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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

OAK HARBOR WEALTH PARTNERS, LLC

Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001398344-25-020288

Total Value
$404.8M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836357,272$35.1M8.66%
2ISHARES TR464287226177,306$17.8M4.39%
3VANGUARD INDEX FDS92290862955,774$16.4M4.05%
4APPLE INCAAPL57,273$14.6M3.60%
5ISHARES TR46432F842120,613$10.5M2.60%
6SCHWAB STRATEGIC TR808524797356,519$9.7M2.40%
7COSTCO WHSL CORP NEW22160K1059,588$8.9M2.19%
8LINCOLN NATL CORP IND534187109219,675$8.9M2.19%
9CATERPILLAR INCCAT17,713$8.5M2.09%
10PENUMBRA INCPEN32,807$8.3M2.05%
11INVESCO QQQ TRIVZ12,433$7.5M1.84%
12ISHARES TR46428780462,435$7.4M1.83%
13MICROSOFT CORPMSFT13,492$7.0M1.73%
14ALPHABET INCGOOG27,002$6.6M1.62%
15MOTOROLA SOLUTIONS INCMSI13,748$6.3M1.55%
16INVESCO EXCHANGE TRADED FD TIVZ31,697$6.0M1.49%
17DIMENSIONAL ETF TRUST25434V203162,947$5.9M1.46%
18VISA INCV16,899$5.8M1.43%
19PROCTER AND GAMBLE CO74271810935,355$5.4M1.34%
20ISHARES TR46428765521,410$5.2M1.28%
21AMAZON COM INCAMZN23,168$5.1M1.26%
22JOHNSON & JOHNSONJNJ26,806$5.0M1.23%
23J P MORGAN EXCHANGE TRADED F46654Q72471,584$4.7M1.15%
24ABBOTT LABSABLZF34,178$4.6M1.13%
25DIMENSIONAL ETF TRUST25434V50064,447$4.4M1.09%
26ISHARES INC46434G10362,867$4.1M1.02%
27QUANTUMSCAPE CORPQS334,982$4.1M1.02%
28JPMORGAN CHASE & CO.VYLD13,024$4.1M1.01%
29NORFOLK SOUTHN CORP65584410813,389$4.0M0.99%
30MCDONALDS CORPMCD13,162$4.0M0.99%
31BROADCOM INCAVGO11,391$3.8M0.93%
32COCA COLA COKO51,435$3.4M0.84%
33DEERE & CODE7,416$3.4M0.84%
34VERIZON COMMUNICATIONS INCVZ64,595$2.8M0.70%
35J P MORGAN EXCHANGE TRADED F46641Q33246,918$2.7M0.66%
36HOME DEPOT INCHD6,494$2.6M0.65%
37DIMENSIONAL ETF TRUST25434V30282,520$2.6M0.64%
38SOUTHERN COSOMN27,400$2.6M0.64%
39TRUIST FINL CORP89832Q10954,382$2.5M0.61%
40VANGUARD TAX-MANAGED FDS92194385840,512$2.4M0.60%
41WALMART INCWMT23,500$2.4M0.60%
42NVIDIA CORPORATIONNVDA12,389$2.3M0.57%
43STRYKER CORPORATIONSYK5,810$2.1M0.53%
44ISHARES TR46428750732,117$2.1M0.52%
45MEDTRONIC PLCMDT20,560$2.0M0.48%
46FEDEX CORPFDX8,240$1.9M0.48%
47LOWES COS INC5486611077,699$1.9M0.48%
48DOLLAR GEN CORP NEW25667710518,516$1.9M0.47%
49SPDR S&P 500 ETF TRSPY2,867$1.9M0.47%
50CISCO SYS INCCSCO27,691$1.9M0.47%
51ROYAL BK CDA78008710212,677$1.9M0.46%
52DUKE ENERGY CORP NEWDUKB14,945$1.8M0.46%
53ISHARES TR46428748112,910$1.8M0.45%
54EATON CORP PLCETN4,708$1.8M0.44%
55SALESFORCE INCCRM7,216$1.7M0.42%
56ISHARES TR46428744017,511$1.7M0.42%
57PEPSICO INCPEP11,796$1.7M0.41%
58PFIZER INCPFE64,376$1.6M0.41%
59ISHARES TR46435U85343,202$1.6M0.40%
60UNITED PARCEL SERVICE INCUPS19,117$1.6M0.39%
61ELI LILLY & COLLY2,035$1.6M0.38%
62VANGUARD BD INDEX FDS92193783520,632$1.5M0.38%
63MARATHON PETE CORPMARA7,799$1.5M0.37%
64SEAGATE TECHNOLOGY HLDNGS PLSE6,245$1.5M0.36%
65ALPHABET INCGOOG6,023$1.5M0.36%
66ISHARES TR46428868745,960$1.5M0.36%
67META PLATFORMS INCMETA1,949$1.4M0.35%
68ISHARES TR4642876143,018$1.4M0.35%
69EXXON MOBIL CORPXOM12,061$1.4M0.34%
70ORACLE CORPORCL-PD4,809$1.4M0.33%
71CORNING INCGLW16,280$1.3M0.33%
72LOCKHEED MARTIN CORPLMT2,675$1.3M0.33%
73KLA CORPKLAC1,230$1.3M0.33%
74BLACKROCK INCBLK1,124$1.3M0.32%
75CME GROUP INCCME4,501$1.2M0.30%
76AMGEN INCAMGN4,242$1.2M0.30%
77GOLDMAN SACHS GROUP INCGSCE1,472$1.2M0.29%
78PUBLIC SVC ENTERPRISE GRP IN74457310613,936$1.2M0.29%
79MERCK & CO INCMRK13,655$1.1M0.28%
80GENUINE PARTS COGPC8,226$1.1M0.28%
81ISHARES TR46428723421,002$1.1M0.28%
82J P MORGAN EXCHANGE TRADED F46641Q11817,628$1.1M0.28%
83GOLDMAN SACHS ETF TRNVGLF26,886$1.1M0.27%
84GOLDMAN SACHS ETF TRNVGLF20,713$1.1M0.27%
85BERKSHIRE HATHAWAY INC DELBRK-A2,181$1.1M0.27%
86BLACKSTONE INCBX6,192$1.1M0.26%
87ISHARES TR46428746510,971$1.0M0.25%
88ISHARES TR4642871687,176$1.0M0.25%
89SCHWAB CHARLES CORPSCHW-PJ10,482$1.0M0.25%
90INTERNATIONAL BUSINESS MACHSINTR3,535$997,4360.25%
91PAYCHEX INCPAYX7,790$987,4600.24%
92CHEVRON CORP NEWCVX6,313$980,3460.24%
93J P MORGAN EXCHANGE TRADED F46641Q84519,376$965,1190.24%
94KIMCO RLTY CORP49446R10943,500$950,4750.23%
95ABBVIE INCABBV4,083$945,3780.23%
96ISHARES GOLD TRIAU12,793$930,9470.23%
97ILLINOIS TOOL WKS INC4523081093,506$914,2250.23%
98CAPITAL ONE FINL CORP14040H1054,272$908,1420.22%
99QUALCOMM INCQCOM5,431$903,5010.22%
100CHUBB LIMITEDCB3,155$890,4990.22%
101CONOCOPHILLIPSCOP9,291$878,8360.22%
102J P MORGAN EXCHANGE TRADED F46654Q6099,367$878,1560.22%
103DARDEN RESTAURANTS INCDRI4,522$860,8080.21%
104DUPONT DE NEMOURS INCDD10,508$818,5730.20%
105SPDR SERIES TRUST78468R20026,448$816,1850.20%
106ARISTA NETWORKS INCANET5,565$810,8760.20%
107ASHLAND INCASH15,569$745,9110.18%
108S&P GLOBAL INCSPGI1,522$740,7730.18%
109OMNICOM GROUP INCOMC8,793$716,8930.18%
110QUANTA SVCS INC74762E1021,685$698,2980.17%
111UNION PAC CORPUNP2,822$667,0360.16%
112APPLIED MATLS INC0382221053,213$657,8300.16%
113HALLIBURTON COHAL26,469$651,1370.16%
114JOHNSON CTLS INTL PLCG515021055,683$624,8460.15%
115DOORDASH INCDASH2,268$616,8730.15%
116UNITED RENTALS INCURI646$616,7100.15%
117TRANE TECHNOLOGIES PLCTT1,432$604,2470.15%
118PALO ALTO NETWORKS INCPANW2,966$603,9370.15%
119BANK AMERICA CORP06050510411,691$603,1390.15%
120BOSTON SCIENTIFIC CORPBSX6,121$597,5930.15%
121UBER TECHNOLOGIES INCUBER6,054$593,1100.15%
122NIKE INCNKE8,391$585,1040.14%
123AXON ENTERPRISE INCAXON815$584,8770.14%
124WASTE MGMT INC DEL94106L1092,648$584,7580.14%
125TJX COS INC NEW8725401093,974$574,4020.14%
126TARGA RES CORPTRGP3,420$572,9870.14%
127MASTERCARD INCORPORATEDMA1,001$569,3790.14%
128NETFLIX INCNFLX472$565,8900.14%
129DOMINION ENERGY INCD9,246$565,5780.14%
130CORTEVA INCCTVA8,273$559,5030.14%
131ANALOG DEVICES INCADI2,277$559,4590.14%
132GE AEROSPACE3696043011,818$546,8910.14%
133SERVICENOW INCNOW577$531,0020.13%
134VANGUARD INTL EQUITY INDEX F9220428589,474$513,3010.13%
135FIRST TR EXCHANGE-TRADED FD3373451022,140$491,3650.12%
136GALLAGHER ARTHUR J & CO3635761091,584$490,6280.12%
137VANGUARD INDEX FDS9229087511,889$480,3350.12%
138ISHARES TR464287200717$479,8880.12%
139SPDR GOLD TRGLD1,350$479,8850.12%
140J P MORGAN EXCHANGE TRADED F46641Q8379,409$477,3190.12%
141VANGUARD INDEX FDS9229087442,557$476,8550.12%
142CONSTELLATION ENERGY CORPCEG1,445$475,5060.12%
143INVESCO BD FDIVZ29,678$468,3190.12%
144CINTAS CORPCTAS2,248$461,4240.11%
145INTUITIVE SURGICAL INCISRG978$437,3910.11%
146AIR PRODS & CHEMS INCAIIR1,581$431,1700.11%
147UNILEVER PLCUNLYF7,113$421,6590.10%
148ISHARES TR4642882573,000$414,7200.10%
149ALLSTATE CORPALL-PJ1,908$409,5520.10%
150PHILIP MORRIS INTL INC7181721092,406$390,2530.10%
151AT&T INCT-PC13,717$387,3680.10%
152SANOFI SASNYNF8,099$382,2730.09%
153PUTNAM ETF TRUST7467293008,927$381,3610.09%
154GILEAD SCIENCES INCGILD3,356$372,5160.09%
155EATON VANCE ENHANCED EQUITYETN15,547$372,0400.09%
156ISHARES TR46432F8597,478$365,2260.09%
157FIDUS INVT CORP31650010717,981$364,2950.09%
1583M COMMM2,318$359,7070.09%
159FIRST TR EXCHANGE-TRADED FD33733E3021,282$358,7550.09%
160ISHARES TR4642874993,639$351,3450.09%
161ISHARES TR4642875981,715$349,1570.09%
162ALTRIA GROUP INCMO4,975$328,6490.08%
163ISHARES TR4642876481,026$328,3610.08%
164OLD REP INTL CORP6802231047,700$327,0190.08%
165SAP SESAPGF1,217$325,1950.08%
166MAIN STR CAP CORP56035L1045,000$317,9500.08%
167INTERCONTINENTAL EXCHANGE IN45866F1041,882$317,0790.08%
168J P MORGAN EXCHANGE TRADED F46641Q1674,527$312,1820.08%
169VANGUARD INDEX FDS922908736612$293,5210.07%
170HUBSPOT INCHUBS616$288,1650.07%
171SKYWORKS SOLUTIONS INCSWKS3,650$280,9770.07%
172CITIGROUP INCC-PR2,764$280,5460.07%
173BRISTOL-MYERS SQUIBB COCELG-RI6,202$279,7100.07%
174GABELLI DIVID & INCOME TR36242H10410,300$279,4390.07%
175SOFI TECHNOLOGIES INCSOFI10,000$264,2000.07%
176SELECT SECTOR SPDR TR81369Y5062,942$262,8380.06%
177SELECT SECTOR SPDR TR81369Y803929$261,8480.06%
178VANGUARD INDEX FDS922908769781$256,3010.06%
179WELLS FARGO CO NEW9497461012,959$248,0230.06%
180VANGUARD CHARLOTTE FDS92203J4074,936$244,1350.06%
181SHOPIFY INCSHOP1,636$243,1260.06%
182SNOWFLAKE INCSNOW1,075$242,4660.06%
183FASTENAL COFAST4,934$241,9630.06%
184RAYMOND JAMES FINL INC7547301091,400$241,6400.06%
185ISHARES INC4642866812,306$237,4490.06%
186TOWNEBANK PORTSMOUTH VA89214P1096,740$233,0020.06%
187PHILLIPS 66PSX1,659$225,6570.06%
188DOW INCDOW9,795$224,5990.06%
189INTERNATIONAL PAPER CO4601461034,748$220,3070.05%
190THERMO FISHER SCIENTIFIC INCTMO450$218,2590.05%
191CANADIAN PACIFIC KANSAS CITYCP2,891$215,3510.05%
192KIMBERLY-CLARK CORPKMB1,713$212,9940.05%
193INTEL CORPINTC6,272$210,4260.05%
194TEXAS INSTRS INC8825081041,112$204,3080.05%
195BLACKROCK ENHANCED EQUITY DIBLK21,139$192,5760.05%
196ISHARES TR4642874572,299$190,7250.05%
197SELECT SECTOR SPDR TR81369Y2091,362$189,5500.05%
198ISHARES TR46434VBD17,133$179,6800.04%
199SPDR SERIES TRUST78464A7631,214$170,0210.04%
200ISHARES TR46435UAA96,853$166,8020.04%
201SELECT SECTOR SPDR TR81369Y407657$157,4430.04%
202MFS MULTIMARKET INCOME TRMMT29,062$138,9160.03%
203ISHARES TR46435U5155,437$138,7520.03%
204SPDR SERIES TRUST78464A3591,500$135,7500.03%
205ELLSWORTH GROWTH & INCOME FD28907410611,536$133,8180.03%
206ISHARES TR464287473862$120,3960.03%
207VANECK ETF TRUST92189F676350$114,2260.03%
208SELECT SECTOR SPDR TR81369Y6051,944$104,7230.03%
209ISHARES TR46434V6211,380$93,9500.02%
210VANECK ETF TRUST92189F1061,167$89,1590.02%
211ISHARES TR464288281892$84,9090.02%
212ISHARES TR464287721394$77,1690.02%
213INVESCO EXCHANGE TRADED FD TIVZ1,175$76,6220.02%
214VANGUARD INDEX FDS922908538259$76,0920.02%
215ISHARES TR464287101217$72,2260.02%
216ISHARES TR464287622178$65,0550.02%
217ISHARES TR4642882401,000$65,0100.02%
218INVESCO EXCHANGE TRADED FD TIVZ1,331$63,5150.02%
219ISHARES TR464287309497$59,9980.01%
220ISHARES TR464287408271$55,9640.01%
221SELECT SECTOR SPDR TR81369Y308668$52,3510.01%
222SCHWAB STRATEGIC TR8085245081,560$46,2380.01%
223VANGUARD INDEX FDS922908652200$41,8680.01%
224SELECT SECTOR SPDR TR81369Y886320$27,9070.01%
225ISHARES TR464287556189$27,2860.01%
226VANGUARD INTL EQUITY INDEX F922042742197$27,1470.01%
227SELECT SECTOR SPDR TR81369Y100300$26,8860.01%
228SPDR SERIES TRUST78464A300270$23,9360.01%
229VANGUARD INDEX FDS92290859580$23,8100.01%
230ISHARES TR464287887112$15,8480.00%
231SELECT SECTOR SPDR TR81369Y704100$15,4230.00%
232ISHARES TR464288836210$15,2380.00%
233SPDR SERIES TRUST78464A474484$14,6600.00%
234SPDR SERIES TRUST78468R70550$14,2830.00%
235ISHARES TR464287879100$11,0590.00%
236SCHWAB STRATEGIC TR808524201366$9,6400.00%
237ISHARES TR46432F33948$9,3360.00%
238VANECK ETF TRUST92189F60161$8,2750.00%
239ISHARES TR46432F39631$7,9500.00%
240SCHWAB STRATEGIC TR808524805209$4,8660.00%
241EMERSON RADIO CORPMSN10,000$4,3510.00%
242INVESCO EXCHANGE TRADED FD TIVZ187$3,9770.00%
243ISHARES TR46428887744$2,9850.00%
244SCHWAB STRATEGIC TR80852473071$2,5670.00%
245ISHARES TR46428724223$2,5640.00%
246SCHWAB STRATEGIC TR80852460760$1,6740.00%
247VANGUARD INDEX FDS92290855318$1,6460.00%
248SCHWAB STRATEGIC TR80852470645$1,5020.00%
249ISHARES INC46434G88920$1,1320.00%
250SCHWAB STRATEGIC TR80852488821$9560.00%
251SCHWAB STRATEGIC TR80852484743$9280.00%
252SCHWAB STRATEGIC TR80852483935$8210.00%
253ISHARES TR4642876068$7670.00%
254SELECT SECTOR SPDR TR81369Y86018$7580.00%
255ISHARES TR4642886793$3310.00%