The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 296,845 | 511 | SH | SOLE | 0 | 0 | 0 | 511 | |
| ADVISOR MANAGED PORTFOLIOS | REGAN FIXED RATE | 00777X520 | 298,371 | 10,927 | SH | SOLE | 0 | 0 | 0 | 10,927 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 286,913 | 2,160 | SH | SOLE | 0 | 0 | 0 | 2,160 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 450,415 | 1,260 | SH | SOLE | 0 | 0 | 0 | 1,260 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 371,102 | 1,050 | SH | SOLE | 0 | 0 | 0 | 1,050 | |
| AMAZON COM INC | COM | 023135106 | 878,283 | 3,685 | SH | SOLE | 0 | 0 | 0 | 3,685 | |
| APPLE INC | COM | 037833100 | 4,338,351 | 14,993 | SH | SOLE | 0 | 0 | 0 | 14,993 | |
| ASTERA LABS INC | COM | 04626A103 | 251,653 | 521 | SH | SOLE | 0 | 0 | 0 | 521 | |
| AZZ INC | COM | 002474104 | 1,085,350 | 7,000 | SH | SOLE | 0 | 0 | 0 | 7,000 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,497,700 | 2 | SH | SOLE | 0 | 0 | 0 | 2 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 34,201,156 | 68,349 | SH | SOLE | 0 | 0 | 0 | 68,349 | |
| CHEVRON CORPORATION | COM | 166764100 | 221,290 | 1,335 | SH | SOLE | 0 | 0 | 0 | 1,335 | |
| CONOCOPHILLIPS | COM | 20825C104 | 345,493 | 3,323 | SH | SOLE | 0 | 0 | 0 | 3,323 | |
| CULLEN FROST BANKERS INC | COM | 229899109 | 571,569 | 3,699 | SH | SOLE | 0 | 0 | 0 | 3,699 | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 373,068 | 8,410 | SH | SOLE | 0 | 0 | 0 | 8,410 | |
| EXXON MOBIL CORP | COM | 30231G102 | 656,557 | 4,802 | SH | SOLE | 0 | 0 | 0 | 4,802 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U208 | 214,225 | 3,598 | SH | SOLE | 0 | 0 | 0 | 3,598 | |
| HANCOCK JOHN TAX-ADVANTAGED | COM | 41013V100 | 778,811 | 30,554 | SH | SOLE | 0 | 0 | 0 | 30,554 | |
| INTEL CORP | COM | 458140100 | 308,862 | 2,212 | SH | SOLE | 0 | 0 | 0 | 2,212 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 9,479,373 | 44,552 | SH | SOLE | 0 | 0 | 0 | 44,552 | |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | 350,547 | 6,488 | SH | SOLE | 0 | 0 | 0 | 6,488 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 38,841,647 | 52,745 | SH | SOLE | 0 | 0 | 0 | 52,745 | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 215,686 | 6,479 | SH | SOLE | 0 | 0 | 0 | 6,479 | |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 823,361 | 10,904 | SH | SOLE | 0 | 0 | 0 | 10,904 | |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | 225,427 | 2,337 | SH | SOLE | 0 | 0 | 0 | 2,337 | |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | 32,162,109 | 351,000 | SH | SOLE | 0 | 0 | 0 | 351,000 | |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | 29,923,951 | 592,671 | SH | SOLE | 0 | 0 | 0 | 592,671 | |
| JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | 384,401 | 7,506 | SH | SOLE | 0 | 0 | 0 | 7,506 | |
| JOHNSON & JOHNSON | COM | 478160104 | 1,073,704 | 4,228 | SH | SOLE | 0 | 0 | 0 | 4,228 | |
| MARVELL TECHNOLOGY INC | COM | 573874104 | 700,935 | 2,353 | SH | SOLE | 0 | 0 | 0 | 2,353 | |
| MICROSOFT CORP | COM | 594918104 | 1,088,615 | 2,918 | SH | SOLE | 0 | 0 | 0 | 2,918 | |
| NEXTDECADE CORP | COM | 65342K105 | 75,400 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | 851,679 | 5,434 | SH | SOLE | 0 | 0 | 0 | 5,434 | |
| NUVEEN PFD & INCOME OPPORTUN | COM | 67073B106 | 98,511 | 12,501 | SH | SOLE | 0 | 0 | 0 | 12,501 | |
| NVIDIA CORPORATION | COM | 67066G104 | 663,726 | 3,317 | SH | SOLE | 0 | 0 | 0 | 3,317 | |
| PEPSICO INC | COM | 713448108 | 947,935 | 7,001 | SH | SOLE | 0 | 0 | 0 | 7,001 | |
| PERMIANVILLE RTY TR | TR UNIT | 71425H100 | 46,839 | 27,715 | SH | SOLE | 0 | 0 | 0 | 27,715 | |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | 2,010,551 | 82,841 | SH | SOLE | 0 | 0 | 0 | 82,841 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 720,551 | 1,956 | SH | SOLE | 0 | 0 | 0 | 1,956 | |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 | 226,748 | 1,490 | SH | SOLE | 0 | 0 | 0 | 1,490 | |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | 1,194,611 | 39,596 | SH | SOLE | 0 | 0 | 0 | 39,596 | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 2,476,965 | 3,317 | SH | SOLE | 0 | 0 | 0 | 3,317 | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | 506,447 | 720 | SH | SOLE | 0 | 0 | 0 | 720 | |
| TESLA INC | COM | 88160R101 | 246,051 | 585 | SH | SOLE | 0 | 0 | 0 | 585 | |
| UNION PAC CORP | COM | 907818108 | 532,848 | 1,959 | SH | SOLE | 0 | 0 | 0 | 1,959 | |
| VALUED ADVISERS TR | REGAN FLTG RATE | 92046L338 | 516,092 | 20,101 | SH | SOLE | 0 | 0 | 0 | 20,101 | |
| VANECK ETF TRUST | PREFERRED SECURT | 92189F429 | 552,643 | 30,978 | SH | SOLE | 0 | 0 | 0 | 30,978 | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 519,971 | 10,737 | SH | SOLE | 0 | 0 | 0 | 10,737 | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 30,737,203 | 155,553 | SH | SOLE | 0 | 0 | 0 | 155,553 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,998,040 | 8,102 | SH | SOLE | 0 | 0 | 0 | 8,102 | |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 42,939,055 | 197,031 | SH | SOLE | 0 | 0 | 0 | 197,031 | |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 217,642 | 2,701 | SH | SOLE | 0 | 0 | 0 | 2,701 | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 749,179 | 7,769 | SH | SOLE | 0 | 0 | 0 | 7,769 | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,499,013 | 21,039 | SH | SOLE | 0 | 0 | 0 | 21,039 | |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | 384,158 | 2,559 | SH | SOLE | 0 | 0 | 0 | 2,559 | |
| WALMART INC | COM | 931142103 | 3,854,553 | 34,033 | SH | SOLE | 0 | 0 | 0 | 34,033 | |
| WELLS FARGO & CO | COM | 949746101 | 382,788 | 4,632 | SH | SOLE | 0 | 0 | 0 | 4,632 | |
| WP CAREY INC | COM | 92936U109 | 203,489 | 2,846 | SH | SOLE | 0 | 0 | 0 | 2,846 | |
| YUM BRANDS INC | COM | 988498101 | 381,106 | 2,384 | SH | SOLE | 0 | 0 | 0 | 2,384 | |