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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

LGT Financial Advisors LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001398344-26-002969

Total Value
$16.3M
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q33238,048$2.2M13.34%
2MICROSOFT CORPMSFT3,240$1.6M9.60%
3APPLE INCAAPL4,812$1.3M8.01%
4EXXON MOBIL CORPXOM7,899$950,5395.82%
5CHEVRON CORP NEWCVX6,147$936,8195.74%
6ISHARES TR4642885883,993$380,2562.33%
7AMAZON COM INCAMZN1,503$346,9222.12%
8ABBVIE INCABBV1,508$344,5242.11%
9ALPHABET INCGOOG1,079$337,7272.07%
10FIDELITY COVINGTON TRUST3160923525,000$274,2001.68%
11ISHARES GOLD TRIAU2,965$240,6691.47%
12MCDONALDS CORPMCD666$203,4081.25%
13VANGUARD WHITEHALL FDS9219464061,314$188,5851.16%
14SCHWAB STRATEGIC TR8085246726,323$188,5521.15%
15INVESCO QQQ TRIVZ290$178,1501.09%
16ETFS GOLD TR00326A1044,000$164,3201.01%
17PROFESIONALLY MANAGED PORTFO74316P5792,490$163,1201.00%
18UNITED PARCEL SERVICE INCUPS1,500$148,7850.91%
19J P MORGAN EXCHANGE TRADED F46641Q6703,063$145,0470.89%
20NVIDIA CORPORATIONNVDA758$141,3670.87%
21WORLD GOLD TRGLDW1,623$138,5560.85%
22PRINCIPAL FINANCIAL GROUP INPFG1,547$136,4610.84%
23PROLOGIS INC.PLDGP1,067$136,2550.83%
24VANGUARD INTL EQUITY INDEX F9220427751,745$128,3840.79%
25SCHWAB STRATEGIC TR8085248476,096$127,3450.78%
26SILA REALTY TRUST INCSILA5,336$124,3720.76%
27VANGUARD INDEX FDS922908744632$120,7690.74%
28AMERICAN ELEC PWR CO INC025537101997$114,9660.70%
29T1 ENERGY INCTE-WT16,835$112,4580.69%
30SIMMONS 1ST NATL CORP8287302005,896$111,1400.68%
31MANULIFE FINL CORP56501R1062,955$107,2070.66%
32THRIVENT ETF TRUST88588G3072,123$106,8930.65%
33WALMART INCWMT933$103,9110.64%
34INVESCO EXCH TRADED FD TR IIIVZ858$102,3830.63%
35COMPASS PATHWAYS PLCCMPS14,700$101,4300.62%
36SOLID POWER INCSLDPW23,725$100,8310.62%
37J P MORGAN EXCHANGE TRADED F46641Q399745$91,8900.56%
38PRAXIS FDS74006E7443,027$91,7860.56%
39INVESCO EXCH TRADED FD TR IIIVZ341$86,2460.53%
40INVESCO EXCH TRADED FD TR IIIVZ4,059$85,2390.52%
41PAYCHEX INCPAYX744$83,4780.51%
42PRAXIS FDS74006E7362,256$82,3890.50%
43AMERICAN CENTY ETF TR0250726041,037$79,8800.49%
44STRATEGY SHSSTRD2,940$79,1740.48%
45ADVANCE AUTO PARTS INCAAP2,000$78,6000.48%
46ISHARES BITCOIN TRUST ETFIBIT1,447$71,8220.44%
47KIMBERLY-CLARK CORPKMB683$68,8810.42%
48DUKE ENERGY CORP NEWDUKB574$67,3080.41%
49JOHNSON & JOHNSONJNJ323$66,7890.41%
50BLOCK INCBSQKZ1,000$65,0900.40%
51ALPHABET INCGOOG207$64,9570.40%
52VERIZON COMMUNICATIONS INCVZ1,500$61,0950.37%
53ETSY INCETSY1,000$55,4400.34%
54COEUR MNG INC1921085043,000$53,4900.33%
55ABRDN INCOME CREDIT STRATEGIACP-PA9,467$51,2160.31%
56VANGUARD MUN BD FDS9229077461,010$50,7880.31%
57QUANTUMSCAPE CORPQS4,852$50,5580.31%
58J P MORGAN EXCHANGE TRADED F46641Q167688$49,3230.30%
59TARGET CORPTGT500$48,8750.30%
60SCHWAB STRATEGIC TR8085248701,828$48,4240.30%
61PROCTER AND GAMBLE CO742718109328$47,0190.29%
62ISHARES INC464286608721$46,2160.28%
63UNILEVER PLCUNLYF705$46,1070.28%
64INVESCO EXCHANGE TRADED FD TIVZ773$45,8230.28%
65ROBINHOOD MKTS INC770700102399$45,1270.28%
66VANECK ETF TRUST92189F5362,367$41,4960.25%
67AT&T INCT-PC1,612$40,0500.25%
68VANGUARD TAX-MANAGED FDS921943858635$39,6920.24%
69LAM RESEARCH CORPLRCX231$39,5430.24%
70INVESCO ACTIVELY MANAGED EXCIVZ823$39,0270.24%
71BROADCOM INCAVGO112$38,7630.24%
72ISHARES U S ETF TR46431W507747$38,1720.23%
73COUPANG INCCPNG1,600$37,7440.23%
74INTEL CORPINTC1,012$37,3430.23%
75METHANEX CORPMEOH908$36,0660.22%
76J P MORGAN EXCHANGE TRADED F46654Q609384$35,5960.22%
77SNOWFLAKE INCSNOW159$34,8780.21%
78WP CAREY INC92936U109500$32,1800.20%
79INVESCO EXCH TRADED FD TR IIIVZ500$31,5060.19%
80INVESCO EXCH TRADED FD TR IIIVZ1,340$31,0750.19%
81TAIWAN SEMICONDUCTOR MFG LTD874039100102$30,9970.19%
82J P MORGAN EXCHANGE TRADED F46654Q716538$29,1080.18%
83ORACLE CORPORCL-PD149$29,0420.18%
84PROSHARES TR74347G4402,378$28,9160.18%
85J P MORGAN EXCHANGE TRADED F46641Q241619$28,7560.18%
86J P MORGAN EXCHANGE TRADED F46641Q159620$28,7090.18%
87NETFLIX INCNFLX300$28,1280.17%
88SCHWAB STRATEGIC TR8085248391,172$27,3900.17%
89INTUITINTU40$26,4970.16%
90INVESCO EXCHANGE TRADED FD TIVZ500$25,7520.16%
91SES AI CORPORATIONSES-WT14,090$25,3620.16%
92VANGUARD BD INDEX FDS921937819323$25,1550.15%
93BERKSHIRE HATHAWAY INC DELBRK-A50$25,1330.15%
94MASTERCARD INCORPORATEDMA44$25,1190.15%
95VANGUARD SCOTTSDALE FDS92206C409311$24,7620.15%
96APA CORPORATIONAPA921$22,5280.14%
97SPDR SERIES TRUST78468R622231$22,4560.14%
98J P MORGAN EXCHANGE TRADED F46654Q641442$22,4020.14%
99CREDO TECHNOLOGY GROUP HOLDICRDO153$22,0150.13%
100FEDERAL SIGNAL CORPFSS202$21,9880.13%
101ISHARES TR46436E320700$20,9020.13%
102MORGAN STANLEYMS-PQ116$20,5930.13%
103INVESCO EXCHANGE TRADED FD TIVZ1,000$20,3860.12%
104TWILIO INCTWLO139$19,7710.12%
105VANGUARD WHITEHALL FDS921946794205$18,4500.11%
106J P MORGAN EXCHANGE TRADED F46641Q878378$17,5920.11%
107CARLYLE SECURED LENDING INCCGBD1,290$16,1120.10%
108BLUE OWL CAPITAL CORPORATIONOWL1,294$16,0840.10%
109DBX ETF TR233051630511$15,8360.10%
110SEA LTDSE124$15,8190.10%
111ARISTA NETWORKS INCANET118$15,4620.09%
112SPOTIFY TECHNOLOGY S ASPOT26$15,0980.09%
113CION INVT CORP17259U2041,542$14,9110.09%
114VANGUARD SCOTTSDALE FDS92206C714160$14,7680.09%
115JPMORGAN CHASE & CO.VYLD45$14,5700.09%
116PHILLIPS 66PSX111$14,2860.09%
117MCKESSON CORPMCK17$14,1170.09%
118UBER TECHNOLOGIES INCUBER162$13,2370.08%
119VANECK ETF TRUST92189H300497$12,8330.08%
120J P MORGAN EXCHANGE TRADED F46641Q340120$12,7830.08%
121ISHARES TR46435U796139$12,5040.08%
122UNDER ARMOUR INCUA2,500$12,4250.08%
123DISNEY WALT CO254687106108$12,2870.08%
124INTERCONTINENTAL EXCHANGE IN45866F10474$12,0250.07%
125VEEVA SYS INCVEEV52$11,6080.07%
126CADENCE DESIGN SYSTEM INCCDNS37$11,5650.07%
127EATON CORP PLCETN35$11,1480.07%
128BOSTON SCIENTIFIC CORPBSX116$11,0610.07%
129CROWDSTRIKE HLDGS INCCRWD23$10,7810.07%
130J P MORGAN EXCHANGE TRADED F46641Q266219$10,7310.07%
131CBOE GLOBAL MKTS INC12503M10842$10,4630.06%
132J P MORGAN EXCHANGE TRADED F46641Q373142$10,2690.06%
133GLOBUS MED INCGMED116$10,1280.06%
134BONDBLOXX ETF TRUST09789C812218$10,0760.06%
135PROGRESSIVE CORP74331510344$10,0200.06%
136AMERICAN EXPRESS COAXP27$9,9890.06%
137WELLS FARGO CO NEW949746101107$9,9720.06%
138BERKLEY W R CORPWRB-PH141$9,8730.06%
139STRATEGY SHSSTRD372$9,8730.06%
140THRIVENT ETF TRUST88588G109237$9,8680.06%
141INTERNATIONAL BUSINESS MACHSINTR33$9,7750.06%
142BANK AMERICA CORP060505104176$9,7030.06%
143SOUTHWEST AIRLS CO844741108232$9,5940.06%
144CULLEN FROST BANKERS INCCFR-PB75$9,5170.06%
145J P MORGAN EXCHANGE TRADED F46641Q134125$9,3600.06%
146INVESCO MORTGAGE CAPITAL INCIVR-PC1,109$9,3270.06%
147DATADOG INCDDOG68$9,2470.06%
148ISHARES TR46428943833$9,2330.06%
149ETF SER SOLUTIONS26922B865648$9,2170.06%
150NEXTERA ENERGY INCNEE-PW114$9,1520.06%
151GLOBAL X FDS37960A529141$9,1350.06%
152CRH PLCCRH72$9,0420.06%
153MARKEL GROUP INCMKL4$8,5990.05%
154DIAMONDBACK ENERGY INCFANG56$8,3920.05%
155PNC FINL SVCS GROUP INC69347510540$8,2540.05%
156M & T BK CORP55261F10441$8,2350.05%
157DUPONT DE NEMOURS INCDD201$8,0830.05%
158TEXAS INSTRS INC88250810445$7,8750.05%
159ALLIANT ENERGY CORPLNT120$7,8120.05%
160STRYKER CORPORATIONSYK22$7,7320.05%
161SOUTHERN COSOMN87$7,5860.05%
162VANGUARD WORLD FD92204A60325$7,4600.05%
163LAMAR ADVERTISING CO NEWLAMR58$7,3900.05%
164CASEYS GEN STORES INC14752810313$7,3670.05%
165TOLL BROTHERS INCTOL54$7,3650.05%
166VISA INCV21$7,3650.05%
167WILLIAMS COS INC969457100122$7,3310.04%
168EXPEDITORS INTL WASH INC30213010949$7,2590.04%
169J P MORGAN EXCHANGE TRADED F46641Q449155$7,1010.04%
170HCA HEALTHCARE INCHCA15$7,0030.04%
171FEDEX CORPFDX24$6,9750.04%
172ABRDN SILVER ETF TRUSTSIVR102$6,8990.04%
173ANALOG DEVICES INCADI25$6,8770.04%
174J P MORGAN EXCHANGE TRADED F46654Q658127$6,8080.04%
175J P MORGAN EXCHANGE TRADED F46654Q740100$6,7670.04%
176REXFORD INDL RLTY INC76169C100174$6,7290.04%
177J P MORGAN EXCHANGE TRADED F46654Q690106$6,6640.04%
178TE CONNECTIVITY PLCTEL29$6,6520.04%
179QNITY ELECTRONICS INCQ81$6,6190.04%
180HILTON WORLDWIDE HLDGS INCHLT23$6,6070.04%
181AVERY DENNISON CORPAVY36$6,5800.04%
182HUBBELL INCHUBB15$6,5320.04%
183MID-AMER APT CMNTYS INC59522J10346$6,3670.04%
184XCEL ENERGY INCXELLL85$6,3060.04%
185FIDELITY MERRIMACK STR TR316188309136$6,2610.04%
186ALCON AGALC79$6,2260.04%
187AUTODESK INCADSK21$6,2160.04%
188HOME DEPOT INCHD18$6,1940.04%
189AIR PRODS & CHEMS INCAIIR25$6,1760.04%
190KEURIG DR PEPPER INCKDP220$6,1750.04%
191OTIS WORLDWIDE CORPOTIS71$6,1740.04%
192GE HEALTHCARE TECHNOLOGIES IGEHC75$6,1640.04%
193KINDER MORGAN INC DELEP-PC221$6,0840.04%
194YUM BRANDS INCYUM40$6,0130.04%
195J P MORGAN EXCHANGE TRADED F46641Q29080$5,9710.04%
196SOLVENTUM CORPSOLV75$5,9430.04%
197SHERWIN WILLIAMS COSHW18$5,8330.04%
198CROWN CASTLE INCCCI65$5,7820.04%
199IDACORP INCIDA46$5,7730.04%
200TD SYNNEX CORPORATIONSNX38$5,7060.03%
201FERGUSON ENTERPRISES INCFERG25$5,6760.03%
202HERSHEY COHSY31$5,6520.03%
203J P MORGAN EXCHANGE TRADED F46641Q746139$5,6110.03%
204GALLAGHER ARTHUR J & CO36357610921$5,5030.03%
205CORPAY INCCPAY18$5,4170.03%
206ARCH CAP GROUP LTDG0450A10555$5,2760.03%
207PHILIP MORRIS INTL INC71817210932$5,1330.03%
208CORTEVA INCCTVA76$5,0940.03%
209BROADRIDGE FINL SOLUTIONS IN11133T10322$4,9660.03%
210CNH INDL N VN20944109510$4,6990.03%
211TIDAL TRUST II88636X856112$4,3990.03%
212CISCO SYS INCCSCO57$4,3910.03%
213BONDBLOXX ETF TRUST09789C887114$4,3360.03%
214BWX TECHNOLOGIES INCBWXT25$4,2970.03%
215AMERICAN INTL GROUP INC02687478450$4,2780.03%
216NET LEASE OFFICE PROPERTIESNLOP145$3,7390.02%
217TRANE TECHNOLOGIES PLCTT9$3,6900.02%
218J P MORGAN EXCHANGE TRADED F46654Q20362$3,6030.02%
219PALANTIR TECHNOLOGIES INCPLTR20$3,5550.02%
220SCHWAB STRATEGIC TR808524805146$3,5100.02%
221ADVANCED MICRO DEVICES INCAMD16$3,4270.02%
222FLUOR CORP NEWFLR86$3,4080.02%
223HALLIBURTON COHAL118$3,3350.02%
224PRUDENTIAL FINL INCPUKPF29$3,2360.02%
225AB ACTIVE ETFS INC00039J85588$3,1330.02%
226HOWMET AEROSPACE INCHWM15$3,0750.02%
227FORD MTR CO345370860224$2,9390.02%
228WATSCO INCWSO-B8$2,6740.02%
229PARKER-HANNIFIN CORPPH3$2,6370.02%
230GILEAD SCIENCES INCGILD21$2,5780.02%
231APPLIED MATLS INC03822210510$2,5700.02%
232MAGNUM ICE CREAM CO NVMICC158$2,5040.02%
233TRACTOR SUPPLY COTSCO50$2,5010.02%
234CATERPILLAR INCCAT4$2,2910.01%
235BLACKROCK INCBLK2$2,1410.01%
236TECK RESOURCES LTDTCKRF43$2,0410.01%
237VERTEX PHARMACEUTICALS INCVRTX4$1,8130.01%
238FOSSIL GROUP INCFOSL400$1,5040.01%
239META PLATFORMS INCMETA2$1,3200.01%
240AMERICAN AIRLS GROUP INC02376R10277$1,1800.01%
241ISHARES ETHEREUM TR46438R10545$1,0090.01%
242SIRIUSXM HOLDINGS INC82993310047$9400.01%
243WARNER BROS DISCOVERY INCWBD28$8070.00%
244CITIGROUP INCC-PR6$7000.00%
245ROUNDHILL ETF TRUST77926X50220$5600.00%
246ACCO BRANDS CORPACCO125$4660.00%
247BALL CORPBALL8$4240.00%
248LIBERTY MEDIA CORP DELFWONB3$2960.00%
249LIBERTY BROADBAND CORPLBRDP6$2920.00%
250DELL TECHNOLOGIES INCDELL2$2520.00%
251LIBERTY LIVE HOLDINGS INCLLYVK3$2490.00%
252LIBERTY GLOBAL LTDLBTYK18$1990.00%
253LIBERTY MEDIA CORP DELFWONB1$890.00%
254LIBERTY LIVE HOLDINGS INCLLYVK1$820.00%
255CAMBRIA ETF TR1320612011$700.00%
256LIBERTY GLOBAL LTDLBTYK6$670.00%
257ISHARES TR46435U7131$530.00%
258SCHWAB STRATEGIC TR8085248622$490.00%
259LIBERTY BROADBAND CORPLBRDP1$480.00%
260ATLANTA BRAVES HLDGS INCBATRB1$390.00%
261GCI LIBERTY INCGLIBK1$370.00%
262LIONSGATE STUDIOS CORPLION4$370.00%
263LIBERTY LATIN AMERICA LTDLILAB2$150.00%