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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

Financial Life Planners

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002053368-25-000005

Total Value
$148.8M
Positions
362
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (362)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ50,928$30.6M20.54%
2ISHARES TR46428720040,992$27.4M18.43%
3NVIDIA CORPORATIONNVDA77,489$14.5M9.71%
4APPLE INCAAPL24,828$6.3M4.25%
5ROBINHOOD MKTS INC77070010240,687$5.8M3.91%
6PALANTIR TECHNOLOGIES INCPLTR28,921$5.3M3.54%
7MICROSOFT CORPMSFT8,900$4.6M3.10%
8BERKSHIRE HATHAWAY INC DELBRK-A7,688$3.9M2.60%
9AXON ENTERPRISE INCAXON5,282$3.8M2.55%
10VANGUARD WORLD FD9219108167,305$2.9M1.98%
11ARK ETF TR00214Q70849,612$2.8M1.89%
12COSTCO WHSL CORP NEW22160K1052,814$2.6M1.75%
13SPDR S&P MIDCAP 400 ETF TRMDY3,914$2.3M1.57%
14SPDR S&P 500 ETF TRSPY2,812$1.9M1.26%
15AMAZON COM INCAMZN8,441$1.9M1.25%
16WISDOMTREE BITCOIN FDWT14,005$1.7M1.14%
17SPDR DOW JONES INDL AVERAGE78467X1092,872$1.3M0.89%
18NETFLIX INCNFLX981$1.2M0.79%
19INVESCO EXCH TRD SLF IDX FDIVZ56,165$1.2M0.78%
20META PLATFORMS INCMETA1,209$888,0680.60%
21VANGUARD SPECIALIZED FUNDS9219088443,533$762,4310.51%
22INVESCO EXCH TRD SLF IDX FDIVZ36,803$761,4630.51%
23TESLA INCTSLA1,538$683,9320.46%
24ISHARES TR4642876141,388$650,2830.44%
25INVESCO EXCH TRD SLF IDX FDIVZ33,225$649,8910.44%
26SELECT SECTOR SPDR TR81369Y60511,657$627,9690.42%
27BANK AMERICA CORP06050510412,085$623,4750.42%
28RTX CORPORATIONRTX3,388$566,9100.38%
29VISA INCV1,578$538,8430.36%
30HOWMET AEROSPACE INCHWM2,623$514,7810.35%
31GOLDMAN SACHS GROUP INCGSCE608$483,7940.33%
32SPDR SERIES TRUST78464A8545,848$458,0950.31%
33VANGUARD INDEX FDS922908736949$455,0510.31%
34NRG ENERGY INCNRG2,684$434,7220.29%
35SALESFORCE INCCRM1,832$434,1340.29%
36VANGUARD INDEX FDS922908363697$427,1080.29%
37ISHARES TR4642876551,727$417,7960.28%
38ISHARES TR4642875076,361$415,1150.28%
39VANGUARD INDEX FDS9229085534,466$408,2730.27%
40ORACLE CORPORCL-PD1,439$404,7300.27%
41FIRST TR EXCHNG TRADED FD VI33740F6648,249$391,8980.26%
42INVESCO EXCH TRD SLF IDX FDIVZ19,857$391,3800.26%
43VANGUARD SCOTTSDALE FDS92206C7144,317$385,8000.26%
44ISHARES TR4642875981,775$361,3600.24%
45SERVICENOW INCNOW364$334,9820.23%
46ALPHABET INCGOOG1,221$297,4480.20%
47JPMORGAN CHASE & CO.VYLD908$286,4350.19%
48THE CIGNA GROUP125523100886$255,3860.17%
49ISHARES SILVER TRSLV5,876$248,9670.17%
50D R HORTON INC23331A1091,400$237,3050.16%
51ISHARES TR4642875152,024$232,8310.16%
52GE AEROSPACE369604301762$229,0990.15%
53ISHARES TR4642876062,349$225,2820.15%
54EXXON MOBIL CORPXOM1,933$217,9690.15%
55ISHARES TR4642878871,487$210,4120.14%
56ALPHABET INCGOOG864$209,9580.14%
57INTERNATIONAL BUSINESS MACHSINTR741$209,0090.14%
58APPLOVIN CORPAPP290$208,3770.14%
59ISHARES TR464287648603$193,0890.13%
60VISTRA CORPVST939$183,9230.12%
61ISHARES TR4642877963,682$174,9640.12%
621ST SOURCE CORPSRCE2,818$173,4710.12%
63TAIWAN SEMICONDUCTOR MFG LTD874039100609$170,1150.11%
64SPDR GOLD TRGLD450$160,0110.11%
65CARRIER GLOBAL CORPORATIONCARR2,675$159,6890.11%
66INVESCO EXCHANGE TRADED FD TIVZ820$155,5240.10%
67ISHARES TR4642874651,622$151,4730.10%
68FS KKR CAP CORPFSK9,848$147,0250.10%
69CLOUDFLARE INCNET670$143,7760.10%
70MORGAN STANLEYMS-PQ899$142,9700.10%
71BROADCOM INCAVGO433$142,8120.10%
72ARM HOLDINGS PLC042068205991$140,1500.09%
73ISHARES TR464287622383$139,8050.09%
74PROSHARES TR74347R2061,016$139,4640.09%
75ISHARES TR4642878791,241$137,2430.09%
76WALMART INCWMT1,320$135,9990.09%
77ELI LILLY & COLLY175$133,8510.09%
78ADVANCED MICRO DEVICES INCAMD820$132,6680.09%
79SELECT SECTOR SPDR TR81369Y5061,463$130,7040.09%
80SPDR SERIES TRUST78468R6631,387$127,2580.09%
81OTIS WORLDWIDE CORPOTIS1,355$123,8700.08%
82ISHARES TR464287168870$123,6310.08%
83ISHARES TR464287408550$113,6000.08%
84PHILIP MORRIS INTL INC718172109697$113,1240.08%
85TRANSDIGM GROUP INCTDG86$112,9860.08%
86TJX COS INC NEW872540109778$112,5160.08%
87CATERPILLAR INCCAT230$109,9600.07%
88WELLS FARGO CO NEW9497461011,246$104,4410.07%
89ISHARES TR46434V3811,449$104,2280.07%
90HOME DEPOT INCHD256$103,7580.07%
91TRAVELERS COMPANIES INCTRV357$99,6790.07%
92ACCENTURE PLC IRELANDACN380$93,7650.06%
93SELECT SECTOR SPDR TR81369Y803332$93,5050.06%
94EDWARDS LIFESCIENCES CORPEW1,200$93,3240.06%
95THEMES ETF TR882927460800$92,5120.06%
96VANGUARD INDEX FDS922908611440$91,7670.06%
97INTUITIVE SURGICAL INCISRG197$88,1050.06%
98ISHARES TR4642874571,019$84,5370.06%
99PROSHARES TR74347R107736$82,4980.06%
100SCHWAB STRATEGIC TR8085247973,002$81,9550.06%
101ISHARES TR464287705625$81,0620.05%
102ISHARES TR464287309664$80,1440.05%
103ISHARES TR464287846491$79,6980.05%
104BOEING COBA-PA367$79,2100.05%
105CAPITAL ONE FINL CORP14040H105356$75,5860.05%
106COCA COLA COKO1,116$74,0140.05%
107CORTEVA INCCTVA978$66,1520.04%
108PARKER-HANNIFIN CORPPH87$66,0190.04%
109HARTFORD INSURANCE GROUP INCHIG-PG493$65,7760.04%
110GE VERNOVA INCGEV103$63,3970.04%
111PROCTER AND GAMBLE CO742718109395$60,6200.04%
112COINBASE GLOBAL INCCOIN176$59,3990.04%
113SCHWAB CHARLES CORPSCHW-PJ621$59,2780.04%
114SPDR SERIES TRUST78464A763420$58,8900.04%
115SPDR SERIES TRUST78464A821639$58,5510.04%
116REPUBLIC SVCS INC760759100254$58,3910.04%
117PUBLIC SVC ENTERPRISE GRP IN744573106672$56,0950.04%
118SPDR INDEX SHS FDS78463X152854$55,1860.04%
119GRANITESHARES ETF TR38747R7101,680$54,5160.04%
120ISHARES TR464288513666$54,0730.04%
121EATON CORP PLCETN144$53,8640.04%
122BLACKROCK INCBLK44$51,4880.03%
123PROGRESSIVE CORP743315103202$49,8720.03%
124CVS HEALTH CORPCVS656$49,4550.03%
125GRAND CANYON ED INCLOPE225$49,3920.03%
126ISHARES GOLD TRIAU675$49,1200.03%
127MCDONALDS CORPMCD162$49,1180.03%
128SPDR SERIES TRUST78464A888435$48,2150.03%
129ISHARES TR46432F834568$46,8860.03%
130AGREE RLTY CORP008492100646$45,9120.03%
131SELECT SECTOR SPDR TR81369Y209323$44,9810.03%
132INVESCO EXCHANGE TRADED FD TIVZ938$44,7550.03%
133CHUBB LIMITEDCB157$44,3080.03%
134VANGUARD ADMIRAL FDS INC921932885400$44,1520.03%
135PEAKSTONE REALTY TRUSTPKST3,358$44,0550.03%
136APPLIED MATLS INC038222105213$43,6140.03%
137AMERICAN EXPRESS COAXP130$43,1690.03%
138CATALYST PHARMACEUTICALS INCCPRX2,124$41,8360.03%
139COMFORT SYS USA INC19990810450$41,5130.03%
140INNOVATOR ETFS TRUSTINHD1,096$39,2260.03%
141PNC FINL SVCS GROUP INC693475105195$39,1160.03%
142GALLAGHER ARTHUR J & CO363576109125$38,7740.03%
143CONOCOPHILLIPSCOP408$38,5710.03%
144ISHARES TR464287242346$38,5690.03%
145CME GROUP INCCME142$38,4080.03%
146ANALOG DEVICES INCADI156$38,3420.03%
147ISHARES TR464288570299$37,6000.03%
148VANGUARD WORLD FD921910840272$37,4300.03%
149BITMINE IMMERSION TECNOLOGIE09175A206716$37,1820.02%
150LOWES COS INC548661107145$36,3580.02%
151WILLIAMS COS INC969457100565$35,8120.02%
152INVESCO EXCH TRADED FD TR IIIVZ986$35,2900.02%
153ISHARES INC464286509690$34,8800.02%
154FLEX LNG LTDFLNG1,374$34,6210.02%
155NORFOLK SOUTHN CORP655844108115$34,5300.02%
156ENERGY TRANSFER L PET-PI1,999$34,3090.02%
157AGNC INVT CORP00123Q1043,457$33,8480.02%
158NOVO-NORDISK A SNONOF603$33,4680.02%
159GENERAL DYNAMICS CORPGD96$32,6730.02%
160BANNER CORPBANR489$32,0050.02%
161UNITEDHEALTH GROUP INCUNH92$31,8000.02%
162DANAHER CORPORATION235851102160$31,7120.02%
163MARSH & MCLENNAN COS INC571748102157$31,6940.02%
164CONSTELLATION ENERGY CORPCEG96$31,6920.02%
165RUBRIK INC.RBRK382$31,4200.02%
166ISHARES BITCOIN TRUST ETFIBIT480$31,2000.02%
167AIR PRODS & CHEMS INCAIIR110$29,8800.02%
168ISHARES TR464287150204$29,7500.02%
169UNILEVER PLCUNLYF498$29,5030.02%
170BP PLCBPPFF814$28,0370.02%
171ISHARES TR46432F339144$27,9340.02%
172SCHWAB STRATEGIC TR8085241021,061$27,2720.02%
173ISHARES TR464287671165$27,1570.02%
174ISHARES TR464287788214$27,0580.02%
175SELECT SECTOR SPDR TR81369Y852226$26,7680.02%
176NORTHROP GRUMMAN CORPNOC44$26,5860.02%
177DUPONT DE NEMOURS INCDD341$26,5700.02%
178GLOBAL X FDS37960A529369$25,9190.02%
179SPDR SERIES TRUST78464A409246$25,7350.02%
180ISHARES TR46429B671388$25,5500.02%
181CHIPOTLE MEXICAN GRILL INCCMG650$25,4740.02%
182FIDELITY COVINGTON TRUST316092808114$25,3180.02%
183ISHARES TR464288802185$25,0630.02%
184DOVER CORPDOV150$25,0220.02%
185SPDR SERIES TRUST78464A599125$24,7680.02%
186US BANCORP DELUSB-PS510$24,6290.02%
187ISHARES TR464287812358$24,4650.02%
188EA SERIES TRUST02072L680562$24,2580.02%
189VANGUARD INTL EQUITY INDEX F922042874304$24,2580.02%
190NEXTERA ENERGY INCNEE-PW315$23,7990.02%
191VOLATILITY SHS TR92864M301423$23,2940.02%
192ALTRIA GROUP INCMO352$23,2650.02%
193ABBVIE INCABBV100$23,1540.02%
194EOG RES INCEOG206$23,1300.02%
195ISHARES TR464287804191$22,6610.02%
196AMPLIFY ETF TR032108482766$22,6510.02%
197FREEPORT-MCMORAN INCFCX577$22,6310.02%
198INVESCO EXCH TRADED FD TR IIIVZ176$22,0510.01%
199MICROCHIP TECHNOLOGY INC.MCHPP341$21,9280.01%
200GRAYSCALE BITCOIN TRUST ETFGBTC244$21,9040.01%
201ISHARES ETHEREUM TR46438R105684$21,5530.01%
202AUTONATION INCAN97$21,2340.01%
203CHENIERE ENERGY INCLNG90$21,1980.01%
204S&P GLOBAL INCSPGI43$21,0810.01%
205MASTERCARD INCORPORATEDMA35$19,9360.01%
206PLAINS ALL AMERN PIPELINE L7265031051,152$19,6530.01%
207VANGUARD INDEX FDS92290853866$19,4900.01%
208CENCORA INCCOR62$19,3980.01%
209VALERO ENERGY CORPVLO112$19,0210.01%
210METLIFE INCMET-PF229$18,8510.01%
2113M COMMM114$17,7140.01%
212AMPLIFY ETF TR032108607256$17,1630.01%
213GRANITESHARES ETF TR38747R827176$16,4780.01%
214ISHARES TR46428876078$16,3060.01%
215ISHARES INC464286764329$16,2860.01%
216STURM RUGER & CO INCRGR372$16,1750.01%
217ISHARES INC46434G772254$16,1600.01%
218ISHARES TR46432F39662$15,9000.01%
219EASTGROUP PPTYS INC27727610193$15,7980.01%
220MARRIOTT INTL INC NEW57190320261$15,7810.01%
221AMERICAN TOWER CORP NEW03027X10078$15,0030.01%
222TEXAS INSTRS INC88250810482$15,0020.01%
223SOUTHERN COSOMN154$14,5920.01%
224RECURSION PHARMACEUTICALS INRXRX2,986$14,5720.01%
225AMERICAN WTR WKS CO INC NEW030420103103$14,4000.01%
226LINDE PLCLIN30$14,2480.01%
227ABBOTT LABSABLZF100$13,3940.01%
228EVERSOURCE ENERGYES188$13,3480.01%
229MONDELEZ INTL INC609207105210$13,1170.01%
230PROSHARES TR74347G440660$12,9890.01%
231ASML HOLDING N VASMLF13$12,6140.01%
232VICI PPTYS INC925652109378$12,3270.01%
233VERALTO CORPVLTO115$12,2410.01%
234DIREXION SHS ETF TR25461A882216$12,1290.01%
235VERTIV HOLDINGS COVRT80$12,0820.01%
236BARRICK MNG CORP06849F108359$11,7510.01%
237ISHARES TR46428763066$11,7100.01%
238ISHARES TR464289859131$11,5840.01%
239ISHARES TR46434V46450$11,2860.01%
240SIMON PPTY GROUP INC NEW82880610960$11,2650.01%
241DATADOG INCDDOG79$11,2500.01%
242ACUITY INCAYI32$10,9500.01%
243CISCO SYS INCCSCO156$10,6740.01%
244VANGUARD TAX-MANAGED FDS921943858171$10,2490.01%
245NUCOR CORPNUE75$10,1500.01%
246VANGUARD INDEX FDS92290876930$9,9850.01%
247SOUTHWEST AIRLS CO844741108310$9,9070.01%
248CALAMOS STRATEGIC TOTAL RETUCSQ513$9,9050.01%
249ISHARES TR46428752336$9,8650.01%
250VANGUARD BD INDEX FDS921937835132$9,8170.01%
251VANGUARD INDEX FDS92290859532$9,5780.01%
252INTEL CORPINTC259$8,6780.01%
253VANGUARD SCOTTSDALE FDS92206C66488$8,6210.01%
254RICHTECH ROBOTICS INCRR2,000$8,5800.01%
255VENTAS INCVTR122$8,5390.01%
256ISHARES TR46428768922$8,4770.01%
257SAP SESAPGF30$8,1410.01%
258SCHWAB STRATEGIC TR808524300250$7,9940.01%
259MCKESSON CORPMCK10$7,7810.01%
260J P MORGAN EXCHANGE TRADED F46641Q837153$7,7780.01%
261SIMPLIFY EXCHANGE TRADED FUN82889N657353$7,7200.01%
262PEPSICO INCPEP50$7,0220.00%
263GODADDY INCGDDY48$6,5680.00%
264AMERICAN AIRLS GROUP INC02376R102572$6,4300.00%
265WATSCO INCWSO-B16$6,2890.00%
266DISNEY WALT CO25468710654$6,2190.00%
267VANGUARD INDEX FDS92290875124$6,1360.00%
268VANGUARD SCOTTSDALE FDS92206C40976$6,0960.00%
269THE TRADE DESK INC88339J105120$5,8820.00%
270TENABLE HLDGS INC88025T102200$5,8320.00%
271FIRST TR EXCHANGE-TRADED FD33734410540$5,6730.00%
272COGNYTE SOFTWARE LTDCGNT666$5,5950.00%
273SPDR SERIES TRUST78464A35962$5,5870.00%
274STRYKER CORPORATIONSYK15$5,4780.00%
275COREWEAVE INCCRWV40$5,4740.00%
276ADVISORSHARES TR00768Y4531,140$5,4610.00%
277ISHARES TR46428777060$5,4220.00%
278VANGUARD WORLD FD92204A7027$5,2890.00%
279OREILLY AUTOMOTIVE INC67103H10742$4,5290.00%
280ISHARES TR46428766345$4,5000.00%
281ISHARES TR46429B69743$4,1090.00%
282WORKDAY INCWDAY17$4,0930.00%
283QUALCOMM INCQCOM22$3,6490.00%
284ISHARES TR46428769732$3,5490.00%
285BOSTON SCIENTIFIC CORPBSX36$3,5150.00%
286MGM RESORTS INTERNATIONALMGM100$3,4670.00%
287GOLDMAN SACHS ETF TRNVGLF33$3,3480.00%
288CIRCLE INTERNET GROUP INCCRCL25$3,3150.00%
289AT&T INCT-PC116$3,2690.00%
290MONOGRAM TECHNOLOGIES INC609786108500$2,9350.00%
291CARNIVAL CORPCUKPF100$2,8910.00%
292ETORO GROUP LTDETOR62$2,5590.00%
293FORTIVE CORPFTV52$2,5470.00%
294WILLIAMS SONOMA INCWSM13$2,5440.00%
295GRAYSCALE BITCOIN MINI TR ET38993020748$2,4310.00%
296ISHARES TR46428841420$2,0880.00%
297CHEWY INCCHWY50$2,0230.00%
298STARBUCKS CORPSBUX24$1,9990.00%
299INVESCO EXCH TRADED FD TR IIIVZ40$1,9810.00%
300NANO X IMAGING LTDNNOX534$1,9760.00%
301UNITED RENTALS INCURI2$1,9410.00%
302INVESCO EXCH TRADED FD TR IIIVZ35$1,7990.00%
303GLOBAL X FDS37954Y71549$1,7370.00%
304NIO INCNIOIF207$1,5780.00%
305ISHARES TR46435U36640$1,4820.00%
306ROCKWELL AUTOMATION INCROK4$1,4040.00%
307PALO ALTO NETWORKS INCPANW6$1,2220.00%
308ISHARES TR46428828113$1,2080.00%
309VANGUARD WORLD FD92191073310$1,2000.00%
310WISDOMTREE TRWT21$1,1790.00%
311ISHARES INC46434G86327$1,1590.00%
312HONEYWELL INTL INC4385161065$1,1360.00%
313MICRON TECHNOLOGY INCMU6$1,0080.00%
314DYNATRACE INCDT19$9210.00%
315ISHARES TR46435G4256$8870.00%
316BLOCK INCBSQKZ12$8680.00%
317VONTIER CORPORATIONVNT20$8520.00%
318GOPRO INCGPRO400$8480.00%
319AMPLIFY ETF TR03210847421$7850.00%
320RALLIANT CORPRAL17$7450.00%
321ISHARES TR46435G19331$7390.00%
322MOSAIC CO NEWMOS18$6240.00%
323VANGUARD CHARLOTTE FDS92203J40713$6200.00%
324GAMCO GLOBAL GOLD NAT RES &36465A109100$5150.00%
325INVESCO EXCH TRADED FD TR IIIVZ2$4950.00%
326ISHARES TR46435G6729$4810.00%
327ISHARES TR46429B7474$4280.00%
328NOVAVAX INCNVAX49$4250.00%
329SNAP INCSNAP54$4170.00%
330ALIBABA GROUP HLDG LTDBBAAY2$3770.00%
331J P MORGAN EXCHANGE TRADED F46654Q8157$3650.00%
332TIDAL TRUST III45259A2097$3450.00%
333ARK ETF TR00214Q2033$3410.00%
334TCW ETF TRUST29287L1064$3190.00%
335SPDR SERIES TRUST78468R7472$2590.00%
336ASTRAZENECA PLCAZN3$2450.00%
337VANGUARD MALVERN FDS9220208054$2090.00%
338LUMEN TECHNOLOGIES INCLUMN29$1780.00%
339ARK ETF TR00214Q1042$1770.00%
340PFIZER INCPFE7$1740.00%
341CANOPY GROWTH CORPCGC114$1670.00%
342ISHARES TR46435U6633$1380.00%
343AVERY DENNISON CORPAVY1$1330.00%
344TRUMP MEDIA & TECHNOLOGY GRODJTWW6$990.00%
345ISHARES TR46435G5161$960.00%
346WELLTOWER INCWELL0$760.00%
347MATERION CORPMTRN1$750.00%
348SELECT SECTOR SPDR TR81369Y7040$720.00%
349NEWMONT CORPNEMCL1$560.00%
350MERCK & CO INCMRK1$530.00%
351EBAY INC.EBAY1$510.00%
352AMPHENOL CORP NEW0320951010$500.00%
353ISHARES TR46435U5491$500.00%
354SELECT SECTOR SPDR TR81369Y1001$480.00%
355VIRGIN GALACTIC HOLDINGS INCSPCE10$390.00%
356ISHARES TR4642877540$370.00%
357DNOW INCDNOW2$310.00%
358MFA FINL INC55272X6073$260.00%
359BRISTOL-MYERS SQUIBB COCELG-RI1$250.00%
360ALEXANDER & BALDWIN INC NEW0144911041$240.00%
361INVESCO EXCH TRADED FD TR IIIVZ0$70.00%
362ALTO INGREDIENTS INCALTO4$50.00%