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CIK 0002115327 • 3 13F filings • May 12, 2026 – Oct 14, 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 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $11K | 0.0%Prev: 0.0% | 66 SH | Increased |
| ABBOTT LABORATORIES | COM | $28K | 0.0%Prev: 0.1% | 309 SH | Decreased |
| ABBVIE INC | COM | $85K | 0.1%Prev: 0.1% | 338 SH | Increased |
| ADOBE INC | COM | $6K | 0.0%Prev: 0.0% | 28 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $49K | 0.1%Prev: 0.0% | 85 SH | Increased |
| AES CORP | COM | $7K | 0.0%Prev: 0.0% | 57 SH | Decreased |
| AGREE RLTY CORP | COM | $4K | 0.0%Prev: 0.0% | 48 SH | Increased+1 SH |
| AIR PRODUCTS AND CHEMICALS I | COM | $22K | 0.0%Prev: 0.0% | 76 SH | Increased |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $2K | 0.0%Prev: 0.0% | 46 SH | Increased |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $19K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $172K | 0.2%Prev: 0.2% | 480 SH | Increased |
| ALPHABET INC | CAP STK CL C | $10K | 0.0%Prev: 0.0% | 29 SH | Increased |
| ALTRIA GROUP INC | COM | $162K | 0.2% | 2,256 SH | New |
| AMAZON COM INC | COM | $399K | 0.5%Prev: 0.5% | 4,085 SH | Increased+413 SH |
| AMGEN INC | COM | $19K | 0.0%Prev: 0.0% | 49 SH | Increased+36 SH |
| ANALOG DEVICES INC | COM | $24K | 0.0% | 60 SH | New |
| APPLE INC | COM | $1.5M | 1.8%Prev: 2.4% | 5,096 SH | Increased-240 SH |
| APPLIED MATLS INC | COM | $322K | 0.4%Prev: 0.3% | 445 SH | Increased |
| ASCENT INDUSTRIES CO | COM | $3K | 0.0% | 34 SH | New |
| AT&T INC | COM | $7K | 0.0%Prev: 0.0% | 309 SH | Decreased |
| AUTOMATIC DATA PROCESSING IN | COM | $52K | 0.1%Prev: 0.1% | 233 SH | Increased |
| AVERY DENNISON CORP | COM | $8K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| AVIS BUDGET GROUP INC | COM | $3K | 0.0%Prev: 0.0% | 22 SH | Increased |
| AXON ENTERPRISE INC | COM | $185K | 0.2%Prev: 0.2% | 330 SH | Increased |
| BANK OF AMER CORP | COM | $9K | 0.0% | 150 SH | New |
| BAUSCH HEALTH COS INC | COM | $3K | 0.0%Prev: 0.0% | 600 SH | Decreased |
| BECTON DICKINSON & CO | COM | $5K | 0.0%Prev: 0.0% | 36 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $35K | 0.0%Prev: 0.1% | 70 SH | Increased |
| BLACKSTONE INC | COM | $6K | 0.0%Prev: 0.0% | 54 SH | Increased |
| BP PLC | SPONSORED ADR | $7K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| BRIGHTHOUSE FINL INC | COM | $253 | 0.0% | 4 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $25K | 0.0%Prev: 0.0% | 441 SH | Decreased |
| BROADCOM INC | COM | $38K | 0.0%Prev: 0.1% | 100 SH | Increased |
| BROADRIDGE FINL SOLUTIONS IN | COM | $6K | 0.0%Prev: 0.0% | 46 SH | Decreased |
| CHEMOURS CO | COM | $205 | 0.0% | 10 SH | New |
| CHEVRON CORPORATION | COM | $40K | 0.0%Prev: 0.1% | 240 SH | Decreased |
| CISCO SYS INC | COM | $7K | 0.0%Prev: 0.0% | 61 SH | Increased |
| CITIGROUP INC | COM NEW | $39K | 0.0%Prev: 0.1% | 276 SH | Increased |
| CLOROX CO DEL | COM | $1K | 0.0%Prev: 0.0% | 15 SH | Decreased |
| COLGATE PALMOLIVE CO | COM | $2K | 0.0%Prev: 0.0% | 22 SH | Increased |
| COMCAST CORP NEW | CL A | $9K | 0.0%Prev: 0.0% | 357 SH | Decreased |
| COMMERCE BANCSHARES INC | COM | $41K | 0.0%Prev: 0.1% | 703 SH | Increased |
| CORTEVA INC | COM | $2K | 0.0%Prev: 0.0% | 22 SH | Increased |
| COSTCO WHOLESALE CORPORATION | COM | $26K | 0.0%Prev: 0.0% | 28 SH | Decreased |
| CSX CORP | COM | $38K | 0.0%Prev: 0.1% | 789 SH | Increased |
| CVS HEALTH CORP | COM | $19K | 0.0%Prev: 0.0% | 8,110 SH | Increased |
| DANAHER CORP DEL | COM | $12K | 0.0%Prev: 0.0% | 63 SH | Increased |
| DEERE & CO | COM | $32K | 0.0%Prev: 0.0% | 50 SH | Increased |
| DIAGEO PLC | SPON ADR NEW | $4K | 0.0%Prev: 0.0% | 50 SH | Increased |
| DICKS SPORTING GOODS INC | COM | $162K | 0.2% | 714 SH | New |
| DISNEY WALT CO | COM | $25K | 0.0% | 264 SH | New |
| DOMINION ENERGY INC | COM | $182K | 0.2% | 2,665 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $23K | 0.0% | 185 SH | New |
| EASTMAN CHEM CO | COM | $2K | 0.0%Prev: 0.0% | 32 SH | Decreased |
| ELECTRONIC ARTS INC | COM | $14K | 0.0%Prev: 0.0% | 67 SH | Increased |
| ELI LILLY & CO | COM | $12K | 0.0%Prev: 0.0% | 10 SH | Increased |
| EMBRAER S.A. | SPONSORED ADS | $7 | 0.0% | 2 SH | New |
| EMERSON ELEC CO | COM | $30K | 0.0%Prev: 0.0% | 213 SH | Increased |
| ENBRIDGE INC | COM | $36K | 0.0%Prev: 0.1% | 665 SH | Increased |
| EOG RES INC | COM | $13K | 0.0%Prev: 0.0% | 101 SH | Decreased |
| ESSENTIAL UTILS INC | COM | $34K | 0.0%Prev: 0.1% | 879 SH | Decreased |
| ETF SER SOLUTIONS | AAM S&P 500 | $2.3M | 2.7% | 74,580 SH | New |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | $111K | 0.1% | 2,885 SH | New |
| ETF SER SOLUTIONS | VIDENT US EQUITY | $148K | 0.2% | 917 SH | New |
| EVERSOURCE ENERGY | COM | $2K | 0.0%Prev: 0.0% | 29 SH | Increased |
| EXXON MOBIL CORP | COM | $126K | 0.2% | 919 SH | New |
| FACTSET RESH SYS INC | COM | $2K | 0.0%Prev: 0.0% | 8 SH | Increased |
| FEDEX CORP | COM | $12K | 0.0% | 39 SH | New |
| FIDELITY NATL FINL INC | COM SHS | $10K | 0.0% | 203 SH | New |
| GAMING & LEISURE P | COM | $10K | 0.0%Prev: 0.0% | 233 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $5K | 0.0%Prev: 0.0% | 15 SH | Increased |
| GENERAL MILLS INC | COM | $5K | 0.0%Prev: 0.0% | 130 SH | Decreased |
| GLOBAL X FDS | GLOBAL X URANIUM | $1.1M | 1.3% | 16,702 SH | New |
| HELMERICH & PAYNE INC | COM | $10K | 0.0% | 25 SH | New |
| HOME DEPOT INC | COM | $109K | 0.1%Prev: 0.2% | 310 SH | Increased |
| HONEYWELL INTL INC | COM DELETED | $5K | 0.0% | 23 SH | New |
| ILLINOIS TOOL WKS INC | COM | $5K | 0.0%Prev: 0.0% | 19 SH | Increased |
| INGERSOLL RAND INC | COM | $18K | 0.0% | 221 SH | New |
| INTEL CORP | COM | $43K | 0.1%Prev: 0.0% | 305 SH | Increased |
| INTERCONTINENTAL EXCHANGE IN | COM | $10K | 0.0%Prev: 0.0% | 81 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $54K | 0.1%Prev: 0.1% | 191 SH | Increased+1 SH |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $1K | 0.0%Prev: 0.0% | 15 SH | Increased |
| INTUIT | COM | $6K | 0.0%Prev: 0.0% | 23 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $2.7M | 3.3% | 12,839 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 BUY WRT | $3K | 0.0% | 39 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.8M | 3.4% | 31,239 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $6.2M | 7.5%Prev: 0.3% | 8,470 SH | Increased+8,194 SH |
| ISHARES INC | CORE MSCI EMKT | $70K | 0.1% | 726 SH | New |
| ISHARES INC | JP MORGAN EM ETF | $7K | 0.0% | 158 SH | New |
| ISHARES INC | JP MRG EM CRP BD | $13K | 0.0%Prev: 0.0% | 125 SH | Decreased-90 SH |
| ISHARES TR | 0-3 MTH TREASURY | $23.3M | 28.1% | 231,753 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $14K | 0.0%Prev: 0.1% | 90 SH | Decreased-195 SH |
| ISHARES TR | 7-10 YR TRSY BD | $29K | 0.0% | 285 SH | New |
| ISHARES TR | CORE US AGGBD ET | $70K | 0.1%Prev: 0.0% | 443 SH | Increased+401 SH |
| ISHARES TR | GLOBAL ENERG ETF | $24K | 0.0%Prev: 0.0% | 107 SH | Increased |
| ISHARES TR | INTL DEV RE ETF | $141K | 0.2% | 1,276 SH | New |
| ISHARES TR | LATN AMER 40 ETF | $26K | 0.0% | 190 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $16K | 0.0% | 55 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $18K | 0.0% | 74 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $139K | 0.2%Prev: 0.1% | 409 SH | Increased+240 SH |
| ISHARES TR | US DIGI REAL ETF | $37K | 0.0% | 475 SH | New |
| JD.COM INC | SPON ADS CL A | $6K | 0.0%Prev: 0.0% | 250 SH | Decreased |
| JOHNSON & JOHNSON | COM | $87K | 0.1%Prev: 0.1% | 343 SH | Increased |
| JPMORGAN CHASE & CO | COM | $125K | 0.2%Prev: 0.2% | 381 SH | Increased |
| KOHLS CORP | COM | $333 | 0.0% | 4 SH | New |
| KRAFT HEINZ CO | COM | $1K | 0.0%Prev: 0.0% | 45 SH | Increased |
| L3HARRIS TECHNOLOGIES INC | COM | $31K | 0.0%Prev: 0.1% | 106 SH | Decreased |
| LOWES COS INC | COM | $31K | 0.0%Prev: 0.1% | 140 SH | Decreased |
| MARKEL GROUP INC | COM | $27K | 0.0%Prev: 0.0% | 14 SH | Increased |
| MARTIN MARIETTA MATLS INC | COM | $15K | 0.0%Prev: 0.0% | 26 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $17K | 0.0%Prev: 0.0% | 33 SH | Increased |
| MCDONALDS CORP | COM | $17K | 0.0%Prev: 0.0% | 63 SH | Decreased |
| MEDTRONIC PLC | SHS | $3K | 0.0%Prev: 0.0% | 32 SH | Decreased |
| MERCK & CO INC | COM | $17K | 0.0%Prev: 0.0% | 135 SH | Increased |
| META PLATFORMS INC | CL A | $144K | 0.2%Prev: 0.3% | 255 SH | Decreased |
| METLIFE INC | COM | $4K | 0.0%Prev: 0.0% | 48 SH | Increased |
| MICROSOFT CORP | COM | $255K | 0.3%Prev: 0.4% | 684 SH | Increased |
| MONDELEZ INTL INC | CL A | $23K | 0.0%Prev: 0.0% | 400 SH | Increased+1 SH |
| NEXTERA ENERGY INC | COM | $35K | 0.0%Prev: 0.1% | 401 SH | Decreased |
| NIKE INC | CL B | $780 | 0.0%Prev: 0.0% | 19 SH | Decreased |
| NNN REIT INC | COM | $16K | 0.0%Prev: 0.0% | 343 SH | Increased+1 SH |
| NORFOLK SOUTHN CORP | COM | $22K | 0.0%Prev: 0.0% | 70 SH | Increased |
| NOVARTIS AG | SPONSORED ADR | $3K | 0.0%Prev: 0.0% | 17 SH | Increased |
| NOVO-NORDISK A S | ADR | $4K | 0.0%Prev: 0.0% | 73 SH | Increased |
| NVIDIA CORPORATION | COM | $287K | 0.3%Prev: 0.4% | 1,432 SH | Increased |
| ORACLE CORP | COM | $101K | 0.1%Prev: 0.2% | 682 SH | Increased |
| ORGANON & CO | COMMON STOCK | $176 | 0.0%Prev: 0.0% | 13 SH | Increased |
| PALO ALTO NETWORKS INC | COM | $19K | 0.0% | 56 SH | New |
| PAYCHEX INC | COM | $27K | 0.0%Prev: 0.0% | 272 SH | Increased+240 SH |
| PEPSICO INC | COM | $35K | 0.0%Prev: 0.1% | 260 SH | Decreased |
| PFIZER INC | COM | $51K | 0.1%Prev: 0.1% | 2,114 SH | Increased+865 SH |
| PHILIP MORRIS INTL INC | COM | $107K | 0.1%Prev: 0.2% | 591 SH | Increased+2 SH |
| PHILLIPS 66 | COM | $11K | 0.0%Prev: 0.0% | 65 SH | Decreased |
| PROCTER & GAMBLE CO | COM | $30K | 0.0%Prev: 0.1% | 206 SH | Increased |
| QUALCOMM INC | COM | $4K | 0.0%Prev: 0.0% | 23 SH | Increased |
| REALTY INCOME CORP | COM | $22K | 0.0%Prev: 0.0% | 360 SH | Increased+1 SH |
| REPUBLIC SVCS INC | COM | $9K | 0.0%Prev: 0.0% | 43 SH | Decreased |
| ROCKWELL AUTOMATION INC | COM | $14K | 0.0%Prev: 0.0% | 29 SH | Increased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $404K | 0.5% | 404,337 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.8M | 3.4%Prev: 0.0% | 89,530 SH | Increased+89,489 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $467K | 0.6% | 467,217 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $10.9M | 13.1% | 10,533,989 SH | New |
| SCHWAB STRATEGIC TR | US TIPS ETF | $8.7M | 10.5% | 8,707,371 SH | New |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $25K | 0.0% | 276 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $13K | 0.0% | 254 SH | New |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $13K | 0.0% | 80 SH | New |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $96K | 0.1% | 504 SH | New |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $8K | 0.0% | 164 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $46K | 0.1% | 336 SH | New |
| SERVICENOW INC | COM | $6K | 0.0%Prev: 0.0% | 65 SH | Decreased |
| SHERWIN WILLIAMS CO | COM | $14K | 0.0%Prev: 0.0% | 41 SH | Increased |
| SOLVENTUM CORP | COM SHS | $1K | 0.0%Prev: 0.0% | 15 SH | Increased |
| SPDR SERIES TRUST | SP KENSHO FINAL | $405K | 0.5% | 4,561 SH | New |
| SPDR SERIES TRUST | ST STR RATE ETF | $204K | 0.2% | 2,229 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | $2.6M | 3.1%Prev: 1.0% | 84,891 SH | Increased+68,281 SH |
| TEREX CORP NEW | COM | $22K | 0.0%Prev: 0.0% | 108 SH | Decreased |
| THE CIGNA GROUP | COM | $14K | 0.0%Prev: 0.0% | 40 SH | Increased |
| TJX COS INC NEW | COM | $15K | 0.0%Prev: 0.0% | 102 SH | Decreased |
| TRUIST FINL CORP | COM | $13K | 0.0%Prev: 0.0% | 268 SH | Increased |
| UDR INC | COM | $33K | 0.0% | 837 SH | New |
| UNION PAC CORP | COM | $10K | 0.0%Prev: 0.0% | 35 SH | Increased |
| UNITED BANKSHARES INC WEST V | COM | $3K | 0.0% | 56 SH | New |
| UNITED PARCEL SVCS INC | CL B | $3K | 0.0%Prev: 0.0% | 29 SH | Increased |
| UNITEDHEALTH GROUP INC | COM | $16K | 0.0%Prev: 0.0% | 39 SH | Increased |
| UNIVERSAL CORP VA MTNS BK EN | COM | $10K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| V F CORP | COM | $517 | 0.0%Prev: 0.0% | 31 SH | Decreased |
| VANECK ETF TRUST | GOLD MINERS ETF | $799K | 1.0% | 10,580 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $37K | 0.0%Prev: 0.1% | 108 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $191K | 0.2% | 2,222 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $5K | 0.0%Prev: 0.7% | 56 SH | Decreased-3,295 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $9.6M | 11.5% | 13,974 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $13K | 0.0%Prev: 0.0% | 27 SH | Increased |
| VIATRIS INC | COM | $4K | 0.0%Prev: 0.0% | 228 SH | Increased+106 SH |
| VICI PPTYS INC | COM | $10K | 0.0% | 378 SH | New |
| VIRTUS INVT PARTNERS INC | COM | $10K | 0.0%Prev: 0.0% | 500 SH | Increased |
| VISA INC | COM CL A | $19K | 0.0%Prev: 0.0% | 56 SH | Increased |
| WALMART INC | COM | $47K | 0.1%Prev: 0.0% | 417 SH | Increased+237 SH |
| WATERS CORP | COM | $2K | 0.0%Prev: 0.0% | 4 SH | Increased |
| WATSCO INC | COM | $15K | 0.0% | 36 SH | New |
| WEC ENERGY GROUP INC | COM | $3K | 0.0%Prev: 0.0% | 29 SH | Increased |
| WELLS FARGO & CO | COM | $41K | 0.0%Prev: 0.1% | 497 SH | Increased |
| WESTERN UN CO | COM | $610 | 0.0%Prev: 0.0% | 80 SH | Decreased |
| WISDOMTREE TR | US AI ENHANCED | $7K | 0.0% | 162 SH | New |
| WP CAREY INC | COM | $14K | 0.0%Prev: 0.0% | 200 SH | Increased |
| WYNDHAM HOTELS & RESORTS INC | COM | $4K | 0.0%Prev: 0.0% | 44 SH | Increased |
| ZIMMER BIOMET HOLDINGS INC | COM | $861 | 0.0%Prev: 0.0% | 10 SH | Decreased |
| Q1 2026 |
| 13F-HR |
| 0002115327-26-000002 |
| $57.2M |
| View |