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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 0002054795

Warburton Capital Management, LLC

TULSA, OK · File #028-24829

Latest AUM
$177,074
Positions
61
Top-10 Concentration
84.6%
Filings
5

Sector Allocation

Technology
6.0%$10,626
Financials
0.9%$1,669
Healthcare
0.6%$1,061
Energy
0.5%$915
Industrials
0.2%$439

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7082,033,971$80,52446.01%
2DIMENSIONAL ETF TRUST25434V8801,108,241$36,27220.72%
3DIMENSIONAL ETF TRUST25434V401116,105$8,6114.92%
4DIMENSIONAL ETF TRUST25434V831157,100$5,9743.41%
5DIMENSIONAL ETF TRUST25434V799117,769$4,0582.32%
6DIMENSIONAL ETF TRUST25434V823122,880$2,8141.61%
7DIMENSIONAL ETF TRUST25434V61736,244$2,6811.53%
8MICROSOFT CORPMSFT5,062$2,4481.40%
9NVIDIA CORPORATIONNVDA12,528$2,3361.33%
10APPLE INCAAPL8,565$2,3281.33%
11PALANTIR TECHNOLOGIES INCPLTR12,602$2,2401.28%
12DIMENSIONAL ETF TRUST25434V84943,055$2,0731.18%
13SPDR S&P 500 ETF TRSPY2,801$1,9101.09%
14DIMENSIONAL ETF TRUST25434V73256,847$1,8801.07%
15BERKSHIRE HATHAWAY INC DELBRK-A2,753$1,3830.79%
16ALPHABET INCGOOG4,237$1,3260.76%
17AMAZON COM INCAMZN5,593$1,2900.74%
18ALPHABET INCGOOG4,057$1,2730.73%
19BANK AMERICA CORP06050510416,239$8930.51%
20DIMENSIONAL ETF TRUST25434V81523,799$7820.45%