The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   259,859 1,427 SH   SOLE   1,427 0 0
ADOBE INC COM 00724F101   1,623,803 3,218 SH   SOLE   3,218 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,265,330 12,551 SH   SOLE   12,551 0 0
AGCO CORP COM 001084102   350,607 2,850 SH   SOLE   2,850 0 0
AIRBNB INC COM CL A 009066101   344,766 2,090 SH   SOLE   2,090 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   502,236 6,941 SH   SOLE   6,941 0 0
ALPHABET INC CAP STK CL C 02079K107   17,034,088 111,875 SH   SOLE   111,875 0 0
ALPHABET INC CAP STK CL A 02079K305   14,121,162 93,561 SH   SOLE   93,561 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   2,990,645 63,014 SH   SOLE   63,014 0 0
AMAZON COM INC COM 023135106   40,339,521 223,636 SH   SOLE   223,636 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   379,713 6,247 SH   SOLE   6,247 0 0
APPLE INC COM 037833100   44,409,650 258,979 SH   SOLE   258,979 0 0
ARCH CAP GROUP LTD ORD G0450A105   323,540 3,500 SH   SOLE   3,500 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,348,344 478,136 SH   SOLE   478,136 0 0
AUTODESK INC COM 052769106   747,666 2,871 SH   SOLE   2,871 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   278,800 2,500 SH   SOLE   2,500 0 0
AXON ENTERPRISE INC COM 05464C101   6,660,902 21,289 SH   SOLE   21,289 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,979,805 7,086 SH   SOLE   7,086 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   634,440 1 SH   SOLE   1 0 0
BLACKROCK INVT QUALITY MUN T COM 09247D105   187,519 15,110 SH   SOLE   15,110 0 0
BLACKROCK MUN INCOME TR SH BEN INT 09248F109   223,879 21,673 SH   SOLE   21,673 0 0
BLOCK INC CL A 852234103   2,655,812 31,400 SH   SOLE   31,400 0 0
BOOKING HOLDINGS INC COM 09857L108   555,066 153 SH   SOLE   153 0 0
BROADCOM INC COM 11135F101   1,398,581 1,055 SH   SOLE   1,055 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   480,928 1,545 SH   SOLE   1,545 0 0
CARDINAL HEALTH INC COM 14149Y108   227,157 2,030 SH   SOLE   2,030 0 0
CECO ENVIRONMENTAL CORP COM 125141101   347,027 15,075 SH   SOLE   15,075 0 0
CENCORA INC COM 03073E105   1,214,950 5,000 SH   SOLE   5,000 0 0
CF INDS HLDGS INC COM 125269100   264,403 3,178 SH   SOLE   3,178 0 0
CHEVRON CORP NEW COM 166764100   603,383 3,825 SH   SOLE   3,825 0 0
CINTAS CORP COM 172908105   539,637 785 SH   SOLE   785 0 0
CISCO SYS INC COM 17275R102   203,380 4,075 SH   SOLE   4,075 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   265,350 15,000 SH   SOLE   15,000 0 0
COCA COLA CO COM 191216100   1,943,357 31,765 SH   SOLE   31,765 0 0
COMPASS INC CL A 20464U100   65,160 18,100 SH   SOLE   18,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108   276,842 1,019 SH   SOLE   1,019 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,767,676 2,413 SH   SOLE   2,413 0 0
CROCS INC COM 227046109   366,690 2,550 SH   SOLE   2,550 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,200,289 3,744 SH   SOLE   3,744 0 0
DATADOG INC CL A COM 23804L103   523,446 4,235 SH   SOLE   4,235 0 0
DECKERS OUTDOOR CORP COM 243537107   1,901,345 2,020 SH   SOLE   2,020 0 0
DEERE & CO COM 244199105   700,463 1,705 SH   SOLE   1,705 0 0
DIAMONDBACK ENERGY INC COM 25278X109   277,438 1,400 SH   SOLE   1,400 0 0
DIGITAL RLTY TR INC COM 253868103   209,314 1,453 SH   SOLE   1,453 0 0
DISNEY WALT CO COM 254687106   1,471,846 12,029 SH   SOLE   12,029 0 0
DORCHESTER MINERALS LP COM UNIT 25820R105   515,916 15,300 SH   SOLE   15,300 0 0
EATON CORP PLC SHS G29183103   455,887 1,458 SH   SOLE   1,458 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   249,412 2,610 SH   SOLE   2,610 0 0
ELI LILLY & CO COM 532457108   1,292,494 1,661 SH   SOLE   1,661 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   391,301 13,410 SH   SOLE   13,410 0 0
EVEREST GROUP LTD COM G3223R108   318,000 800 SH   SOLE   800 0 0
EXXON MOBIL CORP COM 30231G102   6,363,405 54,744 SH   SOLE   54,744 0 0
FAIR ISAAC CORP COM 303250104   249,922 200 SH   SOLE   200 0 0
FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840   623,013 13,750 SH   SOLE   13,750 0 0
FORTINET INC COM 34959E109   813,162 11,904 SH   SOLE   11,904 0 0
GENWORTH FINL INC COM CL A 37247D106   125,385 19,500 SH   SOLE   19,500 0 0
GRAINGER W W INC COM 384802104   661,245 650 SH   SOLE   650 0 0
HALLIBURTON CO COM 406216101   346,896 8,800 SH   SOLE   8,800 0 0
HOME DEPOT INC COM 437076102   476,233 1,241 SH   SOLE   1,241 0 0
HUBSPOT INC COM 443573100   407,264 650 SH   SOLE   650 0 0
INTUIT COM 461202103   476,450 733 SH   SOLE   733 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   812,148 2,035 SH   SOLE   2,035 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,897,700 15,535 SH   SOLE   15,535 0 0
ISHARES BITCOIN TR SHS 46438F101   2,455,922 60,685 SH   SOLE   60,685 0 0
ISHARES TR ISHARES BIOTECH 464287556   474,473 3,458 SH   SOLE   3,458 0 0
ISHARES TR PFD AND INCM SEC 464288687   243,639 7,559 SH   SOLE   7,559 0 0
ISHARES TR 20 YR TR BD ETF 464287432   1,342,067 14,184 SH   SOLE   14,184 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   335,704 1,596 SH   SOLE   1,596 0 0
ISHARES TR MBS ETF 464288588   546,755 5,916 SH   SOLE   5,916 0 0
ISHARES TR CORE S&P SCP ETF 464287804   899,212 8,136 SH   SOLE   8,136 0 0
ISHARES TR US HLTHCARE ETF 464287762   232,125 3,750 SH   SOLE   3,750 0 0
ISHARES TR CORE S&P500 ETF 464287200   210,818 401 SH   SOLE   401 0 0
ISHARES TR CORE S&P MCP ETF 464287507   233,849 3,850 SH   SOLE   3,850 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   766,455 2,830 SH   SOLE   2,830 0 0
ISHARES TR 20 YR TR BD ETF 464287432   2,223,570 23,500 SH Call SOLE   0 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   862,213 9,109 SH   SOLE   9,109 0 0
ISHARES TR NATIONAL MUN ETF 464288414   225,960 2,100 SH   SOLE   2,100 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   219,191 9,106 SH   SOLE   9,106 0 0
ISHARES TR IBOXX INV CP ETF 464287242   1,269,899 11,659 SH   SOLE   11,659 0 0
ISHARES TR CORE US AGGBD ET 464287226   6,522,456 66,596 SH   SOLE   66,596 0 0
ISHARES TR S&P 100 ETF 464287101   221,432 895 SH   SOLE   895 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   662,620 7,000 SH Call SOLE   0 0 0
JOHNSON & JOHNSON COM 478160104   416,479 2,633 SH   SOLE   2,633 0 0
JPMORGAN CHASE & CO COM 46625H100   686,850 3,429 SH   SOLE   3,429 0 0
KINSALE CAP GROUP INC COM 49714P108   367,318 700 SH   SOLE   700 0 0
KLA CORP COM NEW 482480100   492,492 705 SH   SOLE   705 0 0
LINCOLN ELEC HLDGS INC COM 533900106   1,123,936 4,400 SH   SOLE   4,400 0 0
LULULEMON ATHLETICA INC COM 550021109   519,174 1,329 SH   SOLE   1,329 0 0
MASTERCARD INCORPORATED CL A 57636Q104   897,804 1,864 SH   SOLE   1,864 0 0
MCDONALDS CORP COM 580135101   535,155 1,898 SH   SOLE   1,898 0 0
MCKESSON CORP COM 58155Q103   807,959 1,505 SH   SOLE   1,505 0 0
MERCK & CO INC COM 58933Y105   572,648 4,340 SH   SOLE   4,340 0 0
META PLATFORMS INC CL A 30303M102   8,575,096 17,659 SH   SOLE   17,659 0 0
MICROSOFT CORP COM 594918104   36,751,043 87,353 SH   SOLE   87,353 0 0
MONGODB INC CL A 60937P106   352,184 982 SH   SOLE   982 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   361,608 6,100 SH   SOLE   6,100 0 0
NETFLIX INC COM 64110L106   6,536,693 10,763 SH   SOLE   10,763 0 0
NEXTERA ENERGY INC COM 65339F101   414,494 6,486 SH   SOLE   6,486 0 0
NOVO-NORDISK A S ADR 670100205   495,239 3,857 SH   SOLE   3,857 0 0
NVIDIA CORPORATION COM 67066G104   3,316,808 3,671 SH   SOLE   3,671 0 0
OCCIDENTAL PETE CORP COM 674599105   1,686,288 25,947 SH   SOLE   25,947 0 0
ON HLDG AG NAMEN AKT A H5919C104   371,667 10,505 SH   SOLE   10,505 0 0
ORACLE CORP COM 68389X105   1,141,582 9,088 SH   SOLE   9,088 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   924,772 40,190 SH   SOLE   40,190 0 0
PALO ALTO NETWORKS INC COM 697435105   1,633,748 5,750 SH   SOLE   5,750 0 0
PAYPAL HLDGS INC COM 70450Y103   827,929 12,359 SH   SOLE   12,359 0 0
PINTEREST INC CL A 72352L106   666,357 19,220 SH   SOLE   19,220 0 0
PROCTER AND GAMBLE CO COM 742718109   261,978 1,615 SH   SOLE   1,615 0 0
PRUDENTIAL FINL INC COM 744320102   329,950 2,810 SH   SOLE   2,810 0 0
PUBLIC STORAGE COM 74460D109   2,813,041 9,698 SH   SOLE   9,698 0 0
QUANTA SVCS INC COM 74762E102   389,700 1,500 SH   SOLE   1,500 0 0
ROKU INC COM CL A 77543R102   637,688 9,785 SH   SOLE   9,785 0 0
SABINE RTY TR UNIT BEN INT 785688102   1,207,135 18,983 SH   SOLE   18,983 0 0
SALESFORCE INC COM 79466L302   1,605,591 5,331 SH   SOLE   5,331 0 0
SCHWAB CHARLES CORP COM 808513105   522,699 7,226 SH   SOLE   7,226 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   750,249 5,079 SH   SOLE   5,079 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   584,694 3,180 SH   SOLE   3,180 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   451,563 3,585 SH   SOLE   3,585 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   519,569 12,335 SH   SOLE   12,335 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   831,547 3,993 SH   SOLE   3,993 0 0
SERVICENOW INC COM 81762P102   1,837,384 2,410 SH   SOLE   2,410 0 0
SHOPIFY INC CL A 82509L107   1,200,842 15,561 SH   SOLE   15,561 0 0
SNOWFLAKE INC CL A 833445109   1,161,419 7,187 SH   SOLE   7,187 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   336,489 846 SH   SOLE   846 0 0
SPDR GOLD TR GOLD SHS 78463V107   708,960 3,446 SH   SOLE   3,446 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,137,688 9,822 SH   SOLE   9,822 0 0
STANLEY BLACK & DECKER INC COM 854502101   550,882 5,625 SH   SOLE   5,625 0 0
TENNANT CO COM 880345103   352,715 2,900 SH   SOLE   2,900 0 0
TESLA INC COM 88160R101   2,829,516 16,096 SH   SOLE   16,096 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   11,168,136 19,305 SH   SOLE   19,305 0 0
THE TRADE DESK INC COM CL A 88339J105   1,286,348 14,715 SH   SOLE   14,715 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,562,127 20,290 SH   SOLE   20,290 0 0
UNION PAC CORP COM 907818108   2,246,207 9,134 SH   SOLE   9,134 0 0
UNITEDHEALTH GROUP INC COM 91324P102   459,323 928 SH   SOLE   928 0 0
VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643   260,852 2,902 SH   SOLE   2,902 0 0
VANECK ETF TRUST PHARMACEUTCL ETF 92189F692   502,547 5,541 SH   SOLE   5,541 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680   807,331 9,315 SH   SOLE   9,315 0 0
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714   724,274 9,210 SH   SOLE   9,210 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   574,737 1,096 SH   SOLE   1,096 0 0
VEEVA SYS INC CL A COM 922475108   449,015 1,938 SH   SOLE   1,938 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   700,310 16,690 SH   SOLE   16,690 0 0
VISA INC COM CL A 92826C839   505,237 1,810 SH   SOLE   1,810 0 0
WALMART INC COM 931142103   698,030 11,601 SH   SOLE   11,601 0 0
WASTE MGMT INC DEL COM 94106L109   1,376,415 6,457 SH   SOLE   6,457 0 0
ZOETIS INC CL A 98978V103   544,178 3,216 SH   SOLE   3,216 0 0
ZSCALER INC COM 98980G102   5,514,612 28,628 SH   SOLE   28,628 0 0