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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

Farnam Financial LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001754960-25-000587

Total Value
$91.1M
Positions
43
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (43)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46436E718139,221$14.0M15.39%
2VANGUARD INDEX FDS92290876949,245$13.9M15.31%
3SCHWAB STRATEGIC TR808524201202,275$13.7M15.07%
4SCHWAB STRATEGIC TR80852410276,821$5.1M5.61%
5BERKSHIRE HATHAWAY INC DELBRK-A6,164$2.8M3.11%
6APPLE INCAAPL10,830$2.5M2.77%
7INVESCO EXCH TRD SLF IDX FDIVZ116,459$2.3M2.52%
8INVESCO EXCH TRD SLF IDX FDIVZ110,708$2.3M2.50%
9BIO RAD LABS INC0905722076,797$2.3M2.50%
10INVESCO EXCH TRD SLF IDX FDIVZ114,473$2.2M2.46%
11INVESCO EXCH TRD SLF IDX FDIVZ102,739$2.1M2.33%
12INVESCO EXCH TRD SLF IDX FDIVZ112,592$2.1M2.33%
13VANGUARD INDEX FDS9229083633,516$1.9M2.04%
14INVESCO EXCH TRD SLF IDX FDIVZ96,447$1.6M1.79%
15AMAZON COM INCAMZN8,618$1.6M1.76%
16INVESCO EXCH TRD SLF IDX FDIVZ87,535$1.5M1.60%
17SCHWAB STRATEGIC TR80852483930,529$1.5M1.59%
18INVESCO EXCH TRD SLF IDX FDIVZ66,450$1.4M1.57%
19INVESCO EXCH TRD SLF IDX FDIVZ64,850$1.4M1.49%
20VANGUARD INTL EQUITY INDEX F92204277520,845$1.3M1.44%
21VANGUARD WORLD FD92191073312,163$1.2M1.36%
22ISHARES TR4642878049,297$1.1M1.19%
23INVESCO EXCH TRD SLF IDX FDIVZ45,230$1.1M1.18%
24INVESCO EXCH TRD SLF IDX FDIVZ45,078$1.1M1.17%
25VANGUARD INDEX FDS9229086293,768$994,0821.09%
26TESLA INCTSLA3,551$929,0481.02%
27INVESCO EXCH TRD SLF IDX FDIVZ39,834$840,0770.92%
28VANGUARD STAR FDS92190976811,349$734,7230.81%
29ISHARES TR46432F3393,114$558,3400.61%
30INVESCO EXCHANGE TRADED FD TIVZ2,933$525,4760.58%
31VANGUARD INDEX FDS9229087512,199$521,6250.57%
32ISHARES TR46435U85312,433$468,0920.51%
33MICROSOFT CORPMSFT1,077$463,6060.51%
34SHOPIFY INCSHOP5,000$400,7000.44%
35ISHARES TR4642871502,828$355,2530.39%
36ISHARES TR464287200581$335,2810.37%
37ISHARES TR4642874323,247$318,5310.35%
38VANGUARD SCOTTSDALE FDS92206C8133,671$298,1780.33%
39VANGUARD WHITEHALL FDS9219468854,418$293,2230.32%
40ENTERPRISE PRODS PARTNERS L2937921079,800$285,2780.31%
41SCHWAB STRATEGIC TR8085245082,952$245,3210.27%
42VANGUARD WORLD FD9219107253,800$233,7380.26%
43SCHWAB STRATEGIC TR8085246074,352$224,1380.25%