| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $58.2M | 333.6K | 2.8% | ADDED | +4.9K |
| 2 | APPLE INC COM | $54.0M | 212.9K | 2.6% | ADDED | +11.2K |
| 3 | TIDAL TRUST III NESTYIELD VISION | $52.8M | 1.27M | 2.5% | ADDED | +40.2K |
| 4 | TIDAL TRUST III NESTYIELD DYNAMI | $48.1M | 1.58M | 2.3% | ADDED | +115.7K |
| 5 | AMAZON COM INC COM | $42.1M | 202.2K | 2.0% | ADDED | +6.3K |
| 6 | STATE STR SPDR S&P 500 ETF T TR UNIT | $36.8M | 56.5K | 1.7% | REDUCED | -6,907 |
| 7 | TIDAL TRUST III NESTYIELD TOTAL | $36.2M | 1.04M | 1.7% | ADDED | +77.3K |
| 8 | BROADCOM INC COM | $29.8M | 96.3K | 1.4% | ADDED | +1.4K |
| 9 | ISHARES TR MSCI USA QLT FCT | $29.0M | 151.2K | 1.4% | ADDED | +3.5K |
| 10 | INVESCO QQQ TR UNIT SER 1 | $28.9M | 50.1K | 1.4% | REDUCED | -1,990 |
| 11 | MICROSOFT CORP COM | $27.1M | 73.2K | 1.3% | ADDED | +2.6K |
| 12 | SPDR SERIES TRUST STATE STREET SPD | $25.6M | 278.8K | 1.2% | REDUCED | -70,149 |
| 13 | TESLA INC COM | $24.3M | 65.5K | 1.2% | ADDED | +6.3K |
| 14 | FIDELITY MERRIMACK STR TR TOTAL BD ETF | $24.2M | 529.5K | 1.1% | ADDED | +92.2K |
| 15 | ALPHABET INC CAP STK CL C | $21.1M | 73.6K | 1.0% | REDUCED | -7,169 |
| 16 | META PLATFORMS INC CL A | $20.2M | 35.4K | 1.0% | REDUCED | -1,502 |
| 17 | SELECT SECTOR SPDR TR STATE STREET TEC | $19.3M | 145.3K | 0.9% | ADDED | +6.0K |
| 18 | ISHARES TR MSCI ACWI ETF | $19.2M | 138.5K | 0.9% | ADDED | +6.8K |
| 19 | SPDR SERIES TRUST STATE STREET SPD | $19.0M | 193.9K | 0.9% | ADDED | +19.3K |
| 20 | ALPHABET INC CAP STK CL A | $18.4M | 63.9K | 0.9% | REDUCED | -1,412 |
| 21 | COLUMBIA ETF TR I RESH ENHNC COR | $18.3M | 470.2K | 0.9% | ADDED | +67.2K |
| 22 | ISHARES TR 20 YR TR BD ETF | $17.4M | 200.7K | 0.8% | ADDED | +2.1K |
| 23 | NEBIUS GROUP N.V. SHS CLASS A | $17.1M | 164.9K | 0.8% | REDUCED | -38,455 |
| 24 | ISHARES TR CORE S&P MCP ETF | $16.9M | 251.0K | 0.8% | ADDED | +19.6K |
| 25 | ISHARES TR RUSSELL 2000 ETF | $16.5M | 66.6K | 0.8% | ADDED | +43.5K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 18, 2026