Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $73,653,672 | 368,103 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $21,992,522 | 30,038 | SH | None |
| APPLE INC | AAPL | COM | $19,941,867 | 68,935 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $15,717,735 | 21,052 | SH | None |
| MICROSOFT CORP | MSFT | COM | $14,020,082 | 37,614 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $13,680,221 | 86,416 | SH | None |
| BROADCOM INC | AVGO | COM | $12,030,227 | 32,088 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $11,858,365 | 54,413 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $11,556,543 | 32,689 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $11,054,847 | 14,498 | SH | None |
| AMAZON COM INC | AMZN | COM | $8,239,652 | 34,571 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $8,220,098 | 16,427 | SH | None |
| ISHARES TR | SOXX | ISHARES SEMICDTR | $7,621,804 | 11,848 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $7,099,301 | 12,190 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $6,953,184 | 23,281 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $5,741,471 | 17,540 | SH | None |
| PPL CORP | PPL | COM | $5,369,867 | 147,727 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $5,357,811 | 62,273 | SH | None |
| META PLATFORMS INC | META | CL A | $5,326,237 | 9,456 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,082,106 | 14,221 | SH | None |
| ABBVIE INC | ABBV | COM | $4,526,198 | 17,987 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $4,067,182 | 13,417 | SH | None |
| TESLA INC | TSLA | COM | $3,962,053 | 9,420 | SH | None |
| WALMART INC | WMT | COM | $3,867,441 | 34,189 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $3,745,526 | 46,947 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $3,549,980 | 15,928 | SH | None |
| GE VERNOVA INC | GEV | COM | $3,463,528 | 2,922 | SH | None |
| DIREXION SHARES ETF TRUST | TECL | DA TE BU 3X ETF | $3,461,400 | 15,000 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $3,282,582 | 13,383 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,063,574 | 2,905 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $2,991,231 | 88,402 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,768,465 | 16,731 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,613,796 | 2,794 | SH | None |
| BLACKSTONE INC | BX | COM | $2,504,842 | 21,287 | SH | None |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $2,495,026 | 55,029 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,490,074 | 6,730 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,391,073 | 1,976 | SH | None |
| VISA INC | V | COM CL A | $2,337,198 | 6,827 | SH | None |
| RTX CORPORATION | RTX | COM | $2,073,692 | 10,930 | SH | None |
| NETFLIX INC. | NFLX | COM | $2,056,249 | 28,799 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $2,036,883 | 58,514 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $2,005,468 | 3,839 | SH | None |
| SPDR SERIES TRUST | KRE | ST STR SP REGBNK | $1,881,474 | 25,136 | SH | None |
| CASEYS GEN STORES INC | CASY | COM | $1,851,568 | 2,307 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $1,833,223 | 14,483 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,759,382 | 4,789 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,681,391 | 1,691 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,605,642 | 5,710 | SH | None |
| CITIGROUP INC | C | COM NEW | $1,602,057 | 11,482 | SH | None |
| ARK ETF TR | ARKX | SPACE & DEFENSE | $1,602,036 | 46,953 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.