Live Markets
Saturday, September 12, 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
13F HOLDINGS REPORT

Waterfront Wealth Inc.

Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001085146-25-004458

Total Value
$446.0M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A30,952$15.0M3.37%
2DIMENSIONAL ETF TRUST25434V708291,758$10.5M2.34%
3APPLE INCAAPL50,510$10.4M2.32%
4BLACKROCK ENHANCED INTL DIVBLK1,662,228$9.6M2.16%
5ADAMS DIVERSIFIED EQUITY FD006212104440,707$9.6M2.14%
6COMMERCE BANCSHARES INCCBSH135,758$8.4M1.89%
7JEFFERIES FINL GROUP INC47233W109146,168$8.0M1.79%
8AMERICAN CENTY ETF TR02507287787,356$8.0M1.78%
9ISHARES TR464289180244,320$7.7M1.73%
10MICROSOFT CORPMSFT15,117$7.5M1.69%
11ROYCE SMALL CAP TRUST INCRVT481,428$7.2M1.62%
12PROSHARES TR74347R248101,183$7.1M1.60%
13ABRDN TOTAL DYNAMIC DIVIDENDAOD776,633$6.9M1.54%
14VANGUARD INDEX FDS92290836312,075$6.9M1.54%
15BLACKROCK ENHANCED EQUITY DIBLK690,657$6.1M1.38%
16KKR & CO INCKKRT45,105$6.0M1.35%
17JANUS DETROIT STR TR47103U746108,874$5.7M1.28%
18DIMENSIONAL ETF TRUST25434V50089,290$5.7M1.28%
19ALPHABET INCGOOG29,695$5.2M1.17%
20DIMENSIONAL ETF TRUST25434V831135,013$4.8M1.08%
21BROOKFIELD CORP11271J10774,229$4.6M1.03%
22SPDR S&P 500 ETF TRSPY7,174$4.4M0.99%
23DIMENSIONAL ETF TRUST25434V10499,758$4.2M0.95%
24DIMENSIONAL ETF TRUST25434V765141,280$4.2M0.93%
25UNITED PARCEL SERVICE INCUPS41,066$4.1M0.93%
26WISDOMTREE TRWT54,175$4.1M0.91%
27VODAFONE GROUP PLC NEW92857W308371,160$4.0M0.89%
28AMERICAN CENTY ETF TR02507270351,847$3.8M0.86%
29AMERICAN CENTY ETF TR02507260454,856$3.8M0.84%
30FIRST TR EXCHANGE-TRADED FD33733E10440,939$3.7M0.83%
31DIMENSIONAL ETF TRUST25434V799115,208$3.6M0.80%
32AMAZON COM INCAMZN16,153$3.5M0.79%
33NOKIA CORPNOKBF673,350$3.5M0.78%
34SCHWAB STRATEGIC TR80852475582,694$3.3M0.74%
35DIMENSIONAL ETF TRUST25434V20395,025$3.3M0.74%
36HEWLETT PACKARD ENTERPRISE CHPE-PC158,988$3.3M0.73%
37DIMENSIONAL ETF TRUST25434V732109,261$3.2M0.73%
38AMERICAN CENTY ETF TR02507280240,796$3.2M0.73%
39SUZANO S ASUZ317,605$3.0M0.67%
40DIMENSIONAL ETF TRUST25434V30296,748$2.8M0.63%
41JPMORGAN CHASE & CO.VYLD9,617$2.8M0.63%
42AMERICAN CENTY ETF TR02507215838,872$2.8M0.62%
43ISHARES TR46436E71826,780$2.7M0.60%
44XPERI INCXPER339,431$2.7M0.60%
45PAYPAL HLDGS INCPYPL36,098$2.7M0.60%
46UNION PAC CORPUNP11,650$2.7M0.60%
47CITIGROUP INCC-PR31,299$2.7M0.60%
48PAGSEGURO DIGITAL LTDPAGS275,967$2.7M0.60%
49EMBRAER S.A.EMBJ43,626$2.5M0.56%
50SCHWAB STRATEGIC TR80852450887,152$2.4M0.55%
51VANGUARD INTL EQUITY INDEX F92204285848,966$2.4M0.54%
52UNUM GROUPUNMA29,350$2.4M0.53%
53SANOFISNYNF48,905$2.4M0.53%
54BLACKROCK MUN TARGET TERM TRBLK107,529$2.4M0.53%
55MACYS INC55616P104198,803$2.3M0.52%
56VIATRIS INCVTRS256,515$2.3M0.51%
57SCHWAB STRATEGIC TR80852476378,344$2.2M0.50%
58NETFLIX INCNFLX1,644$2.2M0.49%
59MORGAN STANLEYMS-PQ14,774$2.1M0.47%
60CANADIAN SOLAR INCCSIQ180,277$2.0M0.45%
61ALIBABA GROUP HLDG LTDBBAAY17,496$2.0M0.44%
62BAIDU INCBAIDF22,539$1.9M0.43%
63FIRST TR EXCHANGE TRADED FD33738R60531,424$1.9M0.42%
64ABBVIE INCABBV10,001$1.9M0.42%
65TEREX CORP NEWTEX39,434$1.8M0.41%
66IPG PHOTONICS CORPIPGP26,430$1.8M0.41%
67RTX CORPORATIONRTX12,411$1.8M0.41%
68BANCO SANTANDER S.A.BCDRF216,484$1.8M0.40%
69CISCO SYS INCCSCO25,719$1.8M0.40%
70NVIDIA CORPORATIONNVDA11,287$1.8M0.40%
71CANADIAN PACIFIC KANSAS CITYCP22,424$1.8M0.40%
72TEMPLETON EMERGING MKTS INCO880192109281,818$1.7M0.38%
73BLACKSTONE INCBX11,000$1.6M0.37%
74BLACKROCK INCBLK1,538$1.6M0.36%
75NASDAQ INCNDAQ17,956$1.6M0.36%
76MCDONALDS CORPMCD5,482$1.6M0.36%
77LEAR CORPLEA16,648$1.6M0.35%
78FRESH DEL MONTE PRODUCE INCFDP48,272$1.6M0.35%
79AMARIN CORP PLCAMRN94,729$1.5M0.34%
80VERISIGN INCVRSN5,315$1.5M0.34%
81DEUTSCHE BANK A GD1819089852,287$1.5M0.34%
82AMERICAN CENTY ETF TR02507288515,112$1.5M0.34%
83EMERSON ELEC COEMR11,394$1.5M0.34%
84ENTERPRISE PRODS PARTNERS L29379210748,944$1.5M0.34%
85COURSERA INCCOUR172,243$1.5M0.34%
86BUNGE GLOBAL SABG18,718$1.5M0.34%
87TELEFONICA BRASIL SAVIV131,475$1.5M0.34%
88INTERCONTINENTAL EXCHANGE IN45866F1048,122$1.5M0.33%
89BRISTOL-MYERS SQUIBB COCELG-RI32,084$1.5M0.33%
90ALLY FINL INC02005N10038,038$1.5M0.33%
91ISHARES TR4642872002,378$1.5M0.33%
92TESLA INCTSLA4,640$1.5M0.33%
93BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.33%
94LAUDER ESTEE COS INC51843910417,712$1.4M0.32%
95MARVELL TECHNOLOGY INCMRVL18,394$1.4M0.32%
96BLACKROCK CR ALLOCATION INCOBLK129,990$1.4M0.32%
97MASTERCARD INCORPORATEDMA2,474$1.4M0.31%
98CRITEO S ACRTO57,761$1.4M0.31%
99WALMART INCWMT13,991$1.4M0.31%
1003M COMMM8,918$1.4M0.30%
101SCHWAB STRATEGIC TR80852474831,972$1.3M0.30%
102CARLYLE GROUP INCCGABL26,063$1.3M0.30%
103DOLE PLCDOLE95,034$1.3M0.30%
104MICROCHIP TECHNOLOGY INC.MCHPP18,642$1.3M0.29%
105VISA INCV3,688$1.3M0.29%
106AUTODESK INCADSK4,123$1.3M0.29%
107ISHARES TR4642876142,878$1.2M0.27%
108WISDOMTREE TRWT21,935$1.2M0.27%
109EDWARDS LIFESCIENCES CORPEW15,401$1.2M0.27%
110GARMIN LTDGRMN5,764$1.2M0.27%
111THERMO FISHER SCIENTIFIC INCTMO2,957$1.2M0.27%
112THE CIGNA GROUP1255231003,576$1.2M0.27%
113AGNC INVT CORP00123Q104127,388$1.2M0.26%
114JAZZ PHARMACEUTICALS PLCJAZZ10,982$1.2M0.26%
115DAQO NEW ENERGY CORPDQ76,333$1.2M0.26%
116TRACTOR SUPPLY COTSCO21,801$1.2M0.26%
117ADVANCED MICRO DEVICES INCAMD8,069$1.1M0.26%
118ELECTRONIC ARTS INCEA7,167$1.1M0.26%
119KROGER COKR15,830$1.1M0.25%
120EA SERIES TRUST02072L53255,203$1.1M0.25%
121SOUTHERN COSOMN12,240$1.1M0.25%
122LOWES COS INC5486611075,047$1.1M0.25%
123WISDOMTREE TRWT34,688$1.1M0.25%
124VANGUARD INDEX FDS9229087362,482$1.1M0.24%
125FIDELITY MERRIMACK STR TR31618830923,787$1.1M0.24%
126PIMCO ETF TR72201R77511,598$1.1M0.24%
127ISHARES TR4642876223,124$1.1M0.24%
128APOLLO GLOBAL MGMT INC03769M1067,428$1.1M0.24%
129FIRST MERCHANTS CORPFRMEP27,412$1.0M0.24%
130LAS VEGAS SANDS CORPLVS24,081$1.0M0.23%
131QIAGEN NVQGEN21,501$1.0M0.23%
132KOPPERS HOLDINGS INCKOP32,014$1.0M0.23%
133SHERWIN WILLIAMS COSHW2,987$1.0M0.23%
134BROOKFIELD ASSET MANAGMT LTD11300410518,478$1.0M0.23%
135EXXON MOBIL CORPXOM9,346$1.0M0.23%
136ADOBE INCADBE2,590$1.0M0.22%
137FIRST TR EXCHANGE TRAD FD VI33739H10139,720$979,8920.22%
138MONDELEZ INTL INC60920710514,295$964,0520.22%
139AON PLCAON2,663$950,0400.21%
140GENERAL MTRS CO37045V10019,208$945,2480.21%
141ALPHABET INCGOOG5,239$929,3460.21%
142HERSHEY COHSY5,532$918,0350.21%
143INGERSOLL RAND INCIR11,030$917,4580.21%
144CANADIAN NAT RES LTD13638510129,063$912,5890.20%
145RESTAURANT BRANDS INTL INC76131D10313,511$895,6460.20%
146STMICROELECTRONICS N VSTMEF29,410$894,3640.20%
147INVESCO QQQ TRIVZ1,621$894,2920.20%
148BANK AMERICA CORP06050510418,477$874,3200.20%
149FIRST TR EXCHANGE TRADED FD33738R50613,857$869,3880.19%
150INTEL CORPINTC38,339$858,8010.19%
151VANGUARD INDEX FDS9229087444,810$850,1560.19%
152CONSTELLATION BRANDS INCSTZ5,144$836,8840.19%
153VANGUARD TAX-MANAGED FDS92194385814,652$835,3260.19%
154CHEVRON CORP NEWCVX5,823$833,8140.19%
155UNITEDHEALTH GROUP INCUNH2,621$817,7070.18%
156SCHLUMBERGER LTDSLB23,856$806,3350.18%
157VANGUARD INDEX FDS9229085382,835$806,2460.18%
158CROWN CASTLE INCCCI7,836$805,0340.18%
159ISHARES INC46428677211,080$795,2870.18%
160BLACKROCK ETF TRUST IIBLK14,900$787,3140.18%
161OREILLY AUTOMOTIVE INC67103H1078,697$783,8860.18%
162ENERGY TRANSFER L PET-PI43,125$781,8600.18%
163NIKE INCNKE10,786$766,2110.17%
164META PLATFORMS INCMETA1,013$747,7010.17%
165CAPITAL GRP FIXED INCM ETF T14020Y30026,632$735,5660.16%
166J P MORGAN EXCHANGE TRADED F46641Q15915,850$734,1630.16%
167FIRST TR EXCH TRD ALPHDX FD33737J17410,640$731,6060.16%
168ROCKY BRANDS INCRCKY32,646$724,4180.16%
169AMEREN CORPAEE7,504$720,6840.16%
170DIMENSIONAL ETF TRUST25434V88024,158$709,5200.16%
171MGP INGREDIENTS INC NEWMGPI23,626$708,0710.16%
172SABRA HEALTH CARE REIT INCSBRA38,394$707,9880.16%
173MICRON TECHNOLOGY INCMU5,696$702,0460.16%
174ORACLE CORPORCL-PD3,184$696,0090.16%
175ISHARES TR4642875983,525$684,6610.15%
176INTERNATIONAL BUSINESS MACHSINTR2,139$630,5740.14%
177GE AEROSPACE3696043012,345$603,5800.14%
178HOOKER FURNISHINGS CORPORATIHOFT54,980$581,6850.13%
179GOLDMAN SACHS GROUP INCGSCE816$577,5240.13%
180DIMENSIONAL ETF TRUST25434V6178,597$576,6870.13%
181AT&T INCT-PC19,779$572,4090.13%
182FIRST TR EXCHANGE TRADED FD33738R1186,332$570,9560.13%
183CHARLES RIV LABS INTL INC1598641073,701$561,5530.13%
184LYONDELLBASELL INDUSTRIES NLYB9,531$551,4640.12%
185FRANKLIN TEMPLETON ETF TRFGDL21,505$521,0630.12%
186BANK NEW YORK MELLON CORP0640581005,658$515,4940.12%
187FIRST TR EXCHANGE TRADED FD33738R7046,169$502,1570.11%
188DIMENSIONAL ETF TRUST25434V80711,387$487,7050.11%
189CBRE GROUP INCCBRE3,475$486,9170.11%
190VANGUARD WHITEHALL FDS9219464063,593$478,9830.11%
191STARBUCKS CORPSBUX5,100$467,3130.10%
192SCHWAB STRATEGIC TR80852460718,135$458,8160.10%
193KELLANOVABEKE5,672$451,0840.10%
194WISDOMTREE TRWT5,378$450,3540.10%
195VANGUARD SPECIALIZED FUNDS9219088442,197$449,7250.10%
196PFIZER INCPFE18,487$448,1230.10%
197JOHNSON & JOHNSONJNJ2,922$446,3200.10%
198SCHWAB STRATEGIC TR80852430015,253$445,5400.10%
199DISNEY WALT CO2546871063,501$434,1710.10%
200PEPSICO INCPEP3,230$426,4310.10%
201BROADCOM INCAVGO1,526$420,6420.09%
202EVERGY INCEVRG6,067$418,1980.09%
203FORD MTR CO34537086038,302$415,5770.09%
204HUDBAY MINERALS INCHBM38,296$406,3220.09%
205VANGUARD INDEX FDS9229087691,335$405,8770.09%
206FIRST TR EXCHANGE-TRADED FD33734H1068,986$401,6740.09%
207BLACKROCK LTD DURATION INCOMBLK26,786$379,8280.09%
208QCR HOLDINGS INCQCRH5,574$378,4750.08%
209SCHWAB STRATEGIC TR80852479713,730$363,8380.08%
210AFLAC INCAFL3,380$356,4550.08%
211PROGRESSIVE CORP7433151031,327$353,9900.08%
212ISHARES TR4642874993,826$351,8460.08%
213CHENIERE ENERGY INCLNG1,430$348,2340.08%
214VERIZON COMMUNICATIONS INCVZ8,043$348,0090.08%
215SELECT SECTOR SPDR TR81369Y8031,363$345,1520.08%
216HOME DEPOT INCHD916$335,8970.08%
217VITESSE ENERGY INCVTS15,017$331,7190.07%
218CUMMINS INCCMI994$325,6580.07%
219COSTCO WHSL CORP NEW22160K105324$320,7410.07%
220NORTHROP GRUMMAN CORPNOC641$320,4870.07%
221GE VERNOVA INCGEV576$304,7900.07%
222ISHARES TR46429B5985,447$303,2800.07%
223SCHWAB STRATEGIC TR8085247309,088$299,9950.07%
224DEERE & CODE587$298,5110.07%
225QUALCOMM INCQCOM1,810$288,2440.06%
226VERTIV HOLDINGS COVRT2,194$281,7320.06%
227DIMENSIONAL ETF TRUST25434V7246,654$281,3310.06%
228BOEING COBA-PA1,341$280,9800.06%
229FIRST TR EXCHANGE-TRADED FD3369171096,695$280,3200.06%
230HONEYWELL INTL INC4385161061,201$279,6890.06%
231SCHWAB STRATEGIC TR80852480512,646$279,4770.06%
232SCHWAB STRATEGIC TR80852440910,017$277,1700.06%
233ISHARES TR46434V6214,248$271,6480.06%
234PROCTER AND GAMBLE CO7427181091,701$270,9310.06%
235BROOKFIELD RENEWABLE PARTNERG1625810810,462$266,8860.06%
236SPDR SERIES TRUST78464A8543,635$264,2280.06%
237FASTENAL COFAST6,198$260,3160.06%
238FIRST TR EXCHANGE-TRADED ALP33737M3003,270$260,2270.06%
239FIRST TR EXCHANGE-TRADED FD33741X1027,340$258,9550.06%
240COINBASE GLOBAL INCCOIN725$254,1050.06%
241COLGATE PALMOLIVE COCL2,781$252,7930.06%
242GABELLI DIVID & INCOME TR36242H1049,415$244,8840.05%
243SELECT SECTOR SPDR TR81369Y2091,800$242,5610.05%
244DXC TECHNOLOGY CODXC15,479$236,6740.05%
245COCA COLA COKO3,228$228,3810.05%
246FIRST BUSEY CORPBUSEP9,643$220,6800.05%
247RBB FUND TRUST75526L8865,403$218,1190.05%
248INTUITIVE SURGICAL INCISRG390$211,9300.05%
249HARMONIC INCHLIT22,208$210,3100.05%
250FIRST TR EXCHANGE TRADED FD33734X12713,735$208,4970.05%
251AMERICAN CENTY ETF TR0250723493,034$206,9610.05%
252ISHARES TR4642878041,869$204,2630.05%
253SELECT SECTOR SPDR TR81369Y7041,379$203,4300.05%
254BLACKROCK HEALTH SCIENCES TRBLK5,575$203,2650.05%
255ISHARES TR4642871501,499$202,4250.05%
256COMCAST CORP NEWCCZ5,662$202,0800.05%
257FIRST TR EXCHANGE TRADED FD33734X83812,800$182,1440.04%
258NUVEEN PFD & INCOME OPPORTUNNU19,790$158,7170.04%
259BLACKROCK FLOATING RATE INCBLK10,688$133,8200.03%
260JAPAN SMALLER CAPITALIZATIONJOF13,000$125,3200.03%
261EATON VANCE TAX-MANAGED GLOBETN12,569$109,9810.02%
262TRX GOLD CORPORATIONTRX75,166$25,1810.01%