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CIK 0002085141 • 3 13F filings • Feb 2, 2026 – Jul 15, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | ULTRA SHORT INCM | $1.3M | 1.0%Prev: 1.0% | 25,892 SH | Decreased-6,791 SH |
| ABBVIE INC | COM | $436K | 0.3%Prev: 0.3% | 1,907 SH | Decreased-336 SH |
| ADVANCED DRAIN SYS INC DEL | COM | $290K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $761K | 0.6%Prev: 0.6% | 2,430 SH | Decreased-566 SH |
| ALPHABET INC | CAP STK CL C | $867K | 0.6%Prev: 0.6% | 2,763 SH | Decreased-157 SH |
| AMAZON COM INC | COM | $269K | 0.2%Prev: 0.3% | 1,165 SH | Decreased-1,101 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $3.4M | 2.5%Prev: 1.4% | 76,245 SH | Increased+22,837 SH |
| APPLE INC | COM | $2.4M | 1.8%Prev: 3.3% | 8,968 SH | Decreased-10,529 SH |
| ARES CAPITAL CORP | COM | $875K | 0.6%Prev: 1.2% | 43,242 SH | Decreased-67,739 SH |
| BALL CORP | COM | $513K | 0.4%Prev: 0.3% | 9,683 SH | Decreased+500 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.3M | 2.4%Prev: 1.9% | 6,566 SH | Decreased-75 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $1.1M | 0.8%Prev: 0.5% | 74,080 SH | Increased+12,249 SH |
| BOEING CO | COM | $13.0M | 9.4%Prev: 7.4% | 59,678 SH | Increased+754 SH |
| BROADCOM INC | COM | $269K | 0.2%Prev: 0.4% | 778 SH | Decreased-1,244 SH |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $6.0M | 4.4%Prev: 4.3% | 155,915 SH | Decreased-5,501 SH |
| COMERICA INC | COM | $227K | 0.2% | 2,607 SH | New |
| COSTCO WHSL CORP NEW | COM | $287K | 0.2% | 333 SH | New |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $551K | 0.4%Prev: 0.3% | 11,103 SH | Increased+1,894 SH |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRC | $3.4M | 2.5%Prev: 1.1% | 162,011 SH | Increased+72,425 SH |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRE | $2.4M | 1.7% | 121,178 SH | New |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | $2.6M | 1.9%Prev: 1.1% | 124,233 SH | Increased+38,522 SH |
| INNOVATOR ETFS TRUST | EQUITY DUAL NOV | $439K | 0.3%Prev: 0.3% | 22,903 SH | Decreased+1,005 SH |
| INNOVATOR ETFS TRUST | GROWTH ACCELE | $221K | 0.2% | 4,935 SH | New |
| INNOVATOR ETFS TRUST | GROWTH ACCELERAT | $3.3M | 2.4% | 82,692 SH | New |
| INNOVATOR ETFS TRUST | GROWTH ACCELRTD | $649K | 0.5%Prev: 0.4% | 18,986 SH | Decreased-1,191 SH |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | $203K | 0.1%Prev: 0.1% | 2,799 SH | Decreased |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $231K | 0.2%Prev: 0.1% | 6,732 SH | Decreased |
| INNOVATOR ETFS TRUST | US EQT ACC 9 BFR | $490K | 0.4%Prev: 0.3% | 15,335 SH | Decreased-1,342 SH |
| INNOVATOR ETFS TRUST | US EQT ACLRTD 9 | $6.7M | 4.9%Prev: 1.0% | 174,648 SH | Increased+130,896 SH |
| INNOVATOR ETFS TRUST | US EQTY ACC PLUS | $406K | 0.3% | 12,832 SH | New |
| INNOVATOR ETFS TRUST | US EQTY ACCELRT9 | $884K | 0.6%Prev: 0.5% | 26,351 SH | Decreased+122 SH |
| INNOVATOR ETFS TRUST | US EQTY ACCELRTD | $1.5M | 1.1%Prev: 1.1% | 45,304 SH | Decreased-8,340 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.2M | 0.9%Prev: 0.7% | 25,549 SH | Decreased+1,072 SH |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | $935K | 0.7%Prev: 0.6% | 24,189 SH | Decreased+250 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $4.9M | 3.5%Prev: 6.0% | 87,428 SH | Decreased-82,874 SH |
| ISHARES TR | CORE DIVID ETF | $12.1M | 8.8%Prev: 8.4% | 228,474 SH | Decreased-6,013 SH |
| ISHARES TR | ISHARES SEMICDTR | $494K | 0.4%Prev: 1.4% | 1,639 SH | Decreased-2,145 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $12.5M | 9.1%Prev: 4.8% | 134,424 SH | Increased+51,238 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $343K | 0.2%Prev: 0.2% | 5,985 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $241K | 0.2%Prev: 0.1% | 4,139 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | U S TECH LEADERS | $7.7M | 5.6% | 85,334 SH | New |
| JOHNSON & JOHNSON | COM | $375K | 0.3%Prev: 0.3% | 1,813 SH | Decreased-262 SH |
| JPMORGAN CHASE & CO. | COM | $291K | 0.2% | 903 SH | New |
| MANAGED PORTFOLIO SERIES | LEUTHOLD SELECT | $7.9M | 5.8% | 197,395 SH | New |
| MATTHEWS ASIA FDS | CHINA ACTIVE ETF | $2.3M | 1.6%Prev: 1.3% | 79,924 SH | Decreased+1,209 SH |
| MATTHEWS ASIA FDS | EMER MKTS EQUITY | $258K | 0.2% | 7,200 SH | New |
| MICROSOFT CORP | COM | $974K | 0.7%Prev: 0.4% | 2,013 SH | Increased+138 SH |
| NOVARTIS AG | SPONSORED ADR | $252K | 0.2%Prev: 0.2% | 1,825 SH | Decreased |
| NVIDIA CORPORATION | COM | $714K | 0.5%Prev: 0.6% | 3,831 SH | Decreased-1,714 SH |
| PACER FDS TR | US CASH COWS 100 | $489K | 0.4%Prev: 0.3% | 8,129 SH | Increased+1,062 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $241K | 0.2%Prev: 0.1% | 7,392 SH | Decreased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $12.3M | 9.0% | 85,633 SH | New |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | $5.4M | 3.9% | 82,135 SH | New |
| THEMES ETF TR | GENERATIVE ARTIF | $899K | 0.7% | 23,061 SH | New |
| THEMES ETF TR | US SM CAP CASH | $792K | 0.6%Prev: 0.6% | 24,195 SH | Decreased-288 SH |
| US BANCORP DEL | COM NEW | $446K | 0.3% | 8,352 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $364K | 0.3%Prev: 0.4% | 1,010 SH | Decreased |
| WISDOMTREE TR | EMGRING MKTS | $3.8M | 2.7%Prev: 2.7% | 119,387 SH | Decreased-1,486 SH |
| 13F-HR |
| 0002085141-26-000002 |
| $139.1M |
| View |