Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

G2 CAPITAL MANAGEMENT, LLC / OH

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001951757-25-001288

Total Value
$396.2M
Positions
70
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (70)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V4012,260,615$163.8M41.33%
2VANECK ETF TRUST92189F643387,462$38.4M9.69%
3J P MORGAN EXCHANGE TRADED F46641Q647756,683$38.2M9.64%
4VANGUARD BD INDEX FDS921937835373,340$27.8M7.01%
5DIMENSIONAL ETF TRUST25434V831518,837$19.6M4.95%
6DIMENSIONAL ETF TRUST25434V500218,966$15.0M3.78%
7SCHWAB STRATEGIC TR808524201470,446$12.4M3.13%
8DIMENSIONAL ETF TRUST25434V807177,340$8.2M2.06%
9APPLE INCAAPL31,294$8.0M2.01%
10NVIDIA CORPORATIONNVDA34,872$6.5M1.64%
11ALPHABET INCGOOG16,520$4.0M1.02%
12ISHARES TR4642876229,578$3.5M0.88%
13BERKSHIRE HATHAWAY INC DELBRK-A6,521$3.3M0.83%
14ISHARES TR4642876146,459$3.0M0.76%
15VANGUARD INDEX FDS9229087697,795$2.6M0.65%
16DIMENSIONAL ETF TRUST25434V10452,164$2.4M0.60%
17INVESCO EXCH TRD SLF IDX FDIVZ114,936$2.4M0.60%
18AMAZON COM INCAMZN9,286$2.0M0.51%
19INVESCO EXCH TRD SLF IDX FDIVZ97,722$1.9M0.48%
20INVESCO EXCH TRD SLF IDX FDIVZ83,825$1.7M0.42%
21INVESCO EXCH TRD SLF IDX FDIVZ79,664$1.6M0.41%
22INVESCO EXCH TRD SLF IDX FDIVZ84,484$1.6M0.40%
23MICROSOFT CORPMSFT3,020$1.6M0.39%
24INVESCO EXCH TRD SLF IDX FDIVZ91,653$1.5M0.39%
25TESLA INCTSLA3,430$1.5M0.39%
26INVESCO EXCH TRD SLF IDX FDIVZ87,164$1.5M0.37%
27INVESCO EXCH TRD SLF IDX FDIVZ65,563$1.4M0.35%
28DIMENSIONAL ETF TRUST25434V20337,619$1.4M0.35%
29INVESCO EXCH TRD SLF IDX FDIVZ59,965$1.3M0.32%
30NETFLIX INCNFLX1,031$1.2M0.31%
31ISHARES TR46435G32614,362$1.2M0.29%
32INVESCO EXCH TRD SLF IDX FDIVZ48,165$1.0M0.26%
33FIDELITY COVINGTON TRUST31609250112,479$952,6630.24%
34BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.19%
353M COMMM4,670$724,6910.18%
36SCHWAB STRATEGIC TR80852475514,580$626,3570.16%
37SPDR SERIES TRUST78464A3006,529$578,7960.15%
38ISHARES TR46434V45612,406$548,2220.14%
39SCHWAB STRATEGIC TR80852430016,092$513,4960.13%
40JOHNSON & JOHNSONJNJ2,696$499,8930.13%
41META PLATFORMS INCMETA680$499,3650.13%
42WELLS FARGO CO NEW9497461015,862$491,3530.12%
43JPMORGAN CHASE & CO.VYLD1,380$435,4180.11%
44TRAVELERS COMPANIES INCTRV1,549$432,5120.11%
45VANGUARD WHITEHALL FDS9219464063,015$424,9650.11%
46PEPSICO INCPEP2,993$420,3370.11%
47DIMENSIONAL ETF TRUST25434V30213,211$416,5290.11%
48COSTCO WHSL CORP NEW22160K105436$403,7350.10%
49ISHARES TR4642873093,288$396,9280.10%
50VANGUARD INDEX FDS9229085122,139$373,4270.09%
51SCHWAB STRATEGIC TR80852440912,816$373,0740.09%
52EXXON MOBIL CORPXOM3,299$371,9630.09%
53BROADCOM INCAVGO1,122$370,0690.09%
54ISHARES TR4642876551,469$355,4400.09%
55VANGUARD INDEX FDS9229085951,159$344,9420.09%
56HUNTINGTON BANCSHARES INCHBANP19,963$344,7600.09%
57TWILIO INCTWLO3,300$330,2970.08%
58WORTHINGTON STL INC98210410110,451$317,6210.08%
59DIMENSIONAL ETF TRUST25434V7087,936$306,0920.08%
60UBER TECHNOLOGIES INCUBER2,656$260,2090.07%
61CHEVRON CORP NEWCVX1,651$256,3840.06%
62INTUITIVE SURGICAL INCISRG573$256,2630.06%
63ISHARES TR4642898673,976$255,9750.06%
64VANGUARD SPECIALIZED FUNDS9219088441,176$253,7700.06%
65SELECT SECTOR SPDR TR81369Y803780$219,8510.06%
66ISHARES SILVER TRSLV5,000$211,8500.05%
67WORTHINGTON ENTERPRISES INCWOR3,810$211,4170.05%
68UNITEDHEALTH GROUP INCUNH597$206,1220.05%
69PALANTIR TECHNOLOGIES INCPLTR1,109$202,3040.05%
70AGILON HEALTH INCAGL13,900$14,3170.00%