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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

OPTIMA CAPITAL LLC

Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0002070972-25-000004

Total Value
$185.9M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ106,405$7.6M4.08%
2DOUBLELINE ETF TRUST25861R105156,070$7.2M3.88%
3DIMENSIONAL ETF TRUST25434V708197,669$7.1M3.81%
4WISDOMTREE TRWT70,634$6.1M3.28%
5VANGUARD INDEX FDS92290876918,976$5.8M3.11%
6J P MORGAN EXCHANGE TRADED F46641Q159108,866$5.0M2.71%
7INVESCO EXCHANGE TRADED FD TIVZ26,085$4.7M2.55%
8WISDOMTREE TRWT85,967$4.3M2.33%
9GOLDMAN SACHS PHYSICAL GOLD38150K103111,892$3.7M1.97%
10SPDR S&P 500 ETF TRSPY5,501$3.4M1.83%
11VANGUARD SPECIALIZED FUNDS92190884416,116$3.3M1.78%
12BITWISE BITCOIN ETF TRBITB52,503$3.1M1.66%
13SCHWAB STRATEGIC TR808524300104,185$3.0M1.64%
14DIMENSIONAL ETF TRUST25434V20386,738$3.0M1.61%
15ISHARES TR46432F84235,625$3.0M1.60%
16ISHARES TR46428780425,967$2.8M1.53%
17CAMBRIA ETF TR132061409104,170$2.8M1.53%
18INVESCO EXCH TRADED FD TR IIIVZ25,298$2.6M1.42%
19SPDR SERIES TRUST78468R10187,005$2.5M1.37%
20INNOVATOR ETFS TRUSTINHD82,544$2.4M1.31%
21INVESCO EXCHANGE TRADED FD TIVZ34,376$2.3M1.26%
22SCHWAB STRATEGIC TR80852410293,892$2.2M1.20%
23VANGUARD INDEX FDS92290861111,373$2.2M1.20%
24INVESCO QQQ TRIVZ4,001$2.2M1.19%
25J P MORGAN EXCHANGE TRADED F46641Q33238,676$2.2M1.18%
26INNOVATOR ETFS TRUSTINHD63,731$2.2M1.16%
27INNOVATOR ETFS TRUSTINHD74,779$2.1M1.12%
28ORACLE CORPORCL-PD9,369$2.0M1.10%
29INVESCO EXCH TRADED FD TR IIIVZ27,692$2.0M1.08%
30PACER FDS TR69374H56865,562$2.0M1.08%
31EXXON MOBIL CORPXOM16,941$1.8M0.98%
32AMAZON COM INCAMZN8,035$1.8M0.95%
33VANGUARD INDEX FDS9229087363,847$1.7M0.91%
34DAVIS FUNDAMENTAL ETF TR23908L40563,948$1.7M0.89%
35DOUBLELINE ETF TRUST25861R30331,747$1.7M0.89%
36DBX ETF TR23305120037,110$1.6M0.87%
37WISDOMTREE TRWT38,595$1.5M0.82%
38INVESCO EXCH TRADED FD TR IIIVZ6,660$1.5M0.81%
39PALANTIR TECHNOLOGIES INCPLTR10,695$1.5M0.78%
40ISHARES TR46428744015,140$1.4M0.78%
41INNOVATOR ETFS TRUSTINHD49,650$1.4M0.75%
42MICROSOFT CORPMSFT2,606$1.3M0.70%
43SPDR SERIES TRUST78468R86167,240$1.3M0.69%
44F5 INCFFIV4,359$1.3M0.69%
45INNOVATOR ETFS TRUSTINHD45,185$1.2M0.67%
46WISDOMTREE TRWT24,222$1.2M0.66%
47VANGUARD TAX-MANAGED FDS92194385821,537$1.2M0.66%
48ALPHABET INCGOOG6,811$1.2M0.65%
49COSTCO WHSL CORP NEW22160K1051,157$1.1M0.62%
50APPLE INCAAPL5,503$1.1M0.61%
51VANGUARD INDEX FDS9229086293,849$1.1M0.58%
52VANECK ETF TRUST92189F6844,507$1.1M0.58%
53INVESCO EXCH TRADED FD TR IIIVZ50,024$1.0M0.56%
54VANGUARD INDEX FDS9229083631,776$1.0M0.54%
55INNOVATOR ETFS TRUSTINHD40,258$981,5500.53%
56ISHARES TR4642876554,466$963,6360.52%
57VANGUARD INDEX FDS92290855310,566$940,9770.51%
58DIMENSIONAL ETF TRUST25434V10420,997$889,4250.48%
59META PLATFORMS INCMETA1,148$847,3290.46%
60SSGA ACTIVE ETF TR78467V60820,303$844,4020.45%
61INNOVATOR ETFS TRUSTINHD19,118$807,3530.43%
62ISHARES TR4642886616,744$803,1430.43%
63WISDOMTREE TRWT6,976$797,1480.43%
64FRANKLIN TEMPLETON ETF TRFGDL26,541$788,0160.42%
65SPDR DOW JONES INDL AVERAGE78467X1091,728$763,5160.41%
66VANGUARD WORLD FD92204A3065,857$697,6570.38%
67VANGUARD WORLD FD92204A5042,627$652,3520.35%
68HOME DEPOT INCHD1,747$640,3830.34%
69BERKSHIRE HATHAWAY INC DELBRK-A1,310$636,3590.34%
70VANGUARD BD INDEX FDS9219378358,527$627,8250.34%
71ISHARES TR4642874577,567$627,0020.34%
72GLOBAL X FDS37950E2597,327$621,2040.33%
73INVESCO EXCHANGE TRADED FD TIVZ4,941$610,7610.33%
74DIMENSIONAL ETF TRUST25434V30220,904$605,1710.33%
75SPDR SERIES TRUST78464A8548,199$595,9610.32%
76VANGUARD WORLD FD92204A4054,580$583,0340.31%
77VANGUARD WORLD FD92204A8843,401$581,6730.31%
78VANGUARD WORLD FD92204A702876$581,0330.31%
79VANGUARD WORLD FD92204A6032,051$574,4240.31%
80VANGUARD WORLD FD92204A8763,252$574,0110.31%
81DIMENSIONAL ETF TRUST25434V66618,500$573,8700.31%
82ISHARES TR4642886535,575$566,4200.30%
83RTX CORPORATIONRTX3,858$563,4180.30%
84VANGUARD WORLD FD92204A1081,553$562,6830.30%
85GLOBAL X FDS37954Y35024,045$560,7290.30%
86SCHWAB STRATEGIC TR80852479721,070$558,3570.30%
87VANGUARD WORLD FD92204A2072,537$555,6030.30%
88PACER FDS TR69374H43613,925$553,5840.30%
89ADVANCED MICRO DEVICES INCAMD3,891$552,1330.30%
90VANGUARD WORLD FD92204A8012,731$532,0810.29%
91VANGUARD INTL EQUITY INDEX F92204285810,028$495,9630.27%
92COCA COLA COKO6,941$493,2630.27%
93AMERICAN EXPRESS COAXP1,515$483,2840.26%
94ISHARES TR4642874325,349$472,0490.25%
95NVIDIA CORPORATIONNVDA2,951$466,2840.25%
96VANGUARD INDEX FDS9229087511,903$451,0900.24%
97INVESCO EXCHANGE TRADED FD TIVZ2,435$442,5080.24%
98INVESCO QQQ TRIVZ796$439,5060.24%
99GE AEROSPACE3696043011,641$422,4520.23%
100MCDONALDS CORPMCD1,438$420,1400.23%
101GLOBAL X FDS37954Y4919,215$418,1270.22%
102J P MORGAN EXCHANGE TRADED F46641Q6478,410$417,4720.22%
103GOLDMAN SACHS ETF TRNVGLF4,790$409,8800.22%
104ISHARES U S ETF TR46431W8388,147$409,5500.22%
105INNOVATOR ETFS TRUSTINHD10,723$405,2030.22%
106DBX ETF TR23305170516,560$397,2740.21%
107TESLA INCTSLA1,131$359,2730.19%
108PROCTER AND GAMBLE CO7427181092,211$352,3300.19%
109PHILIP MORRIS INTL INC7181721091,921$351,8660.19%
110SPDR S&P MIDCAP 400 ETF TRMDY617$350,7380.19%
111WALMART INCWMT3,574$349,4880.19%
112VANGUARD INTL EQUITY INDEX F9220427422,698$346,7460.19%
113VANGUARD INDEX FDS9229087441,933$342,6520.18%
114BOEING COBA-PA1,601$335,4580.18%
115DIMENSIONAL ETF TRUST25434V7247,912$334,5190.18%
116INNOVATOR ETFS TRUSTINHD12,111$332,2870.18%
117WISDOMTREE TRWT5,182$331,6830.18%
118AT&T INCT-PC11,160$322,9630.17%
119AIM ETF PRODUCTS TRUST00888H45512,398$322,4720.17%
120CHEVRON CORP NEWCVX2,244$321,3470.17%
121BROADCOM INCAVGO1,162$320,3050.17%
122ABBVIE INCABBV1,724$320,0090.17%
123PRINCIPAL FINANCIAL GROUP INPFG4,010$318,5370.17%
124SPDR SERIES TRUST78468R7887,172$304,3990.16%
125DIMENSIONAL ETF TRUST25434V7088,465$303,4030.16%
126SPDR SERIES TRUST78468R7887,138$302,9260.16%
127VISA INCV838$297,6080.16%
128KINDER MORGAN INC DELEP-PC9,838$289,2270.16%
129PFIZER INCPFE11,840$287,0050.15%
130PACER FDS TR69374H8815,180$285,4300.15%
131INVESCO EXCH TRD SLF IDX FDIVZ13,797$285,3270.15%
132NETFLIX INCNFLX212$283,8960.15%
133DIMENSIONAL ETF TRUST25434V8159,339$274,8390.15%
134GOLDMAN SACHS ETF TRNVGLF2,216$268,9780.14%
135ISHARES TR4642878042,433$265,8710.14%
136SPDR SERIES TRUST78468R8536,176$263,0810.14%
137ISHARES TR464287200412$256,1100.14%
138VANGUARD WHITEHALL FDS9219464061,905$254,0030.14%
139CATERPILLAR INCCAT649$251,9480.14%
140FORD MTR CO34537086022,836$247,7730.13%
141VANGUARD CHARLOTTE FDS92203J4074,995$247,3020.13%
142ONEOK INC NEWOKE3,010$245,7190.13%
143PHILLIPS 66PSX2,052$244,7710.13%
144BRITISH AMERN TOB PLC1104481075,080$244,2380.13%
145QUALCOMM INCQCOM1,522$242,3940.13%
146DIMENSIONAL ETF TRUST25434V8808,062$236,7810.13%
147GOLDMAN SACHS ETF TRNVGLF5,826$231,0590.12%
148PAYPAL HLDGS INCPYPL2,994$222,5140.12%
149VANGUARD INDEX FDS9229085121,347$221,7150.12%
150META PLATFORMS INCMETA300$221,4270.12%
151NVIDIA CORPORATIONNVDA1,348$212,9990.11%
152GILEAD SCIENCES INCGILD1,884$208,9260.11%
153PEPSICO INCPEP1,569$207,1350.11%
154VANGUARD INDEX FDS922908629734$205,3810.11%
155VANGUARD BD INDEX FDS9219378272,601$204,6990.11%
156JPMORGAN CHASE & CO.VYLD700$202,9720.11%
157ARCHER DANIELS MIDLAND COADM3,787$199,8900.11%
158CINCINNATI FINL CORP1720621011,254$187,2240.10%
159JOHNSON & JOHNSONJNJ1,207$184,3690.10%
160AMAZON COM INCAMZN637$139,7510.08%
161VANGUARD INTL EQUITY INDEX F9220427421,026$131,8400.07%
162DIMENSIONAL ETF TRUST25434V2033,452$119,3360.06%
163SPDR S&P 500 ETF TRSPY185$114,4460.06%
164MICROSOFT CORPMSFT152$75,6060.04%
165BERKSHIRE HATHAWAY INC DELBRK-A142$68,9790.04%
166META PLATFORMS INCMETA87$64,2140.03%
167CHEVRON CORP NEWCVX410$58,7360.03%
168ALPHABET INCGOOG311$54,8080.03%
169PAYPAL HLDGS INCPYPL730$54,2540.03%
170VANGUARD WHITEHALL FDS921946406382$50,9600.03%
171ALPHABET INCGOOG282$49,7350.03%
172BOEING COBA-PA237$49,6590.03%
173ADVANCED MICRO DEVICES INCAMD323$45,8340.02%
174ISHARES TR46428720072$44,9820.02%
175AMAZON COM INCAMZN204$44,7560.02%
176ORACLE CORPORCL-PD200$43,7260.02%
177SPDR SERIES TRUST78464A854589$42,8430.02%
178MICROSOFT CORPMSFT77$38,4450.02%
179APPLE INCAAPL172$35,3470.02%
180NVIDIA CORPORATIONNVDA200$31,6000.02%
181BRITISH AMERN TOB PLC110448107655$31,4830.02%
182SPDR SERIES TRUST78468R853692$29,4600.02%
183VISA INCV81$28,7590.02%
184ISHARES TR464288661220$26,1410.01%
185APPLE INCAAPL127$26,0570.01%
186EXXON MOBIL CORPXOM237$25,5020.01%
187INNOVATOR ETFS TRUSTINHD900$25,3620.01%
188PEPSICO INCPEP188$24,8540.01%
189VANGUARD INTL EQUITY INDEX F922042858502$24,8510.01%
190SCHWAB STRATEGIC TR808524797900$23,8500.01%
191NETFLIX INCNFLX16$21,4260.01%
192TESLA INCTSLA65$20,6480.01%
193COSTCO WHSL CORP NEW22160K10520$19,9010.01%
194JOHNSON & JOHNSONJNJ127$19,3260.01%
195AT&T INCT-PC661$19,1320.01%
196DIMENSIONAL ETF TRUST25434V302600$17,3700.01%
197ARCHER DANIELS MIDLAND COADM323$17,0460.01%
198CINCINNATI FINL CORP172062101104$15,5630.01%
199NETFLIX INCNFLX11$14,7300.01%
200FORD MTR CO3453708601,248$13,5370.01%
201JPMORGAN CHASE & CO.VYLD46$13,3700.01%
202PRINCIPAL FINANCIAL GROUP INPFG142$11,3070.01%
203VISA INCV30$10,7260.01%
204BROADCOM INCAVGO35$9,6480.01%
205VANGUARD BD INDEX FDS921937827110$8,6570.00%
206KINDER MORGAN INC DELEP-PC280$8,2320.00%
207VANGUARD INDEX FDS92290876927$8,0950.00%
208TESLA INCTSLA25$7,9420.00%
209PACER FDS TR69374H881142$7,8200.00%
210DIMENSIONAL ETF TRUST25434V104162$6,8750.00%
211QUALCOMM INCQCOM39$6,2110.00%
212VANGUARD WORLD FD92204A60322$6,1620.00%
213VANGUARD WORLD FD92204A88436$6,1570.00%
214VANGUARD WORLD FD92204A40548$6,1100.00%
215VANGUARD WORLD FD92204A87634$6,0010.00%
216VANGUARD WORLD FD92204A7029$5,9700.00%
217VANGUARD WORLD FD92204A50424$5,9600.00%
218VANGUARD WORLD FD92204A30650$5,9560.00%
219VANGUARD WORLD FD92204A20727$5,9130.00%
220VANGUARD INDEX FDS92290855366$5,8780.00%
221VANGUARD WORLD FD92204A80130$5,8450.00%
222VANGUARD WORLD FD92204A10816$5,7970.00%
223BERKSHIRE HATHAWAY INC DELBRK-A11$5,3430.00%
224JPMORGAN CHASE & CO.VYLD18$5,2180.00%
225WALMART INCWMT52$5,0850.00%
226COSTCO WHSL CORP NEW22160K1054$3,9600.00%
227ORACLE CORPORCL-PD18$3,9350.00%
228PROCTER AND GAMBLE CO74271810920$3,2660.00%
229PROCTER AND GAMBLE CO74271810919$3,0270.00%
230PALANTIR TECHNOLOGIES INCPLTR21$2,8630.00%
231ADVANCED MICRO DEVICES INCAMD20$2,8380.00%
232PALANTIR TECHNOLOGIES INCPLTR20$2,7260.00%
233ABBVIE INCABBV14$2,5990.00%
234EXXON MOBIL CORPXOM24$2,5870.00%
235JOHNSON & JOHNSONJNJ14$2,1390.00%
236PHILIP MORRIS INTL INC71817210911$2,0180.00%
237WALMART INCWMT20$1,9660.00%
238GE AEROSPACE3696043017$1,8020.00%
239COCA COLA COKO25$1,7820.00%
240PFIZER INCPFE73$1,7700.00%
241AT&T INCT-PC57$1,6500.00%
242CHEVRON CORP NEWCVX10$1,4320.00%
243COCA COLA COKO20$1,4250.00%
244BOEING COBA-PA4$9380.00%
245GILEAD SCIENCES INCGILD8$8870.00%
246F5 INCFFIV3$8830.00%
247MCDONALDS CORPMCD3$8770.00%
248KINDER MORGAN INC DELEP-PC27$7940.00%
249CATERPILLAR INCCAT2$7760.00%
250RTX CORPORATIONRTX5$7300.00%
251PAYPAL HLDGS INCPYPL9$6690.00%
252PHILLIPS 66PSX5$5970.00%
253PFIZER INCPFE21$5010.00%
254HOME DEPOT INCHD1$3670.00%