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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 0001919142

High Net Worth Advisory Group LLC

NAPLES, FL · File #028-22431

Latest AUM
$433.9M
Positions
240
Top-10 Concentration
48.2%
Filings
12

Sector Allocation

Technology
11.1%$48.3M
Healthcare
6.2%$26.8M
Financials
4.1%$17.7M
Industrials
3.1%$13.7M
Energy
1.2%$5.3M
Utilities
0.6%$2.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836346,178$29.0M9.46%
2NVIDIA CORPORATIONNVDA111,577$20.8M6.79%
3VANGUARD SPECIALIZED FUNDS92190884476,214$16.8M5.47%
4VANGUARD WHITEHALL FDS921946406102,923$14.8M4.82%
5APPLE INCAAPL53,146$14.4M4.72%
6ISHARES TR464287226139,637$13.9M4.55%
7CAPITAL GROUP CORE BALANCED14021D107295,837$10.5M3.41%
8ABBVIE INCABBV45,501$10.4M3.39%
9J P MORGAN EXCHANGE TRADED F46641Q332166,298$9.5M3.11%
10SPDR S&P 500 ETF TRSPY10,956$7.5M2.44%
11VANGUARD INDEX FDS92290873615,295$7.5M2.44%
12J P MORGAN EXCHANGE TRADED F46654Q203112,353$6.5M2.13%
13SCHWAB STRATEGIC TR808524797237,862$6.5M2.13%
14AMAZON COM INCAMZN27,818$6.4M2.10%
15MICROSOFT CORPMSFT12,508$6.0M1.98%
16ISHARES TR46429B69757,526$5.4M1.77%
17VANGUARD INDEX FDS92290876915,891$5.3M1.74%
18VANGUARD WHITEHALL FDS92194681057,121$5.2M1.71%
19AMGEN INCAMGN15,088$4.9M1.61%
20VANGUARD WHITEHALL FDS92194679454,248$4.9M1.59%