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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

CAPITAL PERFORMANCE ADVISORS LLP

Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001905663-25-000007

Total Value
$510.1M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,568,588$56.2M11.02%
2DIMENSIONAL ETF TRUST25434V609776,401$41.9M8.21%
3ISHARES TR46428720063,203$39.2M7.69%
4DIMENSIONAL ETF TRUST25434V807563,749$24.1M4.73%
5DIMENSIONAL ETF TRUST25434V724543,210$23.0M4.50%
6ISHARES TR464287226219,780$21.8M4.27%
7APPLE INCAAPL101,596$20.8M4.09%
8DIMENSIONAL ETF TRUST25434V401181,909$12.2M2.39%
9MICROSOFT CORPMSFT22,791$11.3M2.22%
10VANGUARD MUN BD FDS922907746217,373$10.7M2.09%
11DIMENSIONAL ETF TRUST25434V500154,661$9.9M1.93%
12ISHARES TR46432F842117,990$9.8M1.93%
13NVIDIA CORPORATIONNVDA57,029$9.0M1.77%
14BERKSHIRE HATHAWAY INC DELBRK-A17,677$8.6M1.68%
15FIRST TR EXCHNG TRADED FD VI33740F888323,256$8.0M1.58%
16VANGUARD INDEX FDS92290876924,355$7.4M1.45%
17VANGUARD INDEX FDS92290875128,592$6.8M1.33%
18SSGA ACTIVE ETF TR78467V103228,667$6.7M1.30%
19META PLATFORMS INCMETA8,532$6.3M1.23%
20AMERICAN CENTY ETF TR02507287769,034$6.3M1.23%
21AMAZON COM INCAMZN27,452$6.0M1.18%
22VANGUARD INDEX FDS92290873610,088$4.4M0.87%
23VANGUARD SPECIALIZED FUNDS92190884421,292$4.4M0.85%
24VANGUARD INTL EQUITY INDEX F92204285886,965$4.3M0.84%
25DIMENSIONAL ETF TRUST25434V880144,800$4.3M0.83%
26SPDR S&P 500 ETF TRSPY6,536$4.0M0.79%
27ISHARES TR46428852168,507$3.9M0.76%
28COSTCO WHSL CORP NEW22160K1053,206$3.2M0.62%
29AMERICAN CENTY ETF TR02507280236,767$2.9M0.57%
30VANGUARD INDEX FDS92290861114,442$2.8M0.55%
31JPMORGAN CHASE & CO.VYLD9,702$2.8M0.55%
32VANGUARD SCOTTSDALE FDS92206C70644,858$2.7M0.53%
33BROADCOM INCAVGO9,606$2.6M0.52%
34ISHARES TR46428730922,534$2.5M0.49%
35AMERICAN CENTY ETF TR02507288523,547$2.4M0.47%
36DIMENSIONAL ETF TRUST25434V10452,292$2.2M0.43%
37INVESCO QQQ TRIVZ3,857$2.1M0.42%
38VANGUARD MALVERN FDS92202080542,137$2.1M0.42%
39EA SERIES TRUST02072L532103,069$2.1M0.41%
40ALPHABET INCGOOG11,891$2.1M0.41%
41TESLA INCTSLA6,150$2.0M0.38%
42VANGUARD BD INDEX FDS92193781924,274$1.9M0.37%
43PGIM ETF TR69344A20651,951$1.8M0.36%
44SELECT SECTOR SPDR TR81369Y8037,280$1.8M0.36%
45NETFLIX INCNFLX1,351$1.8M0.35%
46ELI LILLY & COLLY2,252$1.8M0.34%
47VANGUARD BD INDEX FDS92193782719,988$1.6M0.31%
48VISA INCV4,341$1.5M0.30%
49SCHWAB STRATEGIC TR80852410263,931$1.5M0.30%
50AMERICAN CENTY ETF TR02507270319,613$1.5M0.28%
51SCHWAB STRATEGIC TR80852480564,146$1.4M0.28%
52ISHARES TR4642875987,046$1.4M0.27%
53ALPHABET INCGOOG7,181$1.3M0.25%
54ISHARES TR4642871509,409$1.3M0.25%
55WALMART INCWMT12,654$1.2M0.24%
56SALESFORCE INCCRM4,516$1.2M0.24%
57HOME DEPOT INCHD3,301$1.2M0.24%
58DIMENSIONAL ETF TRUST25434V81540,115$1.2M0.23%
59GE AEROSPACE3696043014,360$1.1M0.22%
60DIMENSIONAL ETF TRUST25434V78132,134$1.1M0.21%
61LAM RESEARCH CORPLRCX10,626$1.0M0.20%
62PHILIP MORRIS INTL INC7181721095,647$1.0M0.20%
63ISHARES TR46434V64740,993$1.0M0.20%
64SCHWAB STRATEGIC TR80852420141,337$1.0M0.20%
65GRAYSCALE BITCOIN TRUST ETFGBTC10,947$928,6340.18%
66MASTERCARD INCORPORATEDMA1,559$875,5390.17%
67PALANTIR TECHNOLOGIES INCPLTR6,193$844,2320.17%
68HOWMET AEROSPACE INCHWM4,487$835,1650.16%
69BANK AMERICA CORP06050510417,636$834,5040.16%
70AMERICAN CENTY ETF TR02507260412,164$833,7210.16%
71DIMENSIONAL ETF TRUST25434V20323,678$818,5490.16%
72SPDR DOW JONES INDL AVERAGE78467X1091,828$805,6650.16%
73ORACLE CORPORCL-PD3,660$800,2680.16%
74ROBLOX CORPRBLX7,353$773,5360.15%
75EXXON MOBIL CORPXOM6,950$749,1640.15%
76JOHNSON & JOHNSONJNJ4,772$728,9230.14%
77BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.14%
78BOOKING HOLDINGS INCBKNG120$697,3890.14%
79WELLS FARGO CO NEW9497461018,515$682,1780.13%
80ABBOTT LABSABLZF4,987$678,2310.13%
81PROCTER AND GAMBLE CO7427181094,229$673,7880.13%
82MERCK & CO INCMRK8,440$668,0850.13%
83ISHARES INC46434G10310,986$659,4890.13%
84AT&T INCT-PC22,756$658,5520.13%
85CME GROUP INCCME2,377$655,1580.13%
86MCDONALDS CORPMCD2,240$654,4280.13%
87DOORDASH INCDASH2,647$652,4650.13%
88TAPESTRY INCTPR7,304$641,3640.13%
89GOLDMAN SACHS GROUP INCGSCE900$636,7030.12%
90SOFI TECHNOLOGIES INCSOFI34,383$626,1150.12%
91MAIN STR CAP CORP56035L10410,516$621,4910.12%
92DIMENSIONAL ETF TRUST25434V73220,868$619,3660.12%
93CAPITAL GRP FIXED INCM ETF T14020Y80524,987$615,5520.12%
94VERISIGN INCVRSN2,071$598,0580.12%
95FORTINET INCFTNT5,634$595,6260.12%
96SNOWFLAKE INCSNOW2,600$581,8800.11%
97ABBVIE INCABBV3,131$581,1750.11%
98GILEAD SCIENCES INCGILD5,143$570,2580.11%
99DIMENSIONAL ETF TRUST25434V76519,313$569,5510.11%
100SERVICENOW INCNOW551$566,5740.11%
101ADOBE INCADBE1,444$558,5280.11%
102ROBINHOOD MKTS INC7707001025,815$544,4580.11%
103PNC FINL SVCS GROUP INC6934751052,841$529,5860.10%
104PEPSICO INCPEP3,964$523,3940.10%
105GE VERNOVA INCGEV971$513,8120.10%
106DISNEY WALT CO2546871064,042$501,2030.10%
107CISCO SYS INCCSCO7,122$494,1240.10%
108VISTRA CORPVST2,535$491,3080.10%
109VANGUARD WORLD FD92204A702721$478,0650.09%
110SPDR SER TR78464A7633,488$473,4820.09%
111UBER TECHNOLOGIES INCUBER5,055$471,6660.09%
112ISHARES TR46435G40914,228$467,9590.09%
113BLACKSTONE INCBX3,124$467,2720.09%
114MEDTRONIC PLCMDT5,261$458,5640.09%
115VEEVA SYS INCVEEV1,545$444,8700.09%
116VANGUARD INDEX FDS9229085534,898$436,2350.09%
117ISHARES TR4642876551,955$421,8990.08%
118JOHNSON CTLS INTL PLCG515021053,985$420,9270.08%
119ZSCALER INCZS1,336$419,4240.08%
120SCHWAB STRATEGIC TR8085248889,837$418,9400.08%
121ILLUMINA INCILMN4,386$418,4680.08%
122DIMENSIONAL ETF TRUST25434V30214,371$416,0400.08%
123COMFORT SYS USA INC199908104766$410,7370.08%
124DIMENSIONAL ETF TRUST25434V83111,327$402,7880.08%
125AGILENT TECHNOLOGIES INCA3,398$401,0200.08%
126ZOOM COMMUNICATIONS INCZM5,128$399,8820.08%
127MCKESSON CORPMCK542$397,6810.08%
128APPLIED MATLS INC0382221052,148$393,2090.08%
129TRANE TECHNOLOGIES PLCTT896$391,9760.08%
130HALEON PLCHLNCF37,653$390,4660.08%
131COCA COLA COKO5,289$374,2320.07%
132XCEL ENERGY INCXELLL5,467$372,3210.07%
133MONSTER BEVERAGE CORP NEWMNST5,919$370,7590.07%
134SPDR GOLD TRGLD1,178$359,0900.07%
135GENERAL MTRS CO37045V1007,235$356,0440.07%
136GENWORTH FINL INC37247D10645,295$352,3950.07%
137INTEL CORPINTC15,657$350,7170.07%
138HSBC HLDGS PLCHBCYF5,694$346,1360.07%
139UNITEDHEALTH GROUP INCUNH1,102$343,8080.07%
140CHUBB LIMITEDCB1,183$342,8530.07%
141ROBERT HALF INC.RHI8,274$339,6480.07%
142ULTA BEAUTY INCULTA722$337,7660.07%
1433M COMMM2,177$331,4170.06%
144US BANCORP DELUSB-PS7,305$330,5690.06%
145TOLL BROTHERS INCTOL2,886$329,3790.06%
146FIDELITY WISE ORIGIN BITCOINFBTC3,470$326,1450.06%
147VERTIV HOLDINGS COVRT2,497$320,6410.06%
148ISHARES TR4642888022,525$320,0440.06%
149AMERICAN INTL GROUP INC0268747843,736$319,7320.06%
150AMPHENOL CORP NEW0320951013,230$318,9490.06%
151SCHWAB STRATEGIC TR80852430010,788$315,1180.06%
152NATERA INCNTRA1,864$314,9040.06%
153INTUITINTU388$305,9810.06%
154CHUNGHWA TELECOM CO LTDCHT6,558$305,6680.06%
155EATON CORP PLCETN853$304,4560.06%
156NUTANIX INCNTNX3,915$299,2630.06%
157RALPH LAUREN CORPRL1,090$298,9650.06%
158ROYAL GOLD INCRGLD1,678$298,4370.06%
159AUTODESK INCADSK964$298,4080.06%
160S&P GLOBAL INCSPGI564$297,5290.06%
161INTUITIVE SURGICAL INCISRG542$294,7890.06%
162INVESCO EXCH TRADED FD TR IIIVZ4,043$294,4260.06%
163INVESCO EXCHANGE TRADED FD TIVZ6,406$293,2190.06%
164QUALCOMM INCQCOM1,826$290,8250.06%
165TRIPLE FLAG PRECIOUS METALTFPM12,214$289,3560.06%
166ISHARES TR4642874653,224$288,1930.06%
167LYFT INCLYFT18,283$288,1400.06%
168DIMENSIONAL ETF TRUST25434V65810,660$286,0080.06%
169EXPEDIA GROUP INCEXPE1,684$284,0870.06%
170TEXAS ROADHOUSE INCTXRH1,508$282,6140.06%
171CITIGROUP INCC-PR3,307$281,4870.06%
172TAIWAN SEMICONDUCTOR MFG LTD8740391001,240$280,9480.06%
173INCYTE CORPINCY4,117$280,3680.05%
174ARISTA NETWORKS INCANET2,661$272,2670.05%
175AXIS CAP HLDGS LTDG0692U1092,608$270,7660.05%
176DIGITAL RLTY TR INC2538681031,542$268,8400.05%
177PFIZER INCPFE11,057$268,0220.05%
178VERTEX PHARMACEUTICALS INCVRTX601$267,4830.05%
179VANGUARD WORLD FD92204A4052,093$266,4870.05%
180FREEPORT-MCMORAN INCFCX6,102$264,5440.05%
181FIRST TR EXCHANGE-TRADED FD33738D4086,303$263,5480.05%
182ZOETIS INCZTS1,678$261,6360.05%
183SAP SESAPGF860$261,5260.05%
184TRIMBLE INCTRMB3,437$261,1430.05%
185EXTRA SPACE STORAGE INCEXR1,769$260,8760.05%
186TRAVELERS COMPANIES INCTRV973$260,2360.05%
187T-MOBILE US INCTMUSZ1,087$258,9780.05%
188VANGUARD INDEX FDS922908629923$258,3510.05%
189DIMENSIONAL ETF TRUST25434V8645,375$258,0540.05%
190VULCAN MATLS CO929160109985$256,9160.05%
191CARMAX INCKMX3,821$256,8090.05%
192VERIZON COMMUNICATIONS INCVZ5,933$256,7150.05%
193ISHARES GOLD TRIAU4,113$256,4870.05%
194MOLINA HEALTHCARE INCMOH854$254,4070.05%
195CAPITAL ONE FINL CORP14040H1051,194$254,0110.05%
196EXELIXIS INCEXEL5,718$252,0210.05%
197EDISON INTL2810201074,841$249,7980.05%
198ARROW ELECTRS INC0427351001,923$245,0480.05%
199DELL TECHNOLOGIES INCDELL1,992$244,2190.05%
200COMCAST CORP NEWCCZ6,815$243,2550.05%
201ISHARES TR46435G3263,193$242,7960.05%
202AMERICAN CENTY ETF TR0250723493,536$241,1910.05%
203NEWS CORP NEWNWSLL8,076$240,0050.05%
204FERROVIAL SEFER4,472$239,5900.05%
205RTX CORPORATIONRTX1,638$239,1580.05%
206DUOLINGO INCDUOL580$237,8110.05%
207CONCENTRIX CORPCNXC4,488$237,2140.05%
208WESTERN DIGITAL CORPWDC3,707$237,2010.05%
209COINBASE GLOBAL INCCOIN675$236,4230.05%
210ROYAL BK CDA7800871021,794$236,0560.05%
211FEDEX CORPFDX1,034$234,9670.05%
212CINCINNATI FINL CORP1720621011,571$233,9530.05%
213PAYPAL HLDGS INCPYPL3,136$233,0360.05%
214AIRBNB INCABNB1,754$232,1240.05%
215PROSHARES TR74348A4672,305$232,0990.05%
216SPOTIFY TECHNOLOGY S ASPOT301$230,9690.05%
217MSCI INCMSCI399$230,2280.05%
218ARK ETF TR00214Q7084,582$230,2000.05%
219DRAFTKINGS INC NEWDKNG5,342$229,1180.04%
220BANCO BILBAO VIZCAYA ARGENTABBVXF14,847$228,1940.04%
221ATLASSIAN CORPORATIONTEAM1,115$226,4450.04%
222TOTALENERGIES SETTE3,685$226,2220.04%
223INVESCO EXCHANGE TRADED FD TIVZ1,242$225,7120.04%
224DATADOG INCDDOG1,671$224,4730.04%
225ALTRIA GROUP INCMO3,825$224,2690.04%
226BIOGEN INCBIIB1,779$223,4250.04%
227DUKE ENERGY CORP NEWDUKB1,878$221,6530.04%
228CROWDSTRIKE HLDGS INCCRWD434$221,2540.04%
229GUIDEWIRE SOFTWARE INCGWRE938$220,8520.04%
230BANCO SANTANDER S.A.BCDRF26,528$220,1810.04%
231MORGAN STANLEYMS-PQ1,562$219,9680.04%
232HALLIBURTON COHAL10,735$218,7790.04%
233SBA COMMUNICATIONS CORP NEWSBAC922$216,5230.04%
234ANHEUSER BUSCH INBEV SA/NVBUDFF3,140$215,8130.04%
235COCA-COLA EUROPACIFIC PARTNECCEP2,328$215,8130.04%
236INTERCONTINENTAL EXCHANGE IN45866F1041,173$215,2920.04%
237NEWMONT CORPNEMCL3,690$214,9650.04%
238AMERICAN EXPRESS COAXP672$214,2180.04%
239BRISTOL-MYERS SQUIBB COCELG-RI4,613$213,5520.04%
240ACCENTURE PLC IRELANDACN711$212,4970.04%
241PALO ALTO NETWORKS INCPANW1,037$212,1670.04%
242NEXTERA ENERGY INCNEE-PW2,990$207,5660.04%
243LOWES COS INC548661107933$207,0520.04%
244HF SINCLAIR CORPDINO5,023$206,3450.04%
245WASTE MGMT INC DEL94106L109894$204,5510.04%
246CVS HEALTH CORPCVS2,955$203,8670.04%
247SUMITOMO MITSUI FINL GROUP I86562M20913,491$203,8560.04%
248EMCOR GROUP INCEME381$203,7930.04%
249DUPONT DE NEMOURS INCDD2,971$203,7560.04%
250MANHATTAN ASSOCIATES INCMANH1,031$203,5920.04%
251CARNIVAL CORPCUKPF7,227$203,2230.04%
252NEUROCRINE BIOSCIENCES INCNBIX1,603$201,4810.04%
253ISHARES TR464287689573$201,1230.04%
254AMCOR PLCAMCCF19,495$179,1600.04%
255HUNTINGTON BANCSHARES INCHBANP10,330$173,1310.03%
256PG&E CORPPCG-PX12,326$171,8210.03%
257UIPATH INCPATH10,811$138,3810.03%
258ADT INC DELADT15,983$135,3760.03%
259WENDYS CO95058W10010,663$121,7730.02%
260DHT HOLDINGS INCDHT11,213$121,2120.02%
261JETBLUE AWYS CORP47714310117,990$76,0980.01%
262AEGON LTDAEFC10,197$73,8260.01%
263NOMURA HLDGS INCNRSCF11,136$73,2750.01%
264HAFNIA LTDHAFN14,631$73,0090.01%
265NEWELL BRANDS INCNWL11,026$59,5410.01%
266TELEFONICA S ATELFY10,700$55,9620.01%
267LLOYDS BANKING GROUP PLCLLOBF10,958$46,5720.01%
268PROTALIX BIOTHERAPEUTICS INCPLX25,976$38,4440.01%
269PLUG POWER INCPLUG18,038$26,8770.01%
270LUCID GROUP INCLCID10,305$21,7440.00%
271CHARGEPOINT HOLDINGS INCCHPT13,173$9,2650.00%
272TILRAY BRANDS INCTLRY10,218$4,2350.00%