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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 0001767898

American Financial Advisors, LLC

Marietta, GA · File #028-19419

Latest AUM
$774.7M
Positions
160
Top-10 Concentration
58.7%
Filings
12

Sector Allocation

Financials
10.9%$84.3M
Technology
2.3%$18.0M
Healthcare
2.0%$16.0M
Industrials
1.4%$10.8M
Real Estate
0.3%$1.9M
Materials
0.2%$1.5M
Utilities
0.0%$356,263
Energy
0.0%$306,425

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO QQQ TRIVZ129,656$79.6M11.13%
2VANGUARD WHITEHALL FDS921946810456,238$41.7M5.83%
3ISHARES TR464287622110,979$41.4M5.79%
4BERKSHIRE HATHAWAY INC DELBRK-A80,161$40.3M5.63%
5VANGUARD SPECIALIZED FUNDS921908844177,487$39.0M5.45%
6SCHWAB STRATEGIC TR8085247971,412,038$38.7M5.41%
7VANGUARD INDEX FDS922908595120,944$36.5M5.10%
8VANGUARD SCOTTSDALE FDS92206C870415,679$34.8M4.86%
9FIRST TR EXCHANGE-TRADED FD33733E104368,512$34.1M4.76%
10VANGUARD SCOTTSDALE FDS92206C409422,689$33.7M4.71%
11SELECT SECTOR SPDR TR81369Y209164,284$25.4M3.55%
12VANGUARD INDEX FDS92290862983,430$24.2M3.38%
13SPDR SERIES TRUST78464A300255,638$23.3M3.25%
14CAPITAL GRP FIXED INCM ETF T14020Y508710,970$18.9M2.63%
15FIRST TR EXCHANGE-TRADED FD33739Q200344,676$17.2M2.41%
16VANECK ETF TRUST92189F437497,730$14.6M2.04%
17FIRST TR EXCHANGE TRADED FD33734X846200,035$14.3M2.00%
18ISHARES TR464287507207,824$13.7M1.92%
19ELI LILLY & COLLY12,690$13.6M1.91%
20J P MORGAN EXCHANGE TRADED F46641Q159260,167$12.0M1.68%