| As of Date | 08/10/2026 |
| Registration | SEC, Approved, 09/24/2019 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 885,842,605 16% |
| of that, discretionary | 885,842,605 16% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,340,155 16% |
| % High Net Worth | 46.13% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$106,588,564 | % Position14.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$78,453,914 | % Position10.00% | $ Change12.00% | # Change-2.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$47,690,685 | % Position6.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$31,954,697 | % Position4.00% | $ Change196.00% | # Change4.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$25,331,967 | % Position3.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker697435105 | Stock NamePALO ALTO NETWORKS INC | $ Position$23,683,498 | % Position3.00% | $ Change111.00% | # Change-1.00% |
| Stck Ticker67103H107 | Stock NameOREILLY AUTOMOTIVE INC | $ Position$13,082,397 | % Position2.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker718172109 | Stock NamePHILIP MORRIS INTL INC | $ Position$16,215,144 | % Position2.00% | $ Change5.00% | # Change-4.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$17,906,193 | % Position2.00% | $ Change-4.00% | # Change-2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$18,371,803 | % Position2.00% | $ Change-2.00% | # Change-3.00% |