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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

Investment Advisory Services Group LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0002099157-26-000002

Total Value
$112.7M
Positions
31
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (31)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720036,887$25.3M22.43%
2FIDELITY MERRIMACK STR TR316188309423,018$19.5M17.29%
3J P MORGAN EXCHANGE TRADED F46641Q837186,542$9.4M8.38%
4FIDELITY COVINGTON TRUST316092840116,240$6.6M5.85%
5J P MORGAN EXCHANGE TRADED F46641Q33294,783$5.4M4.82%
6INVESCO EXCH TRADED FD TR IIIVZ19,896$5.0M4.47%
7FIDELITY COVINGTON TRUST31609280820,789$4.7M4.15%
8WISDOMTREE TRWT39,204$3.5M3.11%
9CAPITAL GROUP DIVIDEND VALUE14020W10677,344$3.4M3.00%
10ISHARES TR46432F83437,979$3.2M2.85%
11VANGUARD INDEX FDS9229087699,294$3.1M2.77%
12FIRST TR EXCHANGE TRADED FD33738R70424,766$2.4M2.16%
13ALPHABET INCGOOG7,470$2.3M2.08%
14FIRST TR EXCHANGE TRADED FD33734X84632,551$2.3M2.06%
15APPLE INCAAPL8,417$2.3M2.03%
16AMAZON COM INCAMZN9,798$2.3M2.01%
17J P MORGAN EXCHANGE TRADED F46654Q20330,538$1.8M1.58%
18BERKSHIRE HATHAWAY INC DELBRK-A3,372$1.7M1.50%
19ISHARES TR46436E71815,391$1.5M1.37%
20WISDOMTREE TRWT25,640$1.3M1.15%
21J P MORGAN EXCHANGE TRADED F46641Q65417,098$870,9910.77%
22INVESCO QQQ TRIVZ1,393$855,7710.76%
23FIDELITY WISE ORIGIN BITCOINFBTC9,935$757,3450.67%
24TESLA INCTSLA1,429$642,6500.57%
25NETFLIX INCNFLX5,001$468,8940.42%
26NVIDIA CORPORATIONNVDA2,423$451,8610.40%
27MICROSOFT CORPMSFT857$414,6180.37%
28META PLATFORMS INCMETA566$373,8860.33%
29SPDR SERIES TRUST78464A4093,083$328,9760.29%
30FIDELITY COVINGTON TRUST3160928654,189$231,2960.21%
31ELI LILLY & COLLY190$204,1890.18%