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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

DHK Financial Advisors, Inc.

Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001951757-25-000296

Total Value
$182.3M
Positions
90
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (90)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A71,436$38.0M20.87%
2BERKSHIRE HATHAWAY INC DELBRK-A25$20.0M10.95%
3VANGUARD INTL EQUITY INDEX F922042742121,964$14.1M7.76%
4SPDR S&P 500 ETF TRSPY18,566$10.4M5.71%
5SPDR GOLD TRGLD28,675$8.3M4.53%
6ISHARES TR46428768919,850$6.3M3.46%
7VANGUARD WORLD FD92204A87619,310$3.3M1.81%
8ISHARES TR46428746535,402$2.9M1.59%
9VANGUARD SCOTTSDALE FDS92206C71433,928$2.8M1.54%
10T ROWE PRICE ETF INC87283Q50378,598$2.8M1.52%
11ISHARES TR46432F33916,132$2.8M1.51%
12VANGUARD SCOTTSDALE FDS92206C68029,100$2.7M1.48%
13VANGUARD INTL EQUITY INDEX F92204277543,733$2.7M1.46%
14FIRST TR EXCHANGE-TRADED FD33738D30956,380$2.6M1.41%
15ISHARES TR46432F84233,505$2.5M1.39%
16SPDR SER TR78468R85360,107$2.4M1.34%
17VANECK ETF TRUST92189F64326,666$2.3M1.29%
18SCHWAB STRATEGIC TR80852488856,000$2.0M1.10%
19FIRST TR EXCHANGE-TRADED FD33741X10259,176$2.0M1.09%
20COLUMBIA ETF TR II19762B70732,763$2.0M1.07%
21WISDOMTREE TRWT21,325$1.7M0.93%
22ISHARES TR46428722617,000$1.7M0.92%
23FRANKLIN TEMPLETON ETF TRFGDL45,440$1.7M0.92%
24ISHARES TR46429B65531,971$1.6M0.90%
25VANGUARD INTL EQUITY INDEX F92204285833,930$1.5M0.84%
26VANGUARD BD INDEX FDS92193781919,900$1.5M0.84%
27FIRST TR EXCHANGE TRADED FD33734X84623,972$1.5M0.83%
28PAR TECHNOLOGY CORPPAR24,362$1.5M0.82%
29INVESCO QQQ TRIVZ3,159$1.5M0.81%
30PACER FDS TR69374H88123,690$1.3M0.71%
31SPDR SER TR78464A77110,051$1.3M0.70%
32ISHARES TR46429B67122,931$1.2M0.68%
33ISHARES TR46429B61417,102$1.2M0.64%
34VANECK ETF TRUST92189F76726,694$1.1M0.63%
35ISHARES TR46432F38810,501$1.1M0.61%
36ISHARES TR46428862021,600$1.1M0.61%
37SPDR INDEX SHS FDS78463X74925,224$1.1M0.60%
38SOMNIGROUP INTERNATIONAL INCSGI18,012$1.1M0.59%
39ISHARES TR4642876554,794$956,3550.52%
40VANECK ETF TRUST92189F6764,290$907,2060.50%
41ISHARES INC46434G10316,568$894,1750.49%
42NVIDIA CORPORATIONNVDA7,524$815,4990.45%
43VANECK ETF TRUST92189F60110,438$764,7920.42%
44INVESCO EXCHANGE TRADED FD TIVZ8,031$735,1180.40%
45APPLE INCAAPL3,296$732,1500.40%
46MICROSOFT CORPMSFT1,908$716,1070.39%
47JPMORGAN CHASE & CO.VYLD2,892$709,4910.39%
48ARK ETF TR00214Q20310,425$690,7600.38%
49WISDOMTREE TRWT14,100$681,1710.37%
50T ROWE PRICE ETF INC87283Q84219,528$669,8260.37%
51ISHARES TR4642876304,224$637,7400.35%
52AMERICAN CENTY ETF TR0250728776,889$600,5010.33%
53ISHARES TR4642885137,189$567,1140.31%
54SPDR INDEX SHS FDS78463X88915,500$564,3550.31%
55VANGUARD INTL EQUITY INDEX F9220427184,714$544,8990.30%
56API GROUP CORPAPG14,902$532,8960.29%
57LIVE NATION ENTERTAINMENT INLYV4,005$522,9730.29%
58ISHARES TR4642886614,400$519,7940.29%
59VANGUARD WORLD FD9219107258,741$515,5610.28%
60CRH PLCCRH5,474$483,5730.27%
61AMAZON COM INCAMZN2,445$465,1860.26%
62NATURAL RESOURCE PARTNERS L63900P6084,404$457,5760.25%
63POTBELLY CORP73754Y10047,652$453,1710.25%
64GARRETT MOTION INCGTX53,160$444,9490.24%
65GLOBAL X FDS37954Y57410,000$436,5000.24%
66ARK ETF TR00214Q4014,602$435,6710.24%
67ISHARES TR4642875724,500$433,3050.24%
68DREAM FINDERS HOMES INCDFH17,780$401,1170.22%
69LIMBACH HLDGS INCLMB5,364$399,4570.22%
70ISHARES SILVER TRSLV12,680$392,9530.22%
71ALPHABET INCGOOG2,522$390,0480.21%
72SCHWAB STRATEGIC TR80852460716,627$389,5780.21%
73AMERICAN CENTY ETF TR0250723238,031$388,7100.21%
74INVESCO EXCH TRADED FD TR IIIVZ3,522$379,9390.21%
75GLOBAL X FDS37954Y67310,000$377,3000.21%
76FIDELITY COVINGTON TRUST3160928407,126$353,4590.19%
77RESEARCH SOLUTIONS INCRSSS118,761$308,7790.17%
78REMITLY GLOBAL INCRELY14,425$300,0400.16%
79AMERICAN CENTY ETF TR0250728024,296$299,5690.16%
80ISHARES TR4642873746,525$296,6720.16%
81BROADCOM INCAVGO1,766$295,6810.16%
82VISA INCV729$255,4850.14%
83COSTCO WHSL CORP NEW22160K105241$227,9330.13%
84MARSH & MCLENNAN COS INC571748102866$211,3300.12%
85LAM RESEARCH CORPLRCX2,850$207,8500.11%
86T-MOBILE US INCTMUSZ772$205,9000.11%
87SCHWAB CHARLES CORPSCHW-PJ2,582$202,1530.11%
88PEPSICO INCPEP1,346$201,7780.11%
89META PLATFORMS INCMETA348$200,7270.11%
90GRAY MEDIA INCGTN-A29,126$125,8240.07%