0.2%Prev: 0.2% | 938 SH | Decreased-9 SH |
| ALLSTATE CORP | COM | $676K | 0.5%Prev: 0.5% | 3,212 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $551K | 0.4%Prev: 0.5% | 1,830 SH | Decreased-145 SH |
| AMAZON COM INC | COM | $1.0M | 0.8%Prev: 0.8% | 5,048 SH | Decreased+277 SH |
| ANALOG DEVICES INC | COM | $397K | 0.3%Prev: 0.3% | 1,175 SH | Decreased |
| APPLE INC | COM | $3.2M | 2.6%Prev: 2.1% | 12,362 SH | Increased+2,218 SH |
| APPLIED MATLS INC | COM | $311K | 0.2% | 863 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 1.1%Prev: 1.1% | 2,754 SH | Decreased-279 SH |
| BLACKROCK INC | COM | $378K | 0.3%Prev: 0.2% | 353 SH | Increased+6 SH |
| BROADCOM INC | COM | $703K | 0.6%Prev: 0.6% | 2,121 SH | Decreased+28 SH |
| CISCO SYS INC | COM | $561K | 0.4%Prev: 0.6% | 7,290 SH | Decreased+99 SH |
| COCA COLA CO | COM | $272K | 0.2%Prev: 0.2% | 3,446 SH | Increased+242 SH |
| CONSOLIDATED EDISON INC | COM | $297K | 0.2%Prev: 0.2% | 2,622 SH | Increased |
| CSX CORP | COM | $313K | 0.2%Prev: 0.3% | 7,662 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.0M | 1.6%Prev: 1.5% | 53,576 SH | Decreased+1,156 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.7M | 2.1%Prev: 1.9% | 93,451 SH | Increased+1,680 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.7M | 1.3%Prev: 1.1% | 40,016 SH | Increased+767 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $9.2M | 7.3% | 166,704 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $274K | 0.2%Prev: 0.2% | 2,159 SH | Decreased-16 SH |
| ELI LILLY & CO | COM | $366K | 0.3%Prev: 0.4% | 351 SH | Decreased-100 SH |
| F N B CORP | COM | $185K | 0.1%Prev: 0.1% | 10,237 SH | Decreased-23 SH |
| FEDEX CORP | COM | $793K | 0.6%Prev: 0.4% | 2,117 SH | Increased+200 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $559K | 0.4%Prev: 0.4% | 2,159 SH | Decreased-35 SH |
| INVESCO QQQ TR | UNIT SER 1 | $426K | 0.3%Prev: 0.4% | 710 SH | Decreased+22 SH |
| ISHARES TR | CORE INTL AGGR | $1.7M | 1.3%Prev: 1.3% | 32,657 SH | Decreased-3,365 SH |
| ISHARES TR | CORE LT USDB ETF | $1.0M | 0.8%Prev: 0.8% | 19,977 SH | Decreased-2,779 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.8M | 4.6%Prev: 4.2% | 53,101 SH | Decreased-1,879 SH |
| ISHARES TR | RUS 1000 VAL ETF | $8.3M | 6.5%Prev: 6.3% | 36,978 SH | Decreased+408 SH |
| ISHARES TR | S&P MC 400GR ETF | $856K | 0.7%Prev: 0.8% | 8,190 SH | Decreased-927 SH |
| ISHARES TR | S&P SML 600 GWT | $4.7M | 3.7%Prev: 4.0% | 30,499 SH | Decreased-1,161 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.4M | 1.1%Prev: 1.0% | 12,856 SH | Decreased-334 SH |
| ISHARES TR | SP SMCP600VL ETF | $5.0M | 4.0%Prev: 3.9% | 40,162 SH | Decreased-476 SH |
| ISHARES TR | TIPS BD ETF | $588K | 0.5%Prev: 0.4% | 5,282 SH | Increased+354 SH |
| JOHNSON & JOHNSON | COM | $237K | 0.2% | 973 SH | New |
| JPMORGAN CHASE & CO. | COM | $343K | 0.3% | 1,125 SH | New |
| LINCOLN ELEC HLDGS INC | COM | $9.5M | 7.5%Prev: 6.2% | 32,800 SH | Increased |
| LOWES COS INC | COM | $1.1M | 0.9%Prev: 0.6% | 4,042 SH | Increased |
| MCDONALDS CORP | COM | $541K | 0.4%Prev: 0.3% | 1,655 SH | Increased-3 SH |
| MERCK & CO INC | COM | $350K | 0.3%Prev: 0.3% | 2,878 SH | Decreased+15 SH |
| MICROSOFT CORP | COM | $808K | 0.6%Prev: 0.6% | 2,033 SH | Decreased-182 SH |
| NETFLIX INC | COM | $331K | 0.3% | 4,330 SH | New |
| NVIDIA CORPORATION | COM | $922K | 0.7%Prev: 0.6% | 4,999 SH | Increased+667 SH |
| ORACLE CORP | COM | $424K | 0.3%Prev: 0.5% | 2,747 SH | Decreased-2,000 SH |
| PEPSICO INC | COM | $330K | 0.3%Prev: 0.2% | 2,046 SH | Increased+48 SH |
| PHILIP MORRIS INTL INC | COM | $351K | 0.3%Prev: 0.2% | 1,907 SH | Increased-14 SH |
| PHILLIPS 66 | COM | $730K | 0.6%Prev: 0.5% | 4,634 SH | Decreased+37 SH |
| SAP SE | SPON ADR | $485K | 0.4%Prev: 0.3% | 2,418 SH | Increased |
| SCHWAB CHARLES CORP | COM | $251K | 0.2%Prev: 0.2% | 2,692 SH | Decreased-622 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 1.5%Prev: 1.3% | 70,452 SH | Increased-79 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.1M | 0.8% | 22,045 SH | New |
| STARBUCKS CORP | COM | $346K | 0.3%Prev: 0.3% | 3,646 SH | Decreased+48 SH |
| STRYKER CORPORATION | COM | $367K | 0.3%Prev: 0.2% | 990 SH | Increased |
| TESLA INC | COM | $1.0M | 0.8%Prev: 0.7% | 2,576 SH | Increased+141 SH |
| TORONTO DOMINION BK ONT | COM NEW | $304K | 0.2%Prev: 0.3% | 3,200 SH | Decreased |
| TRUIST FINL CORP | COM | $2.7M | 2.2%Prev: 1.9% | 52,525 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $235K | 0.2% | 803 SH | New |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $1.7M | 1.4%Prev: 1.4% | 13,181 SH | Decreased-665 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $279K | 0.2%Prev: 0.2% | 2,561 SH | Decreased-1 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $2.3M | 1.8%Prev: 1.8% | 17,325 SH | Decreased+298 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $2.2M | 1.8%Prev: 1.7% | 20,753 SH | Decreased+292 SH |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $2.0M | 1.6%Prev: 1.3% | 28,382 SH | Increased+1,874 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.9M | 1.5%Prev: 1.1% | 38,355 SH | Increased+6,456 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $11.0M | 8.7%Prev: 9.1% | 24,081 SH | Decreased-125,244 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.2M | 1.7%Prev: 1.6% | 11,387 SH | Decreased+160 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $946K | 0.7%Prev: 0.7% | 1,508 SH | Decreased-2 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $269K | 0.2%Prev: 0.2% | 1,167 SH | Decreased+26 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $424K | 0.3%Prev: 0.4% | 1,537 SH | Decreased-223 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $222K | 0.2%Prev: 0.2% | 708 SH | Decreased+46 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.0M | 1.6%Prev: 1.8% | 5,976 SH | Decreased-724 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.1M | 3.3%Prev: 6.0% | 19,983 SH | Decreased-20,911 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $341K | 0.3%Prev: 0.3% | 2,186 SH | Decreased-287 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.2M | 6.5%Prev: 5.9% | 160,726 SH | Decreased-3,590 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $908K | 0.7%Prev: 0.7% | 11,080 SH | Decreased-1,167 SH |
| VISA INC | COM CL A | $405K | 0.3%Prev: 0.6% | 1,266 SH | Decreased-1,244 SH |
| WALMART INC | COM | $2.7M | 2.1%Prev: 3.4% | 20,616 SH | Decreased-20,362 SH |