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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 | $552K | 0.7%Prev: 0.8% | 3,802 SH | Increased+1,522 SH |
| ADVANCED MICRO DEVICES INC | COM | $491K | 0.7% | 2,414 SH | New |
| ALPHABET INC | CAP STK CL C | $1.2M | 1.6%Prev: 0.5% | 4,242 SH | Increased+2,776 SH |
| AMAZON COM INC | COM | $734K | 1.0%Prev: 0.6% | 3,523 SH | Increased+2,166 SH |
| APPLE INC | COM | $406K | 0.5%Prev: 0.8% | 1,598 SH | Increased+1 SH |
| BANK AMERICA CORP | COM | $285K | 0.4% | 5,845 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $738K | 1.0%Prev: 1.4% | 1,539 SH | Increased+476 SH |
| BROADCOM INC | COM | $823K | 1.1%Prev: 1.1% | 2,658 SH | Increased |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.8M | 2.4% | 59,689 SH | New |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.3M | 1.8%Prev: 5.9% | 58,158 SH | Decreased-52,303 SH |
| CHEVRON CORPORATION | COM | $641K | 0.9% | 3,100 SH | New |
| COCA COLA CO | COM | $202K | 0.3% | 2,656 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $558K | 0.8%Prev: 1.4% | 1,430 SH | Decreased-220 SH |
| DIREXION SHARES ETF TRUST | DAILY MAGNIFICEN | $3.5M | 4.7% | 234,488 SH | New |
| ELI LILLY & CO | COM | $694K | 0.9%Prev: 0.9% | 755 SH | Increased+305 SH |
| ETFIS SER TR I | VIRTUS REAVES UT | $261K | 0.4% | 3,265 SH | New |
| EXXON MOBIL CORP | COM | $403K | 0.5%Prev: 0.6% | 2,377 SH | Increased+256 SH |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | $1.8M | 2.4% | 36,557 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $268K | 0.4% | 5,267 SH | New |
| HONEYWELL INTL INC | COM | $418K | 0.6% | 1,848 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $3.1M | 4.2% | 56,347 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $381K | 0.5% | 1,984 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.8%Prev: 1.2% | 2,304 SH | Increased+1,212 SH |
| ISHARES TR | CALIF MUN BD ETF | $336K | 0.5%Prev: 0.7% | 5,918 SH | Increased+550 SH |
| ISHARES TR | CORE MSCI EAFE | $723K | 1.0%Prev: 1.4% | 7,981 SH | Increased+216 SH |
| ISHARES TR | CORE MSCI TOTAL | $480K | 0.7%Prev: 0.9% | 5,544 SH | Increased |
| ISHARES TR | CORE US AGGBD ET | $5.0M | 6.8%Prev: 0.6% | 50,406 SH | Increased+48,021 SH |
| ISHARES TR | MSCI INTL VLU FT | $832K | 1.1%Prev: 1.5% | 20,957 SH | Increased-267 SH |
| ISHARES TR | MSCI USA QLT FCT | $994K | 1.3%Prev: 6.7% | 5,184 SH | Decreased-11,277 SH |
| ISHARES TR | NATIONAL MUN ETF | $417K | 0.6%Prev: 1.0% | 3,925 SH | Decreased-69 SH |
| ISHARES TR | RUS 1000 GRW ETF | $530K | 0.7%Prev: 1.2% | 1,242 SH | Increased-117 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.0M | 1.4%Prev: 1.0% | 4,839 SH | Increased+2,616 SH |
| ISHARES TR | RUS MD CP GR ETF | $796K | 1.1%Prev: 1.2% | 6,211 SH | Increased+1,977 SH |
| ISHARES TR | RUS MID CAP ETF | $600K | 0.8%Prev: 0.7% | 6,170 SH | Increased+2,686 SH |
| ISHARES TR | RUSSELL 2000 ETF | $590K | 0.8%Prev: 0.7% | 2,378 SH | Increased+996 SH |
| ISHARES TR | SHRT NAT MUN ETF | $319K | 0.4%Prev: 0.7% | 2,994 SH | Increased+72 SH |
| ISHARES TR | US TREAS BD ETF | $640K | 0.9%Prev: 10.7% | 27,953 SH | Decreased-167,197 SH |
| JPMORGAN CHASE & CO | COM | $710K | 1.0% | 2,415 SH | New |
| MASTERCARD INCORPORATED | CL A | $394K | 0.5%Prev: 0.5% | 789 SH | Increased+420 SH |
| META PLATFORMS INC | CL A | $380K | 0.5%Prev: 0.8% | 664 SH | Increased+62 SH |
| NVIDIA CORPORATION | COM | $976K | 1.3%Prev: 1.1% | 5,594 SH | Increased+1,275 SH |
| PROSHARES TR II | ULTRASHORT GOLD | $1.3M | 1.7% | 62,479 SH | New |
| SPDR GOLD TR | GOLD SHS | $6.2M | 8.3%Prev: 10.6% | 14,296 SH | Increased-1,084 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $20.4M | 27.6% | 267,010 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $687K | 0.9%Prev: 1.4% | 9,330 SH | Increased+1,431 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $237K | 0.3% | 825 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $213K | 0.3% | 812 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $767K | 1.0%Prev: 1.6% | 2,390 SH | Increased-35 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.7M | 3.6% | 13,660 SH | New |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.5M | 4.8%Prev: 4.4% | 37,396 SH | Increased+12,184 SH |
| VISA INC | COM CL A | $457K | 0.6%Prev: 0.7% | 1,513 SH | Increased+647 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 |