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

Institutional Manager · CIK 0001808179

COLUMBIA ADVISORY PARTNERS LLC

SPOKANE, WA · File #028-21485

Latest AUM
$146.8M
Positions
90
Top-10 Concentration
68.0%
Filings
12

Sector Allocation

Financials
46.4%$68.1M
Materials
7.9%$11.6M
Technology
2.8%$4.1M
Energy
0.3%$499,291
Utilities
0.2%$257,910
Industrials
0.1%$202,474
Healthcare
0.0%$14,800

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT402,504$23.6M17.39%
2WISDOMTREE TRWT262,661$23.5M17.29%
3J P MORGAN EXCHANGE TRADED F46641Q753163,464$8.0M5.91%
4SCHWAB STRATEGIC TR808524797277,356$7.6M5.60%
5WISDOMTREE TRWT128,345$6.6M4.84%
6VANGUARD INDEX FDS92290851234,435$6.1M4.50%
7INNOVATOR ETFS TRUSTINHD141,548$5.2M3.82%
8ISHARES TR46432F39615,801$4.0M2.91%
9WISDOMTREE TRWT79,372$3.9M2.90%
10SPROTT ASSET MANAGEMENT LPSII85,325$3.9M2.88%
11INNOVATOR ETFS TRUSTINHD55,183$2.8M2.03%
12INNOVATOR ETFS TRUSTINHD73,268$2.7M1.99%
13SPROTT ASSET MANAGEMENT LPSII112,920$2.7M1.97%
14ISHARES TR46428767114,656$2.5M1.81%
15ISHARES U S ETF TR46431W70521,088$2.0M1.45%
16FIRST TR EXCHNG TRADED FD VI33740F88866,071$1.7M1.22%
17APPLE INCAAPL5,999$1.6M1.20%
18FIRST TR EXCHNG TRADED FD VI33740F80536,721$1.6M1.20%
19VANGUARD INDEX FDS9229087694,258$1.4M1.05%
20INVESCO EXCHANGE TRADED FD TIVZ23,275$1.4M1.02%