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CIK 0002018963 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $727K | 1.0% | 5,006 SH | New |
| AMAZON COM INC | COM | $673K | 0.9%Prev: 1.6% | 3,229 SH | Increased-26 SH |
| APPLE INC | COM | $1.1M | 1.5%Prev: 4.9% | 4,422 SH | Decreased-4,405 SH |
| COSTCO WHOLESALE CORPORATION | COM | $619K | 0.9% | 621 SH | New |
| EXXON MOBIL CORP | COM | $651K | 0.9%Prev: 1.1% | 3,837 SH | Increased |
| HOME BANCSHARES INC | COM | $665K | 0.9%Prev: 1.8% | 24,705 SH | Decreased |
| INTUITIVE SURGICAL INC | COM NEW | $250K | 0.3%Prev: 0.7% | 542 SH | Decreased-18 SH |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $439K | 0.6% | 25,347 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $4.1M | 5.6%Prev: 1.2% | 7,082 SH | Increased+6,056 SH |
| ISHARES TR | 20 YR TR BD ETF | $388K | 0.5% | 4,479 SH | New |
| ISHARES TR | EXPND TEC SC ETF | $2.9M | 3.9% | 24,187 SH | New |
| ISHARES TR | MSCI EAFE ETF | $783K | 1.1% | 8,064 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $5K | 0.0% | 40 SH | New |
| ISHARES TR | RUS MID CAP ETF | $6K | 0.0% | 58 SH | New |
| ISHARES TR | U.S. FIN SVC ETF | $3.2M | 4.4% | 38,609 SH | New |
| ISHARES TR | U.S. TECH ETF | $2.8M | 3.9% | 15,460 SH | New |
| KLA CORP | COM NEW | $827K | 1.1% | 562 SH | New |
| LAM RESEARCH CORP | COM NEW | $344K | 0.5% | 1,611 SH | New |
| MICROSOFT CORP | COM | $323K | 0.4% | 872 SH | New |
| QUANTA SVCS INC | COM | $925K | 1.3% | 1,684 SH | New |
| ROCKWELL AUTOMATION INC | COM | $681K | 0.9% | 1,898 SH | New |
| SPDR GOLD TR | GOLD SHS | $885K | 1.2% | 2,057 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $41.4M | 57.1% | 63,699 SH | New |
| STRATEGY INC | CL A NEW | $1.0M | 1.4% | 8,400 SH | New |
| T-MOBILE US INC | COM | $303K | 0.4%Prev: 5.3% | 1,444 SH | Decreased-6,440 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $234K | 0.3% | 693 SH | New |
| TEXAS INSTRS INC | COM | $231K | 0.3% | 1,190 SH | New |
| TEXAS PACIFIC LAND CORPORATI | COM | $5.7M | 7.9%Prev: 12.1% | 12,010 SH | Increased+8,378 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $21K | 0.0% | 100 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $6K | 0.0% | 13 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $9K | 0.0% | 32 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $137K | 0.2% | 230 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $123K | 0.2% | 384 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $72K | 0.1% | 365 SH | New |
| 13F-HR |
| 0001398344-26-014386 |
| $160.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001398344-25-015470 | $125.7M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001398344-26-008793 | $72.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009380 | $39.8M | View |