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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

AFFINITY WEALTH MANAGEMENT LLC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001951757-25-001278

Total Value
$683.2M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ87,314$52.4M7.67%
2ISHARES TR46434V282653,264$45.1M6.61%
3FIRST TR EXCHANGE TRADED FD33738R506662,779$44.6M6.53%
4INVESCO EXCHANGE TRADED FD TIVZ319,628$43.2M6.33%
5SPDR SERIES TRUST78464A631161,120$37.9M5.54%
6INVESCO EXCHANGE TRADED FD TIVZ628,631$35.3M5.16%
7SELECT SECTOR SPDR TR81369Y605654,626$35.3M5.16%
8SELECT SECTOR SPDR TR81369Y852294,269$34.8M5.10%
9SELECT SECTOR SPDR TR81369Y506348,640$31.1M4.56%
10FIRST TR EXCH TRADED FD III33739E1081,425,205$26.0M3.81%
11ISHARES TR464287432282,545$25.3M3.70%
12NVIDIA CORPORATIONNVDA130,270$24.3M3.56%
13PALANTIR TECHNOLOGIES INCPLTR122,515$22.3M3.27%
14DBX ETF TR233051697374,482$20.0M2.92%
15MICROSOFT CORPMSFT34,071$17.6M2.58%
16DBX ETF TR233051507149,145$12.7M1.86%
17ALPHABET INCGOOG48,346$11.8M1.72%
18AMAZON COM INCAMZN49,467$10.9M1.59%
19ELI LILLY & COLLY13,243$10.1M1.48%
20MASTERCARD INCORPORATEDMA16,255$9.2M1.35%
21HOME DEPOT INCHD18,992$7.7M1.13%
22NRG ENERGY INCNRG43,943$7.1M1.04%
23SEAGATE TECHNOLOGY HLDNGS PLSE29,237$6.9M1.01%
24APPLE INCAAPL26,780$6.8M1.00%
25FIRST TR EXCHANGE TRADED FD33738R605107,958$6.7M0.98%
26GRAB HOLDINGS LIMITEDGRABW1,064,036$6.4M0.94%
27TERADYNE INCTER43,631$6.0M0.88%
28FLEX LTDFLEX102,798$6.0M0.87%
29PONY AI INCPYAIF249,611$5.6M0.82%
30JPMORGAN CHASE & CO.VYLD17,580$5.5M0.81%
31LINDE PLCLIN11,550$5.5M0.80%
32EATON CORP PLCETN14,115$5.3M0.77%
33FRONTIER COMMUNICATIONS PARE35909D109121,614$4.5M0.66%
34ADAPTIVE BIOTECHNOLOGIES CORADTI303,533$4.5M0.66%
35CLOUDFLARE INCNET19,921$4.3M0.63%
36MANULIFE FINL CORP56501R106130,955$4.1M0.60%
37EOG RES INCEOG29,154$3.3M0.48%
38SPDR S&P 500 ETF TRSPY3,635$2.4M0.35%
39WARRIOR MET COAL INCHCC34,052$2.2M0.32%
40BROADCOM INCAVGO5,331$1.8M0.26%
41ARES MANAGEMENT CORPORATIONARES-PB9,660$1.5M0.23%
42ISHARES TR4642872001,904$1.3M0.19%
43CHESAPEAKE UTILS CORP1653031088,239$1.1M0.16%
44TARGA RES CORPTRGP6,187$1.0M0.15%
45BOOKING HOLDINGS INCBKNG187$1.0M0.15%
46GRAHAM HLDGS COGHM840$988,9400.14%
47FIRST CTZNS BANCSHARES INC D31946M103537$960,7790.14%
48TESLA INCTSLA2,008$892,9980.13%
49SOUTHERN COSOMN9,303$881,6460.13%
50COSTCO WHSL CORP NEW22160K105947$876,3900.13%
51WALMART INCWMT8,416$867,4020.13%
52PNC FINL SVCS GROUP INC6934751053,742$751,8800.11%
53CAPITAL ONE FINL CORP14040H1053,146$668,6720.10%
54META PLATFORMS INCMETA893$655,8010.10%
55VANGUARD INDEX FDS9229087691,940$636,5220.09%
56CARDINAL HEALTH INCCAH3,950$619,9920.09%
57MCDONALDS CORPMCD1,739$528,4650.08%
58DELL TECHNOLOGIES INCDELL3,595$509,6630.07%
59BERKSHIRE HATHAWAY INC DELBRK-A1,010$507,7670.07%
60EXXON MOBIL CORPXOM4,072$459,1180.07%
61LAM RESEARCH CORPLRCX3,370$451,2430.07%
62SIMON PPTY GROUP INC NEW8288061092,372$445,1530.07%
63ALPHABET INCGOOG1,820$443,2610.06%
64GE AEROSPACE3696043011,388$417,4090.06%
65THERMO FISHER SCIENTIFIC INCTMO853$413,5640.06%
66RADIAN GROUP INCRDN11,411$413,3060.06%
67ISHARES TR4642873093,366$406,2900.06%
68VERIZON COMMUNICATIONS INCVZ8,578$377,0030.06%
69ENERGY TRANSFER L PET-PI21,478$368,5620.05%
70AFLAC INCAFL3,141$350,8500.05%
71DTE ENERGY CODTK2,459$347,7770.05%
72JAZZ PHARMACEUTICALS PLCJAZZ2,627$346,2390.05%
73CORTEVA INCCTVA5,090$344,2060.05%
74INVESCO EXCH TRADED FD TR IIIVZ1,339$330,9220.05%
75SELECT SECTOR SPDR TR81369Y8031,150$324,0950.05%
76ISHARES TR464287614690$323,2030.05%
77ASTRAZENECA PLCAZN4,199$322,1470.05%
78AT&T INCT-PC11,255$317,8350.05%
79CONSOLIDATED EDISON INCED2,981$299,6300.04%
80GLOBAL X FDS37954Y8484,115$294,7900.04%
81ISHARES TR4642875074,450$290,4070.04%
82ILLINOIS TOOL WKS INC4523081091,080$281,6210.04%
83BLACKROCK INCBLK236$275,1450.04%
84ISHARES TR4642888022,026$274,8270.04%
85NXP SEMICONDUCTORS N VNXPI1,153$262,5730.04%
86AGILENT TECHNOLOGIES INCA1,987$255,0310.04%
87DUPONT DE NEMOURS INCDD3,242$252,5520.04%
88VANGUARD INDEX FDS922908363410$251,0760.04%
89FIRST HORIZON CORPORATIONFHN-PH11,028$249,3430.04%
90ISHARES TR464287622665$243,0440.04%
91INVESCO EXCHANGE TRADED FD TIVZ2,057$242,8390.04%
92WSFS FINL CORP9293281024,460$240,5280.04%
93FIDELITY COVINGTON TRUST3160928081,079$239,6170.04%
94GLOBAL X FDS37954Y8304,000$239,2400.04%
95DANA INCDAN11,938$239,2380.04%
96BLUE OWL CAPITAL INCOWL13,428$227,3360.03%
97CHUBB LIMITEDCB794$224,2250.03%
98HOWMET AEROSPACE INCHWM1,129$221,5440.03%
99GE VERNOVA INCGEV356$218,9810.03%
100KRANESHARES TRUST5007673065,169$217,1670.03%
101SPROTT FDS TRSII3,580$216,3530.03%
102HEWLETT PACKARD ENTERPRISE CHPE-PC8,803$216,2020.03%
103INTERNATIONAL BUSINESS MACHSINTR765$215,8520.03%
104ISHARES TR4642885701,711$215,5000.03%
105ALTRIA GROUP INCMO3,204$211,6560.03%
106VANGUARD INDEX FDS922908736440$211,0280.03%
107BP PLCBPPFF5,943$204,7960.03%
108INVENTRUST PPTYS CORP46124J2016,991$200,0820.03%