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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

Entruity Wealth, LLC

Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001719303-26-000002

Total Value
$140.3M
Positions
45
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (45)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITAL GROUP DIVIDEND VALUE14020W106408,252$17.8M12.70%
2CAPITAL GROUP CORE EQUITY ET14020V108330,914$13.3M9.49%
3CAPITAL GRP FIXED INCM ETF T14020Y102434,569$9.8M7.01%
4SPROTT ASSET MANAGEMENT LPSII402,708$9.5M6.79%
5CAPITAL GRP FIXED INCM ETF T14020Y300339,368$9.4M6.68%
6CAPITAL GROUP DIVIDEND GROWE14021L109199,486$7.1M5.07%
7FIRST TR EXCHNG TRADED FD VI33740F888222,356$5.6M3.99%
8CAPITAL GROUP GBL GROWTH EQT14020X104146,199$5.1M3.61%
9FIRST TR EXCHANGE TRADED FD33738R688238,095$4.9M3.49%
10CAPITAL GROUP GROWTH ETF14020G101106,430$4.7M3.37%
11SPROTT ASSET MANAGEMENT LPSII142,845$4.7M3.36%
12CHEVRON CORP NEWCVX26,314$4.0M2.86%
13CAPITAL GROUP INTL FOCUS EQT14019W109132,346$3.9M2.79%
14APPLE INCAAPL13,715$3.7M2.66%
15CAPITAL GRP FIXED INCM ETF T14020Y409139,709$3.6M2.59%
16FIRST TR EXCHANGE-TRADED FD33739Q20069,112$3.5M2.46%
17NEW YORK LIFE INVTS ACTIVE E45409F777115,356$2.5M1.79%
18CAPITAL GROUP EQUITY ETF TR14022A10282,778$2.4M1.70%
19FIRST TR EXCHANGE-TRADED FD33741X10261,167$2.3M1.67%
20EXXON MOBIL CORPXOM18,583$2.2M1.59%
21FIRST TR EXCHNG TRADED FD VI33740F80539,476$1.7M1.25%
22J P MORGAN EXCHANGE TRADED F46641Q83734,065$1.7M1.23%
23SPDR SERIES TRUST78468R66318,400$1.7M1.20%
24CAPITAL GRP FIXED INCM ETF T14020Y88858,788$1.5M1.06%
25FIRST TR EXCHANGE-TRADED FD33691710933,049$1.5M1.04%
26SCHWAB STRATEGIC TR80852474829,144$1.3M0.93%
27CAPITAL GRP FIXED INCM ETF T14020Y20143,487$1.2M0.85%
28CORTEVA INCCTVA16,563$1.1M0.79%
29WELLS FARGO CO NEW94974610111,191$1.0M0.74%
30FIRST TR EXCH TRADED FD III33739P86321,101$1.0M0.74%
31MICROSOFT CORPMSFT2,132$1.0M0.73%
32QNITY ELECTRONICS INCQ8,281$676,1440.48%
33DUPONT DE NEMOURS INCDD16,563$665,8330.47%
34ISHARES INC46428632717,925$614,2900.44%
35AMERIPRISE FINL INC03076C106960$470,7260.34%
36JPMORGAN CHASE & CO.VYLD1,370$441,4410.31%
37FIRST MAJESTIC SILVER CORPAG25,713$428,3790.31%
38DOW INCDOW16,563$387,2430.28%
39WORLD GOLD TRGLDW3,900$332,9430.24%
40MORGAN STANLEYMS-PQ1,800$319,5540.23%
41UNION PAC CORPUNP1,181$273,1890.19%
42ABRDN GLOBAL DYNAMIC DIVIDENAGD23,130$269,6960.19%
43SPDR GOLD TRGLD516$204,4960.15%
44FIRST TR EXCHNG TRADED FD VI33740F54012,762$191,5630.14%
45XCF GLOBAL INCSAFX12,610$3,4430.00%