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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

TRUE Private Wealth Advisors

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001172661-25-003025

Total Value
$890.0M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F834645,801$49.9M5.61%
2ISHARES TR46436E8411,979,633$44.5M5.00%
3ISHARES TR46438G7031,624,158$42.7M4.80%
4ISHARES TR46436E8251,940,071$42.5M4.78%
5ISHARES TR46438G8851,486,352$39.3M4.42%
6ISHARES TR46436E4601,908,678$39.1M4.40%
7INVESCO EXCHANGE TRADED FD TIVZ210,707$38.3M4.30%
8ISHARES INC46434G764540,145$34.1M3.83%
9FIRST TR EXCHANGE-TRADED FD336917109761,386$31.9M3.58%
10ISHARES TR464287150235,271$31.8M3.57%
11ISHARES TR46434V738422,719$28.0M3.14%
12ZACKS TRUST98888G204673,056$22.8M2.56%
13APPLE INCAAPL107,875$22.1M2.49%
14VANECK ETF TRUST92189H748360,791$19.1M2.15%
15ISHARES U S ETF TR46431W853647,638$16.7M1.88%
16MICROSOFT CORPMSFT32,741$16.3M1.83%
17ALPS ETF TR00162Q452330,398$16.1M1.81%
18ISHARES TR46428765567,005$14.5M1.62%
19VANGUARD WORLD FD92204A70219,912$13.2M1.48%
20SCHWAB STRATEGIC TR808524797432,675$11.5M1.29%
21NVIDIA CORPORATIONNVDA69,046$10.9M1.23%
22AMAZON COM INCAMZN46,063$10.1M1.14%
23ZACKS TRUST98888G105272,965$8.7M0.98%
24ISHARES TR464289867117,249$7.2M0.81%
25VANGUARD INDEX FDS92290836312,221$6.9M0.78%
26JPMORGAN CHASE & CO.VYLD23,354$6.8M0.76%
27BERKSHIRE HATHAWAY INC DELBRK-A12,096$5.9M0.66%
28ELI LILLY & COLLY7,366$5.7M0.65%
29COSTCO WHSL CORP NEW22160K1055,252$5.2M0.58%
30GRANITESHARES ETF TR38747R82770,519$5.0M0.56%
31ABBVIE INCABBV26,626$4.9M0.56%
32GOLDMAN SACHS GROUP INCGSCE6,898$4.9M0.55%
33CHEVRON CORP NEWCVX33,786$4.8M0.54%
34JOHNSON & JOHNSONJNJ31,144$4.8M0.53%
35SPDR GOLD TRGLD14,865$4.5M0.51%
36EXXON MOBIL CORPXOM39,371$4.2M0.48%
37EMERSON ELEC COEMR31,498$4.2M0.47%
38DUTCH BROS INCBROS61,313$4.2M0.47%
39ARK ETF TR00214Q10457,252$4.0M0.45%
40SPDR SERIES TRUST78464A649143,297$3.7M0.41%
413M COMMM24,091$3.7M0.41%
42ISHARES TR46428759818,821$3.7M0.41%
43UNITED RENTALS INCURI4,738$3.6M0.40%
44US BANCORP DELUSB-PS76,631$3.5M0.39%
45ISHARES TR46428750755,908$3.5M0.39%
46ISHARES TR46432F84239,659$3.3M0.37%
47PEPSICO INCPEP24,340$3.2M0.36%
48ALPHABET INCGOOG18,223$3.2M0.36%
49VANECK ETF TRUST92189H73087,833$3.1M0.34%
50FIDELITY COMWLTH TR31591280837,160$3.0M0.33%
51SELECT SECTOR SPDR TR81369Y88636,333$3.0M0.33%
52ISHARES TR4642872004,720$2.9M0.33%
53ISHARES TR46429B65556,681$2.9M0.32%
54ISHARES TR46428752311,662$2.8M0.31%
55SPDR INDEX SHS FDS78463X88968,123$2.8M0.31%
56ISHARES TR46428816624,569$2.7M0.30%
57ISHARES TR46428987558,524$2.7M0.30%
58SPDR SERIES TRUST78464A35931,630$2.6M0.29%
59VANGUARD WHITEHALL FDS92194640619,359$2.6M0.29%
60MICRON TECHNOLOGY INCMU20,385$2.5M0.28%
61VERIZON COMMUNICATIONS INCVZ57,872$2.5M0.28%
62META PLATFORMS INCMETA3,363$2.5M0.28%
63INVESCO EXCHANGE TRADED FD TIVZ18,571$2.4M0.27%
64ISHARES GOLD TRIAU37,259$2.3M0.26%
65INVESCO QQQ TRIVZ4,149$2.3M0.26%
66ISHARES TR46428740811,622$2.3M0.26%
67BANK MONTREAL QUE06367938590,644$2.3M0.25%
68ALPHABET INCGOOG12,501$2.2M0.25%
69ISHARES TR46428780419,297$2.1M0.24%
70TESLA INCTSLA6,465$2.1M0.23%
71ISHARES TR46428868766,886$2.1M0.23%
72INTERNATIONAL BUSINESS MACHSINTR6,713$2.0M0.22%
73DIREXION SHS ETF TR25461A85852,826$1.9M0.22%
74GRANITESHARES ETF TR38747R84341,782$1.9M0.21%
75DIREXION SHS ETF TR25461A86638,368$1.9M0.21%
76ISHARES INC46434G10331,411$1.9M0.21%
77GRAYSCALE BITCOIN TRUST ETFGBTC21,857$1.9M0.21%
78ISHARES TR46428745722,118$1.8M0.21%
79FORTINET INCFTNT16,204$1.7M0.19%
80ISHARES TR46428730915,457$1.7M0.19%
81SALESFORCE INCCRM6,030$1.6M0.18%
82DIREXION SHS ETF TR25459W10217,564$1.6M0.18%
83WELLS FARGO CO NEW94974610120,501$1.6M0.18%
84VANGUARD SCOTTSDALE FDS92206C77133,170$1.5M0.17%
85SPDR SERIES TRUST78468R66316,683$1.5M0.17%
86PFIZER INCPFE62,764$1.5M0.17%
87ISHARES TR46434V80339,813$1.5M0.17%
88ARK ETF TR00214Q70829,416$1.5M0.17%
89VISA INCV4,148$1.5M0.17%
90PALO ALTO NETWORKS INCPANW7,191$1.5M0.17%
91PACER FDS TR69374H87343,166$1.5M0.17%
92SPDR SERIES TRUST78464A37543,722$1.5M0.16%
93BOEING COBA-PA6,598$1.4M0.16%
94MORGAN STANLEYMS-PQ9,464$1.3M0.15%
95ISHARES TR4642877217,536$1.3M0.15%
96RTX CORPORATIONRTX8,832$1.3M0.14%
97VANGUARD INDEX FDS9229086116,533$1.3M0.14%
98NIKE INCNKE17,866$1.3M0.14%
99DIREXION SHS ETF TR25461A87457,647$1.3M0.14%
100BITWISE BITCOIN ETF TRBITB21,256$1.2M0.14%
101VANGUARD INDEX FDS9229087446,785$1.2M0.13%
102SPDR INDEX SHS FDS78463X50927,944$1.2M0.13%
103CISCO SYS INCCSCO16,327$1.1M0.13%
104PROCTER AND GAMBLE CO7427181097,076$1.1M0.13%
105KEYCORP49326710863,944$1.1M0.13%
106PHILIP MORRIS INTL INC7181721096,102$1.1M0.12%
107NETFLIX INCNFLX802$1.1M0.12%
108ISHARES TR46428985912,874$1.1M0.12%
109PACER FDS TR69374H70928,256$1.1M0.12%
110CATERPILLAR INCCAT2,678$1.0M0.12%
111BROADCOM INCAVGO3,567$983,3760.11%
112VANGUARD SCOTTSDALE FDS92206C71411,407$972,0270.11%
113ISHARES TR4642876142,015$855,5290.10%
114PROSHARES TR74347X8319,993$829,4400.09%
115ZACKS TRUST98888G80831,002$821,1490.09%
116INVESCO EXCH TRADED FD TR IIIVZ8,280$807,5300.09%
117BANK AMERICA CORP06050510416,304$771,5180.09%
118VANGUARD INDEX FDS9229087361,723$755,3630.08%
119BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.08%
120KROGER COKR10,070$722,3470.08%
121BLACKSTONE INCBX4,754$711,1030.08%
122ABBOTT LABSABLZF5,208$708,3710.08%
123INVESCO EXCHANGE TRADED FD TIVZ15,303$700,4200.08%
124VANGUARD SCOTTSDALE FDS92206C10211,750$690,6490.08%
125DIREXION SHS ETF TR25460G60913,020$668,8290.08%
126VANGUARD SCOTTSDALE FDS92206C4098,412$668,7700.08%
127ALASKA AIR GROUP INCALK13,400$663,0390.07%
128ISHARES TR4642871765,969$656,8300.07%
129ZSCALER INCZS1,972$619,0700.07%
130ISHARES TR4642876221,795$609,5280.07%
131ISHARES TR4642875155,526$605,1230.07%
132AIRBNB INCABNB4,414$584,1580.07%
133STARBUCKS CORPSBUX6,349$581,7370.07%
134CROWDSTRIKE HLDGS INCCRWD1,112$566,3530.06%
135ISHARES TR4642872425,062$554,8430.06%
136MERCK & CO INCMRK6,955$550,5620.06%
137KIMBERLY-CLARK CORPKMB4,184$539,4020.06%
138LOUISIANA PAC CORPLPX6,267$538,9030.06%
139COCA COLA COKO7,580$536,2780.06%
140ISHARES TR4642877706,207$531,3190.06%
141NUSCALE PWR CORPNU13,203$522,3200.06%
142DIREXION SHS ETF TR25460G28643,854$517,9200.06%
143ORACLE CORPORCL-PD2,354$514,7070.06%
144BRISTOL-MYERS SQUIBB COCELG-RI11,038$510,9690.06%
145WALMART INCWMT5,124$500,9950.06%
146HOME DEPOT INCHD1,341$491,7560.06%
147AT&T INCT-PC16,801$486,2160.05%
148UNITEDHEALTH GROUP INCUNH1,552$484,2470.05%
149ISHARES TR46428779610,700$483,8430.05%
150VANGUARD STAR FDS9219097686,983$482,4860.05%
151MCDONALDS CORPMCD1,633$476,9930.05%
152DIREXION SHS ETF TR25461A84113,658$474,6140.05%
153NORTHWEST NAT HLDG CO66765N10511,932$473,9300.05%
154DISNEY WALT CO2546871063,801$471,4030.05%
155ISHARES TR46434V61310,104$467,0870.05%
156PALANTIR TECHNOLOGIES INCPLTR3,316$452,0760.05%
157ISHARES TR4642876712,965$445,8710.05%
158ISHARES TR46428988311,380$444,6250.05%
159LAM RESEARCH CORPLRCX4,557$443,5330.05%
160HONEYWELL INTL INC4385161061,884$438,6360.05%
161VANECK ETF TRUST92189F6434,670$438,0160.05%
162SHERWIN WILLIAMS COSHW1,260$432,6370.05%
163ISHARES TR46434V6216,737$430,7410.05%
164MASTERCARD INCORPORATEDMA765$429,9170.05%
165BIGBEAR AI HLDGS INCBBAI-WT62,406$423,7380.05%
166RBB FD INC74933W6016,561$423,2250.05%
167DUKE ENERGY CORP NEWDUKB3,572$421,4460.05%
168VERTEX PHARMACEUTICALS INCVRTX945$420,6180.05%
169ADVANCED MICRO DEVICES INCAMD2,942$417,4350.05%
170DIREXION SHS ETF TR25460E6618,028$416,4680.05%
171ISHARES TR4642876634,366$413,1680.05%
172LOWES COS INC5486611071,841$408,5280.05%
173INTUITIVE SURGICAL INCISRG748$406,1990.05%
174TIDAL TRUST I88636423117,865$405,1780.05%
175QUALCOMM INCQCOM2,503$398,6280.04%
176SNAP INCSNAP45,210$392,8710.04%
177ROBLOX CORPRBLX3,685$387,6170.04%
178ATS CORPORATIONATS12,080$385,1100.04%
179FIRST TR EXCH TRADED FD III33739E10821,635$385,1000.04%
180ALTRIA GROUP INCMO6,471$379,3950.04%
181MARVELL TECHNOLOGY INCMRVL4,893$378,7240.04%
182DEERE & CODE744$378,3170.04%
183PAYPAL HLDGS INCPYPL4,937$366,9180.04%
184VANGUARD WHITEHALL FDS9219468104,054$365,3460.04%
185MICROSTRATEGY INCSTRK897$362,5800.04%
186ISHARES TR4642874654,037$360,8860.04%
187NOVO-NORDISK A SNONOF5,080$350,6430.04%
188ISHARES TR4642894381,419$349,8610.04%
189WEYERHAEUSER CO MTN BEWY13,425$344,8920.04%
190CONSTELLATION ENERGY CORPCEG1,061$342,5830.04%
191SCHWAB STRATEGIC TR80852420113,950$340,9380.04%
192ISHARES TR46432F3391,864$340,8280.04%
193FORD MTR CO34537086031,328$339,9040.04%
194ALIBABA GROUP HLDG LTDBBAAY2,990$339,0960.04%
195GE AEROSPACE3696043011,316$338,7390.04%
196ISHARES TR4642888852,949$330,2500.04%
197WORLD FDS TR98148L7536,115$327,9040.04%
198CALIFORNIA WTR SVC GROUP1307881027,200$327,4560.04%
199COMCAST CORP NEWCCZ9,032$322,3590.04%
200ISHARES TR46429B6973,402$319,3460.04%
201STRYKER CORPORATIONSYK803$317,7330.04%
202FISERV INCFISV1,785$307,8300.03%
203COLUMBIA BKG SYS INC19723610213,131$306,9960.03%
204IRON MTN INC DEL46284V1012,976$305,2480.03%
205MOSAIC CO NEWMOS8,320$303,5140.03%
206ISHARES TR4642886612,517$299,7850.03%
207ISHARES TR4642884142,803$292,8570.03%
208AGILENT TECHNOLOGIES INCA2,479$292,5470.03%
209AMPLITUDE INCAMPL23,557$292,1070.03%
210ISHARES TR46435G2684,307$291,9030.03%
211TRANE TECHNOLOGIES PLCTT666$291,3520.03%
212TIDAL TRUST III45259A5489,980$275,9470.03%
213STAGWELL INCSTGW61,002$274,5090.03%
214JANUS DETROIT STR TR47103U8455,341$271,0560.03%
215VANGUARD SCOTTSDALE FDS92206C6491,933$268,8000.03%
216AON PLCAON746$266,2960.03%
217TEXAS INSTRS INC8825081041,276$264,9230.03%
218PAYCHEX INCPAYX1,818$264,4460.03%
219SCHWAB CHARLES CORPSCHW-PJ2,791$254,6630.03%
220CITIGROUP INCC-PR2,964$252,3070.03%
221METLIFE INCMET-PF3,134$252,0570.03%
222ISHARES TR4642888773,947$250,5360.03%
223ARK 21SHARES BITCOIN ETFARKB6,900$246,9510.03%
224INVESCO ACTVELY MNGD ETC FDIVZ18,857$245,8930.03%
225SPDR SERIES TRUST78464A8053,252$243,5170.03%
226ISHARES TR46432F3961,011$243,0720.03%
227KINDER MORGAN INC DELEP-PC8,072$237,3240.03%
228VANGUARD INTL EQUITY INDEX F9220428743,045$235,9740.03%
229PUBLIC STORAGE OPER COPSA-PS804$235,9100.03%
230KENVUE INCKVUE10,975$229,7170.03%
231TELEDYNE TECHNOLOGIES INCTDY443$226,9330.03%
232ISHARES TR4642887601,192$224,9290.03%
233MONDELEZ INTL INC6092071053,269$220,4610.02%
234AMGEN INCAMGN784$219,0070.02%
235AUTOZONE INCAZO58$215,3090.02%
236ISHARES TR4642884486,220$214,6450.02%
237GLOBAL X FDS37950E29112,175$214,0390.02%
238GILEAD SCIENCES INCGILD1,874$207,7700.02%
239GARMIN LTDGRMN991$206,8590.02%
240GE VERNOVA INCGEV390$206,4110.02%
241INTEL CORPINTC9,149$204,9350.02%
242KEYSIGHT TECHNOLOGIES INCKEYS1,244$203,8420.02%
243GRAYSCALE BITCOIN MINI TR ET3899302074,228$201,8630.02%
244DNP SELECT INCOME FD INC23325P10410,142$99,2900.01%