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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 0001922962

DHK Financial Advisors, Inc.

PORTSMOUTH, NH · File #028-22411

Latest AUM
$173.9M
Positions
87
Top-10 Concentration
64.8%
Filings
10

Sector Allocation

Financials
4.8%$8.4M
Technology
3.4%$5.8M
Industrials
0.9%$1.6M
Materials
0.3%$504,992
Consumer Staples
0.2%$301,913

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A71,435$34.7M21.96%
2BERKSHIRE HATHAWAY INC DELBRK-A25$18.2M11.53%
3VANGUARD INTL EQUITY INDEX F922042742122,314$15.7M9.95%
4SPDR GOLD TRGLD29,804$9.1M5.75%
5SPDR S&P 500 ETF TRSPY10,782$6.7M4.23%
6FIRST TR EXCHANGE-TRADED FD33738D309100,979$4.6M2.93%
7VANGUARD WORLD FD92204A87622,366$3.9M2.50%
8WISDOMTREE TRWT42,738$3.5M2.21%
9ISHARES TR4642876898,625$3.0M1.92%
10VANGUARD INTL EQUITY INDEX F92204277543,738$2.9M1.86%
11ISHARES TR46432F84233,394$2.8M1.76%
12SPDR SERIES TRUST78468R85360,367$2.6M1.63%
13VANECK ETF TRUST92189F64326,666$2.5M1.58%
14SCHWAB STRATEGIC TR80852488856,123$2.4M1.51%
15COLUMBIA ETF TR II19762B70732,763$2.1M1.35%
16FIRST TR EXCHANGE-TRADED FD33741X10259,374$2.1M1.33%
17FIRST TR EXCHANGE TRADED FD33734X84624,001$1.8M1.15%
18FRANKLIN TEMPLETON ETF TRFGDL45,513$1.8M1.15%
19INVESCO QQQ TRIVZ3,164$1.7M1.11%
20PAR TECHNOLOGY CORPPAR24,362$1.7M1.07%