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CIK 0001843294 • 7 13F filings • Apr 10, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $292K | 0.1% | 2,205 SH | |
| ABBVIE INC | COM | $891K | 0.4% | 4,255 SH | |
| ADOBE INC | COM | $228K | 0.1% | 595 SH | |
| ADVANCED MICRO DEVICES INC | COM | $1.1M | 0.5% | 10,292 SH | |
| ALLSTATE CORP | COM | $211K | 0.1% | 1,017 SH | |
| ALPHABET INC | CAP STK CL A | $565K | 0.3% | 3,652 SH | |
| ALPHABET INC | CAP STK CL C | $3.0M | 1.4% | 19,024 SH | |
| AMAZON COM INC | COM | $6.3M | 2.9% | 32,865 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.9M | 2.8% | 98,820 SH | |
| AMERICAN CENTY ETF TR | US EQT ETF | $1.1M | 0.5% | 12,264 SH | |
| AMERICAN EXPRESS CO | COM | $328K | 0.2% | 1,221 SH | |
| APPLE INC | COM | $11.7M | 5.4% | 52,883 SH | |
| APPLIED MATLS INC | COM | $1.5M | 0.7% | 10,567 SH | |
| ARK ETF TR | AUTNMUS TECHNLGY | $1.1M | 0.5% | 16,671 SH | |
| ARK ETF TR | NEXT GNRTN INTER | $1.9M | 0.9% | 20,333 SH | |
| ASTERA LABS INC | COM | $715K | 0.3% | 11,981 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $873K | 0.4% | 1,639 SH | |
| BEST BUY INC | COM | $294K | 0.1% | 4,000 SH | |
| BROADCOM INC | COM | $1.7M | 0.8% | 10,364 SH | |
| CAMBRIA ETF TR | SHSHLD YIELD ETF | $541K | 0.3% | 8,485 SH | |
| CARNIVAL CORP | UNIT 99/99/9999 | $546K | 0.3% | 27,975 SH | |
| CATERPILLAR INC | COM | $1.2M | 0.5% | 3,521 SH | |
| CHEVRON CORP NEW | COM | $2.4M | 1.1% | 14,463 SH | |
| CISCO SYS INC | COM | $340K | 0.2% | 5,504 SH | |
| CITIGROUP INC | COM NEW | $248K | 0.1% | 3,486 SH | |
| CLOUDFLARE INC | CL A COM | $480K | 0.2% | 4,259 SH | |
| CONSTELLATION ENERGY CORP | COM | $271K | 0.1% | 1,343 SH | |
| COSTCO WHSL CORP NEW | COM | $3.0M | 1.4% | 3,139 SH | |
| DELTA AIR LINES INC DEL | COM NEW | $334K | 0.2% | 7,657 SH | |
| ELI LILLY & CO | COM | $1.0M | 0.5% | 1,247 SH | |
| EXXON MOBIL CORP | COM | $3.1M | 1.5% | 26,432 SH | |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | $2.7M | 1.3% | 36,353 SH | |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $7.4M | 3.4% | 33,320 SH | |
| FIRST TR MULTI CAP GROWTH AL | COM SHS | $3.0M | 1.4% | 22,954 SH | |
| FORD MTR CO | COM | $122K | 0.1% | 12,200 SH | |
| FREEPORT-MCMORAN INC | CL B | $659K | 0.3% | 17,410 SH | |
| FUBOTV INC | COM | $53K | 0.0% | 18,300 SH | |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | $436K | 0.2% | 5,729 SH | |
| GOLDMAN SACHS GROUP INC | COM | $624K | 0.3% | 1,143 SH | |
| HOME DEPOT INC | COM | $2.4M | 1.1% | 6,506 SH | |
| ILLINOIS TOOL WKS INC | COM | $248K | 0.1% | 1,000 SH | |
| INTUIT | COM | $333K | 0.2% | 542 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $1.0M | 0.5% | 2,040 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $5.2M | 2.4% | 52,071 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $17.1M | 7.9% | 36,483 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $275K | 0.1% | 5,869 SH | |
| ISHARES GOLD TR | ISHARES NEW | $12.1M | 5.6% | 204,605 SH | |
| ISHARES INC | MSCI EM ASIA ETF | $1.0M | 0.5% | 13,611 SH | |
| ISHARES TR | CORE MSCI EAFE | $739K | 0.3% | 9,763 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.2M | 0.6% | 21,262 SH | |
| ISHARES TR | CORE S&P SCP ETF | $2.8M | 1.3% | 26,894 SH | |
| ISHARES TR | CORE S&P TTL STK | $214K | 0.1% | 1,752 SH | |
| ISHARES TR | CORE S&P US GWT | $1.1M | 0.5% | 8,320 SH | |
| ISHARES TR | CORE S&P US VLU | $3.7M | 1.7% | 39,815 SH | |
| ISHARES TR | CORE S&P500 ETF | $10.5M | 4.9% | 18,646 SH | |
| ISHARES TR | GLOB INDSTRL ETF | $288K | 0.1% | 1,984 SH | |
| ISHARES TR | GLOBAL ENERG ETF | $259K | 0.1% | 6,151 SH | |
| ISHARES TR | ISHARES SEMICDTR | $522K | 0.2% | 2,776 SH | |
| ISHARES TR | MSCI KLD400 SOC | $1.1M | 0.5% | 10,805 SH | |
| ISHARES TR | MSCI USA MIN VOL | $2.8M | 1.3% | 29,615 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $515K | 0.2% | 1,425 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $329K | 0.2% | 1,751 SH | |
| ISHARES TR | RUS MD CP GR ETF | $1.0M | 0.5% | 8,896 SH | |
| ISHARES TR | RUSSELL 3000 ETF | $843K | 0.4% | 2,655 SH | |
| ISHARES TR | SP SMCP600VL ETF | $933K | 0.4% | 9,571 SH | |
| ISHARES TR | U.S. BAS MTL ETF | $345K | 0.2% | 2,559 SH | |
| ISHARES TR | U.S. ENERGY ETF | $1.2M | 0.6% | 24,981 SH | |
| ISHARES TR | U.S. FINLS ETF | $1.0M | 0.5% | 9,100 SH | |
| ISHARES TR | US AER DEF ETF | $602K | 0.3% | 3,930 SH | |
| ISHARES TR | US INDUSTRIALS | $432K | 0.2% | 3,321 SH | |
| ISHARES TR | US OIL GS EX ETF | $1.6M | 0.7% | 16,506 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $313K | 0.1% | 5,481 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $224K | 0.1% | 4,321 SH | |
| JOHNSON & JOHNSON | COM | $467K | 0.2% | 2,815 SH | |
| JPMORGAN CHASE & CO. | COM | $2.9M | 1.4% | 11,910 SH | |
| META PLATFORMS INC | CL A | $1.5M | 0.7% | 2,630 SH | |
| MICRON TECHNOLOGY INC | COM | $782K | 0.4% | 8,994 SH | |
| MICROSOFT CORP | COM | $8.2M | 3.8% | 21,954 SH | |
| MICROSTRATEGY INC | CL A NEW | $848K | 0.4% | 2,940 SH | |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $197K | 0.1% | 10,400 SH | |
| NVIDIA CORPORATION | COM | $19.7M | 9.1% | 181,810 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $2.1M | 1.0% | 24,897 SH | |
| PALO ALTO NETWORKS INC | COM | $1.5M | 0.7% | 9,032 SH | |
| PNC FINL SVCS GROUP INC | COM | $678K | 0.3% | 3,855 SH | |
| PROCTER AND GAMBLE CO | COM | $429K | 0.2% | 2,519 SH | |
| REPUBLIC SVCS INC | COM | $558K | 0.3% | 2,305 SH | |
| RTX CORPORATION | COM | $569K | 0.3% | 4,295 SH | |
| SALESFORCE INC | COM | $2.0M | 0.9% | 7,547 SH | |
| SENTINELONE INC | CL A | $298K | 0.1% | 16,365 SH | |
| SERVICENOW INC | COM | $474K | 0.2% | 595 SH | |
| SHERWIN WILLIAMS CO | COM | $571K | 0.3% | 1,636 SH | |
| SHOPIFY INC | CL A | $994K | 0.5% | 10,279 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $1.2M | 0.5% | 2,777 SH | |
| SPDR GOLD TR | GOLD SHS | $520K | 0.2% | 1,804 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.8M | 1.3% | 4,998 SH | |
| SUMMIT THERAPEUTICS INC | COM | $1.9M | 0.9% | 96,283 SH | |
| SYSCO CORP | COM | $602K | 0.3% | 8,025 SH | |
| TESLA INC | COM | $4.6M | 2.1% | 17,829 SH | |
| UNION PAC CORP | COM | $238K | 0.1% | 1,009 SH | |
| UNITED PARCEL SERVICE INC | CL B | $680K | 0.3% | 6,184 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.2M | 0.5% | 2,234 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $759K | 0.4% | 2,046 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $265K | 0.1% | 964 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 0.5% | 6,550 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.3M | 1.5% | 40,589 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $360K | 0.2% | 1,854 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $3.9M | 1.8% | 30,299 SH | |
| VERIZON COMMUNICATIONS INC | COM | $508K | 0.2% | 11,195 SH | |
| VERTIV HOLDINGS CO | COM CL A | $829K | 0.4% | 11,485 SH | |
| VIRTUS ETF TR II | SEIX AAA PRIVAAT | $230K | 0.1% | 9,221 SH | |
| VISA INC | COM CL A | $1.5M | 0.7% | 4,257 SH | |
| WALMART INC | COM | $1.4M | 0.6% | 15,870 SH | |
| WASTE MGMT INC DEL | COM | $476K | 0.2% | 2,055 SH | |
| WELLS FARGO CO NEW | COM | $264K | 0.1% | 3,677 SH |
| 13F-HR |
| 0001843294-25-000004 |
| $314.7M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001843294-26-000004 | $425.0M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003755 | $282.9M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001843294-26-000002 | $349.9M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002028 | $215.9M | View |