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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 0002056711

Wise Wealth Partners

PHOENIX, AZ · File #028-25335

Latest AUM
$69.7M
Positions
50
Top-10 Concentration
65.5%
Filings
5

Sector Allocation

Financials
8.1%$5.7M
Technology
6.0%$4.2M
Healthcare
1.2%$811,214
Energy
1.1%$758,441
Industrials
0.9%$608,657

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A854256,106$20.5M29.49%
2SPDR GOLD TRGLD14,250$5.6M8.11%
3ISHARES TR46428722649,448$4.9M7.09%
4VANGUARD WHITEHALL FDS92194679432,895$3.0M4.25%
5INVESCO EXCH TRADED FD TR IIIVZ52,099$2.9M4.16%
6VANGUARD INDEX FDS92290874412,971$2.5M3.56%
7FIDELITY COVINGTON TRUST31609261836,507$1.8M2.58%
8CAPITAL GROUP EQUITY ETF TR14022A10257,394$1.7M2.38%
9INVESCO QQQ TRIVZ2,288$1.4M2.02%
10CAPITAL GRP FIXED INCM ETF T14020Y10258,798$1.3M1.91%
11ALPHABET INCGOOG4,242$1.3M1.91%
12NVIDIA CORPORATIONNVDA5,527$1.0M1.48%
13ISHARES TR46432F3395,184$1.0M1.48%
14ISHARES TR4642875984,819$1.0M1.45%
15BROADCOM INCAVGO2,658$920,0091.32%
16ISHARES TR4642874816,291$861,5201.24%
17AMAZON COM INCAMZN3,552$819,9491.18%
18JPMORGAN CHASE & CO.VYLD2,541$818,7931.18%
19ELI LILLY & COLLY755$811,2141.16%
20ISHARES TR46435G40920,957$797,4241.14%