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CIK 0002110717 • 4 13F filings • Feb 17, 2026 – Oct 19, 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 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $8.2M | 3.3% | 28,702 SH | |
| AMAZON COM INC | COM | $7.4M | 3.0% | 35,732 SH | |
| APPLE INC | COM | $7.2M | 2.9% | 28,429 SH | |
| BANK AMERICA CORP | COM | $257K | 0.1% | 5,267 SH | |
| BROADCOM INC | COM | $368K | 0.1% | 1,190 SH | |
| COSTCO WHSL CORP NEW | COM | $9.0M | 3.7% | 9,035 SH | |
| D-WAVE QUANTUM INC | COM | $316K | 0.1% | 21,865 SH | |
| ELI LILLY & CO | COM | $465K | 0.2% | 506 SH | |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $249K | 0.1% | 4,710 SH | |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | $171K | 0.1% | 10,007 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.6% | 2,584 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $734K | 0.3% | 19,094 SH | |
| ISHARES GOLD TR | ISHARES NEW | $245K | 0.1% | 2,783 SH | |
| ISHARES TR | CORE MSCI EAFE | $6.5M | 2.6% | 71,944 SH | |
| ISHARES TR | CORE S&P SCP ETF | $304K | 0.1% | 2,449 SH | |
| ISHARES TR | CORE S&P500 ETF | $247K | 0.1% | 378 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $921K | 0.4% | 9,630 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $702K | 0.3% | 5,790 SH | |
| ISHARES TR | MSCI EAFE ETF | $3.7M | 1.5% | 37,763 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $2.1M | 0.9% | 4,949 SH | |
| MERCK & CO INC | COM | $312K | 0.1% | 2,593 SH | |
| META PLATFORMS INC | CL A | $5.0M | 2.0% | 8,744 SH | |
| MICRON TECHNOLOGY INC | COM | $224K | 0.1% | 662 SH | |
| MICROSOFT CORP | COM | $5.3M | 2.2% | 14,410 SH | |
| NVIDIA CORPORATION | COM | $10.3M | 4.2% | 59,128 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $368K | 0.1% | 2,515 SH | |
| QUALCOMM INC | COM | $221K | 0.1% | 1,718 SH | |
| QUANTA SVCS INC | COM | $479K | 0.2% | 873 SH | |
| REALTY INCOME CORP | COM | $7.0M | 2.8% | 113,687 SH | |
| RYDE GROUP LTD | CL A SHS | $5K | 0.0% | 10,000 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $469K | 0.2% | 16,096 SH | |
| SPDR GOLD TR | GOLD SHS | $346K | 0.1% | 805 SH | |
| SPDR INDEX SHS FDS | MSCI ACWI CLMTE | $393K | 0.2% | 9,674 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.9M | 0.8% | 5,480 SH | |
| TESLA INC | COM | $3.0M | 1.2% | 7,999 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $24.7M | 10.0% | 335,035 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $46.6M | 18.9% | 106,630 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $210K | 0.1% | 352 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.2M | 4.6% | 42,752 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.7% | 5,221 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $46.5M | 18.9% | 236,918 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $14.3M | 5.8% | 239,426 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $12.4M | 5.0% | 57,720 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $355K | 0.1% | 4,015 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $1.7M | 0.7% | 15,025 SH | |
| WALMART INC | COM | $544K | 0.2% | 4,379 SH |
| 13F-HR |
| 0001214659-26-008619 |
| $275.7M |
| View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006383 | $246.0M | View |