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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

Institutional Manager · CIK 0001599868

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

OMAHA, NE · File #028-15984

Latest AUM
$3.21B
Positions
739
Top-10 Concentration
44.4%
Filings
12

Sector Allocation

Financials
8.9%$285.7M
Technology
6.0%$192.4M
Healthcare
1.7%$54.6M
Industrials
1.4%$43.7M
Energy
0.8%$25.9M
Materials
0.5%$15.1M
Real Estate
0.2%$5.4M
Utilities
0.1%$1.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908736447,284$218.2M10.65%
2ISHARES TR46434V6211,907,665$132.4M6.47%
3VANGUARD INDEX FDS922908538349,157$97.4M4.76%
4VANGUARD INDEX FDS922908512540,826$95.9M4.68%
5J P MORGAN EXCHANGE TRADED F46654Q609807,865$75.0M3.66%
6J P MORGAN EXCHANGE TRADED F46641Q1671,020,642$73.2M3.57%
7ISHARES TR46428720091,731$62.8M3.07%
8BERKSHIRE HATHAWAY INC DELBRK-A108,824$54.7M2.67%
9ISHARES TR464288307625,720$50.0M2.44%
10APPLE INCAAPL182,302$49.5M2.42%
11INVESCO EXCH TRD SLF IDX FDIVZ2,615,214$49.3M2.40%
12INVESCO EXCH TRD SLF IDX FDIVZ2,377,359$46.9M2.29%
13NVIDIA CORPORATIONNVDA248,906$46.4M2.27%
14VANGUARD INDEX FDS92290836373,251$45.9M2.24%
15INVESCO EXCH TRD SLF IDX FDIVZ2,714,473$45.3M2.21%
16VANGUARD INDEX FDS922908595133,093$40.2M1.96%
17VANGUARD INDEX FDS922908751153,865$39.7M1.94%
18SPDR SERIES TRUST78464A508689,717$39.2M1.91%
19VANGUARD INDEX FDS922908744202,237$38.6M1.89%
20VANGUARD TAX-MANAGED FDS921943858619,257$38.6M1.88%