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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 COMBINATION REPORT

ROCKY MOUNTAIN ADVISERS, LLC

Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001512779-26-000002

Total Value
$347.3M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELEVATION SERIES TRUST2103221034,308,340$170.7M49.16%
2ELEVATION SERIES TRUST210322301879,272$46.6M13.42%
3SCHWAB STRATEGIC TR808524797882,564$24.2M6.97%
4JPMORGAN CHASE & COVYLD57,220$18.4M5.31%
5SCHWAB STRATEGIC TR808524102395,503$10.4M2.99%
6COHEN & STEERS INFRASTRUCTUR19248A109408,289$9.8M2.83%
7BERKSHIRE HATHAWAY INC DELBRK-A9,737$4.9M1.41%
8AMERICAN CENTY ETF TR02507234964,297$4.9M1.40%
9EVERCORE INCEVR11,525$3.9M1.13%
10SRH TOTAL RETURN FUND INCSTEW188,773$3.5M1.01%
11ISHARES TR4642872004,879$3.3M0.96%
12VANGUARD INDEX FDS9229083635,074$3.2M0.92%
13VANGUARD GROUP92190884412,865$2.8M0.81%
14MICROSOFT CORPMSFT5,424$2.6M0.76%
15WALMART INCWMT17,802$2.0M0.57%
16APPLE INCAAPL6,766$1.8M0.53%
17VANGUARD WHITEHALL FDS INC92194640611,203$1.6M0.46%
18BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.43%
19WILLIS TOWERS WATSON PUB LTDWTW4,486$1.5M0.42%
20SOUTHERN COSOMN12,612$1.1M0.32%
21NVIDIA CORPNVDA5,765$1.1M0.31%
22VANGUARD SCOTTSDALE FDS92206C40912,236$975,5760.28%
23TESLA INCTSLA2,105$946,6610.27%
24ALPHABET INCGOOG2,454$768,0170.22%
25NRG ENERGY INCNRG4,750$756,3900.22%
26SCHWAB STRATEGIC TR80852430021,160$690,2390.20%
27ETF SER SOLUTIONS26922A26318,185$660,8850.19%
28VANGUARD SCOTTSDALE FDS92206C8707,800$653,2500.19%
29SPDR SERIES TRUST78464A7634,460$620,6540.18%
30VANGUARD BD INDEX FD INC9219378277,695$606,4430.17%
31DISNEY WALT CO2546871065,112$581,6390.17%
32COCA COLA COKO7,668$536,0800.15%
33AMERICAN CENTY ETF TR0250721256,896$487,1330.14%
34KROGER COKR7,218$450,9990.13%
35SCHWAB STRATEGIC TR80852480517,592$422,9040.12%
36META PLATFORMS INCMETA620$409,3360.12%
37UNITEDHEALTH GROUP INCUNH1,210$399,5930.12%
38FIRST WATCH RESTAURANT GROUPFWRG24,837$374,5420.11%
39DRAFTKINGS INC NEWDKNG10,761$370,8240.11%
40SCHWAB STRATEGIC TR80852487013,780$365,0320.11%
41AMERICAN CENTY ETF TR0250727034,176$343,7680.10%
42PAYCHEX INCPAYX3,001$336,6520.10%
43PRICE T ROWE GROUP INCTROW3,115$318,9140.09%
44CINCINNATI FINL CORP1720621011,866$304,7550.09%
45UNION PAC CORPUNP1,300$300,7160.09%
46SELECT SECTOR SPDR TR81369Y8032,014$289,9560.08%
47LILLY ELI & COLLY267$286,9400.08%
48PAYPAL HLDGS INCPYPL4,772$278,5890.08%
49ISHARES TR4642878042,129$255,8630.07%
50INVESCO EXCHNG TRADED FD TRIVZ4,075$254,1490.07%
51JOHNSON & JOHNSONJNJ1,214$251,2370.07%
52ISHARES TR4642878461,450$240,4250.07%
53STANLEY BLACK & DECKER INCSWK3,234$240,1990.07%
54PROCTER AND GAMBLE CO7427181091,669$239,2520.07%
55MERCK & CO INCMRK2,267$238,6240.07%
56ALPHABET INCGOOG700$219,6600.06%
57PFIZER INCPFE8,748$217,8310.06%
58SCHWAB STRATEGIC TR8085248399,106$212,8070.06%
59AMERICAN CENTY ETF TR0250728022,172$204,1030.06%
60HOME DEPOT INCHD578$199,0520.06%
61REALTY INCOME CORPO3,500$197,2950.06%
62EBAY INC.EBAY2,255$196,4070.06%
63TARGET CORPTGT2,000$195,5000.06%
64GFL ENVIRONMENTAL INCGFL4,500$193,2750.06%
65TOLL BROTHERS INCTOL1,405$189,9840.05%
66VERIZON COMMUNICATIONS INCVZ4,611$187,7950.05%
67UBER TECHNOLOGIES INCUBER2,293$187,3610.05%
68CISCO SYS INCCSCO2,400$184,8720.05%
69INVESCO QQQ TRIVZ295$181,2210.05%
70CITIGROUP INCC-PR1,550$180,8700.05%
71ISHARES TR4642871681,232$173,8840.05%
72MAPLEBEAR INCCART3,850$173,1730.05%
73ISHARES TR464287614356$168,4950.05%
74AMAZON COM INCAMZN720$166,1900.05%
75SCHWAB CHARLES CORP NEWSCHW-PJ1,655$165,3510.05%
76LYFT INCLYFT8,490$164,4510.05%
77KIMBERLY CLARK CORPKMB1,600$161,4240.05%
78ALLISON TRANSMISSION HLDGSALSN1,643$160,8500.05%
793M COMMM1,000$160,1000.05%
80ISHARES TR4642875072,410$159,0600.05%
81CHEVRON CORP NEWCVX1,027$156,5250.05%
82EXXON MOBIL CORPXOM1,293$155,6000.04%
83TRAVELERS COMPANIES INCTRV515$149,3810.04%
84BANK AMER CORP0605051042,681$147,4550.04%
85VANGUARD INDEX FDS922908769436$146,1780.04%
86MORGAN STANLEYMS-PQ815$144,6520.04%
87SEMPRA ENERGYSREA1,600$141,2640.04%
88SCHWAB STRATEGIC TR8085248625,640$137,4470.04%
89PIMCO ETF TR72201R8171,400$136,9900.04%
90COINBASE GLOBAL INCCOIN600$135,6840.04%
91GENERAL ELECTRIC CO369604301437$134,6090.04%
92WELLS FARGO CO NEW9497461011,400$130,4800.04%
93GAMING & LEISURE PPTYS INC36467J1082,902$129,6720.04%
94GENUINE PARTS COGPC1,046$128,6380.04%
95SCHWAB STRATEGIC TR8085244094,140$122,5850.04%
96INTERNATIONAL BUSINESS MACHSINTR400$118,4840.03%
97EA SERIES TRUST02072L1022,400$117,1080.03%
98AMERICAN ELEC PWR CO INC0255371011,000$115,3100.03%
99GETTY RLTY CORP NEW3742971094,111$112,5180.03%
100AT&T INCT-PC4,261$105,8400.03%
101TIDAL TRUST III45259A5145,471$102,5320.03%
102CAPITOL FED FINL INC14057J10115,000$102,1500.03%
103FORWARD AIR CORPFWRD4,040$101,0000.03%
104BOEING COBA-PA463$100,5270.03%
105NORWEGIAN CRUISE LINE HLDG LNCLH4,120$91,9580.03%
106STAG INDL INC85254J1022,500$91,9000.03%
107ISHARES TR46432F8421,026$91,7860.03%
108EVERGY INCEVRG1,189$86,1840.02%
109STEEL DYNAMICS INCSTLD500$84,7250.02%
110GREEN BRICK PARTNERS INCGRBK-PA1,310$82,0850.02%
111INTERCONTINENTAL EXCHANGE IN45866F104500$80,9800.02%
112ISHARES TR464287598370$77,8260.02%
113INTUITIVE SURGICAL INCISRG135$76,4590.02%
114AMERICAN EXPRESS COAXP200$73,9900.02%
115D R HORTON INC23331A109500$72,0150.02%
116TEXTRON INCTXT822$71,6540.02%
117GE VERNOVA INCGEV109$71,2390.02%
118VANGUARD INDEX FDS922908629245$71,1040.02%
119BLACK HILLS CORPBKH1,000$69,4200.02%
120GILEAD SCIENCES INCGILD550$67,5070.02%
121MERITAGE HOMES CORPMTH1,000$65,8000.02%
122CONOCOPHILLIPSCOP698$65,3400.02%
123INVESCO EXCHANGE TRADED FD TIVZ1,431$65,1250.02%
124BK OF AMERICA CORP06050568250$62,6000.02%
125PACER FDS TR69374H8811,040$62,5770.02%
126VANGUARD INDEX FDS922908751240$61,9080.02%
127MCDONALDS CORPMCD200$61,1260.02%
128ISHARES TR464287648169$54,5890.02%
129SPDR SERIES TRUST78464A2921,620$51,3380.01%
130LOWES COS INC548661107207$49,9200.01%
131ORACLE CORPORCL-PD252$49,1170.01%
132SPROUTS FMRS MKT INC85208M102585$46,6070.01%
133ASML HOLDING N VASMLF42$44,9340.01%
134QUANTUM COMPUTING INCQUBT4,150$42,5790.01%
135KKR & CO INCKKRT327$41,6790.01%
136ISHARES TR464287457500$41,4100.01%
137NOVO-NORDISK A SNONOF800$40,7040.01%
138SHAKE SHACK INCSHAK500$40,5850.01%
139M & T BK CORP55261F104200$40,2960.01%
140CBRE GROUP INCCBRE250$40,1980.01%
141CONSTELLATION ENERGY CORPCEG113$39,9200.01%
142STARBUCKS CORPSBUX472$39,7470.01%
143SYMBOTIC INCSYM668$39,7460.01%
144XPO LOGISTICS INCXPO290$39,4140.01%
145INVESCO EXCHNG TRADED FD TRIVZ3,500$39,3400.01%
146MESA LABS INC59064R109500$39,2500.01%
147PHILLIPS 66PSX299$38,5830.01%
148ENERGY TRANSFER L PET-PI2,325$38,3390.01%
149INTEL CORPINTC1,012$37,3430.01%
150AUTOZONE INCAZO11$37,3070.01%
151TANGER FACTORY OUTLET CTRS ISKT1,066$35,5720.01%
152ROBINHOOD MKTS INC770700102310$35,0610.01%
153SCHWAB STRATEGIC TR8085248471,659$34,6570.01%
154COSTCO WHSL CORP NEW22160K10540$34,4940.01%
155TAIWAN SEMICONDUCTOR MFG LTD874039100113$34,3400.01%
156TRINITY INDS INC8965221091,250$33,0500.01%
157ISHARES GOLD TRUSTIAU400$32,4680.01%
158ONEOK INC NEWOKE438$32,1630.01%
159FASTENAL COFAST800$32,1040.01%
160SUN LIFE FINL INCSUNFF500$31,2000.01%
161EMCOR GROUP INCEME50$30,5900.01%
162ISHARES TR464288760142$30,4860.01%
163VANGUARD SCOTTSDALE FDS92206C664300$29,8560.01%
164EXPEDITORS INTL WASH INC302130109200$29,8020.01%
165ROYAL CARIBBEAN GROUPV7780T103101$28,2290.01%
166DIREXION SHS ETF TR25461A809870$27,9360.01%
167WISDOMTREE TRWT565$26,1540.01%
168FIRST TR NASDAQ ABA CMNTY BK33736Q104460$26,0650.01%
169ISHARES INC46434G103384$25,8120.01%
170ISHARES TR464287226250$24,9700.01%
171AFLAC INCAFL226$24,9210.01%
172HONEYWELL INTL INC438516106124$24,1910.01%
173KINDER MORGAN INC DELEP-PC837$23,0150.01%
174SHOPIFY INCSHOP140$22,5360.01%
175SYSCO CORPSYY300$22,1070.01%
176INSTALLED BLDG PRODS INC45780R10185$22,0480.01%
177DIREXION SHS ETF TR25459Y207203$20,7690.01%
178COPART INCCPRT496$19,4180.01%
179VITESSE ENERGY INCVTS1,000$19,2600.01%
180MEDTRONIC PLCMDT200$19,2120.01%
181METLIFE INCMET-PF241$19,0250.01%
182PRINCIPAL FINL GROUP INCPFG211$18,6120.01%
183RAYTHEON TECHNOLOGIES CORPRTX100$18,3400.01%
184DEXCOM INCDXCM275$18,2520.01%
185DUKE ENERGY CORP NEWDUKB155$18,1730.01%
186CYBERARK SOFTWARE LTDM2682V10840$17,8420.01%
187ARCOSA INCACA166$17,6490.01%
188FLAHERTY & CRUMRINE TOTAL REFLC1,000$17,5000.01%
189AMPHENOL CORP NEW032095101128$17,2980.00%
190ISHARES TR46428765570$17,2310.00%
191CONAGRA BRANDS INCCAG979$16,9460.00%
192ANHEUSER BUSCH INBEV SA/NVBUDFF259$16,5860.00%
193SIRIUSXM HOLDINGS INC829933100820$16,3960.00%
194JBS N.V.JBS1,125$16,2230.00%
195J P MORGAN EXCHANGE TRADED46641Q332280$16,0270.00%
196ISHARES TR464288646300$15,8640.00%
197UNILEVER PLCUNLYF236$15,4340.00%
198CARNIVAL CORPCUKPF504$15,3980.00%
199EXELON CORPEXC340$14,8210.00%
200BROADCOM INCAVGO42$14,5360.00%
201ARM HOLDINGS PLC042068205131$14,3200.00%
202ISHARES TR464287499144$13,8630.00%
203FIRSTENERGY CORPFE308$13,7890.00%
204TAKE-TWO INTERACTIVE SOFTWARTTWO53$13,5700.00%
205SAIA INCSAIA40$13,0610.00%
206BADGER METER INCBMI72$12,5580.00%
207TRANSDIGM GROUP INCTDG9$11,9690.00%
208GE HEALTHCARE TECHNOLOGIESGEHC145$11,8930.00%
209W R BERKLEY CORPORATIONWRB-PH163$11,4300.00%
210VANGUARD INDEX FDS922908553125$11,0610.00%
211BROWN & BROWN INCBRO136$10,8390.00%
212MARKEL CORPMKL5$10,7480.00%
213THE TRADE DESK INC88339J105280$10,6290.00%
214ROSS STORES INCROST58$10,4480.00%
215BROOKFIELD CORP11271J107224$10,2790.00%
216CLOROX CO DELCLX100$10,0830.00%
217SOLVENTUM CORPSOLV125$9,9050.00%
218VISA INCV28$9,8200.00%
219PRIMERICA INCPRI38$9,8180.00%
220PINNACLE WEST CAP CORPPNW110$9,7570.00%
221VANGUARD STAR FD921909768128$9,6560.00%
222ENTERPRISE PRODS PARTNERS L293792107300$9,6180.00%
223EA SERIES TRUST02072L722334$9,5290.00%
224ARCH CAP GROUP LTDG0450A10599$9,4960.00%
225SELECT SECTOR SPDR TR81369Y70460$9,3070.00%
226EQUIFAX INCEFX42$9,1130.00%
227HOST HOTELS & RESORTS INCHST511$9,0600.00%
228ADOBE SYS INCADBE25$8,7500.00%
229MASTERCARD INCORPORATEDMA15$8,6090.00%
230EXPEDIA GROUP INCEXPE30$8,4990.00%
231RLI CORPRLI132$8,4450.00%
232HUBSPOT INCHUBS21$8,4270.00%
233ZSCALER INCZS37$8,3220.00%
234MP MATERIALS CORPMP164$8,2850.00%
235GRACO INCGGG99$8,1150.00%
236LANDSTAR SYS INCLSTR54$7,7600.00%
237NETFLIX INCNFLX80$7,5010.00%
238ANALOG DEVICES INCADI27$7,3220.00%
239ADAMS DIVERSIFIED EQUITY FD006212104313$7,2990.00%
240NUVEEN SELECT TAX-FREE INCOMNU510$7,1910.00%
241HENRY JACK & ASSOC INC42628110139$7,1170.00%
242TJX COS INC NEW87254010946$7,0660.00%
243CHECK POINT SOFTWARE TECH LTM2246510438$7,0510.00%
244WD-40 COWDFC34$6,6950.00%
245DOLLAR GEN CORP NEW25667710550$6,6740.00%
246ALLSTATE CORPALL-PJ32$6,6610.00%
247DATADOG INCDDOG47$6,3920.00%
248INGREDION INCINGR56$6,1750.00%
249ACCENTURE PLC IRELANDACN22$5,9030.00%
250FIRSTCASH HOLDINGS INCFCFS36$5,7380.00%
251AON PLCAON16$5,6460.00%
252NEWMARKET CORPNEU8$5,4980.00%
253FEDEX CORPFDX19$5,4880.00%
254SPDR S&P 500 ETF TRSPY7$4,8300.00%
255GUIDEWIRE SOFTWARE INCGWRE24$4,8240.00%
256CDW CORPCDW34$4,6310.00%
257ELEVANCE HEALTH INC FORMERLYELV12$4,2910.00%
258LABCORP HOLDINGS INCLH17$4,2650.00%
259ILLINOIS TOOL WKS INC45230810917$4,1870.00%
260NEWS CORP NEWNWSLL138$3,6050.00%
261CANADIAN NATL RY CO13637510234$3,3610.00%
262PARAMOUNT SKYDANCE CORPPSKY248$3,3230.00%
263CONSTELLATION BRANDS INCSTZ24$3,3110.00%
264BLACKSTONE INCBX21$3,1790.00%
265BALCHEM CORPBCPC20$3,0670.00%
266BIO-TECHNE CORPTECH52$3,0580.00%
267NEXPOINT RESIDENTIAL TR INCNXRT95$2,8600.00%
268LAMB WESTON HLDGS INCLW54$2,2620.00%
269VANGUARD TAX-MANAGED FDS92194385835$2,1860.00%
270COGNEX CORPCGNX60$2,1590.00%
271TERADYNE INCTER10$1,9360.00%
272DOMINOS PIZZA INCDPZ4$1,7000.00%
273SOLSTICE ADVANCED MATLS INC83443Q10331$1,5060.00%
274BROWN FORMAN CORPBF-B55$1,4330.00%
275STELLANTIS N.VSTLA127$1,3830.00%
276COMCAST CORP NEWCCZ46$1,3660.00%
277SHIFT4 PMTS INC82452J10920$1,2590.00%
278PALANTIR TECHNOLOGIES INCPLTR7$1,2440.00%
279VANGUARD INTL EQUITY INDEX F92204285822$1,1830.00%
280WILLIAMS COS INC96945710018$1,0820.00%
281MAIA BIOTECHNOLOGY INCMAIA653$9990.00%
282DOW INCDOW42$9820.00%
283RIVIAN AUTOMOTIVE INCRIVN44$8670.00%
284OMEROS CORPOMER50$8590.00%
285MAGNUM ICE CREAM CO NVMICC53$8400.00%
286CRISPR THERAPEUTICS AGCRSP15$7870.00%
287ISHARES TR4642882818$7700.00%
288FULL HSE RESORTS INC359678109232$6060.00%
289ON HLDG AGH5919C10411$5110.00%
290BROOKFIELD ASSET MANAGMT LTD1130041056$3140.00%
291VIATRIS INCVTRS14$1740.00%
292NEWSMAX INCNMAX20$1550.00%
293TILRAY BRANDS INCTLRY15$1350.00%