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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 COMBINATION REPORT

FSR Wealth Management Ltd.

Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001940000-26-000001

Total Value
$85.1M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1AIM ETF PRODUCTS TRUST00888H521385,655$10.6M12.41%
2FIRST TR EXCHNG TRADED FD VI33740U711192,559$7.5M8.76%
3AIM ETF PRODUCTS TRUST00888H877189,659$6.6M7.74%
4AIM ETF PRODUCTS TRUST00888H505144,678$5.6M6.63%
5AIM ETF PRODUCTS TRUST00888H802149,933$5.5M6.52%
6ELEVATION SERIES TRUST210322509215,394$5.2M6.06%
7AIM ETF PRODUCTS TRUST00888H687156,656$5.0M5.87%
8AIM ETF PRODUCTS TRUST00888H794128,915$4.4M5.14%
9AIM ETF PRODUCTS TRUST00888H570136,577$4.1M4.77%
10AIM ETF PRODUCTS TRUST00888H836108,346$4.0M4.67%
11PIMCO ETF TR72201R57735,967$3.6M4.26%
12ELEVATION SERIES TRUST210322608133,091$3.5M4.06%
13AIM ETF PRODUCTS TRUST00888H69594,731$3.3M3.91%
14ELEVATION SERIES TRUST21032279848,409$2.0M2.40%
15META PLATFORMS INCMETA2,970$2.0M2.30%
16SPDR S&P 500 ETF TRSPY2,300$1.6M1.84%
17ELEVATION SERIES TRUST21032268140,202$1.5M1.80%
18AIM ETF PRODUCTS TRUST00888H65340,793$1.2M1.42%
19NVIDIA CORPORATIONNVDA4,695$875,6181.03%
20APPLE INCAAPL3,097$841,9770.99%
21ELEVATION SERIES TRUST21032276419,565$787,7590.93%
22SPDR GOLD TRGLD1,542$611,1100.72%
23SPDR SERIES TRUST78464A8546,630$531,8590.62%
24J P MORGAN EXCHANGE TRADED F46641Q8378,913$450,9090.53%
25TESLA INCTSLA913$410,5940.48%
26BLACKROCK ETF TRUSTBLK5,731$348,5020.41%
27ISHARES TR46432F3391,731$343,8110.40%
28ISHARES TR4642873092,580$318,0110.37%
29AIM ETF PRODUCTS TRUST00888H53910,600$306,8600.36%
30AIM ETF PRODUCTS TRUST00888H54710,737$305,5830.36%
31ISHARES TR4642874081,252$265,5120.31%
32MICROSOFT CORPMSFT538$260,0420.31%
33ISHARES INC46434G1033,805$255,7720.30%
34SIMPLIFY EXCHANGE TRADED FUN82889N65711,275$246,9560.29%
35ISHARES TR464287101690$236,6490.28%
36VANGUARD INDEX FDS9229087441,173$224,0310.26%
37VANGUARD INDEX FDS922908736433$211,2430.25%
38CISCO SYS INCCSCO2,735$210,6770.25%