StoryOne LLC

OVERLAND PARK, KS · CIK 2079652 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$259.4m
Staff8 · 4 in investment roles
Main clients (by assets)High net worth individuals 76%, Charities 13%, Individuals 11%
Form ADV · 2026-04-28SEC adviser record

$210.6m reported value +19.3% vs Q1 2026

78positions

72.3%in top 10

14 new 64 added 0 reduced 8 sold out vs Q1 2026

Options: 1 call positions ($1.0m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	55,596	$40.9m19.44%	19.44%	Added +55.6k	+55,596 —
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	32,979	$22.7m10.76%	10.76%	Added +33.0k	+32,979 —
3	ISHARES TR RUS MD CP GR ETF IWP	IWP	148,100	$21.7m10.30%	10.30%	Added +148.1k	+148,100 —
4	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	39,490	$20.6m9.80%	9.80%	Added +39.5k	+39,490 —
5	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	277,676	$14.1m6.68%	6.68%	Added +277.7k	+277,676 —
6	ISHARES TR S&P SML 600 GWT IJT	IJT	53,324	$9.5m4.52%	4.52%	Added +53.3k	+53,324 —
7	NVIDIA CORPORATION COM NVDA	NVDA	31,120	$6.2m2.96%	2.96%	Added +31.1k	+31,120 —
8	ISHARES TR CORE US AGGBD ET AGG	AGG	61,681	$6.1m2.90%	2.90%	Added +61.7k	+61,681 —
9	APPLE INC COM AAPL	AAPL	20,930	$6.1m2.88%	2.88%	Added +20.9k	+20,930 —
10	MICROSOFT CORP COM MSFT	MSFT	11,546	$4.3m2.05%	2.05%	Added +11.5k	+11,546 —
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,024	$3.9m1.87%	1.87%	Added +11.0k	+11,024 —
12	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,639	$3.9m1.83%	1.83%	Added +6.6k	+6,639 —
13	ISHARES TR RUS 1000 ETF IWB	IWB	9,116	$3.7m1.77%	1.77%	Added +9.1k	+9,116 —
14	META PLATFORMS INC CL A META	META	5,232	$2.9m1.40%	1.40%	Added +5.2k	+5,232 —
15	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	41,186	$2.9m1.39%	1.39%	Added +41.2k	+41,186 —
16	FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP FYC	FYC	22,632	$2.9m1.37%	1.37%	Added +22.6k	+22,632 —
17	BROADCOM INC COM AVGO	AVGO	6,466	$2.4m1.16%	1.16%	Added +6.5k	+6,466 —
18	AMAZON COM INC COM AMZN	AMZN	8,776	$2.1m0.99%	0.99%	Added +8.8k	+8,776 —
19	ALPHABET INC CAP STK CL C GOOG	GOOG	5,739	$2.0m0.96%	0.96%	Added +5.7k	+5,739 —
20	SPDR GOLD TR GOLD SHS GLD	GLD	5,198	$1.9m0.91%	0.91%	Added +5.2k	+5,198 —
21	ISHARES TR MSCI EAFE ETF EFA	EFA	17,395	$1.8m0.86%	0.86%	Added +17.4k	+17,395 —
22	TESLA INC COM TSLA	TSLA	3,323	$1.4m0.66%	0.66%	Added +3.3k	+3,323 —
23	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,935	$1.2m0.59%	0.59%	Added +1.9k	+1,935 —
24	MICRON TECHNOLOGY INC COM MU	MU	923	$1.1m0.51%	0.51%	Added +923	+923 —
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,903	$952.2k0.45%	0.45%	Added +1.9k	+1,903 —
26	ORACLE CORP COM ORCL	ORCL	6,429	$942.2k0.45%	0.45%	Added +6.4k	+6,429 —
27	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	3,375	$923.5k0.44%	0.44%	Added +3.4k	+3,375 —
28	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	9,954	$857.4k0.41%	0.41%	Added +10.0k	+9,954 —
29	ELI LILLY & CO COM LLY	LLY	707	$848.0k0.40%	0.40%	Added +707	+707 —
30	JPMORGAN CHASE & CO COM JPM	JPM	2,555	$836.3k0.40%	0.40%	Added +2.6k	+2,555 —
31	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	28,280	$783.4k0.37%	0.37%	Added +28.3k	+28,280 —
32	ISHARES TR CORE S&P500 ETF IVV	IVV	1,013	$758.3k0.36%	0.36%	Added +1.0k	+1,013 —
33	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,020	$747.5k0.35%	0.35%	Added +2.0k	+2,020 —
34	JOHNSON & JOHNSON COM JNJ	JNJ	2,811	$713.9k0.34%	0.34%	Added +2.8k	+2,811 —
35	EXXON MOBIL CORP COM XOM	XOM	5,206	$711.8k0.34%	0.34%	Added +5.2k	+5,206 —
36	CISCO SYS INC COM CSCO	CSCO	5,413	$635.8k0.30%	0.30%	Added +5.4k	+5,413 —
37	VISA INC COM CL A V	V	1,836	$629.9k0.30%	0.30%	Added +1.8k	+1,836 —
38	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,431	$620.1k0.29%	0.29%	Added +1.4k	+1,431 —
39	WALMART INC COM WMT	WMT	5,461	$618.5k0.29%	0.29%	Added +5.5k	+5,461 —
40	APPLIED MATLS INC COM AMAT	AMAT	779	$563.2k0.27%	0.27%	Added +779	+779 —
41	INTEL CORP COM INTC	INTC	3,616	$504.9k0.24%	0.24%	New
42	GE AEROSPACE COM NEW GE	GE	1,310	$489.6k0.23%	0.23%	Added +1.3k	+1,310 —
43	CATERPILLAR INC COM CAT	CAT	451	$480.3k0.23%	0.23%	Added +451	+451 —
44	ABBVIE INC COM ABBV	ABBV	1,811	$455.7k0.22%	0.22%	Added +1.8k	+1,811 —
45	ISHARES TR 3 7 YR TREAS BD IEI	IEI	3,651	$428.8k0.20%	0.20%	Added +3.7k	+3,651 —
46	KLA CORP COM NEW KLAC	KLAC	1,390	$419.4k0.20%	0.20%	New
47	GE VERNOVA INC COM GEV	GEV	354	$415.9k0.20%	0.20%	Added +354	+354 —
48	WESTERN DIGITAL CORP COM WDC	WDC	621	$396.6k0.19%	0.19%	New
49	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,283	$382.2k0.18%	0.18%	New
50	HOME DEPOT INC COM HD	HD	1,082	$381.6k0.18%	0.18%	Added +1.1k	+1,082 —
51	NEXTERA ENERGY INC COM NEE	NEE	4,345	$381.4k0.18%	0.18%	Added +4.3k	+4,345 —
52	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	12,984	$376.0k0.18%	0.18%	Added +13.0k	+12,984 —
53	AMPHENOL CORP CL A APH	APH	2,078	$366.4k0.17%	0.17%	Added +2.1k	+2,078 —
54	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	6,412	$327.3k0.16%	0.16%	Added +6.4k	+6,412 —
55	WELLS FARGO CO NEW COM WFC	WFC	3,766	$311.2k0.15%	0.15%	Added +3.8k	+3,766 —
56	PROCTER AND GAMBLE CO COM PG	PG	2,065	$302.8k0.14%	0.14%	Added +2.1k	+2,065 —
57	CHEVRON CORP NEW COM CVX	CVX	1,789	$296.5k0.14%	0.14%	Added +1.8k	+1,789 —
58	MORGAN STANLEY COM NEW MS	MS	1,415	$295.8k0.14%	0.14%	Added +1.4k	+1,415 —
59	BANK AMERICA CORP COM BAC	BAC	5,143	$293.0k0.14%	0.14%	Added +5.1k	+5,143 —
60	ARISTA NETWORKS INC COM SHS ANET	ANET	1,708	$290.2k0.14%	0.14%	New
61	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,460	$287.0k0.14%	0.14%	Added +2.5k	+2,460 —
62	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	2,205	$281.8k0.13%	0.13%	Added +2.2k	+2,205 —
63	AXCELIS TECHNOLOGIES INC COM NEW ACLS	ACLS	1,476	$279.6k0.13%	0.13%	New
64	COCA COLA CO COM KO	KO	3,408	$277.0k0.13%	0.13%	Added +3.4k	+3,408 —
65	COSTCO WHSL CORP NEW COM COST	COST	290	$271.3k0.13%	0.13%	Added +290	+290 —
66	GOLDMAN SACHS GROUP INC COM GS	GS	262	$265.0k0.13%	0.13%	Added +262	+262 —
67	WELLTOWER INC COM WELL	WELL	1,158	$262.8k0.12%	0.12%	Added +1.2k	+1,158 —
68	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,372	$261.4k0.12%	0.12%	New
69	PALO ALTO NETWORKS INC COM PANW	PANW	714	$243.5k0.12%	0.12%	New
70	MASTERCARD INCORPORATED CL A MA	MA	471	$241.9k0.11%	0.11%	Added +471	+471 —
71	LINDE PLC SHS LIN	LIN	425	$220.6k0.10%	0.10%	Added +425	+425 —
72	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	334	$219.2k0.10%	0.10%	New
73	CITIGROUP INC COM NEW C	C	1,541	$215.7k0.10%	0.10%	New
74	SANDISK CORP COM SNDK	SNDK	94	$213.7k0.10%	0.10%	New
75	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	220	$212.3k0.10%	0.10%	New
76	TEXAS INSTRS INC COM TXN	TXN	702	$209.2k0.10%	0.10%	New
77	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	413	$207.1k0.10%	0.10%	Added +413	+413 —
78	UNITEDHEALTH GROUP INC COM UNH	UNH	484	$201.2k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Value then
PALMER SQUARE CAPITAL BDC IN PSBD	PSBD	$422.9k0 shares
SPDR INDEX SHS FDS GWX	GWX	$276.9k0 shares
NETFLIX INC NFLX	NFLX	$270.2k0 shares
PEPSICO INC PEP	PEP	$244.6k0 shares
HONEYWELL INTL INC		$229.2k0 shares
TJX COS INC NEW TJX	TJX	$226.6k0 shares
VERIZON COMMUNICATIONS INC VZ	VZ	$216.0k0 shares
VANGUARD BD INDEX FDS BND	BND	$213.6k0 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
RIVIAN AUTOMOTIVE INC RIVN · Call	RIVN	Call	1,330	$1.0m1.3k shares	Reduced