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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 0001805250

Consolidated Planning Corp

ATLANTA, GA · File #028-20227

Latest AUM
$990.4M
Positions
207
Top-10 Concentration
46.2%
Filings
12

Sector Allocation

Financials
11.2%$111.0M
Technology
10.0%$98.8M
Industrials
3.5%$34.7M
Healthcare
2.1%$20.8M
Materials
1.5%$14.8M
Real Estate
1.5%$14.7M
Utilities
0.8%$7.5M
Energy
0.7%$7.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072885488,010$54.5M7.56%
2T ROWE PRICE ETF INC87283Q8671,359,001$51.9M7.20%
3CAPITAL GROUP INTL FOCUS EQT14019W1091,274,494$37.7M5.22%
4HARTFORD FDS EXCHANGE TRADED41653L4041,908,668$36.6M5.07%
5UNIFIED SER TRUFI673,261$29.8M4.14%
6AMPLIFY ETF TR032108409615,353$27.4M3.80%
7PIMCO ETF TR72201R882403,421$25.9M3.59%
8APPLE INCAAPL87,014$23.7M3.28%
9SCHWAB STRATEGIC TR808524771846,936$23.0M3.19%
10J P MORGAN EXCHANGE TRADED F46654Q724337,442$22.4M3.11%
11BROADCOM INCAVGO60,762$21.0M2.92%
12ISHARES TR46432F39672,184$18.1M2.50%
13INVESCO EXCH TRADED FD TR IIIVZ365,973$17.8M2.47%
14JPMORGAN CHASE & CO.VYLD54,662$17.6M2.44%
15WISDOMTREE TRWT255,466$17.1M2.37%
16MICROSOFT CORPMSFT34,523$16.7M2.31%
17INNOVATOR ETFS TRUSTINHD384,454$12.9M1.79%
18WALMART INCWMT115,315$12.8M1.78%
19NVIDIA CORPORATIONNVDA58,646$10.9M1.52%
20AMAZON COM INCAMZN46,171$10.7M1.48%