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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 (Amended)

Three Cord True Wealth Management, LLC

Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001667731-25-001055

Total Value
$133.9M
Positions
28
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (28)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A409240,937$23.0M17.15%
2COLUMBIA ETF TR I19761L706523,209$19.2M14.37%
3AMERICAN CENTY ETF TR025072349247,459$16.9M12.60%
4JANUS DETROIT STR TR47103U845317,267$16.1M12.02%
5FIRST TR EXCHANGE-TRADED ALP33735B108116,858$13.4M10.02%
6INVESCO EXCH TRADED FD TR IIIVZ243,526$12.5M9.32%
7AMERICAN CENTY ETF TR025072877100,424$9.1M6.83%
8SPDR INDEX SHS FDS78463X533164,494$6.3M4.68%
9VANECK MERK GOLD ETFOUNZ117,661$3.8M2.80%
10PROSHARES TR74348A46732,177$3.2M2.42%
11SPDR SERIES TRUST78468R66318,741$1.7M1.28%
12INVESCO QQQ TRIVZ2,050$1.1M0.84%
13FIRST TR EXCHANGE TRADED FD33738R74631,570$936,3160.70%
14SPDR INDEX SHS FDS78463X50920,274$866,5100.65%
15ISHARES TR4642875728,037$866,4690.65%
16MICROSOFT CORPMSFT1,133$563,3100.42%
17ISHARES GOLD TRIAU8,843$551,4500.41%
18APPLE INCAAPL2,682$550,3570.41%
19INVESCO EXCH TRADED FD TR IIIVZ2,398$544,5320.41%
20INVESCO EXCHANGE TRADED FD TIVZ9,479$504,1890.38%
21FIRST TR EXCHANGE-TRADED FD3373451021,567$333,5050.25%
22ISHARES TR464287200533$330,9390.25%
23ISHARES TR4642873092,902$319,5110.24%
24AMAZON COM INCAMZN1,359$298,1540.22%
25ISHARES TR4642874993,103$285,3820.21%
26COSTCO WHSL CORP NEW22160K105222$219,7780.16%
27BOEING COBA-PA972$203,6620.15%
28MONSTER BEVERAGE CORP NEWMNST3,202$200,5730.15%