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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

Invst, LLC

Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0001867587-25-000005

Total Value
$802.6M
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769163,812$49.8M6.20%
2ISHARES TR46434V613596,256$27.6M3.43%
3SCHWAB STRATEGIC TR808524300907,822$26.5M3.30%
4VANGUARD TAX-MANAGED FDS921943858446,144$25.4M3.17%
5J P MORGAN EXCHANGE TRADED F46641Q837465,168$23.6M2.94%
6ISHARES TR46432F339115,389$21.1M2.63%
7ISHARES TR46432F39681,724$19.6M2.45%
8INVESCO EXCH TRADED FD TR IIIVZ146,839$16.5M2.06%
9ISHARES TR464288877257,747$16.4M2.04%
10ISHARES TR464287457195,595$16.2M2.02%
11ISHARES TR464287309143,746$15.8M1.97%
12ISHARES TR46428720025,228$15.7M1.95%
13ISHARES TR464287176139,535$15.4M1.91%
14EA SERIES TRUST02072L607371,681$15.0M1.87%
15BLACKROCK ETF TRUSTBLK271,264$14.8M1.84%
16DIMENSIONAL ETF TRUST25434V807339,818$14.6M1.81%
17J P MORGAN EXCHANGE TRADED F46641Q670304,697$14.3M1.79%
18SCHWAB STRATEGIC TR808524805628,536$13.9M1.73%
19ISHARES TR46428740869,007$13.5M1.68%
20NVIDIA CORPORATIONNVDA68,856$10.9M1.36%
21ISHARES INC46434G103175,167$10.5M1.31%
22AMAZON COM INCAMZN45,798$10.0M1.25%
23APPLE INCAAPL46,139$9.5M1.18%
24ISHARES TR46428858898,464$9.2M1.15%
25DIMENSIONAL ETF TRUST25434V500125,085$8.0M0.99%
26SCHWAB STRATEGIC TR808524706257,561$7.8M0.97%
27DIMENSIONAL ETF TRUST25434V831204,391$7.3M0.91%
28ISHARES TR46428865371,376$7.3M0.90%
29FIRST TR EXCHANGE TRADED FD33738R506115,181$7.2M0.90%
30ISHARES TR46428888560,861$6.8M0.85%
31ISHARES TR46428710122,169$6.7M0.84%
32BLACKROCK ETF TRUSTBLK189,146$6.7M0.84%
33MICROSOFT CORPMSFT13,304$6.6M0.82%
34VANGUARD INTL EQUITY INDEX F922042858133,009$6.6M0.82%
35BLACKROCK ETF TRUST IIBLK106,010$5.6M0.70%
36VANGUARD WORLD FD92204A88432,317$5.5M0.69%
37DIMENSIONAL ETF TRUST25434V104127,265$5.4M0.67%
38VANGUARD WORLD FD92204A40541,728$5.3M0.66%
39META PLATFORMS INCMETA7,175$5.3M0.66%
40SELECT SECTOR SPDR TR81369Y40724,060$5.2M0.65%
41ISHARES TR46428772129,025$5.0M0.63%
42ISHARES TR46435G67294,555$4.8M0.60%
43EA SERIES TRUST02072L56538,917$4.4M0.55%
44SPDR S&P 500 ETF TRSPY6,148$3.8M0.47%
45VANGUARD MUN BD FDS92290774671,702$3.5M0.44%
46J P MORGAN EXCHANGE TRADED F46641Q15973,169$3.4M0.42%
47JPMORGAN CHASE & CO.VYLD11,376$3.3M0.41%
48ISHARES TR46434V62150,084$3.2M0.40%
49ALPHABET INCGOOG17,139$3.0M0.38%
50UNITEDHEALTH GROUP INCUNH9,675$3.0M0.38%
51VANGUARD INDEX FDS92290859510,815$3.0M0.37%
52VANGUARD INDEX FDS9229087366,623$2.9M0.36%
53COSTCO WHSL CORP NEW22160K1052,909$2.9M0.36%
54NETFLIX INCNFLX2,147$2.9M0.36%
55ISHARES TR46428724225,676$2.8M0.35%
56FIRST TR EXCHANGE-TRADED FD33739Q70556,708$2.8M0.35%
57ELI LILLY & COLLY3,454$2.7M0.34%
58ISHARES GOLD TRIAU42,638$2.7M0.33%
59INVESCO EXCH TRADED FD TR IIIVZ11,666$2.6M0.33%
60BLACKROCK ETF TRUSTBLK89,527$2.6M0.32%
61ISHARES TR46432F84230,624$2.6M0.32%
62INVESCO QQQ TRIVZ4,606$2.5M0.32%
63SPDR SERIES TRUST78468R72156,057$2.5M0.31%
64BERKSHIRE HATHAWAY INC DELBRK-A4,702$2.3M0.28%
65PHILIP MORRIS INTL INC71817210912,470$2.3M0.28%
66DIMENSIONAL ETF TRUST25434V86446,120$2.2M0.28%
67SELECT SECTOR SPDR TR81369Y60541,094$2.2M0.27%
68GRAY MEDIA INCGTN-A472,703$2.1M0.27%
69ISHARES TR46428715015,603$2.1M0.26%
70WALMART INCWMT20,845$2.0M0.25%
71IVANHOE ELECTRIC INCIE224,036$2.0M0.25%
72CELESTICA INCCLS12,863$2.0M0.25%
73SYSCO CORPSYY26,400$2.0M0.25%
74QUAD / GRAPHICS INCQUAD349,019$2.0M0.25%
75ALPHABET INCGOOG10,883$1.9M0.24%
76HOME DEPOT INCHD5,259$1.9M0.24%
77PROCTER AND GAMBLE CO74271810912,061$1.9M0.24%
78VANGUARD INDEX FDS92290874410,758$1.9M0.24%
79ISHARES TR46434V73827,926$1.8M0.23%
80COPART INCCPRT37,564$1.8M0.23%
81GOLDMAN SACHS GROUP INCGSCE2,587$1.8M0.23%
82SALESFORCE INCCRM6,558$1.8M0.22%
83ALPHATEC HLDGS INCATEC158,549$1.8M0.22%
84AMERICAN EXPRESS COAXP5,484$1.7M0.22%
85STERLING INFRASTRUCTURE INCSTRL7,571$1.7M0.22%
86DISNEY WALT CO25468710613,998$1.7M0.22%
87ISHARES TR46428828118,706$1.7M0.22%
88DIMENSIONAL ETF TRUST25434V20349,338$1.7M0.21%
89BLACKROCK INCBLK1,613$1.7M0.21%
90VANGUARD INDEX FDS92290855318,878$1.7M0.21%
91ISHARES TR46429B29134,575$1.7M0.21%
92SELECT SECTOR SPDR TR81369Y85215,155$1.6M0.20%
93VANGUARD INDEX FDS9229083632,879$1.6M0.20%
94EXXON MOBIL CORPXOM15,018$1.6M0.20%
95SPROTT FDS TRSII33,182$1.6M0.20%
96MARRIOTT INTL INC NEW5719032025,684$1.6M0.19%
97COCA COLA COKO21,945$1.6M0.19%
98ROSS STORES INCROST12,098$1.5M0.19%
99GLOBAL PMTS INC37940X10219,160$1.5M0.19%
100ABBVIE INCABBV7,625$1.4M0.18%
101VANGUARD CHARLOTTE FDS92203J40728,389$1.4M0.18%
102GANNETT CO INCTDAY389,650$1.4M0.17%
103ISHARES TR46428732516,175$1.4M0.17%
104EQUINOX GOLD CORPEQX234,528$1.3M0.17%
105APPLOVIN CORPAPP3,800$1.3M0.17%
106BERKLEY W R CORPWRB-PH17,826$1.3M0.16%
107VISA INCV3,647$1.3M0.16%
108DIMENSIONAL ETF TRUST25434V87230,559$1.3M0.16%
109FEDEX CORPFDX5,655$1.3M0.16%
110NIKE INCNKE17,968$1.3M0.16%
111INTUITIVE SURGICAL INCISRG2,346$1.3M0.16%
112GENERAL MTRS CO37045V10025,896$1.3M0.16%
113DELTA AIR LINES INC DELDAL25,732$1.3M0.16%
114SELECT SECTOR SPDR TR81369Y7048,525$1.3M0.16%
115TARGET CORPTGT12,648$1.2M0.16%
116PALO ALTO NETWORKS INCPANW6,003$1.2M0.15%
117VANGUARD SPECIALIZED FUNDS9219088445,927$1.2M0.15%
118BROADCOM INCAVGO4,391$1.2M0.15%
119BLACKSTONE INCBX8,039$1.2M0.15%
120VANGUARD INDEX FDS9229086116,162$1.2M0.15%
121NRG ENERGY INCNRG7,227$1.2M0.14%
122MANULIFE FINL CORP56501R10636,036$1.2M0.14%
123ALLSTATE CORPALL-PJ5,719$1.2M0.14%
124CONSTELLATION BRANDS INCSTZ7,063$1.1M0.14%
125TOYOTA MOTOR CORPTOYOF6,639$1.1M0.14%
126GLOBAL X FDS37954Y67326,089$1.1M0.14%
127FLEXSHARES TRFLEX23,077$1.1M0.14%
128WELLS FARGO CO NEW94974610113,968$1.1M0.14%
129POWELL INDS INC7391281065,312$1.1M0.14%
130VANGUARD WHITEHALL FDS9219464068,344$1.1M0.14%
131ARGAN INCAGX4,985$1.1M0.14%
132BROWN & BROWN INCBRO9,815$1.1M0.14%
133CREDO TECHNOLOGY GROUP HOLDICRDO11,734$1.1M0.14%
134CARNIVAL CORPCUKPF37,560$1.1M0.13%
135ADTALEM GLOBAL ED INCADT8,207$1.0M0.13%
136JABIL INCJBL4,767$1.0M0.13%
137BRINKER INTL INC1096411005,750$1.0M0.13%
138SPDR SERIES TRUST78468R54916,241$1.0M0.13%
139KEURIG DR PEPPER INCKDP31,051$1.0M0.13%
140LINCOLN NATL CORP IND53418710929,414$1.0M0.13%
141UNITED NAT FOODS INCUNTCW43,007$1.0M0.12%
142SCHWAB STRATEGIC TR80852468030,923$986,1340.12%
143MAKEMYTRIP LIMITED MAURITIUSMMYT10,043$984,4150.12%
144CONDUENT INCCNDT370,267$977,5050.12%
145SKYWEST INCSKYW9,457$973,7700.12%
146J P MORGAN EXCHANGE TRADED F46641Q33217,110$972,7230.12%
147ALTRIA GROUP INCMO16,515$968,2940.12%
148WILLIAMS COS INC96945710015,326$962,6180.12%
149SERVICENOW INCNOW920$945,8340.12%
150TESLA INCTSLA2,921$927,8850.12%
151PILGRIMS PRIDE CORPPPC20,170$907,2300.11%
152ISHARES TR46429B7478,751$900,5650.11%
153FLEX LTDFLEX17,992$898,1610.11%
154AMERICAN AXLE & MFG HLDGS IN024061103214,652$875,7800.11%
155SPDR GOLD TRGLD2,858$871,2040.11%
156SPDR SERIES TRUST78464A85411,904$865,2730.11%
157DT MIDSTREAM INCDTM7,839$861,5800.11%
158SPDR INDEX SHS FDS78463X20214,268$852,2280.11%
159DIGITAL RLTY TR INC2538681034,752$828,4160.10%
160TWILIO INCTWLO6,610$822,0200.10%
161CME GROUP INCCME2,963$816,7870.10%
162CHEVRON CORP NEWCVX5,608$803,0640.10%
163BANK NEW YORK MELLON CORP0640581008,765$798,5790.10%
164ISHARES BITCOIN TRUST ETFIBIT12,872$787,8950.10%
165EBAY INC.EBAY10,508$782,4410.10%
166STRYKER CORPORATIONSYK1,943$768,6180.10%
167TAPESTRY INCTPR8,748$768,1620.10%
168ISHARES TR46429B26733,200$762,9360.10%
169ASSOCIATED BANC CORPASBA31,128$759,2120.09%
170INVESCO LTDIVZ48,132$759,0420.09%
171TRUIST FINL CORP89832Q10917,598$756,5370.09%
172LAMAR ADVERTISING CO NEWLAMR6,218$754,5920.09%
173RELIANCE INCRS2,381$747,3960.09%
174DROPBOX INCDBX26,079$745,8590.09%
175AMERICAN INTL GROUP INC0268747848,694$744,1550.09%
176FIRST HORIZON CORPORATIONFHN-PH34,888$739,6260.09%
177SIMON PPTY GROUP INC NEW8288061094,581$736,3730.09%
178WALGREENS BOOTS ALLIANCE INC93142710863,858$733,0900.09%
179SCHWAB STRATEGIC TR80852475518,222$729,2440.09%
180FIRST AMERN FINL CORP31847R10211,827$726,0600.09%
181SCHWAB STRATEGIC TR80852479727,345$724,6500.09%
182Q2 HLDGS INCQTWO7,712$721,7660.09%
183BLACKROCK ETF TRUSTBLK23,967$721,6460.09%
184BOYD GAMING CORPBYD9,223$721,5150.09%
185ESSENTIAL PPTYS RLTY TR INC29670E10722,553$719,6660.09%
186DIMENSIONAL ETF TRUST25434V30224,612$712,5250.09%
187MACERICH COMAC43,986$711,6930.09%
188JACKSON FINANCIAL INCJXN-PA8,010$711,2080.09%
189BLACKROCK ETF TRUSTBLK25,889$706,2520.09%
190MOELIS & COMC11,331$706,1480.09%
191WP CAREY INC92936U10911,300$704,8940.09%
192REGENCY CTRS CORP7588491039,885$704,1090.09%
193AGREE RLTY CORP0084921009,543$697,2120.09%
194FOX CORPFOX12,419$695,9810.09%
195ESSEX PPTY TR INC2971781052,442$692,0630.09%
196OLD REP INTL CORP68022310417,944$689,7670.09%
197ASSURED GUARANTY LTDAGO7,905$688,5260.09%
198UDR INCUDR16,818$686,6790.09%
199AVALONBAY CMNTYS INCAWX3,346$680,9110.08%
200ISHARES TR46436E32022,187$679,1440.08%
201GLOBE LIFE INCGL-PD5,445$676,7590.08%
202ANNALY CAPITAL MANAGEMENT INNLY-PJ35,408$666,3720.08%
203CNO FINL GROUP INC12621E10317,085$659,1390.08%
204MID-AMER APT CMNTYS INC59522J1034,415$653,4640.08%
205MICROCHIP TECHNOLOGY INC.MCHPP9,285$653,3850.08%
206SPINNAKER ETF SERIES84858T86362,660$652,9170.08%
207FIRST INDL RLTY TR INC32054K10313,384$644,1720.08%
208NABORS INDUSTRIES LTDNBRWF22,955$643,1990.08%
209PROSHARES TR74347R1076,573$642,3140.08%
210MERCADOLIBRE INCMELI245$640,3390.08%
211INCYTE CORPINCY9,346$636,4630.08%
212ISHARES TR46436E7186,279$632,2330.08%
213PEPSICO INCPEP4,772$630,0630.08%
214LOWES COS INC5486611072,820$625,6560.08%
215SYNCHRONY FINANCIALSYF-PB9,322$622,1420.08%
216ISHARES TR46435G5247,872$621,0220.08%
217INVESCO EXCH TRADED FD TR IIIVZ29,504$617,2140.08%
218CNH INDL N VN2094410947,302$613,0340.08%
219ISHARES TR4642884145,846$610,7990.08%
220ISHARES TR4642874406,357$608,7940.08%
221CORPORACION AMER ARPTS S AL1995B10728,984$587,2210.07%
222BLUE BIRD CORPBLBD13,230$571,0070.07%
223ISHARES TR46435G34226,427$565,0160.07%
224COLUMBIA SPORTSWEAR COCOLM9,248$564,8680.07%
225ISHARES TR4642875078,932$553,9360.07%
226ALPS ETF TR00162Q45211,219$548,1460.07%
227BLACKROCK ETF TRUST IIBLK10,395$539,7080.07%
228ISHARES INC46434G85512,213$534,6850.07%
229VANGUARD BD INDEX FDS9219377937,406$515,0130.06%
230ISHARES TR46428868716,209$497,2900.06%
231INVESCO EXCH TRADED FD TR IIIVZ20,241$494,8990.06%
232J P MORGAN EXCHANGE TRADED F46654Q2038,877$482,9260.06%
233ASML HOLDING N VASMLF564$452,3730.06%
234VANECK ETF TRUST92189F53626,659$450,2710.06%
235GREEN BRICK PARTNERS INCGRBK-PA7,060$443,9470.06%
236ISHARES TR46435G2199,721$441,7220.06%
237SPDR SERIES TRUST78468R6634,747$435,4420.05%
238NOVO-NORDISK A SNONOF6,246$431,0760.05%
239ARCUTIS BIOTHERAPEUTICS INCARQT30,077$421,6800.05%
240MCDONALDS CORPMCD1,420$414,9060.05%
241VANECK MERK GOLD ETFOUNZ12,856$409,9780.05%
242ORACLE CORPORCL-PD1,861$406,9420.05%
243ISHARES TR46435G1024,431$399,2330.05%
244PALANTIR TECHNOLOGIES INCPLTR2,866$390,6930.05%
245JANUS DETROIT STR TR47103U8457,538$382,5540.05%
246ISHARES TR4642878043,402$371,8380.05%
247VANGUARD INDEX FDS9229087511,545$366,1000.05%
248LENDINGCLUB CORPLC30,323$364,7860.05%
249INTERNATIONAL BUSINESS MACHSINTR1,200$353,7360.04%
250PFIZER INCPFE14,436$349,9370.04%
251SCHWAB STRATEGIC TR80852420114,203$347,1150.04%
252ABBOTT LABSABLZF2,466$335,4010.04%
253ISHARES TR4642886466,309$332,8480.04%
254DUKE ENERGY CORP NEWDUKB2,808$331,3700.04%
255MICROSTRATEGY INCSTRK802$324,1920.04%
256ADVANCED MICRO DEVICES INCAMD2,282$323,8160.04%
257SELECT SECTOR SPDR TR81369Y2092,360$318,1490.04%
258NISOURCE INCNI7,829$315,8340.04%
259RTX CORPORATIONRTX2,143$312,9210.04%
260STEEL DYNAMICS INCSTLD2,421$309,9120.04%
261BOOKING HOLDINGS INCBKNG52$301,0400.04%
262CATERPILLAR INCCAT765$296,9810.04%
263ISHARES TR4642885133,633$293,0230.04%
264SELECT SECTOR SPDR TR81369Y8863,510$286,6330.04%
265JOHNSON & JOHNSONJNJ1,829$279,3640.03%
266STONECO LTDSTNE17,319$277,7950.03%
267EATON CORP PLCETN764$272,7400.03%
268AT&T INCT-PC9,415$272,4750.03%
269VANGUARD BD INDEX FDS9219378353,650$268,7520.03%
270ISHARES TR4642872262,666$264,5110.03%
271HOWMET AEROSPACE INCHWM1,368$254,6370.03%
272ISHARES TR464287614597$253,4740.03%
273VANGUARD WORLD FD92204A8761,421$250,8530.03%
274SPDR SERIES TRUST78468R5232,449$243,4840.03%
275VALERO ENERGY CORPVLO1,802$242,2690.03%
276STARBUCKS CORPSBUX2,598$238,0630.03%
277ISHARES TR46434V3813,595$234,5630.03%
278SPDR SERIES TRUST78464A8702,792$231,5410.03%
279AMGEN INCAMGN826$230,5260.03%
280ITURAN LOCATION AND CONTROLM6158M1045,920$229,2820.03%
281CISCO SYS INCCSCO3,288$228,1460.03%
282AXSOME THERAPEUTICS INCAXSM2,114$220,6800.03%
283INTERCONTINENTAL EXCHANGE IN45866F1041,200$220,1640.03%
284TAIWAN SEMICONDUCTOR MFG LTD874039100965$218,5630.03%
285ADOBE INCADBE554$214,3320.03%
286CHIPOTLE MEXICAN GRILL INCCMG3,768$211,5730.03%
287ANALOG DEVICES INCADI872$207,5820.03%
288INVESCO EXCHANGE TRADED FD TIVZ2,903$206,8660.03%
289CHUBB LIMITEDCB714$206,7630.03%
290DIMENSIONAL ETF TRUST25434V6587,525$201,8970.03%
291NYXOAH S ANYXH16,271$121,7070.02%
292CARDIFF ONCOLOGY INCCRDF36,000$113,4000.01%
293LUMEN TECHNOLOGIES INCLUMN12,351$54,0970.01%
294TUHURA BIOSCIENCES INCHURA23,400$52,1820.01%
295MICROVISION INC DELMVIS32,861$37,4620.00%
296MARKER THERAPEUTICS INCMRKR23,400$35,8020.00%
297ATHIRA PHARMA INC04746L10445,000$13,5900.00%