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 0001844835

CORRECT CAPITAL WEALTH MANAGEMENT

CLAYTON, MO · File #028-24297

Latest AUM
$533.9M
Positions
112
Top-10 Concentration
74.9%
Filings
9

Sector Allocation

Technology
5.3%$28.2M
Financials
2.4%$12.6M
Healthcare
1.5%$7.9M
Industrials
1.2%$6.6M
Energy
0.9%$5.0M
Utilities
0.2%$996,362
Materials
0.2%$921,364

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1JPMORGAN ACTIVE GROWTH ETF46654Q609769,049$71.4M14.26%
2AVANTIS INTERNATIONAL EQUITY ETF025072703764,810$63.0M12.58%
3STATE STR SPDR S&P 500 ETF TR TR UNITSPY61,903$42.2M8.43%
4FIDELITY TOTAL BOND ETF316188309855,857$39.4M7.87%
5ISHARES CORE DIVIDEND GROWTH ETF46434V621548,369$38.1M7.60%
6PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R5851,131,076$30.2M6.03%
7VICTORYSHARES CORE PLUS BOND ETF92647X8631,139,864$25.1M5.01%
8AVANTIS EMERGING MARKETS EQUITY ETF025072604316,759$24.4M4.87%
9AVANTIS U.S. SMALL CAP VALUE ETF025072877221,085$22.5M4.50%
10VICTORYSHARES FREE CASH FLOW ETF92647X830474,279$18.7M3.73%
11PGIM ULTRA SHORT BOND ETF69344A107218,214$10.8M2.16%
12BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A14,501$7.3M1.46%
13APPLE INC COMAAPL25,051$6.8M1.36%
14MICROSOFT CORP COMMSFT12,022$5.8M1.16%
15ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715038,764$5.8M1.15%
16AMAZON COM INC COMAMZN23,978$5.5M1.11%
17META PLATFORMS INC CL AMETA6,106$4.0M0.81%
18JPMORGAN CHASE & CO. COMVYLD12,208$3.9M0.79%
19SCHWAB CHARLES CORP COMSCHW-PJ38,564$3.9M0.77%
20SALESFORCE INC COMCRM14,389$3.8M0.76%