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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 0002097037

Equity Wealth Partners, LLC

Independence, MO · File #028-25881

Latest AUM
$154.2M
Positions
78
Top-10 Concentration
63.5%
Filings
2

Sector Allocation

Technology
4.7%$7.2M
Financials
3.8%$5.8M
Industrials
0.6%$881,995
Energy
0.3%$425,940
Healthcare
0.2%$359,072
Consumer Staples
0.0%$26,024

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290862956,792$16.5M11.30%
2ISHARES TR46428943852,948$14.7M10.05%
3SPDR S&P 500 ETF TRSPY16,275$11.1M7.61%
4SCHWAB STRATEGIC TR808524771401,478$10.9M7.49%
5AMERICAN CENTY ETF TR025072703108,729$9.0M6.13%
6VANGUARD BD INDEX FDS921937819102,960$8.0M5.50%
7VANGUARD INDEX FDS92290875130,354$7.8M5.37%
8SELECT SECTOR SPDR TR81369Y80345,161$6.5M4.46%
9ISHARES TR46428722643,751$4.4M3.00%
10INVESCO EXCHANGE TRADED FD TIVZ36,774$3.8M2.58%
11SCHWAB STRATEGIC TR808524797127,523$3.5M2.40%
12VANGUARD SPECIALIZED FUNDS92190884411,670$2.6M1.76%
13NVIDIA CORPORATIONNVDA12,968$2.4M1.66%
14VANGUARD INDEX FDS9229083633,667$2.3M1.58%
15SCHWAB STRATEGIC TR80852430069,503$2.3M1.55%
16EA SERIES TRUST02072L60743,504$2.2M1.53%
17AMERICAN CENTY ETF TR02507234929,200$2.2M1.52%
18J P MORGAN EXCHANGE TRADED F46641Q64743,252$2.2M1.50%
19VANGUARD INDEX FDS9229087363,694$1.8M1.24%
20ISHARES TR46435G32621,253$1.8M1.20%