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

FSA Investment Group, LLC

Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0002085853-26-000030

Total Value
$164.0M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242013,545,168$95.4M58.16%
2INVESCO EXCHANGE TRADED FD TIVZ207,763$39.8M24.26%
3SCHWAB STRATEGIC TR808524870120,786$3.2M1.95%
4VANGUARD SCOTTSDALE FDS92206C59910,307$3.1M1.89%
5GRANITESHARES GOLD TRBAR58,404$2.5M1.51%
6ISHARES TR46428722619,348$1.9M1.18%
7VANGUARD STAR FDS92190976822,353$1.7M1.03%
8VANGUARD INDEX FDS9229086116,142$1.3M0.79%
9ISHARES BITCOIN TRUST ETFIBIT22,651$1.1M0.69%
10APPLE INCAAPL3,882$1.1M0.64%
11SIMPLIFY EXCHANGE TRADED FUN82889N85516,030$768,3180.47%
12NVIDIA CORPORATIONNVDA4,083$761,4800.46%
13SELECT SECTOR SPDR TR81369Y50616,877$754,5710.46%
14PIMCO ETF TR72201R7757,981$742,9040.45%
15MICROSOFT CORPMSFT1,531$740,4220.45%
16VANGUARD BD INDEX FDS9219378278,766$690,8620.42%
17INVESCO ACTVELY MNGD ETC FDIVZ52,005$689,0660.42%
18BROADCOM INCAVGO1,777$615,0200.37%
19ISHARES TR4642871765,054$555,4480.34%
20LISTED FDS TR53656G4988,203$541,0700.33%
21WALMART INCWMT4,639$516,8310.32%
22VANECK ETF TRUST92189F6761,425$513,1850.31%
23ISHARES ETHEREUM TR46438R10521,726$487,3140.30%
24BONDBLOXX ETF TRUST09789C8468,999$447,8060.27%
25AMAZON COM INCAMZN1,890$436,2500.27%
26ALPHABET INCGOOG1,312$411,7060.25%
27SCHWAB STRATEGIC TR80852479714,564$399,4840.24%
28REALTY INCOME CORPO5,500$310,0520.19%
29ALPS ETF TR00162Q4526,570$308,9350.19%
30META PLATFORMS INCMETA440$290,4400.18%
31SOUTHERN COSOMN3,293$287,1150.18%
32VANGUARD INDEX FDS922908769824$276,1510.17%
33NETFLIX INCNFLX2,896$271,5290.17%
34LAM RESEARCH CORPLRCX1,503$257,2840.16%
35SPDR SERIES TRUST78464A6311,008$243,1700.15%
36INNOVATOR ETFS TRUSTINHD5,211$228,8670.14%
37VANGUARD SPECIALIZED FUNDS921908844995$218,5740.13%
38NEXTERA ENERGY INCNEE-PW2,534$203,4300.12%