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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

WBH ADVISORY INC

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001259671-26-000002

Total Value
$1.35B
Positions
343
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (343)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769214,675$72.0M5.33%
2VANGUARD WORLD FD92204A70288,336$66.6M4.93%
3SPDR SERIES TRUST78464A854692,609$55.6M4.11%
4SCHWAB STRATEGIC TR8085241022,032,771$53.3M3.95%
5SELECT SECTOR SPDR TR81369Y803289,404$41.7M3.09%
6VANGUARD STAR FDS921909768480,838$36.3M2.69%
7FIDELITY MERRIMACK STR TR316188309712,397$32.8M2.43%
8SCHWAB STRATEGIC TR808524300830,325$27.1M2.01%
9VANGUARD BD INDEX FDS921937835353,925$26.2M1.94%
10BLACKROCK ETF TRUSTBLK1,009,318$25.8M1.91%
11VANGUARD INDEX FDS92290875192,302$23.8M1.76%
12ISHARES TR46428720033,016$22.6M1.67%
13SCHWAB STRATEGIC TR808524201826,182$22.2M1.65%
14VANGUARD SCOTTSDALE FDS92206C409273,520$21.8M1.61%
15VANGUARD SCOTTSDALE FDS92206C706353,297$21.2M1.57%
16SELECT SECTOR SPDR TR81369Y407166,078$19.8M1.47%
17MICROSOFT CORPMSFT40,859$19.8M1.46%
18BLACKROCK ETF TRUSTBLK791,606$19.6M1.45%
19SELECT SECTOR SPDR TR81369Y605356,666$19.5M1.45%
20APPLE INCAAPL71,850$19.5M1.45%
21VANGUARD SCOTTSDALE FDS92206C102331,265$19.5M1.44%
22ISHARES TR46432F842203,994$18.2M1.35%
23SELECT SECTOR SPDR TR81369Y852153,253$18.0M1.34%
24VANGUARD WORLD FD92204A50462,176$17.9M1.33%
25SCHWAB STRATEGIC TR808524805701,765$16.9M1.25%
26ISHARES TR464287150104,952$15.6M1.16%
27VANGUARD WORLD FD92204A405109,156$14.6M1.08%
28SPDR SERIES TRUST78468R853310,182$14.5M1.08%
29SELECT SECTOR SPDR TR81369Y70490,919$14.1M1.04%
30SELECT SECTOR SPDR TR81369Y20981,630$12.6M0.94%
31SPDR SERIES TRUST78464A847209,498$12.1M0.90%
32ISHARES U S ETF TR46431W507233,011$11.9M0.88%
33VANGUARD INTL EQUITY INDEX F92204274283,366$11.8M0.87%
34CAPITAL GRP FIXED INCM ETF T14020Y102508,361$11.5M0.85%
35J P MORGAN EXCHANGE TRADED F46654Q716183,190$9.9M0.73%
36BERKSHIRE HATHAWAY INC DELBRK-A18,212$9.2M0.68%
37INVESCO EXCH TRADED FD TR IIIVZ35,553$9.0M0.67%
38SPDR S&P 500 ETF TRSPY12,946$8.8M0.65%
39SPDR INDEX SHS FDS78463X889194,936$8.7M0.64%
40J P MORGAN EXCHANGE TRADED F46641Q670180,812$8.6M0.63%
41VANGUARD INTL EQUITY INDEX F922042775112,219$8.3M0.61%
42ISHARES INC46434G103120,930$8.1M0.60%
43ISHARES TR46428724270,557$7.8M0.58%
44ELI LILLY & COLLY7,217$7.8M0.57%
45INVESCO QQQ TRIVZ12,197$7.5M0.55%
46ALPHABET INCGOOG23,075$7.2M0.53%
47VANGUARD BD INDEX FDS92193782788,012$6.9M0.51%
48ISHARES TR46434V73896,510$6.9M0.51%
49SELECT SECTOR SPDR TR81369Y506150,757$6.7M0.50%
50ISHARES TR46428858870,779$6.7M0.50%
51SCHWAB STRATEGIC TR808524706187,394$6.1M0.45%
52VANGUARD WORLD FD92204A88429,620$5.7M0.42%
53ISHARES TR46432F83464,078$5.4M0.40%
54VANGUARD INDEX FDS92290873610,594$5.2M0.38%
55PROCTER AND GAMBLE CO74271810935,914$5.1M0.38%
56SPDR SERIES TRUST78468R101164,527$4.8M0.36%
57SPDR INDEX SHS FDS78463X509102,031$4.8M0.35%
58ISHARES TR46428772123,876$4.8M0.35%
59VANGUARD INDEX FDS92290874424,772$4.7M0.35%
60ALPHABET INCGOOG14,044$4.4M0.33%
61JOHNSON & JOHNSONJNJ21,068$4.4M0.32%
62COSTCO WHSL CORP NEW22160K1054,961$4.3M0.32%
63SCHWAB STRATEGIC TR808524607149,589$4.3M0.32%
64MCDONALDS CORPMCD13,793$4.2M0.31%
65ISHARES TR46428780434,761$4.2M0.31%
66VANGUARD INTL EQUITY INDEX F92204285876,952$4.1M0.31%
67JPMORGAN CHASE & CO.VYLD12,714$4.1M0.30%
68SCHWAB STRATEGIC TR808524680128,500$4.1M0.30%
69ISHARES TR46428722640,715$4.1M0.30%
70ISHARES TR46428730932,958$4.1M0.30%
71VANGUARD ADMIRAL FDS INC92193270319,506$4.0M0.30%
72AMAZON COM INCAMZN16,906$3.9M0.29%
73BLACKROCK ETF TRUST IIBLK67,421$3.6M0.26%
74SELECT SECTOR SPDR TR81369Y30845,314$3.5M0.26%
75PEPSICO INCPEP24,194$3.5M0.26%
76VANGUARD WORLD FD92204A60311,571$3.5M0.26%
77J P MORGAN EXCHANGE TRADED F46654Q74050,925$3.4M0.26%
78ISHARES INC46428639218,175$3.4M0.25%
79ISHARES TR46434V62146,591$3.2M0.24%
80SCHWAB STRATEGIC TR808524797116,709$3.2M0.24%
81VANGUARD SCOTTSDALE FDS92206C84754,698$3.1M0.23%
82SCHWAB STRATEGIC TR808524862123,395$3.0M0.22%
83ISHARES INC46434G85540,700$3.0M0.22%
84WORLD GOLD TRGLDW35,016$3.0M0.22%
85CUMMINS INCCMI5,722$2.9M0.22%
86CATERPILLAR INCCAT4,953$2.8M0.21%
87CISCO SYS INCCSCO36,528$2.8M0.21%
88SELECT SECTOR SPDR TR81369Y88665,654$2.8M0.21%
89ISHARES TR46428865327,276$2.8M0.21%
90ISHARES TR46428746528,516$2.7M0.20%
91WALMART INCWMT23,749$2.6M0.20%
92ISHARES TR46432F33913,063$2.6M0.19%
93VANGUARD WORLD FD92204A1086,415$2.5M0.19%
94J P MORGAN EXCHANGE TRADED F46641Q13433,558$2.5M0.19%
95VANGUARD WORLD FD92204A87613,570$2.5M0.19%
96SELECT SECTOR SPDR TR81369Y10054,375$2.5M0.18%
97SCHWAB STRATEGIC TR80852450880,165$2.4M0.18%
98META PLATFORMS INCMETA3,431$2.3M0.17%
99VANGUARD INDEX FDS9229086377,167$2.3M0.17%
100VANGUARD INDEX FDS92290855325,482$2.3M0.17%
101HOME DEPOT INCHD6,536$2.2M0.17%
102VISA INCV6,372$2.2M0.17%
103J P MORGAN EXCHANGE TRADED F46641Q16730,614$2.2M0.16%
104VANGUARD INDEX FDS9229083633,482$2.2M0.16%
105SELECT SECTOR SPDR TR81369Y86052,469$2.1M0.16%
106VANGUARD TAX-MANAGED FDS92194385833,809$2.1M0.16%
107VANGUARD WORLD FD92204A30616,733$2.1M0.16%
108YUM BRANDS INCYUM13,596$2.1M0.15%
109VANGUARD WORLD FD92204A2079,667$2.0M0.15%
110J P MORGAN EXCHANGE TRADED F46654Q60921,910$2.0M0.15%
111VANGUARD MUN BD FDS92290774639,505$2.0M0.15%
112SCHWAB STRATEGIC TR80852485478,829$2.0M0.15%
113ISHARES TR4642874089,321$2.0M0.15%
114TRAVELERS COMPANIES INCTRV6,758$2.0M0.15%
115WW GRAINGER INC3848021041,909$1.9M0.14%
116ORACLE CORPORCL-PD9,634$1.9M0.14%
117BANK AMERICA CORP06050510433,533$1.8M0.14%
118MASTERCARD INCORPORATEDMA3,204$1.8M0.14%
119GOLDMAN SACHS ETF TRNVGLF13,667$1.8M0.13%
120NVIDIA CORPORATIONNVDA9,503$1.8M0.13%
121VANGUARD SPECIALIZED FUNDS9219088447,941$1.7M0.13%
122ISHARES TR4642894386,218$1.7M0.13%
123SCHWAB STRATEGIC TR80852483972,661$1.7M0.13%
124PALANTIR TECHNOLOGIES INCPLTR9,478$1.7M0.12%
125DISNEY WALT CO25468710614,693$1.7M0.12%
126J P MORGAN EXCHANGE TRADED F46641Q11825,319$1.6M0.12%
127LOWES COS INC5486611076,478$1.6M0.12%
128J P MORGAN EXCHANGE TRADED F46641Q15933,550$1.6M0.11%
129GLOBAL X FDS37954Y67332,016$1.5M0.11%
130SPDR INDEX SHS FDS78463X20223,106$1.5M0.11%
131ISHARES TR46428716810,506$1.5M0.11%
132ABBVIE INCABBV6,254$1.4M0.11%
133WASTE MGMT INC DEL94106L1096,504$1.4M0.11%
134ISHARES TR46434V61330,435$1.4M0.10%
135ISHARES TR46428862027,129$1.4M0.10%
136CSX CORPCSX37,681$1.4M0.10%
137PARKER-HANNIFIN CORPPH1,539$1.4M0.10%
138MCCORMICK & CO INCMKC-V19,826$1.4M0.10%
139ISHARES TR46428828114,004$1.3M0.10%
140ISHARES TR46429B65526,362$1.3M0.10%
141DEERE & CODE2,873$1.3M0.10%
142HONEYWELL INTL INC4385161066,475$1.3M0.09%
143RTX CORPORATIONRTX6,759$1.2M0.09%
144SPDR DOW JONES INDL AVERAGE78467X1092,563$1.2M0.09%
145SUN CMNTYS INC8666741049,935$1.2M0.09%
146INVESCO EXCHANGE TRADED FD TIVZ20,624$1.2M0.09%
147NORFOLK SOUTHN CORP6558441084,226$1.2M0.09%
148AMERICAN EXPRESS COAXP3,294$1.2M0.09%
149COCA COLA COKO17,355$1.2M0.09%
150SPDR SERIES TRUST78464A6314,939$1.2M0.09%
151MERCK & CO INCMRK11,313$1.2M0.09%
152SPDR SERIES TRUST78468R72125,883$1.2M0.09%
153NIKE INCNKE18,568$1.2M0.09%
154ISHARES TR46435G4257,907$1.2M0.09%
155TESLA INCTSLA2,542$1.1M0.08%
156ISHARES INC46428660817,785$1.1M0.08%
157CHUBB LIMITEDCB3,637$1.1M0.08%
158PNC FINL SVCS GROUP INC6934751055,419$1.1M0.08%
159ISHARES TR46428744011,604$1.1M0.08%
160NORTHROP GRUMMAN CORPNOC1,943$1.1M0.08%
161ISHARES TR46428986717,034$1.1M0.08%
162BLACKROCK INCBLK1,034$1.1M0.08%
163PUBLIC STORAGE OPER COPSA-PS4,256$1.1M0.08%
164ISHARES INC46434G82213,543$1.1M0.08%
165ISHARES INC4642865259,125$1.1M0.08%
166MERCADOLIBRE INCMELI537$1.1M0.08%
167INTUITINTU1,630$1.1M0.08%
168CHEVRON CORP NEWCVX7,056$1.1M0.08%
169NEXTERA ENERGY INCNEE-PW12,907$1.0M0.08%
170AMPHENOL CORP NEW0320951017,420$1.0M0.07%
171SCHWAB STRATEGIC TR80852440933,002$977,1910.07%
172SHERWIN WILLIAMS COSHW3,000$972,0900.07%
173INTERNATIONAL BUSINESS MACHSINTR3,253$963,4670.07%
174SERVICENOW INCNOW6,275$961,2670.07%
175EXXON MOBIL CORPXOM7,788$937,2040.07%
176PHILIP MORRIS INTL INC7181721095,751$922,4600.07%
177CONSTELLATION ENERGY CORPCEG2,594$916,3820.07%
178ISHARES TR46428750713,736$906,5530.07%
179INVESCO EXCHANGE TRADED FD TIVZ7,607$866,1330.06%
180GOLDMAN SACHS GROUP INCGSCE980$861,4200.06%
181CINTAS CORPCTAS4,574$860,2680.06%
182INTUITIVE SURGICAL INCISRG1,500$849,5400.06%
183ISHARES TR4642877709,070$836,7080.06%
184GALLAGHER ARTHUR J & CO3635761093,166$819,3290.06%
185VANGUARD INDEX FDS9229086292,793$810,7280.06%
186UNITED RENTALS INCURI1,000$809,3200.06%
187VANGUARD WORLD FD92204A8013,711$770,2180.06%
188INVESCO EXCH TRADED FD TR IIIVZ6,438$768,1860.06%
189ISHARES TR4642875157,201$761,0520.06%
190AMERICAN TOWER CORP NEW03027X1004,309$756,5200.06%
191BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.06%
192STARBUCKS CORPSBUX8,962$754,7230.06%
193SPDR SERIES TRUST78468R60631,795$752,5900.06%
194ABBOTT LABSABLZF5,881$736,7830.05%
195PIMCO ETF TR72201R86613,947$730,9620.05%
196UNION PAC CORPUNP3,136$725,5150.05%
197AUTOMATIC DATA PROCESSING INADP2,816$724,4170.05%
198CHURCHILL DOWNS INCCHDN6,100$694,0580.05%
199ISHARES TR46429B6977,361$693,1190.05%
200ISHARES TR46429B33315,525$691,4790.05%
201MARTIN MARIETTA MATLS INC5732841061,109$690,5300.05%
202BROADCOM INCAVGO1,969$681,5460.05%
203ISHARES TR4642875983,234$680,1550.05%
204BLACKROCK ETF TRUSTBLK8,987$665,8550.05%
205CORNING INCGLW7,559$661,8520.05%
206COLGATE PALMOLIVE COCL8,264$653,0210.05%
207LOCKHEED MARTIN CORPLMT1,350$652,9550.05%
208DIMENSIONAL ETF TRUST25434V70816,464$651,8100.05%
209FIDELITY COVINGTON TRUST31609A10718,729$649,1540.05%
210TRANE TECHNOLOGIES PLCTT1,667$648,7960.05%
211KIMBERLY-CLARK CORPKMB6,427$648,4530.05%
212VANECK ETF TRUST92189H20113,595$641,1400.05%
213SPDR S&P MIDCAP 400 ETF TRMDY1,046$630,7570.05%
214ISHARES TR4642882409,360$628,3110.05%
215EMERSON ELEC COEMR4,681$621,2620.05%
216ISHARES GOLD TRIAU7,546$612,5090.05%
217SPDR SERIES TRUST78464A38326,378$591,2600.04%
218MCCORMICK & CO INCMKC-V8,512$578,9010.04%
219VANGUARD BD INDEX FDS92203C30311,591$577,6950.04%
220SALESFORCE INCCRM2,159$571,9970.04%
221AMGEN INCAMGN1,722$563,6280.04%
222INVESCO EXCH TRADED FD TR IIIVZ25,587$554,2140.04%
223J P MORGAN EXCHANGE TRADED F46641Q64710,912$551,0560.04%
224ISHARES TR4642881585,148$549,2920.04%
225GLOBAL X FDS37954Y65729,023$548,8190.04%
226BLACKSTONE INCBX3,508$540,6630.04%
227SPDR SERIES TRUST78464A28421,288$530,9230.04%
228FIDELITY COVINGTON TRUST3160925016,760$525,5220.04%
229ISHARES TR4642875231,744$525,2060.04%
230SPDR GOLD TRGLD1,312$519,9590.04%
231GE AEROSPACE3696043011,682$518,1470.04%
232T-MOBILE US INCTMUSZ2,546$516,9180.04%
233INVESCO EXCHANGE TRADED FD TIVZ9,978$513,9350.04%
234EATON CORP PLCETN1,610$512,8010.04%
235ALTRIA GROUP INCMO8,705$501,9200.04%
236ISHARES TR4642872754,115$498,7630.04%
237LINDE PLCLIN1,161$495,0870.04%
238DUKE ENERGY CORP NEWDUKB4,199$492,1240.04%
239PRUDENTIAL FINL INCPUKPF4,315$487,0750.04%
240AFLAC INCAFL4,387$483,7540.04%
241LEGG MASON ETF INVT52468L40612,021$479,4170.04%
242VANECK ETF TRUST92189F53626,941$472,3030.03%
243ISHARES TR464287614991$469,1040.03%
244INVESCO EXCH TRADED FD TR IIIVZ9,663$463,8240.03%
245PIMCO ETF TR72201R8748,552$431,2770.03%
246PFIZER INCPFE17,285$430,3940.03%
247ISHARES TR4642885703,323$428,1020.03%
248AMERICAN ELEC PWR CO INC0255371013,617$417,0760.03%
249AT&T INCT-PC16,682$414,3920.03%
250COMCAST CORP NEWCCZ13,766$411,4670.03%
251VULCAN MATLS CO9291601091,436$409,5760.03%
252BOEING COBA-PA1,885$409,2710.03%
253GENERAL DYNAMICS CORPGD1,195$402,3090.03%
254ISHARES TR46429B6894,652$401,2350.03%
255ISHARES TR46432F3961,602$401,0290.03%
256SCHWAB STRATEGIC TR80852484718,929$395,4330.03%
257METLIFE INCMET-PF4,966$392,0180.03%
258INVESCO EXCH TRADED FD TR IIIVZ5,488$391,9270.03%
259INVESCO EXCHANGE TRADED FD TIVZ2,909$390,7480.03%
260ISHARES INC4642865179,382$390,0100.03%
261ISHARES TR46429B6633,175$386,0630.03%
262FIDELITY COVINGTON TRUST3160928081,714$385,0840.03%
263PRICE T ROWE GROUP INCTROW3,738$382,6960.03%
264AIR PRODS & CHEMS INCAIIR1,541$380,7780.03%
265FIDELITY COVINGTON TRUST3160928656,891$380,5380.03%
266VANGUARD INDEX FDS9229085951,244$375,8250.03%
267ISHARES TR4642886613,099$369,8660.03%
268FERRARI N VRACE1,000$369,5600.03%
269LUMENTUM HLDGS INCLITE1,000$368,5900.03%
270CARLISLE COS INC1423391001,146$366,5600.03%
271ISHARES TR464287622979$365,6980.03%
272ILLINOIS TOOL WKS INC4523081091,475$363,2930.03%
273ISHARES TR4642884143,388$362,8890.03%
274ACCENTURE PLC IRELANDACN1,352$362,7980.03%
275QUALCOMM INCQCOM2,059$352,1920.03%
276DANAHER CORPORATION2358511021,537$351,8500.03%
277TRUIST FINL CORP89832Q1097,047$346,7830.03%
278ISHARES TR46428822421,014$345,2520.03%
279SNAP ON INCSNA1,000$344,6000.03%
280VANGUARD WHITEHALL FDS9219468855,096$343,6500.03%
281J P MORGAN EXCHANGE TRADED F46641Q7615,292$334,3490.02%
282SEI INVTS CO7841171034,000$328,0800.02%
283FASTENAL COFAST8,170$327,8530.02%
284TARGET CORPTGT3,315$324,0410.02%
285VERIZON COMMUNICATIONS INCVZ7,853$319,8530.02%
2863M COMMM1,998$319,8460.02%
287INVESCO EXCHANGE TRADED FD TIVZ7,000$318,5700.02%
288SPDR SERIES TRUST78464A47410,482$316,5560.02%
289OLD DOMINION FREIGHT LINE INODFL2,000$313,6000.02%
290ISHARES TR46436E7675,214$300,2220.02%
291EXELON CORPEXC6,830$297,7200.02%
292GOLDMAN SACHS ETF TRNVGLF3,480$296,2530.02%
293CVS HEALTH CORPCVS3,715$294,8220.02%
294CROWN CASTLE INCCCI3,300$293,2710.02%
295MONDELEZ INTL INC6092071055,441$292,8800.02%
296ADVANCED MICRO DEVICES INCAMD1,338$286,5460.02%
297ISHARES TR464287648871$281,3420.02%
298MARVELL TECHNOLOGY INCMRVL3,299$280,3650.02%
299WELLS FARGO CO NEW9497461012,991$278,7360.02%
300ISHARES TR464287101794$272,3180.02%
301BECTON DICKINSON & COBDX1,403$272,2800.02%
302INVESCO EXCHANGE TRADED FD TIVZ4,551$270,6480.02%
303NXP SEMICONDUCTORS N VNXPI1,238$268,7200.02%
304VANGUARD INTL EQUITY INDEX F9220427181,850$265,1610.02%
305INTEL CORPINTC7,181$264,9790.02%
306ECOLAB INCECL1,006$264,0950.02%
307ISHARES TR46435G5162,751$261,5580.02%
308ISHARES INC46434G8635,908$260,9580.02%
309HASBRO INCHAS3,159$259,0570.02%
310GLOBAL X FDS37954Y3435,300$256,5730.02%
311ISHARES TR46435G19310,863$254,0280.02%
312SPDR SERIES TRUST78464A8702,080$253,6140.02%
313TRACTOR SUPPLY COTSCO5,015$250,8160.02%
314SPDR SERIES TRUST78468R7885,772$249,6390.02%
315PPG INDS INC6935061072,430$248,9780.02%
316ISHARES TR4642878461,500$248,7150.02%
317ISHARES TR4642886464,645$245,6340.02%
318ADOBE INCADBE701$245,3430.02%
319QUEST DIAGNOSTICS INCDGX1,400$242,9420.02%
320AMERIPRISE FINL INC03076C106493$241,7700.02%
321ASSURANT INCAIZN1,000$240,8500.02%
322FIDELITY NATL INFORMATION SV31620M1063,604$239,5090.02%
323PAYCHEX INCPAYX2,123$238,1990.02%
324BRISTOL-MYERS SQUIBB COCELG-RI4,407$237,7210.02%
325ISHARES TR4642877051,803$237,2570.02%
326FISERV INCFISV3,528$236,9760.02%
327YUM CHINA HLDGS INCYUMC4,940$235,8550.02%
328PHILLIPS 66PSX1,773$228,7880.02%
329M & T BK CORP55261F1041,129$227,4710.02%
330HERSHEY COHSY1,210$220,2120.02%
331CONOCOPHILLIPSCOP2,334$218,5090.02%
332PALO ALTO NETWORKS INCPANW1,152$212,1980.02%
333MARRIOTT INTL INC NEW571903202682$211,5840.02%
334FEDEX CORPFDX729$210,5790.02%
335VANGUARD WHITEHALL FDS9219464061,458$209,1940.02%
336ISHARES TR4642894202,263$207,8790.02%
337VANGUARD ADMIRAL FDS INC921932505466$206,9900.02%
338ALLIANT ENERGY CORPLNT3,181$206,7640.02%
339MEDTRONIC PLCMDT2,145$206,0490.02%
340ISHARES TR46429B7472,000$204,7800.02%
341BOSTON SCIENTIFIC CORPBSX2,145$204,5260.02%
342AURORA INNOVATION INCAUROW28,559$109,6670.01%
343BLEND LABS INCBLND10,369$31,5220.00%