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 0002109204

Sound Portfolio Advisors, LLC

MYSTIC, CT · File #028-26088

Latest AUM
$119.1M
Positions
33
Top-10 Concentration
84.9%
Filings
1

Sector Allocation

Financials
2.6%$3.2M
Technology
1.4%$1.7M
Energy
0.9%$1.1M
Healthcare
0.7%$879,626
Materials
0.4%$492,142
Utilities
0.2%$268,489

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876972,864$24.4M20.52%
2SPDR SERIES TRUST78468R663239,342$21.9M18.37%
3SCHWAB STRATEGIC TR808524755385,611$17.4M14.64%
4ISHARES TR46429B69767,742$6.4M5.36%
5ISHARES TR46432F39624,890$6.2M5.23%
6MORGAN STANLEY ETF TRUSTMS-PQ68,556$5.8M4.85%
7CAMBRIA ETF TR132061706141,574$5.4M4.56%
8BERKSHIRE HATHAWAY INC DELBRK-A10,589$5.3M4.47%
9FIDELITY COVINGTON TRUST31609A503122,195$4.4M3.73%
10FIRST TR EXCHANGE-TRADED FD33741X10297,767$3.7M3.15%
11DIMENSIONAL ETF TRUST25434V60949,689$3.0M2.48%
12WISDOMTREE TRWT28,178$2.5M2.12%
13BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M1.90%
14MICROSOFT CORPMSFT2,435$1.2M0.99%
15ISHARES GOLD TRIAU21,375$918,9110.77%
16J P MORGAN EXCHANGE TRADED F46641Q65415,392$784,0680.66%
17EXXON MOBIL CORPXOM6,258$753,0880.63%
18VANGUARD WHITEHALL FDS9219464065,123$735,2530.62%
19FIDELITY WISE ORIGIN BITCOINFBTC8,526$649,9370.55%
20BLACKROCK ETF TRUST IIBLK12,625$637,0580.54%