Disclosed positions
| TESLA INC | TSLA | COM | $264,638,845 | 629,194 | SH | None |
| LEMONADE INC | LMND | COM | $65,428,279 | 1,005,815 | SH | None |
| UPSTART HLDGS INC | UPST | COM | $61,935,857 | 1,748,119 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $46,748,298 | 63,482 | SH | None |
| UNUSUAL MACHS INC | UMAC | COM SHS | $34,171,361 | 1,532,348 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $27,182,720 | 36,400 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $20,938,919 | 18,140 | SH | None |
| OSCAR HEALTH INC | OSCR | CL A | $17,882,240 | 627,007 | SH | None |
| ELI LILLY & CO | LLY | COM | $9,939,677 | 8,287 | SH | None |
| AMAZON COM INC | AMZN | COM | $9,622,066 | 40,371 | SH | None |
| CANDEL THERAPEUTICS INC | CADL | COM | $7,956,345 | 772,461 | SH | None |
| ATAIBECKLEY INC | ATAI | COM SHS | $7,829,060 | 1,485,590 | SH | None |
| ROUNDHILL ETF TRUST | DRAM | MEMORY ETF | $7,473,030 | 101,192 | SH | None |
| BACKBLAZE INC | BLZE | COM CL A | $7,259,963 | 457,753 | SH | None |
| HUNTINGTON BANCSHARES INC | HBAN | COM | $4,486,151 | 253,026 | SH | None |
| APPLE INC | AAPL | COM | $3,489,540 | 12,060 | SH | None |
| TESLA INC | TSLA | COM | $3,112,440 | 7,400 | PRN | Call |
| NVIDIA CORPORATION | NVDA | COM | $2,708,707 | 13,537 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,811,137 | 18,298 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSPT | S&P500 EQL TEC | $1,589,796 | 24,648 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $1,497,700 | 2 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,279,152 | 17,953 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $998,368 | 2,698 | SH | None |
| ISHARES TR | DSI | ESG MSCI KLD ETF | $921,121 | 6,469 | SH | None |
| MICROSOFT CORP | MSFT | COM | $848,997 | 2,276 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $812,729 | 2,274 | SH | None |
| CUMMINS INC | CMI | COM | $763,135 | 1,070 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $678,041 | 1,919 | SH | None |
| CATERPILLAR INC | CAT | COM | $577,176 | 542 | SH | None |
| GE AEROSPACE | GE | COM NEW | $557,979 | 1,493 | SH | None |
| BROADCOM INC | AVGO | COM | $488,053 | 1,292 | SH | None |
| META PLATFORMS INC | META | CL A | $432,044 | 767 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $378,320 | 1,156 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $352,775 | 705 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $349,751 | 2,047 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $253,950 | 2,177 | 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 1 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.