Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002107449

Strategic Wealth Advisors LLC

SCOTTSDALE, AZ · File #028-26056

Latest AUM
$116,928
Positions
260
Top-10 Concentration
58.0%
Filings
1

Sector Allocation

Technology
2.0%$2,328
Healthcare
1.3%$1,523
Financials
1.2%$1,436
Industrials
0.4%$516
Real Estate
0.1%$164
Energy
0.1%$134
Materials
0.0%$49
Utilities
0.0%$43

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY16,874$11,50610.51%
2ISHARES TR46428720013,076$8,9568.18%
3VANGUARD INDEX FDS92290859523,848$7,2046.58%
4VANGUARD INDEX FDS92290861130,576$6,4755.91%
5DIMENSIONAL ETF TRUST25434V203165,561$6,3095.76%
6VANGUARD SCOTTSDALE FDS92206C40973,769$5,8815.37%
7DIMENSIONAL ETF TRUST25434V302151,869$4,9464.52%
8J P MORGAN EXCHANGE TRADED F46641Q83789,892$4,5474.15%
9DIMENSIONAL ETF TRUST25434V10482,320$3,8523.52%
10DIMENSIONAL ETF TRUST25434V823165,957$3,8003.47%
11VANGUARD INDEX FDS92290851217,797$3,1562.88%
12ISHARES TR46428827340,598$3,1472.87%
13VANGUARD INDEX FDS92290853810,899$3,0422.78%
14VANGUARD INTL EQUITY INDEX F92204267663,929$2,9302.68%
15DIMENSIONAL ETF TRUST25434V77386,280$2,8422.60%
16ISHARES TR46428759813,076$2,7502.51%
17PIMCO ETF TR72201R83326,870$2,6962.46%
18VANGUARD INDEX FDS9229083633,714$2,3292.13%
19ISHARES TR4642876144,621$2,1872.00%
20VANGUARD INDEX FDS92290855321,697$1,9191.75%