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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

WealthPLAN Partners, LLC

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001639943-26-000001

Total Value
$669.4M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL193,701$52.7M7.87%
2BERKSHIRE HATHAWAY INC DELBRK-A70,677$35.5M5.31%
3PGIM ETF TR69344A834353,275$18.1M2.71%
4NVIDIA CORPORATIONNVDA96,158$17.9M2.68%
5ISHARES TR46428720023,547$16.1M2.41%
6ISHARES TR46434V621229,840$16.0M2.38%
7AMAZON COM INCAMZN63,098$14.6M2.18%
8FIRST TR EXCHNG TRADED FD VI33740F755409,667$14.0M2.10%
9INVESCO QQQ TRIVZ21,148$13.0M1.94%
10VANGUARD INDEX FDS92290876934,368$11.5M1.72%
11MICROSOFT CORPMSFT20,278$9.8M1.47%
12SIMPLIFY EXCHANGE TRADED FUN82889N764304,476$9.8M1.46%
13ALPHABET INCGOOG28,511$8.9M1.34%
14VANECK ETF TRUST92189H748159,154$8.4M1.26%
15ISHARES TR46428730966,096$8.1M1.22%
16COSTCO WHSL CORP NEW22160K1059,072$7.8M1.17%
17EA SERIES TRUST02072Q341153,277$7.8M1.17%
18J P MORGAN EXCHANGE TRADED F46654Q724112,934$7.5M1.12%
19WALMART INCWMT65,022$7.2M1.08%
20JPMORGAN CHASE & CO.VYLD22,375$7.2M1.08%
21EA SERIES TRUST02072L615137,908$7.0M1.05%
22AMERICAN CENTY ETF TR02507260489,152$6.9M1.03%
23ISHARES TR46435G52482,425$6.8M1.02%
24FIRST TR EXCH TRADED FD III33739P10395,773$6.8M1.02%
25PACER FDS TR69374H881111,768$6.7M1.00%
26EA SERIES TRUST02072L599193,855$6.5M0.97%
27VANGUARD WHITEHALL FDS92194640645,006$6.5M0.96%
28JOHNSON & JOHNSONJNJ31,018$6.4M0.96%
29SPDR SERIES TRUST78464A40957,092$6.1M0.91%
30SCHWAB STRATEGIC TR808524797193,573$5.3M0.79%
31STARBOARD INVT TRSTHO173,676$5.0M0.74%
32TESLA INCTSLA10,980$4.9M0.74%
33CASEYS GEN STORES INC1475281038,784$4.9M0.73%
34ALPHABET INCGOOG15,469$4.8M0.72%
35ISHARES TR46428740822,235$4.7M0.70%
36META PLATFORMS INCMETA7,104$4.7M0.70%
37UNION PAC CORPUNP20,092$4.6M0.69%
38ABBVIE INCABBV20,016$4.6M0.68%
39SCHWAB STRATEGIC TR808524839187,092$4.4M0.65%
40VANECK ETF TRUST92189F64341,997$4.3M0.65%
41INTERNATIONAL BUSINESS MACHSINTR13,962$4.1M0.62%
42SPDR SERIES TRUST78464A85451,129$4.1M0.61%
43BLACKROCK ETF TRUSTBLK66,896$4.1M0.61%
44CHEVRON CORP NEWCVX26,431$4.0M0.60%
45PEPSICO INCPEP25,800$3.7M0.55%
46EA SERIES TRUST02072L68081,021$3.6M0.53%
47EMERSON ELEC COEMR26,287$3.5M0.52%
48NUCOR CORPNUE20,158$3.3M0.49%
49PROSHARES TR74347G60637,639$3.3M0.49%
50INVESCO EXCHANGE TRADED FD TIVZ54,551$3.2M0.48%
51LINCOLN ELEC HLDGS INC53390010613,272$3.2M0.48%
52PACER FDS TR69374H87381,847$3.2M0.47%
53MSC INDL DIRECT INC55353010637,088$3.1M0.47%
54FRANKLIN TEMPLETON ETF TRFGDL131,949$3.1M0.46%
55AMGEN INCAMGN9,394$3.1M0.46%
56REALTY INCOME CORPO54,471$3.1M0.46%
57T ROWE PRICE ETF INC87283Q86779,791$3.0M0.46%
58EA SERIES TRUST02072L57390,510$3.0M0.45%
59VANECK ETF TRUST92189F486117,996$3.0M0.45%
60TYSON FOODS INCTSN48,933$2.9M0.43%
61GRACO INCGGG34,801$2.9M0.43%
62MASTERCARD INCORPORATEDMA4,985$2.8M0.43%
63ALBEMARLE CORPALB-PA20,110$2.8M0.42%
64VERIZON COMMUNICATIONS INCVZ69,192$2.8M0.42%
65CULLEN FROST BANKERS INCCFR-PB22,227$2.8M0.42%
66PALANTIR TECHNOLOGIES INCPLTR15,830$2.8M0.42%
67BROADCOM INCAVGO8,125$2.8M0.42%
68VALUED ADVISERS TR92046L338109,074$2.8M0.42%
69GENUINE PARTS COGPC22,531$2.8M0.41%
70COLUMBIA ETF TR I19761L87088,127$2.7M0.40%
71ISHARES INC46434G10339,798$2.7M0.40%
72INVESCO EXCHANGE TRADED FD TIVZ13,853$2.7M0.40%
73TEXAS INSTRS INC88250810415,254$2.6M0.40%
74BONDBLOXX ETF TRUST09789C81255,586$2.6M0.38%
75PNC FINL SVCS GROUP INC69347510512,262$2.6M0.38%
76MCKESSON CORPMCK3,113$2.6M0.38%
77ISHARES TR46428887735,744$2.6M0.38%
78ISHARES TR46434V61354,632$2.5M0.38%
79BUCKLE INCBKE46,625$2.5M0.37%
80BROWN & BROWN INCBRO30,491$2.4M0.36%
81RPM INTL INC74968510323,159$2.4M0.36%
82ELI LILLY & COLLY2,229$2.4M0.36%
83BLACKSTONE INCBX15,507$2.4M0.36%
84SELECT SECTOR SPDR TR81369Y20915,225$2.4M0.35%
85SELECT SECTOR SPDR TR81369Y60542,168$2.3M0.35%
86THERMO FISHER SCIENTIFIC INCTMO3,976$2.3M0.34%
87EA SERIES TRUST02072L458112,936$2.3M0.34%
88LOCKHEED MARTIN CORPLMT4,480$2.2M0.32%
89DOVER CORPDOV10,997$2.1M0.32%
90AIR PRODS & CHEMS INCAIIR8,601$2.1M0.32%
91SIMPLIFY EXCHANGE TRADED FUN82889N63292,956$2.1M0.31%
92ISHARES TR46428858820,104$1.9M0.29%
93INNOVATOR ETFS TRUSTINHD38,363$1.9M0.28%
94NIKE INCNKE28,050$1.8M0.27%
95ISHARES TR4642876143,675$1.7M0.26%
96ISHARES TR46432F3398,750$1.7M0.26%
97BLACKROCK ETF TRUSTBLK48,383$1.6M0.24%
98RIGETTI COMPUTING INCRGTIW72,500$1.6M0.24%
99ADOBE INCADBE4,587$1.6M0.24%
100SPDR GOLD TRGLD4,020$1.6M0.24%
101ADVANCED MICRO DEVICES INCAMD7,351$1.6M0.24%
102INVESCO EXCH TRADED FD TR IIIVZ13,058$1.6M0.23%
103INTEL CORPINTC41,378$1.5M0.23%
104BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.23%
105BLACKROCK ETF TRUSTBLK38,667$1.5M0.22%
106PACER FDS TR69374H42831,464$1.5M0.22%
107BLACKROCK ETF TRUST IIBLK27,470$1.4M0.22%
108EXXON MOBIL CORPXOM11,872$1.4M0.21%
109MAIN STR CAP CORP56035L10423,051$1.4M0.21%
110PROSHARES TR74348A46712,920$1.3M0.20%
111HOME DEPOT INCHD3,898$1.3M0.20%
112VISA INCV3,761$1.3M0.20%
113WORLD GOLD TRGLDW15,412$1.3M0.20%
114LOWES COS INC5486611075,439$1.3M0.20%
115SPDR S&P 500 ETF TRSPY1,898$1.3M0.19%
116ISHARES TR46435G67223,978$1.2M0.18%
117ORACLE CORPORCL-PD6,118$1.2M0.18%
118INNOVATOR ETFS TRUSTINHD29,520$1.2M0.17%
119EA SERIES TRUST02072L25040,501$1.2M0.17%
120INNOVATOR ETFS TRUSTINHD22,533$1.1M0.17%
121S&P GLOBAL INCSPGI2,128$1.1M0.17%
122ISHARES TR46428722611,090$1.1M0.17%
123CONSTELLATION BRANDS INCSTZ7,834$1.1M0.16%
124INNOVATOR ETFS TRUSTINHD24,541$1.1M0.16%
125INNOVATOR ETFS TRUSTINHD39,889$1.1M0.16%
126MERCK & CO INCMRK10,120$1.1M0.16%
127INNOVATOR ETFS TRUSTINHD39,667$1.0M0.16%
128VERALTO CORPVLTO10,169$1.0M0.15%
129AIM ETF PRODUCTS TRUST00888H83627,367$1.0M0.15%
130MICRON TECHNOLOGY INCMU3,409$973,0280.15%
131SPDR SERIES TRUST78464A50817,042$968,1560.14%
132FIRST TR EXCHNG TRADED FD VI33740U65324,550$963,8330.14%
133DEERE & CODE2,063$960,4040.14%
134INNOVATOR ETFS TRUSTINHD24,023$959,7140.14%
135EA SERIES TRUST02072L69826,460$950,4170.14%
136ALTRIA GROUP INCMO16,289$939,2160.14%
137CATERPILLAR INCCAT1,624$930,4800.14%
138CROWDSTRIKE HLDGS INCCRWD1,963$920,1760.14%
139SCHWAB STRATEGIC TR80852430026,908$877,7240.13%
140PGIM ETF TR69344A80020,602$866,1080.13%
141INNOVATOR ETFS TRUSTINHD17,768$835,4510.12%
142SCHWAB STRATEGIC TR80852420129,605$796,6710.12%
143SELECT SECTOR SPDR TR81369Y8035,162$743,1810.11%
144ISHARES TR4642876482,297$741,9540.11%
145CHENIERE ENERGY INCLNG3,759$730,8040.11%
146NEXTERA ENERGY INCNEE-PW9,050$726,5060.11%
147ISHARES TR4642871685,127$723,6450.11%
148SMITH A O CORPAOS10,777$720,7600.11%
149ABBOTT LABSABLZF5,697$713,7640.11%
150SPDR S&P MIDCAP 400 ETF TRMDY1,165$702,8210.10%
151ROPER TECHNOLOGIES INCROP1,562$695,3070.10%
152ISHARES TR4642874815,020$687,4390.10%
153J P MORGAN EXCHANGE TRADED F46641Q67014,393$681,5090.10%
154FIRST TR EXCHANGE TRADED FD33734X1435,915$673,2310.10%
155WISDOMTREE TRWT15,182$668,7660.10%
156WISDOMTREE TRWT9,421$667,5720.10%
157GE AEROSPACE3696043012,153$663,0470.10%
158MCDONALDS CORPMCD2,148$656,4050.10%
159SERVICENOW INCNOW4,281$655,8060.10%
160LULULEMON ATHLETICA INCLULU3,039$631,5350.09%
161UBER TECHNOLOGIES INCUBER7,546$616,5840.09%
162COCA COLA COKO8,649$604,6600.09%
163SYNOPSYS INCSNPS1,281$601,7110.09%
164ISHARES TR4642875982,842$597,7860.09%
165GLOBAL X FDS37960A5299,201$596,1330.09%
166ISHARES TR4642876221,542$575,8440.09%
167J P MORGAN EXCHANGE TRADED F46654Q6096,198$575,1740.09%
168ISHARES TR46429B7475,587$572,0450.09%
169VANGUARD INDEX FDS922908363902$565,4990.08%
170INNOVATOR ETFS TRUSTINHD14,341$561,0200.08%
171SCHWAB STRATEGIC TR80852477120,531$558,6490.08%
172ISHARES TR4642876302,968$537,8310.08%
173SCHWAB STRATEGIC TR80852462321,293$536,1580.08%
174ARM HOLDINGS PLC0420682054,850$530,1540.08%
175NETFLIX INCNFLX5,642$528,9940.08%
176SCHWAB CHARLES CORPSCHW-PJ5,238$523,3410.08%
177BANK AMERICA CORP0605051049,322$512,7350.08%
178J P MORGAN EXCHANGE TRADED F46641Q1346,832$511,5800.08%
179FIRST TR EXCHANGE TRADED FD33738R5067,354$510,8820.08%
180ISHARES TR4642874733,497$493,2520.07%
181SIMPLIFY EXCHANGE TRADED FUN82889N5259,779$492,9590.07%
182PROSHARES TR74347R2486,134$488,7620.07%
183ISHARES TR4642882815,052$486,4120.07%
184INNOVATOR ETFS TRUSTINHD10,450$485,1940.07%
185MEDTRONIC PLCMDT5,011$481,3390.07%
186PUBLIC STORAGE OPER COPSA-PS1,854$481,1130.07%
187J P MORGAN EXCHANGE TRADED F46654Q5599,516$477,8940.07%
188SCHWAB STRATEGIC TR80852480519,560$470,2220.07%
189QUALCOMM INCQCOM2,719$465,1500.07%
190WISDOMTREE TRWT14,078$464,8640.07%
191J P MORGAN EXCHANGE TRADED F46654Q7406,854$463,8100.07%
192TAIWAN SEMICONDUCTOR MFG LTD8740391001,525$463,4320.07%
193AT&T INCT-PC18,639$462,9860.07%
194SIMPLIFY EXCHANGE TRADED FUN82889N72322,296$461,5270.07%
195WP CAREY INC92936U1097,169$461,4090.07%
196US BANCORP DELUSB-PS8,554$456,4460.07%
197INNOVATOR ETFS TRUSTINHD9,458$453,7950.07%
198SPOTIFY TECHNOLOGY S ASPOT753$437,2750.07%
199SPDR SERIES TRUST78464A8214,726$436,8240.07%
200ISHARES TR46432F8424,772$426,9030.06%
201PROCTER AND GAMBLE CO7427181092,913$417,4620.06%
202SPDR SERIES TRUST78464A8394,899$414,7000.06%
203J P MORGAN EXCHANGE TRADED F46641Q1675,757$412,8920.06%
204AMERIPRISE FINL INC03076C106827$405,5110.06%
205SPDR SERIES TRUST78468R8538,533$399,8560.06%
206OMNICOM GROUP INCOMC4,885$394,4640.06%
207NYLI MACKAY DEFINEDTERM MUNIMMD26,420$392,8650.06%
208ISHARES TR46429B6974,160$391,7060.06%
209VANGUARD INDEX FDS922908736786$383,4580.06%
210SPDR SERIES TRUST78464A3004,202$382,2560.06%
211INNODATA INCINOD7,427$378,4060.06%
212BOEING COBA-PA1,734$376,3980.06%
213PUBLIC SVC ENTERPRISE GRP IN7445731064,671$375,0810.06%
214RTX CORPORATIONRTX2,032$372,6690.06%
215TJX COS INC NEW8725401092,372$364,3630.05%
216ROCKWELL AUTOMATION INCROK934$363,3910.05%
217VANGUARD INDEX FDS9229087441,890$361,0520.05%
218SUNOCO LP/SUNOCO FIN CORPSUN6,873$360,2190.05%
219SPDR SERIES TRUST78464A2013,819$359,7120.05%
220NORFOLK SOUTHN CORP6558441081,244$359,1680.05%
221ISHARES TR4642878042,946$354,0500.05%
222INNOVATOR ETFS TRUSTINHD8,149$352,4440.05%
223UNITEDHEALTH GROUP INCUNH1,043$344,4360.05%
224FUNDVANTAGE TR36087T42914,478$342,0430.05%
225PROSHARES TR74347B6804,049$340,9800.05%
226SELECT SECTOR SPDR TR81369Y5067,302$326,4720.05%
227FIRST TR EXCHANGE-TRADED FD33734H1067,071$325,8510.05%
228GE VERNOVA INCGEV495$323,6520.05%
229SPDR SERIES TRUST78468R6223,306$321,3620.05%
230ISHARES TR4642875074,769$314,7540.05%
231ISHARES GOLD TRIAU3,796$308,1210.05%
232SPDR SERIES TRUST78464A8475,230$302,8690.05%
233SCHWAB STRATEGIC TR8085247556,503$294,0010.04%
234WISDOMTREE TRWT6,056$281,2410.04%
235SHOPIFY INCSHOP1,746$281,0540.04%
236ETF SER SOLUTIONS26922A4202,520$276,3430.04%
237PHILIP MORRIS INTL INC7181721091,716$275,2460.04%
238QUANTUM COMPUTING INCQUBT26,427$271,1410.04%
239KKR & CO INCKKRT2,082$265,4130.04%
240CISCO SYS INCCSCO3,395$261,5170.04%
241ACCENTURE PLC IRELANDACN966$259,1780.04%
242HORMEL FOODS CORPHRL10,689$253,3290.04%
243VANGUARD BD INDEX FDS9219378273,189$251,3250.04%
244INTUITIVE SURGICAL INCISRG434$245,8000.04%
245MONDELEZ INTL INC6092071054,561$245,5190.04%
246NEWMONT CORPNEMCL2,437$243,3340.04%
247INNOVATOR ETFS TRUSTINHD4,349$239,4280.04%
248AMERICAN EXPRESS COAXP638$236,0360.04%
249ISHARES TR4642871501,587$235,9710.04%
250CONOCOPHILLIPSCOP2,500$234,0250.03%
251J P MORGAN EXCHANGE TRADED F46654Q2033,954$229,8320.03%
252FS SPECIALTY LENDING FD64432310716,201$229,0820.03%
253TAKE-TWO INTERACTIVE SOFTWARTTWO893$228,6350.03%
254J P MORGAN EXCHANGE TRADED F46641Q1183,536$227,6480.03%
255FS CREDIT OPPORTUNITIES CORPFSCO36,032$227,0020.03%
256WISDOMTREE TRWT14,232$226,1460.03%
257PGIM ETF TR69344A1074,531$224,6920.03%
258VANECK ETF TRUST92189H3008,399$216,8620.03%
259ISHARES TR46429B6631,783$216,8310.03%
260GLOBAL X FDS37954Y65711,281$213,3240.03%
261FIRST TR EXCHANGE-TRADED FD3369201031,294$211,6850.03%
262VANGUARD SPECIALIZED FUNDS921908844943$207,1650.03%
263LPL FINL HLDGS INC50212V100579$206,6420.03%
264LAM RESEARCH CORPLRCX1,196$204,6770.03%
265DISNEY WALT CO2546871061,787$203,3190.03%
266DBX ETF TR2330514325,519$203,2650.03%
267KLA CORPKLAC128$155,5300.02%
268DOUBLELINE INCOME SOLUTIONSDSL13,475$151,8630.02%
269DELL TECHNOLOGIES INCDELL1,118$140,7340.02%
270LOCKHEED MARTIN CORPLMT269$130,1070.02%
271AGNC INVT CORP00123Q10412,026$128,9210.02%
272KLA CORPKLAC101$122,7230.02%
273CISCO SYS INCCSCO1,324$101,9880.02%
274US BANCORP DELUSB-PS1,909$101,8640.02%
275BROADCOM INCAVGO291$100,7150.02%
276AMERICAN EXPRESS COAXP259$95,8170.01%
277ABBVIE INCABBV401$91,6240.01%
278BLACKSTONE INCBX563$86,7810.01%
279JOHNSON & JOHNSONJNJ417$86,2980.01%
280DELL TECHNOLOGIES INCDELL638$80,3110.01%
281MCDONALDS CORPMCD230$70,2950.01%
282UNION PAC CORPUNP293$67,7770.01%
283HOME DEPOT INCHD182$62,6260.01%
284MERCK & CO INCMRK581$61,1560.01%
285VANGUARD INDEX FDS922908769143$47,9440.01%
286UNITEDHEALTH GROUP INCUNH135$44,5650.01%
287PROSPECT CAP CORPPSEC-PA15,430$39,9630.01%
288AT&T INCT-PC1,302$32,3420.00%
289STEREOTAXIS INCSTXS12,665$29,1300.00%
290TEXAS INSTRS INC882508104161$27,9320.00%
291ISHARES TR46434V621262$18,1880.00%
292ISHARES TR46428720026$17,8080.00%
293ISHARES TR46435G524197$16,3060.00%
294PACER FDS TR69374H881269$16,1860.00%
295STARBOARD INVT TRSTHO539$15,3940.00%
296VERIZON COMMUNICATIONS INCVZ366$14,9070.00%
297FIRST TR EXCHNG TRADED FD VI33740F755388$13,2930.00%
298AMERICAN CENTY ETF TR025072604168$12,9390.00%
299SIMPLIFY EXCHANGE TRADED FUN82889N764378$12,1150.00%
300PROSHARES TR74347G606106$9,1770.00%
301ISHARES TR46428722681$8,0900.00%
302BERKSHIRE HATHAWAY INC DELBRK-A15$7,5400.00%
303FIRST TR EXCH TRADED FD III33739P103106$7,5250.00%
304VANECK ETF TRUST92189F486185$4,7140.00%
305J P MORGAN EXCHANGE TRADED F46641Q67099$4,6880.00%
306FRANKLIN TEMPLETON ETF TRFGDL185$4,3330.00%
307J P MORGAN EXCHANGE TRADED F46654Q55985$4,2690.00%
308WISDOMTREE TRWT60$4,2520.00%
309J P MORGAN EXCHANGE TRADED F46654Q72463$4,1850.00%
310J P MORGAN EXCHANGE TRADED F46654Q60943$3,9900.00%
311VALUED ADVISERS TR92046L338146$3,7440.00%
312J P MORGAN EXCHANGE TRADED F46641Q13445$3,3700.00%
313J P MORGAN EXCHANGE TRADED F46654Q74049$3,3160.00%
314VANECK ETF TRUST92189F64331$3,2100.00%
315J P MORGAN EXCHANGE TRADED F46641Q16744$3,1560.00%
316ISHARES TR46432F84227$2,4150.00%
317COLUMBIA ETF TR I19761L87078$2,3890.00%
318PACER FDS TR69374H87352$2,0110.00%
319ISHARES INC46434G10329$1,9490.00%
320DBX ETF TR23305143250$1,8420.00%
321SPDR SERIES TRUST78464A40917$1,8140.00%
322J P MORGAN EXCHANGE TRADED F46641Q11826$1,6740.00%
323VANECK ETF TRUST92189H74830$1,5840.00%
324SIMPLIFY EXCHANGE TRADED FUN82889N63258$1,2940.00%