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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

POWER WEALTH MANAGEMENT LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001398344-26-003201

Total Value
$284.0M
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY MERRIMACK STR TR316188309815,728$37.6M13.22%
2VANGUARD SCOTTSDALE FDS92206C771692,918$32.6M11.49%
3VANGUARD SCOTTSDALE FDS92206C870268,487$22.5M7.92%
4SPDR SERIES TRUST78464A508267,730$15.2M5.35%
5SCHWAB STRATEGIC TR808524805559,379$13.4M4.73%
6SPDR SERIES TRUST78464A409125,978$13.4M4.73%
7VANGUARD SCOTTSDALE FDS92206C706193,735$11.6M4.09%
8J P MORGAN EXCHANGE TRADED F46641Q332189,100$10.8M3.81%
9INVESCO EXCH TRADED FD TR IIIVZ82,328$8.7M3.06%
10J P MORGAN EXCHANGE TRADED F46641Q852164,298$8.0M2.82%
11ISHARES TR46428720010,076$6.9M2.43%
12SCHWAB STRATEGIC TR808524706185,275$6.1M2.14%
13ALPHABET INCGOOG16,832$5.3M1.85%
14AMAZON COM INCAMZN16,883$3.9M1.37%
15MICROSOFT CORPMSFT7,787$3.8M1.33%
16APPLE INCAAPL11,653$3.2M1.12%
17SPDR S&P 500 ETF TRSPY4,551$3.1M1.09%
18SPDR SERIES TRUST78464A84750,102$2.9M1.02%
19ISHARES TR46428730923,438$2.9M1.02%
20SCHWAB CHARLES CORPSCHW-PJ27,057$2.7M0.95%
21SALESFORCE INCCRM8,970$2.4M0.84%
22ISHARES TR46428780419,183$2.3M0.81%
23META PLATFORMS INCMETA3,447$2.3M0.80%
24INTERCONTINENTAL EXCHANGE IN45866F10413,579$2.2M0.77%
25AUTODESK INCADSK7,426$2.2M0.77%
26ISHARES TR46428841419,468$2.1M0.73%
27BERKSHIRE HATHAWAY INC DELBRK-A4,070$2.0M0.72%
28TE CONNECTIVITY PLCTEL8,844$2.0M0.71%
29BORGWARNER INCBWA44,338$2.0M0.70%
30MGM RESORTS INTERNATIONALMGM54,202$2.0M0.70%
31ELEVANCE HEALTH INC FORMERLYELV5,454$1.9M0.67%
32VANGUARD SPECIALIZED FUNDS9219088447,798$1.7M0.60%
33ELI LILLY & COLLY1,561$1.7M0.59%
34KROGER COKR26,746$1.7M0.59%
35ALPHABET INCGOOG5,163$1.6M0.57%
36HOME DEPOT INCHD4,599$1.6M0.56%
37NVIDIA CORPORATIONNVDA8,230$1.5M0.54%
38VISA INCV3,802$1.3M0.47%
39CHARTER COMMUNICATIONS INC N16119P1086,375$1.3M0.47%
40CITIGROUP INCC-PR11,276$1.3M0.46%
41CAPITAL ONE FINL CORP14040H1055,412$1.3M0.46%
42VANGUARD INDEX FDS9229083631,863$1.2M0.41%
43ISHARES TR46428824016,924$1.1M0.40%
44AIRBNB INCABNB8,104$1.1M0.39%
45NEXTERA ENERGY INCNEE-PW13,251$1.1M0.37%
46WARNER BROS DISCOVERY INCWBD36,069$1.0M0.37%
47VANGUARD SCOTTSDALE FDS92206C40912,789$1.0M0.36%
48ISHARES TR4642876553,947$971,5940.34%
49EQUIFAX INCEFX4,469$969,6840.34%
50DEERE & CODE2,064$960,9480.34%
51WORKDAY INCWDAY4,346$933,4340.33%
52VANGUARD INDEX FDS9229087692,762$926,0160.33%
53ZOETIS INCZTS6,731$846,9260.30%
54PIMCO ETF TR72201R8338,252$828,0060.29%
55JACOBS SOLUTIONS INCJ6,166$816,7770.29%
56ISHARES TR4642876141,715$811,7100.29%
57CORTEVA INCCTVA12,051$807,7930.28%
58MASTERCARD INCORPORATEDMA1,357$774,6870.27%
59TESLA INCTSLA1,711$769,4710.27%
60ORACLE CORPORCL-PD3,941$768,1450.27%
61WALMART INCWMT6,682$744,4420.26%
62FISERV INCFISV10,602$712,1360.25%
63THE CIGNA GROUP1255231002,580$710,1670.25%
64SHOPIFY INCSHOP4,330$697,0000.25%
65SERVICENOW INCNOW4,351$666,5300.23%
66ISHARES TR4642872266,386$637,8340.22%
67ISHARES TR4642871504,262$633,7170.22%
68FIDELITY NATL INFORMATION SV31620M1068,908$592,0260.21%
69NETFLIX INCNFLX6,045$566,7790.20%
70JPMORGAN CHASE & CO.VYLD1,720$554,2180.20%
71VANGUARD BD INDEX FDS9219378357,167$530,8600.19%
72ISHARES TR4642881584,624$493,3810.17%
73ISHARES TR4642875982,131$448,2350.16%
74BROADCOM INCAVGO1,208$418,0890.15%
75ISHARES BITCOIN TRUST ETFIBIT6,696$332,4560.12%
76EXXON MOBIL CORPXOM2,560$308,0700.11%
77SOUTHERN COSOMN3,477$303,1600.11%
78UBER TECHNOLOGIES INCUBER3,595$293,7470.10%
79VANGUARD INDEX FDS922908736602$293,6920.10%
80SPDR GOLD TRGLD718$284,5510.10%
81FIRST TR EXCHANGE TRADED FD33738R1182,750$266,3100.09%
82WELLS FARGO CO NEW9497461012,826$263,3830.09%
83FIRST TR EXCHANGE TRADED FD33738R5063,574$248,2860.09%
84ISHARES SILVER TRSLV3,812$245,5690.09%
85VANGUARD INTL EQUITY INDEX F9220428584,307$231,5440.08%
86LINDE PLCLIN538$229,3980.08%
87IQVIA HLDGS INCIQV979$220,6760.08%
88COCA COLA COKO3,069$214,5540.08%
89GENERAL MTRS CO37045V1002,634$214,1650.08%
90VANGUARD SCOTTSDALE FDS92206C6642,110$209,9870.07%
91SPDR SERIES TRUST78468R8534,438$207,9650.07%
92LOEWS CORPL1,901$200,1940.07%
93VIATRIS INCVTRS16,073$200,1090.07%
94ALIGHT INCALIT53,089$103,5240.04%