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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

Financially Speaking Inc

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001398344-26-002600

Total Value
$154.6M
Positions
209
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (209)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVSC S P 500 EQUAL WEIGHT ETFIVZ162,523$31.1M20.14%
2SPDR S&P 500 ETFSPY40,448$27.6M17.85%
3FIDELITY LOW DURATION BOND FACTR ETF316188408336,813$16.9M10.95%
4SCHWAB TREASURY OBLIG MONEY INV80851562116,847,528$16.8M10.90%
5ICON FLEXIBLE BD FD INVICLR1,904,654$16.1M10.43%
6SCHWAB US LARGE CAP GROWTH ETF808524300229,716$7.5M4.85%
7JPMORGAN ULTRA SHORT INCOME ETF46641Q837129,044$6.5M4.22%
8INVESCO S AND P 100 EQL WGHT ETFIVZ40,802$4.8M3.12%
9SCHWAB TREASURY OBLIG MONEY ULTRA8085154802,496,289$2.5M1.62%
10RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSRH5,860$2.1M1.39%
11STATE STRT HLTH CRE SLT SEC SPDR ETF81369Y20911,104$1.7M1.11%
12ST SRT SPDR S&P MTLS ANDMNG ETF78464A75513,434$1.4M0.90%
13GLOBAL X SILVER MINERS ETF37954Y84816,570$1.4M0.90%
14VANECK GOLD MINERS ETF92189F10615,989$1.4M0.89%
15ABRDN PHYSICAL PLATINUM SHARES ETFPPLT6,581$1.2M0.79%
16SCHWAB TREASURY OBLIG MONEY INV8085156211,108,249$1.1M0.72%
17PALANTIR TECHNOLOGIES INCLASS CLASS APLTR5,090$904,7480.59%
18AMPLIFY JUNIOR SILVER MINERS ETF03210864932,607$902,2360.58%
19VANECK JUNIOR GOLD MINERS ETF92189F7917,828$890,6700.58%
20SCHWAB US TREASURY MONEY INVESTOR808515548688,623$688,6230.45%
21MCKESSON CORPMCK800$656,2320.42%
22SCHWAB TREASURY OBLIG MONEY INV808515621629,713$629,7130.41%
23FIDELITY LOW DURATION BOND FACTR ETF31618840812,187$612,1530.40%
24NVIDIA CORPNVDA2,755$513,8080.33%
25NVIDIA CORPNVDA2,271$423,5420.27%
26AMERICAN FUNDS FUNDAMENTAL INVS A3608021023,959$363,9240.24%
27INVSC S P 500 EQUAL WEIGHT ETFIVZ1,814$347,4900.22%
28STATE STREET SPDR S&P DIV ETF78464A7632,291$318,7750.21%
29SPDR S&P 500 ETFSPY439$299,3630.19%
30PALANTIR TECHNOLOGIES INCLASS CLASS APLTR1,600$284,4000.18%
31SCHWAB US TREASURY MONEY INVESTOR808515548282,433$282,4330.18%
32XCEL ENERGY INCXELLL3,410$251,8630.16%
33MEDTRONIC PLC FMDT2,468$237,0760.15%
34EXXON MOBIL CORPXOM1,952$234,9040.15%
35SCHWAB PRIME ADVANTAGE MONEY INVESTOR808515605220,398$220,3980.14%
36RTX CORPRTX1,027$188,3520.12%
37ALTRIA GROUP INCMO2,850$164,3310.11%
38JPMORGAN ULTRA SHORT INCOME ETF46641Q8372,846$143,9790.09%
39PUTNAM CONVERTIBLE SECURITIES A7464761005,048$136,7040.09%
40STATE STREET SPDR S&P DIV ETF78464A763950$132,2020.09%
41COSTCO WHSL CORP NEW22160K105148$127,6260.08%
42US BANCORP DELUSB-PS2,208$117,8190.08%
43META PLATFORMS INC CLASS AMETA170$112,2150.07%
44AMERICAN FUNDS WASHINGTON MUTUAL A9393301061,713$111,6980.07%
45AMAZON.COM INCAMZN477$110,1010.07%
46CLOUDFLARE INC CLASS CLASS ANET550$108,4330.07%
47JOHNSON & JOHNSONJNJ500$103,4750.07%
48ALPHABET INC CLASS CLASS AGOOG328$102,6640.07%
49OCCIDENTAL PETE CORP6745991052,273$93,4660.06%
50APPLE INCAAPL325$88,2670.06%
51BOEING COBA-PA400$86,8480.06%
52SCHWAB US LARGE CAP GROWTH ETF8085243002,527$82,4310.05%
53JOHNSON & JOHNSONJNJ391$80,9170.05%
54VANGUARD EQUITY-INCOME INV9219211021,824$80,8720.05%
55ALPHABET INC CLASS CLASS AGOOG250$78,2500.05%
56TRANE TECHNOLOGIES PLC FTT200$77,8400.05%
57JPMORGAN U S TECH LEADERS ETF IV46654Q732864$77,8230.05%
58VANGUARD WELLESLEY INCOME INV9219381062,921$74,3470.05%
59CROWDSTRIKE HLDGS INC CLASS ACRWD150$70,3140.05%
60MCDONALDS CORPMCD214$65,4050.04%
61LENNOX INTL INC526107107133$64,5820.04%
62BERKSHIRE HATHAWAY CLASS CLASS BBRK-A128$64,3390.04%
63LINDE PLC FLIN140$59,6950.04%
64INVESCO S&P 500 LOW VOLATILITY ETFIVZ826$58,9930.04%
65THERMO FISHER SCIENTIFICTMO100$57,9450.04%
66INVESCO S AND P 100 EQL WGHT ETFIVZ488$57,6620.04%
67PALANTIR TECHNOLOGIES INCLASS CLASS APLTR316$56,1690.04%
68PHILLIPS 66PSX432$55,7480.04%
69ADV INNER CIR FD III DM LR CP CR ETF00774Q3461,274$54,3470.04%
70TCW TRANSFORM SYSTEMS ETF29287L205552$53,0780.03%
71ROSS STORES INCROST284$51,1600.03%
72GOLDMAN SACHS BAN 4.2 26CD FDIC INS DUE 04/01/26USNVGLF50,000$50,0400.03%
73THE BANK OF NEW 3.75 26CD FDIC INS DUE 12/22/26US06405VKS750,000$50,0210.03%
74GOLDMAN SACHS BA 3.75 26CD FDIC INS DUE 06/23/26USNVGLF50,000$50,0070.03%
75VERIZON COMMUNICATIONS IVZ1,220$49,6910.03%
76COSTCO WHSL CORP NEW22160K10557$49,1530.03%
77ADVANCED MICRO DEVICAMD226$48,4000.03%
78ICON FLEXIBLE BD FD INVICLR5,647$47,7760.03%
79NUVEEN PREFERRED SECS & INC ANU2,897$47,1030.03%
80SCHWAB S&P 500 INDEX8085098552,595$45,5200.03%
81GRANITESHARES NVDA LNG DAILY ETF38747R827500$44,0050.03%
82PNC FINL SERVICES693475105200$41,7460.03%
83DISNEY WALT CO254687106358$40,7300.03%
84BANK OF AMERICA, 3.7 26CD FDIC INS DUE 08/19/26US06051XQ5440,000$39,9890.03%
85BARCLAYS BANK DE 3.75 26CD FDIC INS DUE 05/19/26US06740KUD740,000$39,9890.03%
86MCCORMICK & CO INC CLASS CLASS NMKC-V580$39,5040.03%
87KIMBERLY CLARK CORPKMB377$38,0360.02%
88RIVIAN AUTOMOTIVE INC CLASS CLASS ARIVN1,837$36,2070.02%
89STRYKER CORPSYK100$35,1470.02%
90GE VERNOVA INCGEV53$34,6390.02%
91STARBUCKS CORPSBUX400$33,6840.02%
92PROCTER & GAMBLE CO742718109235$33,6780.02%
93AMAZON.COM INCAMZN140$32,3150.02%
94BNY MELLON SUST US EQUITY A09661D1021,647$31,3530.02%
95NORTHROP GRUMMAN CORPNOC53$30,2210.02%
96WELLS FARGO BANK 4.15 26CD FDIC INS DUE 02/17/26US949764QW730,000$30,0100.02%
97XCEL ENERGY INCXELLL396$29,2390.02%
98BANK OF AMERICA CORP060505104499$27,4690.02%
99HOME DEPOT INCHD77$26,4960.02%
100INTEL CORPINTC682$25,1610.02%
101AT&T INCT-PC1,000$24,8400.02%
102NORDSON CORPNDSN100$24,0430.02%
103MCDONALDS CORPMCD78$23,8390.02%
104PROSHARES ULTRAPRO QQQ ETF74347X831450$23,7240.02%
105CELSIUS HLDGS INCCELH500$22,8700.01%
106GILEAD SCIENCES INCGILD182$22,3390.01%
107ISHARES SILVER TRUST ETFSLV334$21,5160.01%
108MICROSOFT CORPMSFT44$21,2790.01%
109GRAYSCALE BITCOIN TRUST ETFGBTC275$18,7990.01%
110MERCK & CO. INC.MRK176$18,5260.01%
111SEMTECH CORPSMTC250$18,4230.01%
112PROCTER & GAMBLE CO742718109128$18,3800.01%
113AT&T INCT-PC730$18,1330.01%
114SAMSARA INC CLASS AIOT500$17,7250.01%
115DISNEY WALT CO254687106151$17,1790.01%
116QUALCOMM INCQCOM100$17,1050.01%
117FRANKLIN INCOME A13534963006,779$16,9470.01%
118RHEINMETALL FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSRH46$16,8130.01%
119GLOBAL X SILVER MINERS ETF37954Y848195$16,2860.01%
120SOFI TECHNOLOGIES INCSOFI600$15,7080.01%
121VANECK GOLD MINERS ETF92189F106181$15,5240.01%
122CALVERT SMALL/MID CAP FUND CLASS A13161X733657$15,2550.01%
123LOWES COS INC54866110761$14,7110.01%
124ABRDN PHYSICAL PLATINUM SHARES ETFPPLT75$13,9820.01%
125PHILIP MORRIS INTL INC71817210985$13,6340.01%
126EQT CORPEQT250$13,4000.01%
127JUMIA TECHNOLOGIES AG FUNSPONSORED ADR 1 ADR REPS 2 ORD SHSJMIA1,000$12,4900.01%
128STATE STRT HLTH CRE SLT SEC SPDR ETF81369Y20980$12,3840.01%
129APA CORPAPA497$12,1570.01%
130EXXON MOBIL CORPXOM100$12,0340.01%
131ST SRT SPDR S&P MTLS ANDMNG ETF78464A755116$12,0190.01%
132BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHSBPPFF330$11,4530.01%
133CROWN CASTLE INC REIT REITCCI126$11,2020.01%
134AUTOLIV INCALV92$10,9200.01%
135AMPLIFY JUNIOR SILVER MINERS ETF032108649383$10,5980.01%
136ATMOS ENERGY CORPATO63$10,5570.01%
137ALLEGION PUB LTD CO FALLE66$10,5090.01%
138JPMORGAN U S TECH LEADERS ETF IV46654Q732116$10,4480.01%
139VANECK JUNIOR GOLD MINERS ETF92189F79189$10,1260.01%
140SPOTIFY TECHNOLOGY S A FSPOT16$9,2910.01%
141GOLDMAN SACHS GROUP INCGSCE10$8,7900.01%
142AUTOLIV INCALV70$8,3090.01%
143BITMINE IMMERSION TECNOL09175A206300$8,1450.01%
144COINBASE GLOBAL INC CLASS CLASS ACOIN35$7,9150.01%
145SOUNDHOUND AI INC CLASS ASOUNW750$7,4780.00%
146NVIDIA CORPNVDA40$7,4640.00%
147SHOPIFY INC FCLASS ASHOP44$7,0830.00%
148CLEVELAND-CLIFFS INC NEWCLF500$6,6400.00%
149ALPHABET INC CLASS CLASS CGOOG21$6,5900.00%
150NETFLIX INCNFLX70$6,5630.00%
151SCHWAB INTERNATIONAL INDEX808509830218$6,2710.00%
152LIBERTY DEFENSE HLDGS FLDDFF40,000$6,1080.00%
153GREIF INC CLASS AGEF-B89$6,0250.00%
154BORGWARNER INCBWA120$5,4070.00%
155BIGBEAR AI HLDGS INCBBAI-WT1,000$5,4000.00%
156ORACLE CORPORCL-PD25$4,8730.00%
157JPMORGAN CHASE & COVYLD15$4,8330.00%
158IBM CORPINTR16$4,7390.00%
159ADVISORSHARES PURE US CANNABIS ETF00768Y4531,000$4,7200.00%
160AMAZON.COM INCAMZN20$4,6160.00%
161SCHWAB S&P 500 INDEX808509855258$4,5320.00%
162ENERGY FUELS INC FUUUU300$4,3620.00%
163INVSC S P 500 MOMENTUM ETFIVZ35$4,1760.00%
164GE AEROSPACE36960430113$4,0040.00%
165HIMS & HERS HEALTH INC CLASS CLASS AHIMS100$3,2470.00%
166PROGRESSIVE CORP OH74331510314$3,1880.00%
167COLUMBIA INCOME OPPORTUNITIES A19763T103354$3,1570.00%
168VISA INC CLASS CLASS AV9$3,1560.00%
169ZETA GLOBAL HLDGS CORP CLASS CLASS AZETA151$3,0730.00%
170SALESFORCE INCCRM11$2,9140.00%
171WASATCH MICRO CAP936772508328$2,8460.00%
172APPLE INCAAPL10$2,7190.00%
173WARNER BROS DISCOVERY INTENDER OFFER EXP: 01/21/26WBD93$2,6800.00%
174FIRST SOLAR INCFSLR10$2,6120.00%
175OCCIDENTAL PETE CORP67459910562$2,5490.00%
176IMPAX ELLEVATE GLOBAL WOMEN'S LDR INV70422T20873$2,5350.00%
177GENERAL MTRS CO37045V10031$2,5210.00%
178GLOBAL X URANIUM ETF37954Y87153$2,2650.00%
179LOCAL BOUNTI CORPLOCLW1,000$2,1400.00%
180GRAYSCALE BITCOIN MINI TRUST ETF38993020755$2,1300.00%
181FORD MTR CO DEL345370860140$1,8370.00%
182SCHWAB S&P 500 INDEX808509855101$1,7780.00%
183SOUTHWEST AIRLS CO84474110838$1,5710.00%
184AMC ENTMT HLDGS INC CLASS CLASS A00165C3021,000$1,5600.00%
185NANO DIMENSION LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSNNDM1,000$1,5400.00%
186PHINIA INCPHIN24$1,5050.00%
187DHI GROUP INCDHX950$1,4730.00%
188UNITEDHEALTH GROUP INCUNH4$1,3200.00%
189ENTEGRIS INCENTG15$1,2640.00%
190NEXTERA ENERGY INCNEE-PW13$1,0440.00%
191HORMEL FOODS CORPHRL42$9950.00%
192GRAYSCALE ETHEREUM MINI38964R20327$7580.00%
193CRITICAL METALS CORP. FCRTMF100$6940.00%
194SCHWAB US TREASURY MONEY INVESTOR808515548644$6440.00%
195DEVON ENERGY CORP NEW25179M10316$5860.00%
196PAYPAL HLDGS INCPYPL10$5840.00%
197ISHARES BITCOIN ETFIBIT11$5460.00%
198ISHARES EUROPE ETF4642878616$4120.00%
199JPMORGAN DVRSFD RTRN INTRNL EQT ETF46641Q2096$4090.00%
200GE HEALTHCARE TECHNOLOGIGEHC4$3280.00%
201WILLAMETTE VY VINEYARD I969136100100$3050.00%
202BUMBLE INC CLASS ABMBL50$1790.00%
203OKLO INC CLASS AOKLO2$1440.00%
204AMERICAN BATTERY MATL IN10319B30820$1200.00%
205COTY INC CLASS ACOTY30$920.00%
206MICROBOT MED INCMBOT1$20.00%
207WELL POWER INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/02/1894947A1061,000$00.00%
208WONDER AUTO TECHNOLOGXXXESC PEND POSS FUTR DISTR978ESC101200$00.00%
209GCI LIBERTY INC XXXESC PEND POSS FUTR DISTRGLIBK38$00.00%