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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
13F HOLDINGS REPORT

Garrett Wealth Advisory Group, LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001085146-25-004843

Total Value
$472.6M
Positions
114
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (114)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENERGY TRANSFER L PET-PI5,479,456$99.3M21.02%
2WISDOMTREE TRWT792,460$50.7M10.73%
3SPDR SERIES TRUST78464A409389,343$37.1M7.85%
4INVESCO EXCHANGE TRADED FD TIVZ775,881$32.8M6.94%
5JOHN HANCOCK EXCHANGE TRADED47804J206518,173$31.7M6.70%
6SPDR INDEX SHS FDS78463X889770,930$31.2M6.60%
7SPDR SERIES TRUST78468R812170,978$27.9M5.90%
8SPDR SERIES TRUST78468R853439,917$18.7M3.97%
9ISHARES TR46432F33968,160$12.5M2.64%
10CAPITAL GROUP NEW GEOGRAPHY14021N105407,219$11.7M2.48%
11ISHARES TR46429B697115,540$10.8M2.29%
12ISHARES TR46432F39642,328$10.2M2.15%
13APPLE INCAAPL48,479$9.9M2.10%
14VICTORY PORTFOLIOS II92647N824121,243$7.7M1.63%
15BERKSHIRE HATHAWAY INC DELBRK-A12,620$6.1M1.30%
16EXXON MOBIL CORPXOM42,506$4.6M0.97%
17VANGUARD SPECIALIZED FUNDS92190884419,642$4.0M0.85%
18ALPHABET INCGOOG17,336$3.1M0.65%
19MICROSOFT CORPMSFT5,916$2.9M0.62%
20AMAZON COM INCAMZN13,141$2.9M0.61%
21TEXAS PACIFIC LAND CORPORATITPL2,007$2.1M0.45%
22LOCKHEED MARTIN CORPLMT4,181$1.9M0.41%
23CHEVRON CORP NEWCVX13,232$1.9M0.40%
24FIRST FINL BANKSHARES INC32020R10952,050$1.9M0.40%
25LOWES COS INC5486611077,976$1.8M0.37%
26SHELL PLCRYDAF22,678$1.6M0.34%
27WALMART INCWMT15,652$1.5M0.32%
28NVIDIA CORPORATIONNVDA9,619$1.5M0.32%
29META PLATFORMS INCMETA1,656$1.2M0.26%
30UNION PAC CORPUNP5,113$1.2M0.25%
31JPMORGAN CHASE & CO.VYLD4,044$1.2M0.25%
32ORACLE CORPORCL-PD5,028$1.1M0.23%
33CATERPILLAR INCCAT2,831$1.1M0.23%
34PEPSICO INCPEP7,882$1.0M0.22%
35DIAMONDBACK ENERGY INCFANG7,570$1.0M0.22%
36LPL FINL HLDGS INC50212V1002,500$937,4250.20%
37PROCTER AND GAMBLE CO7427181095,786$921,7680.20%
38BROADCOM INCAVGO3,110$857,1680.18%
39VISA INCV2,397$851,0910.18%
40DISNEY WALT CO2546871066,435$798,0050.17%
41PHILLIPS 66PSX6,658$794,2990.17%
42ISHARES TR4642872001,247$774,3120.16%
43ELI LILLY & COLLY942$734,3170.16%
44CONOCOPHILLIPSCOP8,057$723,0550.15%
45UNILEVER PLCUNLYF11,757$719,1770.15%
46GENERAL DYNAMICS CORPGD2,452$715,0890.15%
47ONEOK INC NEWOKE8,693$709,6230.15%
48ABBVIE INCABBV3,798$704,9870.15%
49DUKE ENERGY CORP NEWDUKB5,672$669,2540.14%
50NRG ENERGY INCNRG4,147$665,9250.14%
51MASTERCARD INCORPORATEDMA1,171$658,0320.14%
52SPDR INDEX SHS FDS78463X4759,009$621,6460.13%
53VALERO ENERGY CORPVLO4,593$617,3910.13%
54EMERSON ELEC COEMR4,610$614,7000.13%
55PNC FINL SVCS GROUP INC6934751053,229$601,9510.13%
56FIRST TR EXCHANGE-TRADED FD3373441054,293$585,8950.12%
57GOLDMAN SACHS GROUP INCGSCE823$582,4790.12%
58INVESCO QQQ TRIVZ1,046$576,9450.12%
59EATON CORP PLCETN1,586$566,2940.12%
60PHILIP MORRIS INTL INC7181721093,104$565,4100.12%
61ADOBE INCADBE1,447$559,8150.12%
62SPDR SERIES TRUST78464A64919,727$505,0210.11%
63SELECT SECTOR SPDR TR81369Y8524,514$489,9040.10%
64BOOKING HOLDINGS INCBKNG83$480,5070.10%
65VANGUARD WORLD FD92204A702724$480,2150.10%
66SALESFORCE INCCRM1,738$473,9360.10%
67QUALCOMM INCQCOM2,964$471,9830.10%
68VANGUARD INDEX FDS9229087361,063$466,0710.10%
69TESLA INCTSLA1,403$445,6760.09%
70ISHARES TR46434V6216,961$445,0800.09%
71COCA COLA COKO6,037$427,1200.09%
72SPDR SERIES TRUST78464A8477,678$417,5230.09%
73MEDTRONIC PLCMDT4,649$405,2100.09%
74WISDOMTREE TRWT4,681$384,5070.08%
75PATTERSON-UTI ENERGY INCPTEN62,965$373,3820.08%
76MERCK & CO INCMRK4,693$371,4970.08%
77PALANTIR TECHNOLOGIES INCPLTR2,605$355,1140.08%
78ISHARES TR4642875153,201$350,5100.07%
79ENBRIDGE INCENNPF7,660$347,1380.07%
80LAM RESEARCH CORPLRCX3,494$340,1060.07%
81SPDR GOLD TRGLD1,095$333,7890.07%
82TAIWAN SEMICONDUCTOR MFG LTD8740391001,451$328,6370.07%
83ISHARES TR4642876712,167$325,9250.07%
84ISHARES TR4642876633,425$324,0660.07%
85COMCAST CORP NEWCCZ8,570$305,8640.06%
86ALPHABET INCGOOG1,704$300,2960.06%
87GE VERNOVA INCGEV564$298,4400.06%
88ENTERPRISE PRODS PARTNERS L2937921079,486$294,1610.06%
89NORFOLK SOUTHN CORP6558441081,122$287,2060.06%
90TEXAS INSTRS INC8825081041,364$283,1940.06%
91HOME DEPOT INCHD763$279,8800.06%
92GE AEROSPACE3696043011,040$267,6860.06%
93ISHARES TR4642871762,410$265,1970.06%
94SUNOCO LP/SUNOCO FIN CORPSUN4,933$264,3600.06%
95ISHARES TR4642872262,581$256,0350.05%
96ALLSTATE CORPALL-PJ1,265$254,6570.05%
97UNITED STS LIME & MINERALS IUNTCW2,500$249,5000.05%
98EBAY INC.EBAY3,278$244,0790.05%
99METLIFE INCMET-PF3,031$243,7530.05%
100ABBOTT LABSABLZF1,697$230,7660.05%
101SCHWAB CHARLES CORPSCHW-PJ2,526$230,4720.05%
102VANGUARD INDEX FDS922908769742$225,3740.05%
103BRISTOL-MYERS SQUIBB COCELG-RI4,820$223,1170.05%
104ALTRIA GROUP INCMO3,757$220,2470.05%
105VENTAS INCVTR3,464$218,7320.05%
106CULLEN FROST BANKERS INCCFR-PB1,697$218,1320.05%
107SPDR S&P MIDCAP 400 ETF TRMDY373$211,2970.04%
108INVESCO EXCH TRD SLF IDX FDIVZ10,602$206,9510.04%
109SPDR SERIES TRUST78464A7631,520$206,3340.04%
110KLA CORPKLAC230$206,0200.04%
111ISHARES TR464287655940$202,8920.04%
112HILLTOP HOLDINGS INCHTH6,600$200,3100.04%
113AMERICAN AIRLS GROUP INC02376R10215,003$168,3340.04%
114VISTA GOLD CORPVGZ10,000$9,7590.00%