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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 | $238K | 0.2% | 947 SH | |
| ALLSTATE CORP | COM | $764K | 0.5% | 3,212 SH | |
| ALPHABET INC | CAP STK CL A | $706K | 0.5% | 1,975 SH | |
| ALPHABET INC | CAP STK CL C | $206K | 0.1% | 584 SH | |
| ALTRIA GROUP INC | COM | $201K | 0.1% | 2,791 SH | |
| AMAZON COM INC | COM | $1.1M | 0.8% | 4,771 SH | |
| ANALOG DEVICES INC | COM | $467K | 0.3% | 1,175 SH | |
| APPLE INC | COM | $2.9M | 2.1% | 10,144 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 1.1% | 3,033 SH | |
| BLACKROCK INC | COM | $334K | 0.2% | 347 SH | |
| BROADCOM INC | COM | $791K | 0.6% | 2,093 SH | |
| CISCO SYS INC | COM | $845K | 0.6% | 7,191 SH | |
| COCA COLA CO | COM | $260K | 0.2% | 3,204 SH | |
| CONSOLIDATED EDISON INC | COM | $290K | 0.2% | 2,622 SH | |
| CSX CORP | COM | $364K | 0.3% | 7,662 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $2.1M | 1.5% | 52,420 SH | |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.7M | 1.9% | 91,771 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $9.0M | 6.3% | 166,058 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.6M | 1.1% | 39,249 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $275K | 0.2% | 2,175 SH | |
| ELI LILLY & CO | COM | $541K | 0.4% | 451 SH | |
| F N B CORP | COM | $196K | 0.1% | 10,260 SH | |
| FEDEX CORP | COM | $600K | 0.4% | 1,917 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $617K | 0.4% | 2,194 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $506K | 0.4% | 688 SH | |
| ISHARES TR | CORE INTL AGGR | $1.8M | 1.3% | 36,022 SH | |
| ISHARES TR | CORE LT USDB ETF | $1.1M | 0.8% | 22,756 SH | |
| ISHARES TR | CORE S&P500 ETF | $201K | 0.1% | 269 SH | |
| ISHARES TR | NATIONAL MUN ETF | $5.9M | 4.2% | 54,980 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $8.9M | 6.3% | 36,570 SH | |
| ISHARES TR | S&P MC 400GR ETF | $1.1M | 0.8% | 9,117 SH | |
| ISHARES TR | S&P SML 600 GWT | $5.7M | 4.0% | 31,660 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.4M | 1.0% | 13,190 SH | |
| ISHARES TR | SP SMCP600VL ETF | $5.6M | 3.9% | 40,638 SH | |
| ISHARES TR | TIPS BD ETF | $539K | 0.4% | 4,928 SH | |
| JPMORGAN CHASE & CO | COM | $308K | 0.2% | 942 SH | |
| LINCOLN ELEC HLDGS INC | COM | $8.7M | 6.2% | 32,800 SH | |
| LOWES COS INC | COM | $891K | 0.6% | 4,042 SH | |
| LPL FINL HLDGS INC | COM | $310K | 0.2% | 1,100 SH | |
| MARVELL TECHNOLOGY INC | COM | $381K | 0.3% | 1,280 SH | |
| MASTERCARD INCORPORATED | CL A | $243K | 0.2% | 473 SH | |
| MCDONALDS CORP | COM | $448K | 0.3% | 1,658 SH | |
| MERCK & CO INC | COM | $368K | 0.3% | 2,863 SH | |
| META PLATFORMS INC | CL A | $205K | 0.1% | 363 SH | |
| MICROSOFT CORP | COM | $826K | 0.6% | 2,215 SH | |
| NETFLIX INC. | COM | $388K | 0.3% | 5,430 SH | |
| NVIDIA CORPORATION | COM | $867K | 0.6% | 4,332 SH | |
| ORACLE CORP | COM | $696K | 0.5% | 4,747 SH | |
| PEPSICO INC | COM | $270K | 0.2% | 1,998 SH | |
| PHILIP MORRIS INTL INC | COM | $348K | 0.2% | 1,921 SH | |
| PHILLIPS 66 | COM | $777K | 0.5% | 4,597 SH | |
| SAP SE | SPON ADR | $373K | 0.3% | 2,418 SH | |
| SCHWAB CHARLES CORP | COM | $306K | 0.2% | 3,314 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $237K | 0.2% | 7,460 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 1.3% | 70,531 SH | |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $316K | 0.2% | 1,850 SH | |
| SPDR SERIES TRUST | ST NUVE TERM ETF | $1.1M | 0.8% | 22,498 SH | |
| STARBUCKS CORP | COM | $368K | 0.3% | 3,598 SH | |
| STRYKER CORPORATION | COM | $312K | 0.2% | 990 SH | |
| TESLA INC | COM | $1.0M | 0.7% | 2,435 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $426K | 0.3% | 850 SH | |
| TORONTO DOMINION BK ONT | COM NEW | $389K | 0.3% | 3,200 SH | |
| TRUIST FINL CORP | COM | $2.6M | 1.9% | 52,525 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | $2.0M | 1.4% | 13,846 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $292K | 0.2% | 2,562 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $2.6M | 1.8% | 17,027 SH | |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $2.4M | 1.7% | 20,461 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $1.8M | 1.3% | 26,508 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.5M | 1.1% | 31,899 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $12.9M | 9.1% | 149,325 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.2M | 1.6% | 11,227 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.7% | 1,510 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $277K | 0.2% | 1,141 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $534K | 0.4% | 1,760 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $242K | 0.2% | 662 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 1.8% | 6,700 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $8.5M | 6.0% | 40,894 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $382K | 0.3% | 2,473 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $8.3M | 5.9% | 164,316 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.0M | 0.7% | 12,247 SH | |
| VISA INC | COM CL A | $810K | 0.6% | 2,510 SH | |
| WALMART INC | COM | $4.9M | 3.4% | 40,978 SH | |
| WELLS FARGO & CO | COM | $229K | 0.2% | 2,828 SH | |
| WORKDAY INC | CL A | $202K | 0.1% | 1,600 SH |