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CIK 0002107079 • 10 13F filings • Feb 4, 2026 – 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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $700K | 0.6% | 3,340 SH | |
| ADOBE INC | COM | $633K | 0.6% | 1,650 SH | |
| ALPHABET INC | CAP STK CL A | $782K | 0.7% | 5,058 SH | |
| ALPHABET INC | CAP STK CL C | $1.3M | 1.2% | 8,310 SH | |
| AMAZON COM INC | COM | $1.3M | 1.2% | 6,752 SH | |
| APPLE INC | COM | $2.5M | 2.3% | 11,472 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.2M | 5.7% | 11,695 SH | |
| BROADCOM INC | COM | $1.3M | 1.2% | 7,957 SH | |
| BUSINESS FIRST BANCSHARES IN | COM | $1.5M | 1.4% | 62,376 SH | |
| CAPITAL SOUTHWEST CORP | COM | $4.2M | 3.9% | 189,213 SH | |
| CHUBB LIMITED | COM | $294K | 0.3% | 973 SH | |
| COSTCO WHSL CORP NEW | COM | $790K | 0.7% | 835 SH | |
| DIAMONDBACK ENERGY INC | COM | $403K | 0.4% | 2,519 SH | |
| DROPBOX INC | CL A | $527K | 0.5% | 19,723 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $3.5M | 3.2% | 100,933 SH | |
| EA SERIES TRUST | SPARKLINE INTANG | $274K | 0.3% | 9,214 SH | |
| EAGLE MATLS INC | COM | $300K | 0.3% | 1,350 SH | |
| FEDEX CORP | COM | $618K | 0.6% | 2,533 SH | |
| GENERAL MTRS CO | COM | $200K | 0.2% | 4,257 SH | |
| GOLDMAN SACHS GROUP INC | COM | $1.2M | 1.1% | 2,159 SH | |
| INTEL CORP | COM | $492K | 0.5% | 21,647 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $216K | 0.2% | 1,250 SH | |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.4% | 6,104 SH | |
| LABCORP HOLDINGS INC | COM SHS | $292K | 0.3% | 1,255 SH | |
| LENNAR CORP | CL A | $333K | 0.3% | 2,900 SH | |
| MARKEL GROUP INC | COM | $3.7M | 3.4% | 1,980 SH | |
| MASTERCARD INCORPORATED | CL A | $1.1M | 1.0% | 1,945 SH | |
| MEDPACE HLDGS INC | COM | $792K | 0.7% | 2,600 SH | |
| MERCK & CO INC | COM | $255K | 0.2% | 2,839 SH | |
| META PLATFORMS INC | CL A | $916K | 0.8% | 1,590 SH | |
| MICROSOFT CORP | COM | $1.7M | 1.6% | 4,607 SH | |
| NVIDIA CORPORATION | COM | $1.4M | 1.3% | 13,051 SH | |
| NVR INC | COM | $362K | 0.3% | 50 SH | |
| OCCIDENTAL PETE CORP | COM | $490K | 0.4% | 9,931 SH | |
| PIMCO ETF TR | ACTIVE BD ETF | $2.3M | 2.1% | 24,509 SH | |
| PROCTER AND GAMBLE CO | COM | $264K | 0.2% | 1,550 SH | |
| QUALCOMM INC | COM | $289K | 0.3% | 1,879 SH | |
| RTX CORPORATION | COM | $528K | 0.5% | 3,989 SH | |
| SALESFORCE INC | COM | $393K | 0.4% | 1,465 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $2.8M | 2.5% | 101,468 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.6M | 3.3% | 183,636 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $526K | 0.5% | 24,437 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.9M | 7.3% | 283,644 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.6M | 7.9% | 342,542 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $643K | 0.6% | 24,193 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $240K | 0.2% | 10,871 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $11.2M | 10.3% | 427,421 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.4M | 4.1% | 189,471 SH | |
| SERVICENOW INC | COM | $358K | 0.3% | 450 SH | |
| SMURFIT WESTROCK PLC | SHS | $318K | 0.3% | 7,059 SH | |
| SNOWFLAKE INC | CL A | $1.4M | 1.3% | 9,684 SH | |
| TANDY LEATHER FACTORY INC | COM | $277K | 0.3% | 95,639 SH | |
| TESLA INC | COM | $936K | 0.9% | 3,612 SH | |
| TRIUMPH FINANCIAL INC | COM | $1.9M | 1.8% | 33,448 SH | |
| UNITED PARCEL SERVICE INC | CL B | $459K | 0.4% | 4,172 SH | |
| UNITEDHEALTH GROUP INC | COM | $759K | 0.7% | 1,449 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $3.9M | 3.6% | 55,761 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $638K | 0.6% | 8,153 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.8M | 4.4% | 65,882 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.4M | 2.2% | 49,815 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $377K | 0.3% | 1,458 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $237K | 0.2% | 1,067 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.3M | 3.0% | 28,561 SH | |
| VISA INC | COM CL A | $525K | 0.5% | 1,497 SH | |
| WABASH NATL CORP | COM | $560K | 0.5% | 50,717 SH |
| 13F-HR |
| 0002107079-26-000001 |
| $112.7M |
| View |
| Feb 4, 2026 | Q3 2025 | 13F-HR | 0002107079-26-000004 | $131.8M | View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0002107079-26-000009 | $151.2M | View |
| Feb 10, 2026 | Q2 2025 | 13F-HR/A | 0002107079-26-000007 | $120.1M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0002107079-26-000008 | $135.9M | View |
| Feb 10, 2026 | Q1 2025 | 13F-HR/A | 0002107079-26-000006 | $109.2M | View |