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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

Financially Speaking Inc

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001398344-25-020442

Total Value
$152.2M
Positions
216
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (216)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB TREASURY OBLIG MONEY INV80851562116,839,330$16.8M11.06%
2JPMORGAN U S TECH LEADERS ETF IV46654Q732167,396$15.4M10.11%
3ICON FLEXIBLE BD FD INVICLR1,511,868$12.9M8.45%
4TECHNOLOGY SELECT SECTORSPDR ETF81369Y80335,481$10.0M6.57%
5INVSC S P 500 MOMENTUM ETFIVZ70,825$8.6M5.63%
6SCHWAB US LARGE CAP GROWTH ETF808524300264,809$8.5M5.55%
7JPMORGAN ULTRA SHORT INCOME ETF46641Q837132,083$6.7M4.40%
8VANECK JUNIOR GOLD MINERS ETF92189F79166,475$6.6M4.32%
9SPDR S&P METALS & MININGETF78464A75569,468$6.5M4.25%
10GLOBAL X DEFENSE TECH ETF37960A52979,590$5.6M3.67%
11FIDELITY LOW DURATION BOND FACTR ETF316188408105,177$5.3M3.47%
12SCHWAB INTERNATNAL SMALLCAP EQY ETF808524888112,677$5.1M3.37%
13RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSRH10,529$4.9M3.22%
14VANECK GOLD MINERS ETF92189F10660,878$4.7M3.06%
15AMPLIFY JUNIOR SILVER MINERS ETF032108649187,985$4.3M2.85%
16BERKSHIRE HATHAWAY CLASS BBRK-A6,757$3.4M2.23%
17GLOBAL X SILVER MINERS ETF37954Y84844,513$3.2M2.09%
18SCHWAB TREASURY OBLIG MONEY ULTRA8085154802,508,034$2.5M1.65%
19ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS775781206110,291$1.8M1.17%
20ISHARES MSCI SPAIN ETF46428676435,538$1.8M1.16%
21VANECK VIETNAM ETF92189F81797,302$1.7M1.14%
22GLOBAL X URANIUM ETF37954Y87135,302$1.7M1.11%
23SCHWAB TREASURY OBLIG MONEY INV8085156211,497,114$1.5M0.98%
24PALANTIR TECHNOLOGIES INCLASS APLTR5,176$944,2060.62%
25PALANTIR TECHNOLOGIES INCLASS APLTR4,100$747,9220.49%
26SCHWAB US TREASURY MONEY INVESTOR808515548682,269$682,2690.45%
27SCHWAB TREASURY OBLIG MONEY INV808515621625,252$625,2520.41%
28MCKESSON CORPMCK800$618,0320.41%
29NVIDIA CORPNVDA2,761$515,1470.34%
30SELECT SECTOR UTI SELECTSPDR ETF81369Y8865,832$508,6090.33%
31NVIDIA CORPNVDA2,337$436,0370.29%
32AMERICAN FUNDS FUNDAMENTAL INVS A3608021023,959$370,0200.24%
33SPDR S&P DIVIDEND ETF78464A7632,393$335,0740.22%
34SCHWAB US TREASURY MONEY INVESTOR808515548279,884$279,8840.18%
35XCEL ENERGY INCXELLL3,410$275,0170.18%
36JPMORGAN U S TECH LEADERS ETF IV46654Q7322,937$270,1160.18%
37MEDTRONIC PLC FMDT2,468$235,0520.15%
38EXXON MOBIL CORPXOM1,952$220,0880.14%
39SCHWAB PRIME ADVANTAGE MONEY INVESTOR808515605218,272$218,2720.14%
40ALTRIA GROUP INCMO2,850$188,2710.12%
41RTX CORPRTX1,027$171,8480.11%
42JPMORGAN ULTRA SHORT INCOME ETF46641Q8373,371$171,0110.11%
43COSTCO WHSL CORP NEW22160K105150$138,8450.09%
44PUTNAM CONVERTIBLE SECURITIES A7464761004,833$137,3460.09%
45SPDR S&P DIVIDEND ETF78464A763950$133,0480.09%
46FIDELITY LOW DURATION BOND FACTR ETF3161884082,607$130,8710.09%
47CLOUDFLARE INC CLASS ANET550$118,0250.08%
48TECHNOLOGY SELECT SECTORSPDR ETF81369Y803406$114,4350.08%
49AMERICAN FUNDS WASHINGTON MUTUAL A9393301061,631$109,2630.07%
50OCCIDENTAL PETE CORP6745991052,260$106,7960.07%
51US BANCORP DELUSB-PS2,208$106,7130.07%
52INVSC S P 500 MOMENTUM ETFIVZ827$100,1170.07%
53SCHWAB US LARGE CAP GROWTH ETF8085243003,066$97,8360.06%
54AMAZON.COM INCAMZN427$93,7560.06%
55JOHNSON & JOHNSONJNJ500$92,7100.06%
56META PLATFORMS INC CLASS AMETA125$91,7980.06%
57VANGUARD EQUITY-INCOME INV9219211021,824$85,2860.06%
58TRANE TECHNOLOGIES PLC FTT200$84,3920.06%
59APPLE INCAAPL324$82,5970.05%
60ALPHABET INC CLASS CLASS AGOOG328$79,7370.05%
61VANGUARD WELLESLEY INCOME INV9219381062,921$76,7420.05%
62SPDR S&P METALS & MININGETF78464A755814$75,8570.05%
63VANECK JUNIOR GOLD MINERS ETF92189F791763$75,5600.05%
64BOEING COBA-PA350$75,5410.05%
65JOHNSON & JOHNSONJNJ391$72,4990.05%
66LENNOX INTL INC526107107133$70,4050.05%
67LINDE PLC FLIN140$66,5000.04%
68GLOBAL X DEFENSE TECH ETF37960A529933$65,5340.04%
69MCDONALDS CORPMCD214$65,0320.04%
70ALPHABET INC CLASS CLASS AGOOG250$60,7750.04%
71INVESCO S&P 500 LOW VOLATILITY ETFIVZ826$60,6940.04%
72PHILLIPS 66PSX428$58,2640.04%
73SCHWAB INTERNATNAL SMALLCAP EQY ETF8085248881,276$58,0710.04%
74PALANTIR TECHNOLOGIES INCLASS APLTR316$57,6450.04%
75RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSRH120$55,8890.04%
76VANECK GOLD MINERS ETF92189F106722$55,1610.04%
77AMPLIFY JUNIOR SILVER MINERS ETF0321086492,355$54,3770.04%
78TCW TRANSFORM SYSTEMS ETF29287L205552$53,9250.04%
79VERIZON COMMUNICATIONS IVZ1,220$53,6190.04%
80ADV INNER CIR FD III DM LR CP CR ETF00774Q3461,274$53,2500.03%
81COSTCO WHSL CORP NEW22160K10557$52,7610.03%
82NORTHROP GRUMMAN CORPNOC83$50,5740.03%
83THERMO FISHER SCIENTIFICTMO100$48,5020.03%
84KIMBERLY CLARK CORPKMB377$46,8760.03%
85GRANITESHARES NVDA LNG DAILY ETF38747R827500$46,8100.03%
86NUVEEN PREFERRED SECS & INC ANU2,897$46,6690.03%
87CROWDSTRIKE HLDGS INC CLASS ACRWD95$46,5860.03%
88SCHWAB S&P 500 INDEX8085098552,567$44,3260.03%
89ROSS STORES INCROST284$43,2790.03%
90GLOBAL X SILVER MINERS ETF37954Y848584$41,8320.03%
91DISNEY WALT CO254687106358$40,9910.03%
92BERKSHIRE HATHAWAY CLASS BBRK-A81$40,7220.03%
93PNC FINL SERVICES693475105200$40,1860.03%
94MCCORMICK & CO INCMKC-V580$38,8080.03%
95ADVANCED MICRO DEVICAMD233$37,6970.02%
96STRYKER CORPSYK100$36,9670.02%
97PROCTER & GAMBLE CO742718109235$36,1080.02%
98UBER TECHNOLOGIES INCUBER350$34,2900.02%
99STARBUCKS CORPSBUX404$34,1780.02%
100XCEL ENERGY INCXELLL394$31,7930.02%
101HOME DEPOT INCHD77$31,2000.02%
102AMAZON.COM INCAMZN140$30,7400.02%
103BNY MELLON SUST US EQUITY A09661D1021,485$30,5610.02%
104CELSIUS HLDGS INCCELH500$28,7450.02%
105AT&T INCT-PC1,000$28,2400.02%
106RIVIAN AUTOMOTIVE INC CLASS ARIVN1,837$26,9670.02%
107ICON FLEXIBLE BD FD INVICLR3,135$26,6750.02%
108ISHARES US AEROSPACE DEFENSE ETF464288760126$26,3670.02%
109BANK OF AMERICA CORP060505104497$25,6390.02%
110GRAYSCALE BITCOIN TRUST ETFGBTC275$24,6870.02%
111MCDONALDS CORPMCD78$23,7030.02%
112MICROSOFT CORPMSFT44$22,7900.01%
113NORDSON CORPNDSN100$22,6950.01%
114ISHARES MSCI SPAIN ETF464286764426$21,0870.01%
115VANECK VIETNAM ETF92189F8171,173$20,9260.01%
116ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS7757812061,287$20,8490.01%
117AT&T INCT-PC730$20,6150.01%
118GILEAD SCIENCES INCGILD182$20,2020.01%
119SELECT SECTOR UTI SELECTSPDR ETF81369Y886231$20,1460.01%
120GLOBAL X URANIUM ETF37954Y871420$20,0210.01%
121PROCTER & GAMBLE CO742718109127$19,5650.01%
122SAMSARA INC CLASS AIOT500$18,6250.01%
123SEMTECH CORPSMTC250$17,8630.01%
124DISNEY WALT CO254687106151$17,2900.01%
125FRANKLIN INCOME A13534963006,779$16,8110.01%
126QUALCOMM INCQCOM100$16,6360.01%
127BROADCOM INCAVGO50$16,4960.01%
128SOFI TECHNOLOGIES INCSOFI600$15,8520.01%
129CALVERT SMALL/MID CAP FUND CLASS A13161X733630$15,6980.01%
130BITMINE IMMERSION TECNOL09175A206300$15,5790.01%
131LOWES COS INC54866110761$15,3300.01%
132MERCK & CO. INC.MRK176$14,7720.01%
133ISHARES SILVER TRUST ETFSLV334$14,1520.01%
134PHILIP MORRIS INTL INC71817210985$13,7870.01%
135EQT CORPEQT250$13,6080.01%
136INTEL CORPINTC403$13,5170.01%
137CROWN CASTLE INC REIT REITCCI126$12,1630.01%
138APA CORPAPA497$12,0670.01%
139SOUNDHOUND AI INC CLASS ASOUNW750$12,0600.01%
140COINBASE GLOBAL INC CLASS ACOIN35$11,8120.01%
141ALLEGION PUB LTD CO FALLE66$11,7050.01%
142JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSJMIA1,000$11,6100.01%
143BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHSBPPFF330$11,3640.01%
144AUTOLIV INCALV92$11,3620.01%
145EXXON MOBIL CORPXOM100$11,2750.01%
146SPOTIFY TECHNOLOGY S A FSPOT16$11,1680.01%
147ATMOS ENERGY CORPATO63$10,6910.01%
148TRYPTAMINE THERAPE ORDFQ9240A100361,600$9,8070.01%
149AUTOLIV INCALV70$8,6450.01%
150NETFLIX INCNFLX7$8,3920.01%
151GOLDMAN SACHS GROUP INCGSCE10$7,9640.01%
152NVIDIA CORPNVDA40$7,4660.00%
153GEVO INCGEVO3,500$6,8600.00%
154SHOPIFY INC FCLASS CLASS ASHOP44$6,5390.00%
155BIGBEAR AI HLDGS INCBBAI-WT1,000$6,5200.00%
156CLEVELAND-CLIFFS INC NEWCLF500$6,1000.00%
157SCHWAB INTERNATIONAL INDEX808509830211$6,0110.00%
158HIMS & HERS HEALTH INC CLASS AHIMS100$5,6720.00%
159GREIF INC CLASS AGEF-B89$5,3190.00%
160BORGWARNER INCBWA120$5,2750.00%
161ALPHABET INC CLASS CGOOG21$5,1150.00%
162ADVISORSHS PURE US CANNABIS ETF IV00768Y4531,000$4,7900.00%
163JPMORGAN CHASE & COVYLD15$4,7310.00%
164ENERGY FUELS INC FUUUU300$4,6050.00%
165IBM CORPINTR16$4,5150.00%
166SCHWAB S&P 500 INDEX808509855256$4,4130.00%
167AMAZON.COM INCAMZN20$4,3910.00%
168BLACKROCK US CARBON TRNSREADINS ETFBLK60$4,3550.00%
169J P MORGAN NASDAQ EQT PRM INC ETF46654Q20374$4,2560.00%
170ISHARES S&P 500 GROWTH ETF46428730934$4,1040.00%
171GE AEROSPACE36960430113$3,9110.00%
172PROGRESSIVE CORP OH74331510314$3,4570.00%
173COMMUNICAT SVS SLCT SEC SPDR ETF81369Y85228$3,3140.00%
174COLUMBIA INCOME OPPORTUNITIES A19763T103354$3,1640.00%
175VISA INC CLASS AV9$3,0720.00%
176ZETA GLOBAL HLDGS CORP CLASS AZETA151$3,0000.00%
177OCCIDENTAL PETE CORP67459910562$2,9300.00%
178AMC ENTMT HLDGS INC CLASS A00165C3021,000$2,9000.00%
179CARNIVAL CORP FCUKPF100$2,8910.00%
180SPDR FUND CONSUMER DISCRE SELECT ETF81369Y40712$2,8760.00%
181WASATCH MICRO CAP936772508328$2,7940.00%
182GRAYSCALE BITCOIN MINI TRUST ETF38993020755$2,7850.00%
183DHI GROUP INCDHX950$2,6410.00%
184SALESFORCE INCCRM11$2,6070.00%
185APPLE INCAAPL10$2,5460.00%
186OPENDOOR TECHNOLOGIES INOPENZ319$2,5420.00%
187NORWEGIAN CRUISE LINE FNCLH100$2,4630.00%
188IMPAX ELLEVATE GLOBAL WOMEN'S LDR INV70422T20867$2,4240.00%
189FIRST SOLAR INCFSLR10$2,2050.00%
190GENERAL MTRS CO37045V10031$1,8900.00%
191GE VERNOVA INCGEV3$1,8450.00%
192WARNER BROS DISCOVERY INWBD93$1,8160.00%
193SCHWAB S&P 500 INDEX808509855100$1,7310.00%
194FORD MTR CO DEL345370860140$1,6740.00%
195NANO DIMENSION LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSNNDM1,000$1,5700.00%
196ENTEGRIS INCENTG15$1,3870.00%
197UNITEDHEALTH GROUP INCUNH4$1,3810.00%
198PHINIA INCPHIN24$1,3800.00%
199SOUTHWEST AIRLS CO84474110838$1,2130.00%
200GRAYSCALE ETHEREUM MINI38964R20327$1,0580.00%
201HORMEL FOODS CORPHRL42$1,0390.00%
202NEXTERA ENERGY INCNEE-PW13$9810.00%
203PAYPAL HLDGS INCPYPL10$6710.00%
204SCHWAB US TREASURY MONEY INVESTOR808515548638$6380.00%
205DEVON ENERGY CORP NEW25179M10316$5610.00%
206JPMORGAN DVRSFD RTRN INTRNL EQT ETF46641Q2096$4000.00%
207ISHARES EUROPE ETF4642878616$3930.00%
208WILLAMETTE VY VINEYARD I969136100100$3640.00%
209BUMBLE INC CLASS ABMBL50$3050.00%
210GE HEALTHCARE TECHNOLOGIGEHC4$3000.00%
211OKLO INC CLASS AOKLO2$2230.00%
212COTY INC CLASS ACOTY30$1210.00%
213MICROBOT MED INCMBOT1$30.00%
214ISHARES US AEROSPACE DEFENSE ETF4642887600$00.00%
215GCI LIBERTY INC XXXESC PEND POSS FUTR DISTRGLIBK38$00.00%
216WONDER AUTO TECHNOLOGXXXESC PEND POSS FUTR DISTR978ESC101200$00.00%