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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

Avondale Wealth Management

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-002075

Total Value
$194.5M
Positions
58
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (58)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720057,259$39.2M20.17%
2INVESCO QQQ TRIVZ31,022$19.1M9.80%
3ISHARES TR464287507283,468$18.7M9.62%
4AMERICAN CENTY ETF TR025072877155,241$15.8M8.14%
5DIMENSIONAL ETF TRUST25434V302385,468$12.6M6.46%
6ISHARES TR46428752335,923$10.8M5.56%
7PIMCO ETF TR72201R585388,951$10.4M5.34%
8EA SERIES TRUST02072L56569,649$8.0M4.12%
9DIMENSIONAL ETF TRUST25434V609128,165$7.6M3.92%
10VANGUARD INDEX FDS9229083636,920$4.3M2.23%
11NVIDIA CORPORATIONNVDA21,615$4.0M2.07%
12BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M1.94%
13APPLE INCAAPL13,611$3.7M1.90%
14DRAFTKINGS INC NEWDKNG76,950$2.7M1.36%
15TESLA INCTSLA5,198$2.3M1.20%
16AMAZON COM INCAMZN10,075$2.3M1.20%
17ADVANCED MICRO DEVICES INCAMD10,650$2.3M1.17%
18SELECT SECTOR SPDR TR81369Y50639,936$1.8M0.92%
19ISHARES TR46429B26776,187$1.8M0.90%
20PALANTIR TECHNOLOGIES INCPLTR8,300$1.5M0.76%
21ISHARES TR4642887605,900$1.3M0.65%
22WALMART INCWMT11,150$1.2M0.64%
23ISHARES TR46428722611,564$1.2M0.59%
24FIDELITY COMWLTH TR31591280812,356$1.1M0.58%
25UNITED AIRLS HLDGS INCUNTCW9,450$1.1M0.54%
26ARCHER AVIATION INCACHR-WT138,200$1.0M0.53%
27SCHWAB CHARLES CORPSCHW-PJ8,900$889,1990.46%
28PERMIAN BASIN RTY TR71423610645,750$776,8350.40%
29DIMENSIONAL ETF TRUST25434V4019,801$726,9310.37%
30DIMENSIONAL ETF TRUST25434V81520,327$668,5580.34%
31ISHARES BITCOIN TRUST ETFIBIT13,400$665,3100.34%
32PIMCO ETF TR72201R7757,100$660,8680.34%
33TARGET CORPTGT6,755$660,3010.34%
34ALPHABET INCGOOG2,100$658,9800.34%
35SPDR GOLD TRGLD1,596$632,5110.33%
36EXXON MOBIL CORPXOM5,097$613,3730.32%
37HOME DEPOT INCHD1,775$610,7780.31%
38SPDR SERIES TRUST78464A6988,550$554,1260.28%
39ISHARES TR4642878044,380$526,3880.27%
40AUTOZONE INCAZO147$498,5510.26%
41VANGUARD WORLD FD92204A2072,225$470,0090.24%
42JPMORGAN CHASE & CO.VYLD1,375$443,0530.23%
43SPDR S&P 500 ETF TRSPY632$430,7490.22%
44BERKSHIRE HATHAWAY INC DELBRK-A855$429,7660.22%
45ISHARES TR46432F8424,500$402,5700.21%
46DIMENSIONAL ETF TRUST25434V8319,919$377,2200.19%
47BLACKSTONE INCBX2,350$362,2290.19%
48UNITED STS BRENT OIL FD LPUNTCW12,202$345,5650.18%
49GLOBAL X FDS37954Y6736,568$313,8850.16%
50ALIGN TECHNOLOGY INCALGN2,000$312,3000.16%
51GE AEROSPACE3696043011,000$308,0300.16%
52PACER FDS TR69374H8576,779$300,7940.15%
53ARK 21SHARES BITCOIN ETFARKB9,119$264,8210.14%
54ISHARES TR464287614535$253,2160.13%
55GE VERNOVA INCGEV375$245,0890.13%
56FEDEX CORPFDX800$231,0880.12%
57PROCTER AND GAMBLE CO7427181091,510$216,3980.11%
58COMMERCE.COM INCCMRC10,000$41,2000.02%