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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 0002064329

Henderson Brothers Financial Partners, LLC

PITTSBURGH, PA · File #028-26158

Latest AUM
$199.6M
Positions
72
Top-10 Concentration
68.0%
Filings
1

Sector Allocation

Technology
3.2%$6.3M
Financials
1.5%$2.9M
Healthcare
0.6%$1.3M
Industrials
0.6%$1.2M
Consumer Staples
0.3%$621,603
Energy
0.2%$491,299
Materials
0.1%$154,791

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIDELITY MERRIMACK STR TR316188309738,393$34.0M17.55%
2SPDR SER TR78464A854409,057$32.8M16.94%
3AMERICAN CENTY ETF TR025072703162,181$13.4M6.89%
4SPDR INDEX SHS FDS78463X889249,561$11.1M5.72%
5ISHARES TR46428720012,541$8.6M4.43%
6LATTICE STRATEGIES TR518416409121,409$7.0M3.62%
7AMERICAN CENTY ETF TR02507260490,657$7.0M3.60%
8WORLD GOLD TRGLDW72,209$6.2M3.18%
9ISHARES TR46429B74757,600$5.9M3.04%
10ISHARES TR46429B267255,729$5.9M3.04%
11PRINCIPAL EXCHANGE TRADED FD74255Y87077,575$5.3M2.74%
12PRINCIPAL EXCHANGE TRADED FD74255Y60784,376$4.9M2.51%
13HARTFORD FDS EXCHANGE TRADED41653L503112,550$4.4M2.27%
14AMERICAN CENTY ETF TR02507250585,214$4.3M2.22%
15ISHARES TR46435U86165,980$3.5M1.81%
16PACER FDS TR69374H10561,078$3.4M1.75%
17ISHARES TR46432F84230,010$2.7M1.39%
18JOHN HANCOCK EXCHANGE TRADED47804J20636,901$2.4M1.25%
19J P MORGAN EXCHANGE TRADED F46654Q20340,976$2.4M1.23%
20BROADCOM INCAVGO6,841$2.4M1.22%