| VOO Vanguard S&P 500 ETF since 2018 | inherited | 36 | $250.00 | $707.32 | +$2,844.72 | +12.58% | +$16,463.52 | +182.93% | $25,464 | Frank's anchor. Own the whole thing, never touch it. | Holding |
| AAPL Apple Inc. - Common Stock since 2018 | inherited | 42 | $48.00 | $348.91 | +$3,271.80 | +28.74% | +$12,638.22 | +626.90% | $14,654 | The one tech name even Frank trusted. | Holding |
| SCHD Schwab US Dividend Equity ETF since 2019 | inherited | 345 | $22.00 | $35.61 | +$2,718.60 | +28.42% | +$4,695.45 | +61.86% | $12,285 | Eddie's favorite. It pays you to be patient. | Holding |
| MSFT Microsoft Corporation - Common Stock since 2019 | inherited | 17 | $130.00 | $530.14 | +$972.40 | +12.09% | +$6,802.38 | +307.80% | $9,012 | Added 2019, Walt-approved. | Holding |
| BRK-B since 2018 | inherited | 12 | $200.00 | $541.96 | +$541.32 | +9.08% | +$4,103.52 | +170.98% | $6,504 | Patience, in one ticker. Frank's lesson. | Holding |
| JNJ Johnson & Johnson Common Stock since 2019 | inherited | 19 | $130.00 | $275.20 | +$1,289.15 | +32.72% | +$2,758.80 | +111.69% | $5,229 | Boring, reliable, Walt-coded. | Holding |
| KO Coca-Cola Company (The) Common Stock since 2019 | inherited | 43 | $48.00 | $92.82 | +$1,019.10 | +34.29% | +$1,927.26 | +93.37% | $3,991 | Uncle Walt's fingerprints. A dividend stalwart. | Holding |
| NVDA NVIDIA Corporation - Common Stock since 2021 | own | 71 | $18.00 | $213.66 | +$1,761.51 | +13.14% | +$13,891.86 | +1087.00% | $15,170 | The one that actually worked. Caught the AI thesis early-ish. | Holding |
| TSLA Tesla, Inc. - Common Stock since 2020 | own | 12 | $20.00 | $403.30 | -$417.24 | -7.94% | +$4,599.60 | +1916.50% | $4,840 | The OG meme conviction. | Holding |
| PLTR Palantir Technologies Inc. - Class A Common Stock since 2021 | own | 21 | $10.00 | $196.42 | +$599.76 | +17.01% | +$3,914.82 | +1864.20% | $4,125 | Rode the 2024 run, never fully sold. | Holding |
| COIN Coinbase Global, Inc. - Class A Common Stock since 2021 | own | 20 | $120.00 | $160.59 | -$1,518.80 | -32.11% | +$811.80 | +33.83% | $3,212 | If crypto's a casino, own the house. | Holding |
| IBIT iShares Bitcoin Trust ETF since 2024 | own | 57 | $24.00 | $45.71 | -$298.11 | -10.27% | +$1,237.47 | +90.46% | $2,605 | Long Bitcoin since the ETF launched. | Holding |
| ARM Arm Holdings plc - American Depositary Shares since 2026 | own | 10 | $359.99 | $228.77 | +$1,140.40 | +99.40% | -$1,312.15 | -36.45% | $2,288 | Bot entry β story TBD. | Holding |
| MSTR Strategy Inc - Class A Common Stock since 2021 | own | 14 | $25.00 | $141.62 | -$217.56 | -9.89% | +$1,632.68 | +466.48% | $1,983 | The leveraged-bitcoin bet. Maverick's masterpiece and nightmare. | Holding |
| MRVL Marvell Technology, Inc. - Common Stock since 2026 | own | 8 | $276.44 | $218.34 | +$1,031.60 | +144.26% | -$464.80 | -21.02% | $1,747 | Bot entry β story TBD. | Holding |
| GME GameStop Corporation Common Stock since 2021 | own | 1 | $20.00 | $24.00 | +$3.38 | +16.39% | +$4.00 | +20.00% | $24 | The tattoo. Jan 2021. Never sold. | Holding |
| AMC AMC Entertainment Holdings, Inc. Class A Common Stock since 2021 | own | 1 | $13.00 | $3.08 | +$1.47 | +91.30% | -$9.92 | -76.31% | $3 | The other tattoo. Same week. | Holding |
| CASH | tip money | βCash. Is. A. Position.β β Steadie Eddie, occasionally heard | $738 | |