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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

MGB Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001398344-25-020694

Total Value
$354.0M
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLOVIN CORPAPP90,766$65.2M18.42%
2INVESCO QQQ TRIVZ29,537$17.7M5.01%
3MICROSOFT CORPMSFT25,501$13.2M3.73%
4BROADCOM INCAVGO32,064$10.6M2.98%
5SPDR S&P 500 ETF TRSPY15,531$10.3M2.92%
6NVIDIA CORPORATIONNVDA55,212$10.3M2.90%
7SPDR SERIES TRUST78464A86231,574$10.1M2.85%
8APPLE INCAAPL28,186$7.2M2.03%
9SPDR GOLD TRGLD13,483$4.8M1.35%
10JPMORGAN CHASE & CO.VYLD12,726$4.0M1.13%
11WALMART INCWMT38,744$4.0M1.13%
12FIRST TR EXCHANGE-TRADED FD33733E30214,033$3.9M1.11%
13FIRST TR EXCHANGE-TRADED FD33734510216,176$3.7M1.05%
14ALPS ETF TR00162Q45277,840$3.7M1.03%
15BERKSHIRE HATHAWAY INC DELBRK-A6,843$3.4M0.97%
16MAIN STR CAP CORP56035L10453,228$3.4M0.96%
17ALPHABET INCGOOG13,364$3.2M0.92%
18MCKESSON CORPMCK4,191$3.2M0.91%
19AMPLIFY ETF TR03210840971,971$3.2M0.91%
20MARATHON PETE CORPMARA15,474$3.0M0.84%
21EATON CORP PLCETN7,978$3.0M0.84%
22ISHARES TR46428751525,622$2.9M0.83%
23ABBVIE INCABBV12,388$2.8M0.80%
24VANGUARD INDEX FDS9229083634,188$2.6M0.72%
25HOME DEPOT INCHD6,185$2.5M0.71%
26CANADIAN NAT RES LTD13638510175,058$2.4M0.68%
27ISHARES SILVER TRSLV56,171$2.4M0.67%
28ISHARES TR46429B69725,016$2.4M0.67%
29AMPLIFY ETF TR03210866426,826$2.3M0.66%
30VANGUARD INTL EQUITY INDEX F92204277531,986$2.3M0.64%
31AMAZON COM INCAMZN10,267$2.3M0.64%
32INVESCO EXCHANGE TRADED FD TIVZ19,000$2.2M0.63%
33SPDR SERIES TRUST78464A6319,400$2.2M0.62%
34VANECK BITCOIN ETFHODL66,637$2.2M0.61%
35VISA INCV6,133$2.1M0.59%
36INVESCO EXCHANGE TRADED FD TIVZ21,037$1.9M0.55%
37PROSHARES TR74348A46718,461$1.9M0.54%
38ISHARES TR46428746519,994$1.9M0.53%
39GLOBAL X FDS37954Y67339,080$1.9M0.52%
40INVESCO EXCHANGE TRADED FD TIVZ11,940$1.9M0.52%
41INVESCO EXCHANGE TRADED FD TIVZ66,297$1.8M0.50%
42VANECK ETF TRUST92189F6765,358$1.7M0.49%
43PALANTIR TECHNOLOGIES INCPLTR9,209$1.7M0.47%
44FIDUS INVT CORP31650010782,120$1.7M0.47%
45FIRST TR EXCHANGE-TRADED FD33738D10143,387$1.7M0.47%
46VALERO ENERGY CORPVLO9,475$1.6M0.46%
47WEDBUSH SER TR94791310949,052$1.6M0.45%
48INVESCO EXCH TRADED FD TR IIIVZ28,090$1.6M0.44%
49TJX COS INC NEW87254010910,584$1.5M0.43%
50PHILIP MORRIS INTL INC7181721099,216$1.5M0.42%
51CME GROUP INCCME5,509$1.5M0.42%
52VANGUARD INDEX FDS9229087447,701$1.4M0.41%
53FIRST TR EXCHANGE-TRADED FD33733E80760,084$1.4M0.40%
54GLOBAL X FDS37960A52920,044$1.4M0.40%
55CENCORA INCCOR4,484$1.4M0.40%
56INVESCO EXCH TRADED FD TR IIIVZ18,840$1.4M0.39%
57CINTAS CORPCTAS6,469$1.3M0.37%
58ONEOK INC NEWOKE17,425$1.3M0.36%
59NETFLIX INCNFLX1,009$1.2M0.34%
60CHUBB LIMITEDCB4,269$1.2M0.34%
61LOCKHEED MARTIN CORPLMT2,411$1.2M0.34%
62TORTOISE ENERGY INFRA CORPTYG26,190$1.1M0.32%
63ISHARES TR46428873717,301$1.1M0.31%
64REGIONS FINANCIAL CORP NEWRF-PF40,998$1.1M0.31%
65CHEVRON CORP NEWCVX6,941$1.1M0.30%
66INVESCO EXCHANGE TRADED FD TIVZ50,673$1.1M0.30%
67SPDR INDEX SHS FDS78463X88924,950$1.1M0.30%
68ISHARES TR46429B65520,500$1.0M0.30%
69INVESCO EXCH TRADED FD TR IIIVZ24,775$1.0M0.29%
70INVESCO EXCHANGE TRADED FD TIVZ5,346$1.0M0.29%
71DIMENSIONAL ETF TRUST25434V70825,811$995,5300.28%
72INTERCONTINENTAL EXCHANGE IN45866F1045,854$985,6620.28%
73AUTOMATIC DATA PROCESSING INADP3,321$974,3710.28%
74SPDR SERIES TRUST78468R78822,118$972,7230.27%
75MOTOROLA SOLUTIONS INCMSI2,104$959,8120.27%
76BOSTON SCIENTIFIC CORPBSX9,769$951,8820.27%
77FIRST TR EXCH TRADED FD III33739E10851,919$948,3230.27%
78HEICO CORP NEWHEI-A2,900$935,0000.26%
79MCDONALDS CORPMCD3,060$928,9520.26%
80RAYMOND JAMES FINL INC7547301095,352$923,8160.26%
81META PLATFORMS INCMETA1,241$913,5830.26%
82SPDR SERIES TRUST78464A37526,601$901,3060.25%
83VERIZON COMMUNICATIONS INCVZ20,362$894,9050.25%
84BROADRIDGE FINL SOLUTIONS IN11133T1033,748$892,4660.25%
85COSTCO WHSL CORP NEW22160K105963$891,1110.25%
86SPDR SERIES TRUST78464A85411,258$881,8810.25%
87PRIMERICA INCPRI3,142$871,3450.25%
88EXXON MOBIL CORPXOM7,540$852,4600.24%
89VANECK ETF TRUST92189F6438,604$852,0770.24%
90CAMECO CORPCCJ9,924$832,5880.24%
91VANECK ETF TRUST92189F6015,992$813,1810.23%
92SPDR SERIES TRUST78464A7558,692$810,0050.23%
93ISHARES TR46432F3963,138$804,6670.23%
94GRAYSCALE ETHEREUM MINI TR E38964R20320,510$803,5820.23%
95T-MOBILE US INCTMUSZ3,351$801,5040.23%
96ISHARES TR46428723414,510$774,7230.22%
97BLACKROCK ETF TRUST IIBLK14,500$771,9800.22%
98GLOBAL X FDS37954Y87116,172$770,9270.22%
99SPDR SERIES TRUST78464A84713,345$763,1710.22%
100ABBOTT LABSABLZF5,573$746,0190.21%
101ISHARES TR4642887603,524$734,4490.21%
102ISHARES TR46434V38110,059$723,3520.20%
103GLOBAL X FDS37954Y71519,869$703,9490.20%
104GUARANTY BANCSHARES INC TEX40076410613,967$682,4430.19%
105ISHARES TR4642871684,731$672,3430.19%
106TESLA INCTSLA1,466$651,5200.18%
107SPDR SERIES TRUST78464A50811,702$646,7550.18%
108VANGUARD INDEX FDS9229087361,347$645,7700.18%
109ISHARES TR4642888779,369$633,0630.18%
110ELI LILLY & COLLY825$624,9140.18%
111WEC ENERGY GROUP INCWEC5,430$622,1430.18%
112INVESCO EXCH TRADED FD TR IIIVZ11,602$615,8620.17%
113DAVIS FUNDAMENTAL ETF TR23908L30613,354$604,0010.17%
114SELECT SECTOR SPDR TR81369Y60510,935$589,9620.17%
115ISHARES TR4642886795,312$586,9140.17%
116NUVEEN MUNICIPAL CREDIT INCNU46,000$577,7600.16%
117INVESCO EXCH TRADED FD TR IIIVZ22,119$546,3430.15%
118AXIS CAP HLDGS LTDG0692U1095,647$540,4970.15%
119COHEN & STEERS INFRASTRUCTUR19248A10921,444$531,8120.15%
120FIRST TR EXCHANGE TRADED FD33738R6058,584$531,5200.15%
121REPUBLIC SVCS INC7607591002,315$531,2800.15%
122PROCTER AND GAMBLE CO7427181093,441$528,6270.15%
123BLACKROCK ENHANCED EQUITY DIBLK56,869$518,0770.15%
124EATON VANCE TAX-MANAGED GLOBETN55,968$509,3090.14%
125AMPHENOL CORP NEW0320951014,086$504,0400.14%
126ADVANCED MICRO DEVICES INCAMD3,057$493,9080.14%
127KKR & CO INCKKRT3,765$491,7550.14%
128ISHARES TR46432F8425,554$484,4740.14%
129TEXAS INSTRS INC8825081042,630$483,1660.14%
130BARINGS CORPORATE INVS06759X10723,194$481,1300.14%
131ALLSTATE CORPALL-PJ2,228$476,4030.13%
132FIRST TR EXCHANGE-TRADED ALP33735J1015,638$469,8110.13%
133AT&T INCT-PC16,314$460,7070.13%
134MONOLITHIC PWR SYS INC609839105500$460,3200.13%
135BLACKROCK ENERGY & RES TRBLK33,815$458,8740.13%
136DTE ENERGY CODTK3,198$450,9300.13%
137JOHNSON & JOHNSONJNJ2,344$433,9590.12%
138SYSCO CORPSYY5,250$432,2850.12%
139SELECT SECTOR SPDR TR81369Y1004,807$430,8030.12%
140ROYAL BK CDA7800871022,904$427,8320.12%
141INVESCO EXCHANGE TRADED FD TIVZ5,700$426,8520.12%
142RANGE RES CORPRRC11,332$426,3690.12%
143FIRST TR EXCHANGE-TRADED FD33734H1069,195$425,1540.12%
144CAPITAL ONE FINL CORP14040H1051,996$424,8170.12%
145SELECT SECTOR SPDR TR81369Y7042,744$422,9550.12%
146WESCO INTL INC95082P1051,956$413,5910.12%
147ISHARES TR46428868712,978$410,3640.12%
148EXPEDIA GROUP INCEXPE1,900$407,0660.11%
149TEXAS ROADHOUSE INCTXRH2,432$405,5600.11%
150SELECT SECTOR SPDR TR81369Y2092,934$404,1820.11%
151GRAYSCALE ETHEREUM TRUST ETF38963810711,750$402,6730.11%
152INVESCO EXCHANGE TRADED FD TIVZ27,520$402,3420.11%
153CELSIUS HLDGS INCCELH6,900$396,6810.11%
154JONES LANG LASALLE INCJLL1,325$395,2210.11%
155STRATEGY SHSSTRD8,019$387,3730.11%
156ASML HOLDING N VASMLF400$387,2360.11%
157APOLLO GLOBAL MGMT INC03769M1062,843$381,2610.11%
158S&P GLOBAL INCSPGI771$375,6540.11%
159ISHARES TR4642874993,852$371,9110.11%
160QUANTA SVCS INC74762E102870$360,3330.10%
161MURPHY USA INCMUSA925$360,3320.10%
162ISHARES TR4642872263,579$358,8310.10%
163STERLING INFRASTRUCTURE INCSTRL1,050$356,6640.10%
164SELECT SECTOR SPDR TR81369Y8608,411$354,3440.10%
165OLD REP INTL CORP6802231048,300$352,5010.10%
166ATMOS ENERGY CORPATO2,031$344,9620.10%
167NEXTERA ENERGY INCNEE-PW4,535$342,6140.10%
168ALPHABET INCGOOG1,330$324,4800.09%
169FIRST TR EXCHANGE TRADED FD33734X1847,121$323,6390.09%
170BLACKROCK CR ALLOCATION INCOBLK29,079$320,7630.09%
171ISHARES TR4642875562,200$317,6100.09%
172HALLIBURTON COHAL12,567$310,4860.09%
173BOOKING HOLDINGS INCBKNG57$308,2520.09%
174NUVEEN NASDAQ 100 DYNAMIC OV67069910711,000$302,0600.09%
175INVESCO EXCH TRADED FD TR IIIVZ2,748$301,7560.09%
176HARROW INCHROW6,250$301,1250.09%
177DARDEN RESTAURANTS INCDRI1,546$298,3470.08%
178ISHARES TR4642877139,224$296,6500.08%
179WHEATON PRECIOUS METALS CORPWPM2,645$295,7990.08%
180UNION PAC CORPUNP1,243$293,7710.08%
181MASTERCARD INCORPORATEDMA515$292,8310.08%
182ISHARES TR46434V6214,270$290,6860.08%
183SPDR SERIES TRUST78464A4092,690$281,1520.08%
184EATON VANCE TAX ADVT DIV INCETN11,467$280,3680.08%
185STEEL DYNAMICS INCSTLD1,959$273,0960.08%
186PROSHARES TR74347G44013,872$273,0010.08%
187SELECT SECTOR SPDR TR81369Y8522,244$265,6220.08%
188PACKAGING CORP AMER6951561091,221$265,4800.07%
189FIRST TR EXCHANGE-TRADED FD33733E2031,479$265,1950.07%
190VANGUARD WHITEHALL FDS9219464061,877$264,0130.07%
191LAKELAND FINL CORP5116561004,027$258,5330.07%
192GE AEROSPACE369604301862$257,9840.07%
193WILLIAMS COS INC9694571004,061$257,3500.07%
194STARBUCKS CORPSBUX3,000$253,8000.07%
195ISHARES INC46434G8223,137$251,6370.07%
196GUGGENHEIM ACTIVE ALLOC FD40170T10615,908$248,1220.07%
197DUKE ENERGY CORP NEWDUKB1,969$243,6120.07%
198FLEX LNG LTDFLNG9,657$243,4410.07%
199KINDER MORGAN INC DELEP-PC8,567$242,7710.07%
200KROGER COKR3,551$239,3930.07%
201AMER STATES WTR CO0298991013,234$237,0120.07%
202ROPER TECHNOLOGIES INCROP469$233,8860.07%
203ISHARES TR464287614498$232,9090.07%
204INTERNATIONAL BUSINESS MACHSINTR828$231,7690.07%
205SPDR SERIES TRUST78464A7711,497$228,8160.06%
206GABELLI DIVID & INCOME TR36242H1048,350$226,5360.06%
207MERCURY SYS INCMRCY2,900$224,4600.06%
208ROBLOX CORPRBLX1,616$223,8480.06%
209VANECK ETF TRUST92189F4868,682$222,0030.06%
210SHOPIFY INCSHOP1,491$221,6910.06%
211ORACLE CORPORCL-PD780$219,6560.06%
212EMERSON ELEC COEMR1,668$218,1520.06%
213INTUITIVE SURGICAL INCISRG486$217,0650.06%
214GLOBAL X FDS37954Y6324,391$216,8470.06%
215ACCENTURE PLC IRELANDACN878$216,7850.06%
216FLAHERTY & CRUMRINE DYNAMICDFP10,000$216,4000.06%
217F N B CORP30252010113,181$212,3460.06%
218SPDR SERIES TRUST78464A5812,690$211,8730.06%
219INVESCO EXCH TRADED FD TR IIIVZ3,250$208,7800.06%
220VANGUARD INDEX FDS9229085532,228$203,7050.06%
221ISHARES TR4642875801,936$202,8930.06%
222COINBASE GLOBAL INCCOIN600$202,4940.06%
223INVESCO EXCHANGE TRADED FD TIVZ2,700$194,6970.06%
224VANGUARD INDEX FDS9229085121,112$193,8950.05%
225SPDR INDEX SHS FDS78463X1033,888$193,6380.05%
226ISHARES TR4642878041,630$193,6300.05%
227ISHARES TR464287721984$192,7260.05%
228J P MORGAN EXCHANGE TRADED F46641Q3323,290$187,8590.05%
229SELECT SECTOR SPDR TR81369Y407783$187,6380.05%
230LMP CAP & INCOME FD INC50208A10211,999$186,3440.05%
231ISHARES INC46434G1032,816$185,6310.05%
232FIRST TR EXCHANGE TRADED FD33738R8456,425$182,8500.05%
233ISHARES TR4642888103,024$181,6820.05%
234SPDR SERIES TRUST78464A6982,848$180,2630.05%
235ISHARES TR4642881092,000$180,0400.05%
236SELECT SECTOR SPDR TR81369Y803635$179,0260.05%
237ARK ETF TR00214Q1041,993$171,9960.05%
238INVESCO EXCHANGE TRADED FD TIVZ5,000$148,5500.04%
239SPDR SERIES TRUST78468R5561,006$133,0160.04%
240INVESCO EXCHANGE TRADED FD TIVZ6,000$132,7200.04%
241ARK ETF TR00214Q7082,000$113,6000.03%
242INVESCO EXCHANGE TRADED FD TIVZ1,130$112,2640.03%
243VANECK ETF TRUST92189F4117,493$111,9450.03%
244FIRST TR EXCHANGE TRADED FD33738R7041,134$109,6760.03%
245ISHARES TR464287309892$107,6820.03%
246ISHARES TR4642883071,300$107,5490.03%
247ISHARES TR4642871191,001$104,4370.03%
248ISHARES TR4642878121,497$102,3720.03%
249SPDR SERIES TRUST78468R6631,104$101,2800.03%
250SELECT SECTOR SPDR TR81369Y8861,150$100,2920.03%
251SPDR SERIES TRUST78464A763693$96,8690.03%
252NUVEEN FLOATING RATE INCOME67072T10811,691$95,6330.03%
253ISHARES TR46429B5071,380$93,1090.03%
254VANECK ETF TRUST92189F1061,190$90,9160.03%
255NEUBERGER BERMAN ENERGY INFR64129H10410,000$87,2000.02%
256SPDR SERIES TRUST78464A4742,850$86,3270.02%
257GLOBAL X FDS37954Y3431,630$78,9250.02%
258ISHARES TR464287697690$76,5210.02%
259ISHARES TR4642887781,350$70,9160.02%
260INVESCO EXCH TRADED FD TR IIIVZ1,421$70,2540.02%
261SELECT SECTOR SPDR TR81369Y506750$67,0050.02%
262INVESCO EXCH TRADED FD TR IIIVZ3,200$66,9760.02%
263ARK ETF TR00214Q401300$52,3830.01%
264ISHARES TR464287598253$51,5990.01%
265ALPS ETF TR00162Q7832,112$49,1760.01%
266ISHARES TR46429B663400$48,9800.01%
267INVESCO EXCH TRADED FD TR IIIVZ2,000$48,7990.01%
268HEICO CORP NEWHEI-A183$45,9680.01%
269INVESCO EXCHANGE TRADED FD TIVZ750$45,4350.01%
270VANGUARD INDEX FDS922908629147$43,1020.01%
271ISHARES TR46432F339220$42,7900.01%
272FIRST TR EXCHANGE-TRADED FD33738D4081,000$42,0500.01%
273INVESCO EXCHANGE TRADED FD TIVZ1,250$41,5000.01%
274SPDR SERIES TRUST78464A805500$40,1700.01%
275SPDR INDEX SHS FDS78463X202608$37,7610.01%
276FIRST TR EXCHANGE TRADED FD33734X119555$34,7820.01%
277ISHARES TR46432F388275$34,3890.01%
278AMPLIFY ETF TR032108656600$34,2610.01%
279ALPS ETF TR00162Q6761,000$32,4100.01%
280J P MORGAN EXCHANGE TRADED F46641Q837591$29,9810.01%
281INVESCO EXCHANGE TRADED FD TIVZ404$29,7240.01%
282GLOBAL X FDS37954Y4831,500$25,5150.01%
283INVESCO EXCHANGE TRADED FD TIVZ250$23,9010.01%
284BRC INCBRCC15,030$23,4470.01%
285SPDR SERIES TRUST78468R853500$23,1050.01%
286SPDR INDEX SHS FDS78463X475300$22,4700.01%
287ISHARES TR464287879198$21,8620.01%
288SPDR SERIES TRUST78464A359219$19,8200.01%
289ISHARES TR464287374402$19,7420.01%
290ISHARES TR464287507294$19,1660.01%
291DIMENSIONAL ETF TRUST25434V807400$18,4480.01%
292INVESCO EXCH TRADED FD TR IIIVZ405$17,2500.00%
293ISHARES TR46434V290216$16,0600.00%
294SPDR SERIES TRUST78464A292485$16,0390.00%
295INVESCO EXCHANGE TRADED FD TIVZ275$13,1360.00%
296VANGUARD INDEX FDS92290875150$12,7140.00%
297ISHARES TR464288703175$11,6620.00%
298ISHARES TR464288604201$10,8970.00%
299ISHARES TR46434V449212$10,1510.00%
300ISHARES TR464287564114$7,0250.00%
301INVESCO EXCH TRADED FD TR IIIVZ28$6,9190.00%
302GLOBAL X FDS37954Y293106$6,6470.00%
303SPDR INDEX SHS FDS78463X15293$6,0080.00%
304VANECK ETF TRUST92189F593150$5,5600.00%
305ISHARES TR46428710115$4,9930.00%
306SELECT SECTOR SPDR TR81369Y30840$3,1350.00%
307ISHARES TR46428724218$1,9850.00%
308INVESCO EXCH TRADED FD TR IIIVZ54$1,5610.00%
309INVESCO EXCH TRADED FD TR IIIVZ75$1,0150.00%
310SPDR SERIES TRUST78464A39143$9180.00%
311ISHARES TR4642885885$4760.00%
312VANGUARD INTL EQUITY INDEX F9220426766$2860.00%
313INVESCO EXCH TRADED FD TR IIIVZ3$760.00%