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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 Advisory Corp

Quarter ended Q3 2025 · Filed October 8, 2025 · Accession 0002085853-25-000032

Total Value
$679.2M
Positions
52
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (52)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200187,111$125.2M18.44%
2ISHARES TR464287481741,438$105.6M15.55%
3ISHARES TR46434V8601,647,090$83.3M12.27%
4VANGUARD INDEX FDS922908611282,758$59.0M8.69%
5VANGUARD TAX-MANAGED FDS921943858803,012$48.1M7.08%
6ISHARES TR464288273597,672$45.9M6.75%
7VANGUARD INDEX FDS922908744225,945$42.1M6.20%
8ISHARES TR46436E8581,486,879$34.1M5.02%
9SELECT SECTOR SPDR TR81369Y209179,268$24.9M3.67%
10ISHARES TR46436E833818,740$18.3M2.70%
11ISHARES TR46436E841812,850$18.3M2.70%
12ISHARES TR464287739142,566$13.8M2.04%
13VANGUARD INDEX FDS922908553138,823$12.7M1.87%
14ISHARES TR464287341296,709$12.4M1.82%
15VANGUARD SCOTTSDALE FDS92206C64952,427$8.2M1.20%
16VANGUARD INTL EQUITY INDEX F92204277540,983$2.9M0.43%
17VANGUARD INTL EQUITY INDEX F92204285843,510$2.4M0.35%
18FIRST TR EXCHANGE TRADED FD33734X14320,290$2.2M0.33%
19GLOBAL X FDS37954Y88924,958$2.0M0.30%
20APPLE INCAAPL7,841$2.0M0.29%
21INVESCO EXCHANGE TRADED FD TIVZ6,504$1.2M0.18%
22SPDR S&P 500 ETF TRSPY1,795$1.2M0.18%
23TIMOTHY PLAN88743235922,425$1.0M0.15%
24VANGUARD INDEX FDS9229083631,321$808,7890.12%
25NORTHERN LTS FD TR IVNTRSO20,507$796,9160.12%
26ISHARES TR46435U43228,456$762,3370.11%
27ISHARES TR46435U25928,288$725,8710.11%
28ISHARES TR46435U28328,282$720,4840.11%
29ISHARES TR46435U32526,085$668,8200.10%
30TESLA INCTSLA1,422$632,3920.09%
31ISHARES TR4642874655,767$538,4650.08%
32ISHARES TR46436E86621,749$508,1640.07%
33MICROSOFT CORPMSFT915$473,9250.07%
34ALPHABET INCGOOG1,861$452,4270.07%
35HUNTINGTON BANCSHARES INCHBANP24,739$427,2420.06%
36JPMORGAN CHASE & CO.VYLD1,178$371,5220.05%
37ISHARES TR46435UAA914,855$361,5800.05%
38ISHARES TR46435GAA014,744$358,2790.05%
39ISHARES TR46434VBD114,143$356,2660.05%
40STRYKER CORPORATIONSYK862$318,6560.05%
41ISHARES TR46435U51511,776$300,5240.04%
42ORACLE CORPORCL-PD935$262,9600.04%
43SCHWAB STRATEGIC TR8085242019,657$254,3600.04%
44ISHARES TR4642872344,701$251,0160.04%
45DTE ENERGY CODTK1,710$241,8460.04%
46ISHARES TR4642875981,165$237,2690.03%
47BERKSHIRE HATHAWAY INC DELBRK-A467$234,7800.03%
48WINTRUST FINL CORP97650W1081,724$228,3060.03%
49INTUITIVE SURGICAL INCISRG495$221,3790.03%
50INVESCO EXCHANGE TRADED FD TIVZ2,969$217,6020.03%
51MCDONALDS CORPMCD682$207,2530.03%
52ISHARES TR4642874992,140$206,6170.03%