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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MANCHESTER FINANCIAL INC

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001172661-25-002768

Total Value
$477.8M
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085241023,530,639$84.1M17.61%
2INVESCO EXCH TRD SLF IDX FDIVZ2,294,041$42.9M8.98%
3INVESCO EXCHANGE TRADED FD TIVZ149,273$27.1M5.68%
4SCHWAB STRATEGIC TR8085242011,076,569$26.3M5.51%
5FIRST TR EXCHANGE-TRADED FD33735T1091,382,182$21.5M4.50%
6INVESCO EXCH TRD SLF IDX FDIVZ973,575$19.9M4.17%
7NVIDIA CORPORATIONNVDA112,431$17.8M3.72%
8ISHARES TR46428944695,073$14.6M3.05%
9FIRST TR EXCHNG TRADED FD VI33740F821392,758$14.3M2.98%
10INVESCO EXCHANGE TRADED FD TIVZ103,962$13.4M2.80%
11FIRST TR EXCHANGE-TRADED FD33739Q408221,657$13.3M2.78%
12APPLE INCAAPL58,962$12.1M2.53%
13FIRST TR EXCHANGE-TRADED FD336917109270,639$11.3M2.37%
14SCHWAB STRATEGIC TR808524508389,788$10.9M2.29%
15FIRST TR EXCHANGE-TRADED FD33738D796502,209$10.5M2.21%
16INVESCO EXCH TRADED FD TR IIIVZ72,492$8.2M1.71%
17TCW ETF TRUST29287L601210,828$7.4M1.55%
18META PLATFORMS INCMETA9,349$6.9M1.44%
19RBB FD INC74933W452128,424$6.4M1.34%
20MICROSOFT CORPMSFT12,198$6.1M1.27%
21FIRST TR EXCHANGE TRADED FD33737A10842,575$5.9M1.24%
22PALANTIR TECHNOLOGIES INCPLTR41,898$5.7M1.20%
23FIRST TR EXCHNG TRADED FD VI33740U794275,405$5.7M1.19%
24COSTCO WHSL CORP NEW22160K1055,461$5.4M1.13%
25VANGUARD INTL EQUITY INDEX F92204274234,888$4.5M0.94%
26AMAZON COM INCAMZN14,757$3.2M0.68%
27ISHARES TR46429B60695,304$3.1M0.64%
28SPDR S&P 500 ETF TRSPY4,834$3.0M0.63%
29FIRST TR EXCHANGE TRADED FD33738R76165,367$2.8M0.58%
30VISA INCV7,178$2.5M0.53%
31NEUBERGER BERMAN ETF TRUST64135A88742,432$2.2M0.45%
32HCA HEALTHCARE INCHCA4,946$1.9M0.40%
33BROADCOM INCAVGO6,680$1.8M0.39%
34TESLA INCTSLA5,737$1.8M0.38%
35ISHARES TR4642876895,051$1.8M0.37%
36CAMBRIA ETF TR13206120127,050$1.8M0.37%
37FIRST TR EXCHNG TRADED FD VI33740F54070,506$1.6M0.34%
38ISHARES INC46434G85533,849$1.5M0.31%
39VERIZON COMMUNICATIONS INCVZ33,739$1.5M0.31%
40BERKSHIRE HATHAWAY INC DELBRK-A2,971$1.4M0.30%
41SPROTT PHYSICAL GOLD & SILVESII47,141$1.4M0.30%
42JPMORGAN CHASE & CO.VYLD4,702$1.4M0.29%
43SELECT SECTOR SPDR TR81369Y85211,199$1.2M0.25%
44INTERNATIONAL BUSINESS MACHSINTR4,068$1.2M0.25%
45SPDR INDEX SHS FDS78463X53331,372$1.2M0.25%
46ELI LILLY & COLLY1,503$1.2M0.25%
47TIDAL TR II88636J32945,562$1.2M0.24%
48VICTORY PORTFOLIOS II92647N57613,566$1.2M0.24%
49ALPHABET INCGOOG6,332$1.1M0.24%
50INVESCO QQQ TRIVZ2,032$1.1M0.23%
51AMGEN INCAMGN3,730$1.0M0.22%
52RBB FD INC74933W46020,236$1.0M0.21%
53EXXON MOBIL CORPXOM9,050$975,5690.20%
54PROSHARES TR74347R24813,695$965,0730.20%
55LINDE PLCLIN2,029$952,1770.20%
56FIRST TR EXCH TRADED FD III33739P86319,420$931,5780.19%
57BERKLEY W R CORPWRB-PH11,626$854,1630.18%
58SCHWAB CHARLES CORPSCHW-PJ8,956$817,1150.17%
59ABBVIE INCABBV4,273$793,1100.17%
60INVESCO EXCH TRADED FD TR IIIVZ3,315$752,8790.16%
61INVESCO SR INCOME TRIVZ196,028$744,9070.16%
62SPDR GOLD TRGLD2,376$724,2770.15%
63THE CIGNA GROUP1255231002,142$708,1030.15%
64VANGUARD INDEX FDS9229087692,324$706,4080.15%
65ALPHABET INCGOOG3,891$685,7630.14%
66DISNEY WALT CO2546871065,269$653,3560.14%
67MASTERCARD INCORPORATEDMA1,139$639,9570.13%
68CORNING INCGLW12,103$636,4970.13%
69INVESCO EXCH TRD SLF IDX FDIVZ27,952$549,2560.11%
70MARRIOTT INTL INC NEW5719032022,003$547,3760.11%
71TIDAL TR II88636J65937,855$520,8810.11%
72MCDONALDS CORPMCD1,693$494,7110.10%
73CISCO SYS INCCSCO7,032$487,8810.10%
74ORACLE CORPORCL-PD2,172$474,8650.10%
75VANGUARD INDEX FDS922908363817$464,0810.10%
76SOFI TECHNOLOGIES INCSOFI24,406$444,4340.09%
77MORGAN STANLEYMS-PQ3,043$428,6380.09%
78GLOBAL X FDS37954Y47510,644$414,4790.09%
79KIMBERLY-CLARK CORPKMB3,174$409,1930.09%
80AMERICAN EXPRESS COAXP1,257$401,0240.08%
81JOHNSON & JOHNSONJNJ2,625$401,0210.08%
82ALTRIA GROUP INCMO6,750$395,7530.08%
83MARKEL GROUP INCMKL198$395,4780.08%
84RTX CORPORATIONRTX2,628$359,6300.08%
85CATERPILLAR INCCAT924$358,5450.08%
86GENERAL DYNAMICS CORPGD1,225$357,2710.07%
87HOME DEPOT INCHD974$357,0200.07%
88GILEAD SCIENCES INCGILD3,212$356,1150.07%
89EDISON INTL2810201076,769$349,2840.07%
90AT&T INCT-PC11,763$340,4090.07%
91ADVANCED MICRO DEVICES INCAMD2,344$332,6140.07%
92SIMON PPTY GROUP INC NEW8288061092,021$324,9080.07%
93SHOPIFY INCSHOP2,713$312,9450.07%
94MERCK & CO INCMRK3,894$308,2240.06%
95CHEVRON CORP NEWCVX2,148$307,5980.06%
96NUTANIX INCNTNX4,000$305,7600.06%
97PRUDENTIAL FINL INCPUKPF2,796$300,4140.06%
98PFIZER INCPFE12,186$295,3890.06%
99VANGUARD WORLD FD921910816792$290,0070.06%
100SEMPRASREA3,818$289,2900.06%
101UGI CORP NEW9026811057,518$273,8060.06%
102SCHWAB STRATEGIC TR80852480512,147$268,4490.06%
103ISHARES SILVER TRSLV8,010$262,8090.06%
104ISHARES TR464287200422$262,2600.05%
105EATON CORP PLCETN731$260,9600.05%
106SCHWAB STRATEGIC TR80852483910,430$242,3940.05%
107NETFLIX INCNFLX178$238,3660.05%
108ENBRIDGE INCENNPF5,151$233,4440.05%
109ISHARES TR464289438934$230,2410.05%
110INTUITIVE SURGICAL INCISRG422$229,3200.05%
111PEPSICO INCPEP1,724$227,6890.05%
112MONDAY COM LTDMNDY722$227,0550.05%
113SCHWAB STRATEGIC TR8085247227,450$222,1590.05%
114TJX COS INC NEW8725401091,762$217,5460.05%
115SERVICENOW INCNOW210$215,8970.05%
116FORD MTR CO34537086019,874$215,6370.05%
117ISHARES TR4642874081,091$213,2040.04%
118PROCTER AND GAMBLE CO7427181091,303$207,5820.04%
119VANGUARD WORLD FD9219108401,557$204,2790.04%
120AGNC INVT CORP00123Q10413,261$121,8720.03%
121ACHIEVE LIFE SCIENCES INCACHV46,224$104,4670.02%