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CIK 0002055229 • 6 13F filings • Apr 24, 2025 – Jul 8, 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $4.1M | 2.2% | 28,909 SH | |
| ABBOTT LABS | COM | $342K | 0.2% | 2,576 SH | |
| ABBVIE INC | COM | $1.8M | 1.0% | 8,829 SH | |
| ADVANCED MICRO DEVICES INC | COM | $429K | 0.2% | 4,215 SH | |
| ALPHABET INC | CAP STK CL A | $6.8M | 3.6% | 45,301 SH | |
| ALPHABET INC | CAP STK CL C | $877K | 0.5% | 5,683 SH | |
| AMAZON COM INC | COM | $7.0M | 3.7% | 37,046 SH | |
| APPLE INC | COM | $8.2M | 4.3% | 37,325 SH | |
| ARISTA NETWORKS INC | COM SHS | $248K | 0.1% | 3,200 SH | |
| BANK AMERICA CORP | COM | $4.0M | 2.1% | 98,670 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.7M | 4.6% | 16,603 SH | |
| BOEING CO | COM | $2.8M | 1.5% | 17,268 SH | |
| BROADCOM INC | COM | $395K | 0.2% | 2,243 SH | |
| CARDINAL HEALTH INC | COM | $366K | 0.2% | 2,659 SH | |
| CATERPILLAR INC | COM | $1.9M | 1.0% | 5,797 SH | |
| CAVA GROUP INC | COM | $323K | 0.2% | 3,737 SH | |
| CHEVRON CORP NEW | COM | $448K | 0.2% | 2,743 SH | |
| CHUBB LIMITED | COM | $3.5M | 1.8% | 11,810 SH | |
| CISCO SYS INC | COM | $3.6M | 1.9% | 60,777 SH | |
| CONSOLIDATED EDISON INC | COM | $330K | 0.2% | 2,988 SH | |
| COSTCO WHSL CORP NEW | COM | $657K | 0.3% | 685 SH | |
| DEERE & CO | COM | $377K | 0.2% | 818 SH | |
| DISNEY WALT CO | COM | $2.2M | 1.2% | 23,576 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $1.5M | 0.8% | 12,367 SH | |
| ELI LILLY & CO | COM | $514K | 0.3% | 562 SH | |
| EXXON MOBIL CORP | COM | $1.2M | 0.6% | 10,026 SH | |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $239K | 0.1% | 5,980 SH | |
| GE AEROSPACE | COM NEW | $1.4M | 0.7% | 6,867 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $264K | 0.1% | 3,271 SH | |
| GE VERNOVA INC | COM | $285K | 0.1% | 934 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.2M | 0.7% | 2,323 SH | |
| HOME DEPOT INC | COM | $3.6M | 1.9% | 10,093 SH | |
| HUMANA INC | COM | $214K | 0.1% | 808 SH | |
| INTEL CORP | COM | $1.7M | 0.9% | 80,107 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.9M | 1.0% | 11,246 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $4.2M | 2.2% | 9,217 SH | |
| ISHARES INC | CORE MSCI EMKT | $668K | 0.4% | 12,383 SH | |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 0.6% | 14,238 SH | |
| ISHARES TR | CORE S&P SCP ETF | $793K | 0.4% | 7,583 SH | |
| ISHARES TR | PFD AND INCM SEC | $2.7M | 1.4% | 89,311 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $250K | 0.1% | 1,253 SH | |
| ISHARES TR | SELECT DIVID ETF | $238K | 0.1% | 2,020 SH | |
| JOHNSON & JOHNSON | COM | $3.7M | 1.9% | 23,137 SH | |
| JPMORGAN CHASE & CO. | COM | $2.8M | 1.5% | 11,474 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $427K | 0.2% | 2,065 SH | |
| LOCKHEED MARTIN CORP | COM | $3.7M | 2.0% | 8,545 SH | |
| MARKEL GROUP INC | COM | $606K | 0.3% | 327 SH | |
| MARSH & MCLENNAN COS INC | COM | $307K | 0.2% | 1,258 SH | |
| MASTERCARD INCORPORATED | CL A | $855K | 0.4% | 1,563 SH | |
| MCDONALDS CORP | COM | $454K | 0.2% | 1,540 SH | |
| MCKESSON CORP | COM | $946K | 0.5% | 1,408 SH | |
| MERCK & CO INC | COM | $1.8M | 1.0% | 21,631 SH | |
| META PLATFORMS INC | CL A | $3.0M | 1.6% | 5,284 SH | |
| MICROSOFT CORP | COM | $6.1M | 3.2% | 16,093 SH | |
| NASDAQ INC | COM | $220K | 0.1% | 2,900 SH | |
| NEXTERA ENERGY INC | COM | $1.4M | 0.8% | 21,386 SH | |
| NORTHROP GRUMMAN CORP | COM | $1.3M | 0.7% | 2,462 SH | |
| NVIDIA CORPORATION | COM | $8.9M | 4.7% | 82,683 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $490K | 0.3% | 5,768 SH | |
| PALO ALTO NETWORKS INC | COM | $315K | 0.2% | 1,824 SH | |
| PROCTER AND GAMBLE CO | COM | $576K | 0.3% | 3,379 SH | |
| QUEST DIAGNOSTICS INC | COM | $233K | 0.1% | 1,375 SH | |
| REGENERON PHARMACEUTICALS | COM | $3.1M | 1.6% | 4,900 SH | |
| RTX CORPORATION | COM | $739K | 0.4% | 5,686 SH | |
| SCHWAB CHARLES CORP | COM | $3.2M | 1.7% | 43,248 SH | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $1.5M | 0.8% | 60,568 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $471K | 0.2% | 17,711 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.2M | 0.6% | 65,270 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.4M | 1.2% | 104,042 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.6M | 0.8% | 57,947 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $335K | 0.2% | 13,364 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $2.0M | 1.1% | 97,232 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $4.7M | 2.5% | 186,491 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.1M | 2.7% | 227,542 SH | |
| SHELL PLC | SPON ADS | $1.3M | 0.7% | 18,130 SH | |
| SNOWFLAKE INC | CL A | $507K | 0.3% | 3,472 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $435K | 0.2% | 1,166 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $4.7M | 2.5% | 8,551 SH | |
| T-MOBILE US INC | COM | $231K | 0.1% | 867 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $804K | 0.4% | 4,949 SH | |
| TARGET CORP | COM | $1.4M | 0.7% | 13,502 SH | |
| TESLA INC | COM | $329K | 0.2% | 1,214 SH | |
| TEXAS INSTRS INC | COM | $2.2M | 1.2% | 12,660 SH | |
| UNION PAC CORP | COM | $304K | 0.2% | 1,308 SH | |
| UNITEDHEALTH GROUP INC | COM | $2.8M | 1.5% | 5,575 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $819K | 0.4% | 4,752 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $6.9M | 3.6% | 13,716 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $299K | 0.2% | 1,607 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $3.8M | 2.0% | 22,997 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.5M | 1.3% | 57,764 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $250K | 0.1% | 1,287 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $5.7M | 3.0% | 116,641 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $207K | 0.1% | 947 SH | |
| VISA INC | COM CL A | $3.3M | 1.7% | 9,617 SH | |
| WALMART INC | COM | $3.6M | 1.9% | 41,610 SH |
| 13F-HR |
| 0002085853-25-000224 |
| $182.4M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000656 | $238.5M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000875 | $226.0M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000311 | $275.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000511 | $190.4M | View |