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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

FIDUCIARY FINANCIAL GROUP, LLC

Quarter ended Q2 2025 · Filed July 3, 2025 · Accession 0001754960-25-000315

Total Value
$553.2M
Positions
298
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085248621,772,706$43.0M7.78%
2APPLE INCAAPL185,072$38.5M6.95%
3ISHARES TR46436E718260,709$26.2M4.73%
4DIMENSIONAL ETF TRUST25434V708676,493$24.4M4.41%
5DIMENSIONAL ETF TRUST25434V203643,467$22.2M4.02%
6DIMENSIONAL ETF TRUST25434V807512,976$22.0M3.98%
7VANGUARD INDEX FDS922908744117,980$21.1M3.81%
8DIMENSIONAL ETF TRUST25434V302632,947$18.4M3.32%
9VANGUARD BD INDEX FDS921937819144,758$11.1M2.02%
10NVIDIA CORPORATIONNVDA72,099$11.1M2.00%
11DIMENSIONAL ETF TRUST25434V609187,170$10.3M1.87%
12ISHARES TR464288182114,147$9.5M1.71%
13ISHARES TR46428841484,638$8.8M1.60%
14VANGUARD INDEX FDS92290876927,760$8.4M1.53%
15SPDR SERIES TRUST78468R200270,370$8.3M1.50%
16DIMENSIONAL ETF TRUST25434V831231,608$8.3M1.50%
17ISHARES TR46428724270,803$7.7M1.40%
18DIMENSIONAL ETF TRUST25434V765241,724$7.1M1.29%
19DIMENSIONAL ETF TRUST25434V666219,547$6.9M1.25%
20SPDR INDEX SHS FDS78463X541117,468$6.5M1.17%
21INVESCO QQQ TRIVZ11,778$6.4M1.16%
22ISHARES GOLD TRIAU98,338$6.2M1.12%
23VANGUARD SPECIALIZED FUNDS92190884429,697$6.1M1.11%
24SPDR SERIES TRUST78468R66362,899$5.8M1.04%
25MICROSOFT CORPMSFT9,879$4.9M0.88%
26VANGUARD INTL EQUITY INDEX F92204277564,401$4.3M0.78%
27SCHWAB CHARLES CORPSCHW-PJ47,253$4.3M0.78%
28DIMENSIONAL ETF TRUST25434V104100,686$4.3M0.77%
29ISHARES TR46434V647158,507$3.9M0.71%
30ISHARES TR4642876149,231$3.9M0.70%
31ISHARES TR46428759819,770$3.9M0.70%
32COINBASE GLOBAL INCCOIN11,379$3.8M0.69%
33SPDR GOLD TRGLD11,654$3.6M0.65%
34VANGUARD INDEX FDS92290861116,548$3.3M0.59%
35DIMENSIONAL ETF TRUST25434V799101,560$3.2M0.57%
36BERKSHIRE HATHAWAY INC DELBRK-A6,059$3.0M0.54%
37DIMENSIONAL ETF TRUST25434V73298,494$2.9M0.53%
38ISHARES TR4642876228,319$2.8M0.51%
39ISHARES INC46428677239,342$2.8M0.51%
40ALPHABET INCGOOG15,670$2.8M0.50%
41ISHARES INC46428680664,799$2.7M0.49%
42SPDR S&P 500 ETF TRSPY4,304$2.7M0.48%
43ETFS GOLD TR00326A10480,061$2.5M0.46%
44AMAZON COM INCAMZN11,300$2.5M0.45%
45ISHARES TR46429B69724,670$2.3M0.42%
46INNOVATOR ETFS TRUSTINHD58,579$2.2M0.40%
47VANGUARD INDEX FDS9229083633,132$1.8M0.32%
48ISHARES TR46434V73825,352$1.7M0.30%
49INNOVATOR ETFS TRUSTINHD60,308$1.7M0.30%
50SPDR SERIES TRUST78468R10156,209$1.6M0.30%
51ISHARES INC46434G82221,052$1.6M0.28%
52MCDONALDS CORPMCD5,245$1.6M0.28%
53VISA INCV4,373$1.6M0.28%
54DIMENSIONAL ETF TRUST25434V88052,428$1.5M0.28%
55INNOVATOR ETFS TRUSTINHD37,780$1.5M0.28%
56VANECK ETF TRUST92189F64315,947$1.5M0.28%
57INVESCO EXCH TRADED FD TR IIIVZ71,270$1.5M0.27%
58META PLATFORMS INCMETA2,032$1.5M0.26%
59VANGUARD INTL EQUITY INDEX F92204285829,224$1.5M0.26%
60ISHARES TR46428835624,954$1.4M0.25%
61ISHARES TR46429B59824,565$1.4M0.25%
62VANGUARD INDEX FDS9229087362,998$1.3M0.24%
63NETFLIX INCNFLX977$1.3M0.23%
64ALPHABET INCGOOG7,171$1.3M0.23%
65GOLDMAN SACHS GROUP INCGSCE1,720$1.2M0.22%
66SCHWAB STRATEGIC TR80852472239,851$1.2M0.21%
67SPDR SERIES TRUST78468R40846,777$1.2M0.21%
68INNOVATOR ETFS TRUSTINHD40,084$1.2M0.21%
69JPMORGAN CHASE & CO.VYLD3,969$1.2M0.21%
70INNOVATOR ETFS TRUSTINHD30,156$1.1M0.20%
71VANGUARD TAX-MANAGED FDS92194385819,292$1.1M0.20%
72VANGUARD INTL EQUITY INDEX F9220427428,529$1.1M0.20%
73VANGUARD SCOTTSDALE FDS92206C70618,205$1.1M0.20%
74DIMENSIONAL ETF TRUST25434V81535,407$1.1M0.19%
75SALESFORCE INCCRM3,915$1.1M0.19%
76WELLS FARGO CO NEW94974610112,699$1.0M0.19%
77DIMENSIONAL ETF TRUST25434V71626,038$1.0M0.19%
78ISHARES TR4642871769,358$1.0M0.19%
79ISHARES TR4642878049,215$1.0M0.18%
80DIMENSIONAL ETF TRUST25434V61714,827$998,0050.18%
81SPDR INDEX SHS FDS78463X74922,115$984,7810.18%
82VANGUARD INTL EQUITY INDEX F92204286611,568$947,7660.17%
83ARISTA NETWORKS INCANET9,174$907,4000.16%
84VANGUARD INDEX FDS9229086293,177$894,1030.16%
85INNOVATOR ETFS TRUSTINHD24,257$893,5210.16%
86INNOVATOR ETFS TRUSTINHD26,025$891,6170.16%
87VANGUARD STAR FDS92190976812,901$891,5980.16%
88INNOVATOR ETFS TRUSTINHD23,705$891,3100.16%
89MERCADOLIBRE INCMELI356$890,4980.16%
90INVESCO DB COMMDY INDX TRCKIVZ39,975$876,6520.16%
91JOHNSON & JOHNSONJNJ5,589$871,4960.16%
92ISHARES TR4642872001,380$856,5250.15%
93BROADCOM INCAVGO3,214$850,8740.15%
94INNOVATOR ETFS TRUSTINHD19,338$847,5850.15%
95GRAYSCALE BITCOIN TRUST ETFGBTC10,212$847,1880.15%
96OAKTREE SPECIALTY LENDING COOCSL60,457$831,2840.15%
97VANGUARD INTL EQUITY INDEX F92204287410,613$823,1440.15%
98ISHARES TR4642872268,264$816,4010.15%
99EXXON MOBIL CORPXOM7,394$807,7630.15%
100AMGEN INCAMGN2,625$762,6090.14%
101INNOVATOR ETFS TRUSTINHD24,238$758,1650.14%
102CATERPILLAR INCCAT1,913$747,8300.14%
103DIMENSIONAL ETF TRUST25434V63314,384$708,9870.13%
104DIMENSIONAL ETF TRUST25434V62510,511$705,7090.13%
105CISCO SYS INCCSCO10,206$705,2610.13%
106ISHARES TR4642886796,296$692,9690.13%
107HOME DEPOT INCHD1,855$692,2120.13%
108DIMENSIONAL ETF TRUST25434V69017,455$686,6800.12%
109TESLA INCTSLA2,254$677,8000.12%
110INNOVATOR ETFS TRUSTINHD18,526$673,7910.12%
111CHEVRON CORP NEWCVX4,620$672,5980.12%
112BANK AMERICA CORP06050510413,904$669,4560.12%
113PROCTER AND GAMBLE CO7427181094,102$661,4040.12%
114INNOVATOR ETFS TRUSTINHD15,661$661,0510.12%
115ELI LILLY & COLLY849$659,0610.12%
116ISHARES TR46429B6897,745$653,3680.12%
117MICRON TECHNOLOGY INCMU5,378$650,1460.12%
118ISHARES TR4642876304,012$646,1330.12%
119J P MORGAN EXCHANGE TRADED F46641Q33211,324$642,9770.12%
120ADVANCED MICRO DEVICES INCAMD4,639$631,4140.11%
121ISHARES SILVER TRSLV19,197$628,3180.11%
122ISHARES TR46435G4254,607$621,6690.11%
123INNOVATOR ETFS TRUSTINHD16,548$617,7370.11%
124INNOVATOR ETFS TRUSTINHD18,786$615,6170.11%
125AT&T INCT-PC21,161$611,1350.11%
126INTERNATIONAL BUSINESS MACHSINTR2,093$609,4820.11%
127MERCK & CO INCMRK7,267$594,5050.11%
128ISHARES TR46435U47312,639$590,7090.11%
129VANGUARD INDEX FDS9229087512,384$570,8250.10%
130MEDTRONIC PLCMDT6,311$560,1010.10%
131KIMBERLY-CLARK CORPKMB4,096$539,0750.10%
132SPDR SERIES TRUST78464A8547,253$526,9170.10%
133CELESTICA INCCLS3,519$524,0140.09%
134NEWMONT CORPNEMCL8,778$516,4100.09%
135VANGUARD INDEX FDS9229085123,057$509,0620.09%
136ISHARES TR4642898678,247$507,5280.09%
137DISNEY WALT CO2546871064,082$504,0800.09%
138ISHARES TR46435U55612,335$498,5850.09%
139INNOVATOR ETFS TRUSTINHD17,423$490,6770.09%
140INTUITIVE SURGICAL INCISRG899$483,6530.09%
141EQUITABLE HLDGS INCEQH-PC8,303$463,9720.08%
142ISHARES TR4642874325,243$462,1180.08%
143INNOVATOR ETFS TRUSTINHD15,337$460,2270.08%
144ABBOTT LABSABLZF3,361$457,9710.08%
145US BANCORP DELUSB-PS9,759$453,6960.08%
146T-MOBILE US INCTMUSZ1,863$449,9330.08%
147FORTINET INCFTNT4,390$449,6680.08%
148NOVARTIS AGNVSEF3,642$448,3300.08%
149EATON CORP PLCETN1,262$448,0600.08%
150EMCOR GROUP INCEME843$447,5320.08%
151VISTRA CORPVST2,414$446,9170.08%
152AMPHENOL CORP NEW0320951014,502$438,4500.08%
153ISHARES TR4642877053,430$431,3570.08%
154THE CIGNA GROUP1255231001,285$429,6910.08%
155DELL TECHNOLOGIES INCDELL3,526$429,2200.08%
156INNOVATOR ETFS TRUSTINHD10,799$427,2130.08%
157KINDER MORGAN INC DELEP-PC15,047$426,2820.08%
158COCA COLA COKO5,867$420,4880.08%
159ISHARES TR46432F8345,361$414,8340.07%
160PNC FINL SVCS GROUP INC6934751052,150$413,9180.07%
161PACKAGING CORP AMER6951561092,033$412,1910.07%
162TEXAS ROADHOUSE INCTXRH2,172$410,9860.07%
163EOG RES INCEOG3,386$410,3490.07%
164ENERGY TRANSFER L PET-PI22,976$409,2030.07%
165ISHARES INC46434G7726,951$400,2390.07%
166UBER TECHNOLOGIES INCUBER4,340$399,8440.07%
167LAM RESEARCH CORPLRCX4,073$394,3070.07%
168FIRST SOLAR INCFSLR2,414$393,3850.07%
169PUBLIC STORAGE OPER COPSA-PS1,312$391,0940.07%
170SELECT SECTOR SPDR TR81369Y6057,403$389,8420.07%
171VANGUARD WORLD FD9219107333,516$384,9090.07%
172NIKE INCNKE5,239$384,5950.07%
173ISHARES TR4642876712,580$384,3430.07%
174AUTOMATIC DATA PROCESSING INADP1,237$383,6310.07%
175VANGUARD BD INDEX FDS9219378274,875$381,9560.07%
176ISHARES TR4642876064,155$380,5560.07%
177AVALONBAY CMNTYS INCAWX1,861$378,3040.07%
178AMERICAN ELEC PWR CO INC0255371013,599$375,7000.07%
179VANECK ETF TRUST92189F81727,107$371,9080.07%
180ALTRIA GROUP INCMO6,388$371,4020.07%
181ISHARES TR4642876481,300$370,7990.07%
182INVESCO CURRENCYSHARES EUROFXE3,408$370,7900.07%
183INNOVATOR ETFS TRUSTINHD8,432$370,5860.07%
184DIMENSIONAL ETF TRUST25434V74012,307$370,0710.07%
185NUCOR CORPNUE2,739$367,3270.07%
186DARDEN RESTAURANTS INCDRI1,663$365,1950.07%
187DUKE ENERGY CORP NEWDUKB3,070$364,9310.07%
188INNOVATOR ETFS TRUSTINHD12,776$364,8800.07%
189BANK MARIN BANCORP06342510215,069$362,4090.07%
190TAIWAN SEMICONDUCTOR MFG LTD8740391001,604$360,3870.07%
191DIMENSIONAL ETF TRUST25434V8728,447$356,9700.06%
192SPDR DOW JONES INDL AVERAGE78467X109800$355,9120.06%
193ISHARES TR46429B6716,395$353,4520.06%
194SCHWAB STRATEGIC TR80852480515,988$352,8560.06%
195FLEXSHARES TRFLEX8,713$352,2670.06%
196BARRICK MNG CORP06849F10816,888$352,1150.06%
197PALANTIR TECHNOLOGIES INCPLTR2,654$346,8250.06%
198HONEYWELL INTL INC4385161061,452$346,6940.06%
199ROYAL GOLD INCRGLD1,949$346,1170.06%
200INNOVATOR ETFS TRUSTINHD9,106$345,9370.06%
201GENUINE PARTS COGPC2,752$344,9360.06%
202GENERAL DYNAMICS CORPGD1,171$344,7190.06%
203VANGUARD INDEX FDS9229086521,774$343,4110.06%
204TRAVELERS COMPANIES INCTRV1,284$342,8280.06%
205PINNACLE WEST CAP CORPPNW3,767$342,1940.06%
206BRISTOL-MYERS SQUIBB COCELG-RI7,191$341,6240.06%
207INNOVATOR ETFS TRUSTINHD8,976$338,6640.06%
208INVESCO EXCH TRADED FD TR IIIVZ1,504$338,4600.06%
209INNOVATOR ETFS TRUSTINHD9,478$337,3220.06%
210DIMENSIONAL ETF TRUST25434V6828,849$337,0690.06%
211ISHARES INC46434G78013,054$336,7930.06%
212MOODYS CORPMCO670$336,6620.06%
213EVERSOURCE ENERGYES5,130$331,1420.06%
214INNOVATOR ETFS TRUSTINHD11,990$329,3030.06%
215HP INCHPQ12,712$324,1610.06%
216BLACKROCK RES & COMMODITIESBLK33,934$324,0700.06%
217SCHWAB STRATEGIC TR80852464912,844$322,5130.06%
218CONSOLIDATED EDISON INCED3,168$319,2710.06%
219GLOBAL X FDS37954Y8718,523$318,9310.06%
220OPTION CARE HEALTH INCOPCH9,848$314,6440.06%
221SANOFISNYNF6,345$311,2220.06%
222DIMENSIONAL ETF TRUST25434V5345,691$310,8660.06%
223GRANITE CONSTR INCGVA3,355$310,7010.06%
224WATSCO INCWSO-B680$309,8010.06%
225ENOVIS CORPORATIONENOV9,364$309,1990.06%
226AMCOR PLCAMCCF32,368$306,5250.06%
227EQUINOR ASASTOHF12,128$306,1110.06%
228ZOETIS INCZTS1,922$305,9630.06%
229COSTCO WHSL CORP NEW22160K105308$303,7330.05%
230VANGUARD CALIF TAX FREE FDS9220216053,108$302,6570.05%
231WASTE MGMT INC DEL94106L1091,319$301,6990.05%
232RTX CORPORATIONRTX2,080$299,9150.05%
233FASTENAL COFAST6,972$298,8200.05%
234UNION PAC CORPUNP1,244$293,0490.05%
235UNILEVER PLCUNLYF4,755$292,3370.05%
236VANGUARD WORLD FD9219107254,395$287,8730.05%
237ABBVIE INCABBV1,512$287,2650.05%
238WALMART INCWMT2,891$284,0120.05%
239VANECK ETF TRUST92189F6012,634$283,4710.05%
240RIO TINTO PLCRTNTF4,830$281,5890.05%
241PACER FDS TR69374H8738,119$277,5070.05%
242DIMENSIONAL ETF TRUST25434V6745,277$276,9900.05%
243INNOVATOR ETFS TRUSTINHD9,533$269,3480.05%
244ORACLE CORPORCL-PD1,230$269,3210.05%
245ISHARES TR46435G3346,672$265,8790.05%
246ISHARES TR4642881662,425$265,0880.05%
247INVESCO EXCH TRADED FD TR IIIVZ3,575$262,2150.05%
248ISHARES TR46429B6555,113$259,8430.05%
249GLOBE LIFE INCGL-PD2,061$257,4190.05%
250SPDR SERIES TRUST78468R5562,026$257,0590.05%
251UNITEDHEALTH GROUP INCUNH785$256,0200.05%
252ALLIANT ENERGY CORPLNT4,161$255,3190.05%
253EURONET WORLDWIDE INCEEFT2,455$255,2950.05%
254FIRST TR EXCHANGE-TRADED FD33733E302950$252,5770.05%
255SPDR SERIES TRUST78464A51610,747$252,5550.05%
256ISHARES TR4642898593,008$250,6870.05%
257INNOVATOR ETFS TRUSTINHD7,769$250,2770.05%
258INNOVATOR ETFS TRUSTINHD7,437$249,8830.05%
259MONDELEZ INTL INC6092071053,615$249,2900.05%
260VANGUARD ADMIRAL FDS INC9219327031,293$246,4200.04%
261BRINKS COBCO2,649$245,9330.04%
262BANK NEW YORK MELLON CORP0640581002,712$245,8430.04%
263SCHWAB STRATEGIC TR80852420110,006$244,7560.04%
264ROYAL BK CDA7800871021,836$242,8290.04%
265WEC ENERGY GROUP INCWEC2,307$241,6580.04%
266ISHARES TR4642881582,202$233,7860.04%
267PACER FDS TR69374H5687,612$232,0900.04%
268BANK NOVA SCOTIA HALIFAX0641491074,156$231,3650.04%
269CME GROUP INCCME838$230,8020.04%
270INVESCO CURRENCYSHARES CDN DIVZ3,208$229,9170.04%
271INVESCO CURRENCYSHARES AUSTR46090N1033,502$228,0150.04%
272QUALCOMM INCQCOM1,426$227,3040.04%
273ISHARES TR4642898754,914$225,9950.04%
274SELECT SECTOR SPDR TR81369Y2091,647$225,1450.04%
275SCHWAB STRATEGIC TR8085247978,319$225,0270.04%
276ISHARES TR4642875073,580$224,7880.04%
277STRYKER CORPORATIONSYK565$224,1580.04%
278PLAINS GP HLDGS L PPAGP11,726$223,9670.04%
279BLACKROCK INCBLK212$223,4410.04%
280PEPSICO INCPEP1,642$222,0520.04%
281ISHARES TR46434V8604,397$221,9130.04%
282VANGUARD WORLD FD92204A108600$218,4360.04%
283ISHARES TR4642872344,474$216,2280.04%
284TORONTO DOMINION BK ONTTORO2,916$216,1050.04%
285INTERACTIVE BROKERS GROUP IN45841N1073,828$215,5930.04%
286VANGUARD BD INDEX FDS9219378352,929$214,8130.04%
287ZSCALER INCZS694$213,2800.04%
288CHUBB LIMITEDCB736$213,1380.04%
289INTUITINTU268$208,9350.04%
290HERSHEY COHSY1,175$206,5740.04%
291VEEVA SYS INCVEEV723$204,5370.04%
292ENTERGY CORP NEWENO2,469$203,7670.04%
293CINTAS CORPCTAS902$202,3280.04%
294AMEREN CORPAEE2,094$201,8410.04%
295EASTMAN CHEM COEMN2,564$200,5050.04%
296BANCO SANTANDER S.A.BCDRF15,516$128,3170.02%
297MIZUHO FINANCIAL GROUP INCMZHOF14,261$80,1470.01%
298LLOYDS BANKING GROUP PLCLLOBF12,730$53,8480.01%