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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 0002056550

Premier Private Wealth Management LLC

PALM HARBOR, FL · File #028-26227

Latest AUM
$96.5M
Positions
50
Top-10 Concentration
56.1%
Filings
1

Sector Allocation

Financials
22.9%$22.1M
Technology
4.7%$4.5M
Healthcare
1.4%$1.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A76351,636$7.7M7.99%
2WISDOMTREE TRWT76,507$7.0M7.30%
3SCHWAB STRATEGIC TR808524797190,874$5.7M5.93%
4ISHARES TR46432F84258,937$5.6M5.77%
5FIRST TR EXCHANGE TRADED FD33738R50674,375$5.4M5.64%
6INVESCO EXCH TRADED FD TR IIIVZ20,687$5.3M5.53%
7SPDR SERIES TRUST78468R85395,808$4.8M4.97%
8SPDR SERIES TRUST78468R66347,596$4.3M4.51%
9SSGA ACTIVE ETF TR78467V848103,209$4.1M4.29%
10WISDOMTREE TRWT88,698$4.0M4.20%
11WISDOMTREE TRWT61,476$3.8M3.92%
12ISHARES TR46428830745,544$3.8M3.90%
13SPDR SERIES TRUST78464A85438,263$3.1M3.25%
14SELECT SECTOR SPDR TR81369Y86073,322$3.0M3.11%
15APPLE INCAAPL9,107$2.5M2.55%
16FIDELITY COVINGTON TRUST31609A40461,257$2.4M2.48%
17SMARTSTOP SELF STORAG REIT I83192D40274,593$2.3M2.42%
18INVESCO QQQ TRIVZ3,089$1.9M2.00%
19VANGUARD BD INDEX FDS92193783525,554$1.9M1.96%
20SELECT SECTOR SPDR TR81369Y80311,618$1.7M1.75%