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Praetorian Wealth Management, Inc.

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13F filer, CIK 1818940, CARMEL, CA

Praetorian Wealth Management, Inc. reported $526,195,446 across 77 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 62.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001818940-26-000002

Period
2026-03-31
Reported value
$526M
Holdings
77
Top 10 weight
62.33%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+9,049$3.47M
MGVadded+19,438$2.9M
IBMTadded+82,397$2.12M
IBDXadded+72,624$1.84M
VTIadded+5,241$1.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IBDRreduced-28,722-$695K
IBMOreduced-26,966-$691K
IVWreduced-3,070-$366K
IVEreduced-1,090-$236K
LLYexited-205-$220K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001818940-26-000002, largest first. % of portfolio is the value over $526,195,446, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 152,145 shares; 2025Q3: 158,140 shares; 2025Q4: 159,348 shares; 2026Q1: 168,397 shares 168,397$64.6M12.28%+9,049Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316,435 shares; 2025Q3: 336,216 shares; 2025Q4: 349,302 shares; 2026Q1: 368,740 shares 368,740$55M10.46%+19,438Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,610 shares; 2024Q4: 588,456 shares; 2025Q1: 601,222 shares; 2025Q2: 595,170 shares; 2025Q3: 599,403 shares; 2025Q4: 603,148 shares; 2026Q1: 604,120 shares 604,120$41M7.79%+972Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750,036 shares; 2024Q4: 744,601 shares; 2025Q1: 747,180 shares; 2025Q2: 324,536 shares; 2025Q3: 319,294 shares; 2025Q4: 317,746 shares; 2026Q1: 314,676 shares 314,676$37.5M7.12%-3,070Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,981 shares; 2024Q4: 338,495 shares; 2025Q1: 348,366 shares; 2025Q2: 136,860 shares; 2025Q3: 131,158 shares; 2025Q4: 129,472 shares; 2026Q1: 128,382 shares 128,382$27.8M5.28%-1,090Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,050 shares; 2024Q4: 98,114 shares; 2025Q1: 97,533 shares; 2025Q2: 82,059 shares; 2025Q3: 82,350 shares; 2025Q4: 83,096 shares; 2026Q1: 84,223 shares 84,223$22.8M4.34%+1,127Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,207 shares; 2025Q3: 92,581 shares; 2025Q4: 90,533 shares; 2026Q1: 92,902 shares 92,902$22.8M4.34%+2,369Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,064 shares; 2024Q4: 135,870 shares; 2025Q1: 135,671 shares; 2025Q2: 104,907 shares; 2025Q3: 104,571 shares; 2025Q4: 104,448 shares; 2026Q1: 105,024 shares 105,024$19.9M3.78%+576Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,251 shares; 2024Q4: 307,024 shares; 2025Q1: 316,863 shares; 2025Q2: 324,224 shares; 2025Q3: 331,106 shares; 2025Q4: 331,671 shares; 2026Q1: 337,677 shares 337,677$19.1M3.63%+6,006Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,194 shares; 2024Q4: 67,547 shares; 2025Q1: 68,414 shares; 2025Q2: 57,938 shares; 2025Q3: 58,721 shares; 2025Q4: 57,865 shares; 2026Q1: 58,438 shares 58,438$17.4M3.31%+573Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,022 shares; 2024Q4: 40,976 shares; 2025Q1: 40,991 shares; 2025Q2: 48,562 shares; 2025Q3: 49,456 shares; 2025Q4: 50,244 shares; 2026Q1: 51,387 shares 51,387$16.3M3.1%+1,143Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,584 shares; 2024Q4: 16,776 shares; 2025Q1: 17,724 shares; 2025Q2: 21,851 shares; 2025Q3: 21,737 shares; 2025Q4: 21,004 shares; 2026Q1: 21,462 shares 21,462$15.9M3.01%+458Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,546 shares; 2024Q4: 58,929 shares; 2025Q1: 58,616 shares; 2025Q2: 56,161 shares; 2025Q3: 56,621 shares; 2025Q4: 57,105 shares; 2026Q1: 57,215 shares 57,215$12.9M2.45%+110Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,292 shares; 2024Q4: 33,507 shares; 2025Q1: 34,503 shares; 2025Q2: 41,381 shares; 2025Q3: 42,235 shares; 2025Q4: 41,792 shares; 2026Q1: 42,049 shares 42,049$11.5M2.18%+257Timeline
IBMQISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,399 shares; 2024Q4: 238,511 shares; 2025Q1: 239,142 shares; 2025Q2: 242,261 shares; 2025Q3: 241,939 shares; 2025Q4: 267,346 shares; 2026Q1: 303,912 shares 303,912$7.76M1.47%+36,566Timeline
IBMPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,941 shares; 2024Q4: 244,645 shares; 2025Q1: 246,667 shares; 2025Q2: 244,449 shares; 2025Q3: 239,846 shares; 2025Q4: 260,139 shares; 2026Q1: 289,168 shares 289,168$7.35M1.4%+29,029Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,664 shares; 2024Q4: 38,348 shares; 2025Q1: 34,517 shares; 2025Q2: 42,782 shares; 2025Q3: 43,574 shares; 2025Q4: 43,527 shares; 2026Q1: 44,257 shares 44,257$7.31M1.39%+730Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,336 shares; 2024Q4: 201,436 shares; 2025Q1: 220,136 shares; 2025Q2: 227,219 shares; 2025Q3: 233,228 shares; 2025Q4: 254,734 shares; 2026Q1: 271,817 shares 271,817$6.87M1.31%+17,083Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,653 shares; 2024Q4: 214,903 shares; 2025Q1: 231,955 shares; 2025Q2: 239,310 shares; 2025Q3: 245,243 shares; 2025Q4: 266,742 shares; 2026Q1: 283,263 shares 283,263$6.85M1.3%+16,521Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,348 shares; 2024Q4: 200,486 shares; 2025Q1: 226,663 shares; 2025Q2: 236,828 shares; 2025Q3: 244,826 shares; 2025Q4: 270,419 shares; 2026Q1: 290,013 shares 290,013$6.74M1.28%+19,594Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,862 shares; 2024Q4: 184,036 shares; 2025Q1: 233,507 shares; 2025Q2: 247,334 shares; 2025Q3: 255,510 shares; 2025Q4: 277,002 shares; 2026Q1: 297,532 shares 297,532$6.51M1.24%+20,530Timeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,268 shares; 2024Q4: 153,688 shares; 2025Q1: 167,865 shares; 2025Q2: 173,871 shares; 2025Q3: 175,401 shares; 2025Q4: 205,521 shares; 2026Q1: 248,807 shares 248,807$6.31M1.2%+43,286Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,475 shares; 2025Q1: 148,695 shares; 2025Q2: 211,570 shares; 2025Q3: 227,351 shares; 2025Q4: 269,037 shares; 2026Q1: 296,244 shares 296,244$6.21M1.18%+27,207Timeline
IBMSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,528 shares; 2025Q1: 97,572 shares; 2025Q2: 113,309 shares; 2025Q3: 123,175 shares; 2025Q4: 165,540 shares; 2026Q1: 214,238 shares 214,238$5.55M1.05%+48,698Timeline
IBMOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,713 shares; 2024Q4: 233,962 shares; 2025Q1: 236,902 shares; 2025Q2: 237,175 shares; 2025Q3: 234,296 shares; 2025Q4: 241,578 shares; 2026Q1: 214,612 shares 214,612$5.5M1.05%-26,966Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,165 shares; 2024Q4: 216,002 shares; 2025Q1: 232,174 shares; 2025Q2: 238,140 shares; 2025Q3: 242,139 shares; 2025Q4: 249,114 shares; 2026Q1: 220,392 shares 220,392$5.33M1.01%-28,722Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 17,303 shares; 2025Q1: 17,303 shares; 2025Q2: 17,147 shares; 2025Q3: 17,177 shares; 2025Q4: 18,281 shares; 2026Q1: 18,632 shares 18,632$4.82M0.92%+351Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,366 shares; 2026Q1: 158,990 shares 158,990$4.03M0.77%+72,624Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,415 shares; 2024Q4: 54,690 shares; 2025Q1: 54,567 shares; 2025Q2: 54,450 shares; 2025Q3: 49,464 shares; 2025Q4: 49,603 shares; 2026Q1: 47,424 shares 47,424$3.9M0.74%-2,179Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,754 shares; 2024Q4: 13,696 shares; 2025Q1: 14,065 shares; 2025Q2: 13,987 shares; 2025Q3: 14,032 shares; 2025Q4: 13,806 shares; 2026Q1: 13,526 shares 13,526$3.76M0.72%-280Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,756 shares; 2025Q1: 27,812 shares; 2025Q2: 30,521 shares; 2025Q3: 31,597 shares; 2025Q4: 36,286 shares; 2026Q1: 37,941 shares 37,941$3.49M0.66%+1,655Timeline
IBMTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,639 shares; 2026Q1: 130,036 shares 130,036$3.35M0.64%+82,397Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,258 shares; 2025Q1: 1,593 shares; 2025Q2: not reported; 2025Q3: 1,383 shares; 2025Q4: 15,095 shares; 2026Q1: 16,470 shares 16,470$3.33M0.63%+1,375Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,828 shares; 2024Q4: 32,024 shares; 2025Q1: 34,534 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 4,806 shares; 2026Q1: 4,768 shares 4,768$3.24M0.62%-38Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,857 shares; 2024Q4: 17,346 shares; 2025Q1: 16,000 shares; 2025Q2: not reported; 2025Q3: 9,150 shares; 2025Q4: 8,946 shares; 2026Q1: 8,704 shares 8,704$3.19M0.61%-242Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 9,463 shares; 2025Q1: 9,709 shares; 2025Q2: not reported; 2025Q3: 9,711 shares; 2025Q4: 9,661 shares; 2026Q1: 9,534 shares 9,534$3.14M0.6%-127Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,424 shares; 2024Q4: 21,833 shares; 2025Q1: 21,940 shares; 2025Q2: 22,199 shares; 2025Q3: 22,509 shares; 2025Q4: 22,403 shares; 2026Q1: 21,904 shares 21,904$2.75M0.52%-499Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,562 shares; 2025Q1: 2,526 shares; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,478 shares; 2026Q1: 7,719 shares 7,719$2.58M0.49%+5,241Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,809 shares; 2025Q1: 8,689 shares; 2025Q2: 10,213 shares; 2025Q3: 10,598 shares; 2025Q4: 10,635 shares; 2026Q1: 10,679 shares 10,679$1.64M0.31%+44Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares; 2026Q1: 2,113 shares 2,113$1.43M0.27%+11Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,558 shares; 2025Q3: 23,000 shares; 2025Q4: 17,575 shares; 2026Q1: 18,196 shares 18,196$1.37M0.26%+621Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares 3,285$1.22M0.23%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,950 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 2,834 shares; 2025Q4: 5,944 shares; 2026Q1: 6,005 shares 6,005$1.09M0.21%+61Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,112 shares; 2024Q4: 34,138 shares; 2025Q1: 36,510 shares; 2025Q2: 28,979 shares; 2025Q3: 29,575 shares; 2025Q4: 7,035 shares; 2026Q1: 6,631 shares 6,631$1.09M0.21%-404Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: not reported; 2025Q3: 3,391 shares; 2025Q4: 4,478 shares; 2026Q1: 4,893 shares 4,893$1.08M0.21%+415Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,927 shares; 2025Q1: 4,343 shares; 2025Q2: not reported; 2025Q3: 4,279 shares; 2025Q4: 4,196 shares; 2026Q1: 4,189 shares 4,189$954K0.18%-7Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 36,711 shares; 2025Q1: 36,711 shares; 2025Q2: 37,079 shares; 2025Q3: 36,196 shares; 2025Q4: 35,374 shares; 2026Q1: 35,413 shares 35,413$944K0.18%+39Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares 2,879$639K0.12%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 2,010 shares; 2026Q1: 1,993 shares 1,993$627K0.12%-17Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,803 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,087 shares; 2026Q1: 1,585 shares 1,585$593K0.11%-502Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares 1,285$569K0.11%0Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 2,458 shares; 2025Q2: not reported; 2025Q3: 2,339 shares; 2025Q4: 2,338 shares; 2026Q1: 2,334 shares 2,334$548K0.1%-4Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,462 shares 6,462$525K0.1%newTimeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 588 shares 588$464K0.09%+194Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,644 shares; 2025Q1: 10,644 shares; 2025Q2: 15,180 shares; 2025Q3: 15,176 shares; 2025Q4: 15,176 shares; 2026Q1: 15,094 shares 15,094$458K0.09%-82Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500$456K0.09%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 934 shares; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934$427K0.08%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,753 shares; 2025Q1: 1,752 shares; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,765 shares; 2026Q1: 1,757 shares 1,757$424K0.08%-8Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700$378K0.07%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,144 shares; 2025Q1: 4,264 shares; 2025Q2: not reported; 2025Q3: 4,898 shares; 2025Q4: 5,101 shares; 2026Q1: 4,479 shares 4,479$372K0.07%-622Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,502 shares; 2026Q1: 1,390 shares 1,390$362K0.07%-112Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,362 shares; 2025Q1: 4,468 shares; 2025Q2: not reported; 2025Q3: 5,130 shares; 2025Q4: 5,342 shares; 2026Q1: 4,536 shares 4,536$359K0.07%-806Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,145 shares; 2025Q1: 11,073 shares; 2025Q2: 11,605 shares; 2025Q3: 11,525 shares; 2025Q4: 11,525 shares; 2026Q1: 10,281 shares 10,281$334K0.06%-1,244Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 920 shares; 2025Q1: 965 shares; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 971 shares; 2026Q1: 967 shares 967$332K0.06%-4Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425$316K0.06%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984$302K0.06%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,920 shares; 2026Q1: 4,920 shares 4,920$297K0.06%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: not reported; 2025Q3: 4,681 shares; 2025Q4: 4,437 shares; 2026Q1: 4,164 shares 4,164$294K0.06%-273Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 449 shares 449$272K0.05%+35Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,136 shares 7,136$271K0.05%newTimeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares 341$234K0.04%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 653 shares; 2026Q1: 650 shares 650$228K0.04%-3Timeline
CBNKCAPITAL BANCORP INC MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,184 shares; 2025Q1: 7,184 shares; 2025Q2: not reported; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares 7,184$226K0.04%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,709 shares; 2025Q4: 7,743 shares; 2026Q1: 6,901 shares 6,901$218K0.04%-842Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares 1,045$211K0.04%newTimeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,846 shares 3,846$205K0.04%newTimeline
TELOTELOMIR PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares 20,000$26.6K0.01%+10,000Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LLYELI LILLY & CO205$220Kshares
METAMETA PLATFORMS INC321$212Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001818940-26-000002 base2026-04-09acceptance time not in the bulk data set