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CIK 0002056711 • 7 13F filings • Apr 25, 2025 – 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 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $609K | 0.9%Prev: 0.9% | 3,802 SH | Increased |
| ADVANCED MICRO DEVICES INC | COM | $517K | 0.7%Prev: 0.6% | 2,414 SH | Increased |
| ALPHABET INC | CAP STK CL C | $1.3M | 1.9%Prev: 1.5% | 4,242 SH | Increased+128 SH |
| AMAZON COM INC | COM | $820K | 1.2%Prev: 1.2% | 3,552 SH | Increased+29 SH |
| APPLE INC | COM | $474K | 0.7%Prev: 0.6% | 1,742 SH | Increased+144 SH |
| BANK AMERICA CORP | COM | $321K | 0.5%Prev: 0.5% | 5,845 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $774K | 1.1%Prev: 1.4% | 1,539 SH | Decreased-324 SH |
| BROADCOM INC | COM | $920K | 1.3%Prev: 1.3% | 2,658 SH | Increased |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.7M | 2.4%Prev: 2.2% | 57,394 SH | Increased+5,533 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.3M | 1.9%Prev: 2.1% | 58,798 SH | Decreased-971 SH |
| CHEVRON CORP NEW | COM | $472K | 0.7%Prev: 0.7% | 3,100 SH | Decreased |
| CROWDSTRIKE HLDGS INC | CL A | $773K | 1.1%Prev: 1.2% | 1,650 SH | Decreased |
| ELI LILLY & CO | COM | $811K | 1.2%Prev: 0.8% | 755 SH | Increased+38 SH |
| ETFIS SER TR I | VIRTUS REAVES UT | $257K | 0.4%Prev: 0.5% | 3,255 SH | Decreased-437 SH |
| EXXON MOBIL CORP | COM | $286K | 0.4%Prev: 0.4% | 2,377 SH | Increased+338 SH |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | $1.8M | 2.6% | 36,507 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $234K | 0.3%Prev: 0.3% | 5,267 SH | Increased |
| HONEYWELL INTL INC | COM | $361K | 0.5%Prev: 0.6% | 1,848 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $2.9M | 4.2%Prev: 3.9% | 52,099 SH | Increased+5,199 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $309K | 0.4% | 1,611 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 2.0%Prev: 1.9% | 2,288 SH | Increased+197 SH |
| ISHARES TR | CALIF MUN BD ETF | $339K | 0.5%Prev: 0.5% | 5,891 SH | Increased+54 SH |
| ISHARES TR | CORE MSCI EAFE | $714K | 1.0%Prev: 1.1% | 7,981 SH | Increased+19 SH |
| ISHARES TR | CORE MSCI TOTAL | $469K | 0.7% | 5,544 SH | New |
| ISHARES TR | CORE US AGGBD ET | $4.9M | 7.1%Prev: 7.0% | 49,448 SH | Increased+3,981 SH |
| ISHARES TR | MSCI INTL VLU FT | $797K | 1.1%Prev: 1.1% | 20,957 SH | Increased+89 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.0M | 1.5%Prev: 1.6% | 5,184 SH | Increased-74 SH |
| ISHARES TR | NATIONAL MUN ETF | $440K | 0.6%Prev: 0.7% | 4,104 SH | Decreased-42 SH |
| ISHARES TR | RUS 1000 GRW ETF | $597K | 0.9%Prev: 0.9% | 1,261 SH | Increased-8 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.0M | 1.5%Prev: 1.4% | 4,819 SH | Increased+210 SH |
| ISHARES TR | RUS MD CP GR ETF | $862K | 1.2%Prev: 1.4% | 6,291 SH | Decreased+1 SH |
| ISHARES TR | RUS MID CAP ETF | $594K | 0.9%Prev: 0.9% | 6,170 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $585K | 0.8%Prev: 0.9% | 2,378 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $318K | 0.5%Prev: 0.5% | 2,981 SH | Increased+25 SH |
| ISHARES TR | US TREAS BD ETF | $634K | 0.9%Prev: 2.2% | 27,516 SH | Decreased-34,374 SH |
| JPMORGAN CHASE & CO. | COM | $819K | 1.2%Prev: 1.2% | 2,541 SH | Increased+126 SH |
| MASTERCARD INCORPORATED | CL A | $491K | 0.7%Prev: 0.7% | 860 SH | Increased+71 SH |
| META PLATFORMS INC | CL A | $439K | 0.6%Prev: 0.7% | 664 SH | Decreased+62 SH |
| MICROSOFT CORP | COM | $456K | 0.7%Prev: 0.7% | 943 SH | Increased+80 SH |
| NVIDIA CORPORATION | COM | $1.0M | 1.5%Prev: 1.5% | 5,527 SH | Increased+109 SH |
| SPDR GOLD TR | GOLD SHS | $5.6M | 8.1%Prev: 8.4% | 14,250 SH | Increased-1,293 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $21.4M | 30.8% | 268,438 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $683K | 1.0%Prev: 1.0% | 9,215 SH | Increased+338 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $232K | 0.3% | 798 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $738K | 1.1%Prev: 1.2% | 2,201 SH | Decreased-114 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.5M | 3.6% | 12,971 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.0M | 4.2%Prev: 3.9% | 32,895 SH | Increased+2,820 SH |
| VISA INC | COM CL A | $572K | 0.8%Prev: 0.8% | 1,630 SH | Increased+117 SH |
| 13F-HR |
| 0002056711-25-000005 |
| $65.5M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002056711-26-000003 | $58.8M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0002056711-25-000003 | $59.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002056711-26-000002 | $73.9M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002056711-25-000002 | $41.9M | View |