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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

1 NORTH WEALTH SERVICES LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001641761-26-000001

Total Value
$284.2M
Positions
279
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q332284,292$16.3M5.73%
2VANGUARD SCOTTSDALE FDS92206C870190,081$15.9M5.60%
3JANUS DETROIT STR TR47103U845307,123$15.5M5.47%
4SSGA ACTIVE ETF TR78467V848351,883$14.2M4.98%
5ISHARES TR464288281135,214$13.0M4.58%
6PGIM ETF TR69344A107260,032$12.9M4.54%
7BLACKROCK ETF TRUST IIBLK234,598$12.4M4.36%
8SPDR GOLD TRGLD29,079$11.5M4.05%
9ISHARES TR464287507154,561$10.2M3.59%
10PACER FDS TR69374H709228,226$9.4M3.31%
11APPLE INCAAPL32,130$8.7M3.07%
12J P MORGAN EXCHANGE TRADED F46641Q191116,368$8.5M3.00%
13ISHARES INC46434G764116,689$8.5M2.98%
14SPDR DOW JONES INDL AVERAGE78467X10916,669$8.0M2.82%
15INVESCO ACTIVELY MANAGED EXCIVZ154,767$7.8M2.74%
16INVESCO QQQ TRIVZ12,575$7.7M2.72%
17VANGUARD INTL EQUITY INDEX F92204286679,906$7.2M2.54%
18WISDOMTREE TRWT65,027$6.6M2.33%
19ISHARES TR464288372106,593$6.5M2.30%
20ISHARES TR4642872009,446$6.5M2.28%
21ISHARES TR46428866144,311$5.3M1.86%
22ISHARES TR46428758041,692$4.3M1.51%
23BROADCOM INCAVGO12,409$4.3M1.51%
24ISHARES TR46428752314,141$4.3M1.50%
25ELI LILLY & COLLY3,951$4.2M1.49%
26ALPS ETF TR00162Q45283,869$3.9M1.39%
27SELECT SECTOR SPDR TR81369Y88692,096$3.9M1.38%
28ETF SER SOLUTIONS26922A42034,389$3.8M1.33%
29GLOBAL X FDS37954Y71599,419$3.6M1.27%
30SPDR S&P 500 ETF TRSPY5,129$3.5M1.23%
31ISHARES TR46428879418,737$3.4M1.18%
32INVESCO EXCH TRADED FD TR IIIVZ130,790$3.1M1.10%
33CATERPILLAR INCCAT4,373$2.5M0.88%
34ORACLE CORPORCL-PD11,756$2.3M0.81%
35BLACKROCK INCBLK2,057$2.2M0.77%
36ISHARES TR46435U13543,532$2.1M0.74%
37INVESCO EXCH TRADED FD TR IIIVZ30,999$2.0M0.69%
38VANGUARD INDEX FDS9229087694,809$1.6M0.57%
39ISHARES TR46429B65527,669$1.4M0.50%
40AMAZON COM INCAMZN4,856$1.1M0.39%
41ALPHABET INCGOOG3,533$1.1M0.39%
42TRAVELERS COMPANIES INCTRV3,651$1.1M0.37%
43TESLA INCTSLA1,578$709,6580.25%
44ALPHABET INCGOOG2,250$704,3420.25%
45EQUINIX INCEQIX909$696,4390.25%
46EXXON MOBIL CORPXOM4,676$562,7100.20%
47NVIDIA CORPORATIONNVDA2,975$554,8380.20%
48ISHARES TR46429B6633,867$470,2660.17%
49SPROTT ASSET MANAGEMENT LPSII14,316$338,5730.12%
50META PLATFORMS INCMETA447$295,0600.10%
51MCDONALDS CORPMCD940$287,2920.10%
52MICROSOFT CORPMSFT593$286,9000.10%
53COSTCO WHSL CORP NEW22160K105314$270,7750.10%
54JPMORGAN CHASE & CO.VYLD800$257,7760.09%
55VANGUARD INDEX FDS9229085121,410$250,0920.09%
56ISHARES TR4642871681,625$229,3530.08%
57PROCTER AND GAMBLE CO7427181091,421$203,6440.07%
58PACER FDS TR69374H8813,302$198,6810.07%
59EMERSON ELEC COEMR1,441$191,2500.07%
60JOHNSON & JOHNSONJNJ906$187,4970.07%
61MERCK & CO INCMRK1,624$170,9420.06%
62FIFTH THIRD BANCORPFITBM3,546$165,9880.06%
63NETFLIX INCNFLX1,670$156,5790.06%
64VANGUARD INDEX FDS922908751541$139,5510.05%
65ALTRIA GROUP INCMO2,382$137,3460.05%
66PACER FDS TR69374H1052,410$133,9480.05%
67HOME DEPOT INCHD357$122,8440.04%
68WALMART INCWMT1,094$121,8830.04%
69BANK AMERICA CORP0605051042,089$114,8950.04%
70COCA COLA COKO1,590$111,1570.04%
71ISHARES TR4642872911,056$110,8800.04%
72ISHARES TR464287671650$109,1610.04%
73SCHWAB STRATEGIC TR8085247552,391$108,0970.04%
74SHOPIFY INCSHOP670$107,8500.04%
75LINDE PLCLIN233$99,3490.03%
76VANGUARD ADMIRAL FDS INC921932505221$98,2540.03%
77VANGUARD INDEX FDS922908363156$97,9420.03%
78ISHARES TR464287663900$92,2860.03%
79LAM RESEARCH CORPLRCX500$85,5900.03%
80ROCKET LAB CORPRKLB1,172$81,7590.03%
81BERKSHIRE HATHAWAY INC DELBRK-A150$75,3980.03%
82CHEVRON CORP NEWCVX434$66,1460.02%
83ISHARES TR4642898751,346$64,2450.02%
84PHILLIPS 66PSX474$61,1650.02%
85SPDR S&P MIDCAP 400 ETF TRMDY98$59,1210.02%
86MPLX LPMPLXP1,040$55,5250.02%
87CURTISS WRIGHT CORPCW100$55,1270.02%
88DRAFTKINGS INC NEWDKNG1,488$51,2760.02%
89MCCORMICK & CO INCMKC-V750$51,0830.02%
90AMERICAN EXPRESS COAXP138$51,0530.02%
91ISHARES TR464287655205$50,5170.02%
92ISHARES TR4642898831,195$47,9550.02%
93KINDER MORGAN INC DELEP-PC1,656$45,5310.02%
94ISHARES TR464288760206$44,2260.02%
95ABBOTT LABSABLZF351$43,9770.02%
96COMCAST CORP NEWCCZ1,397$41,7560.01%
97PACKAGING CORP AMER695156109200$41,2460.01%
98MASTERCARD INCORPORATEDMA70$39,9620.01%
99VISA INCV109$38,2270.01%
100TAKE-TWO INTERACTIVE SOFTWARTTWO140$35,8440.01%
101PHILIP MORRIS INTL INC718172109220$35,2880.01%
102AMGEN INCAMGN106$34,6950.01%
103BLACKSTONE INCBX221$34,0650.01%
104DIGITAL RLTY TR INC253868103219$33,8570.01%
105ISHARES TR464288810537$33,3750.01%
106SUNCOR ENERGY INC NEWSU731$32,4270.01%
107CORNING INCGLW360$31,5220.01%
108ALLSTATE CORPALL-PJ148$30,8060.01%
109RTX CORPORATIONRTX167$30,6280.01%
110NEXTERA ENERGY INCNEE-PW364$29,2220.01%
111GE AEROSPACE36960430191$28,0310.01%
112ISHARES TR46428762275$28,0080.01%
113ROYAL CARIBBEAN GROUPV7780T103100$27,8920.01%
114DATADOG INCDDOG200$27,1980.01%
115BOEING COBA-PA125$27,1400.01%
116VERIZON COMMUNICATIONS INCVZ631$25,7110.01%
117ISHARES TR464289859262$23,4650.01%
118GENTEX CORPGNTX1,000$23,2700.01%
119RYDER SYS INCR118$22,5840.01%
120SYNAPTICS INCSYNA300$22,2060.01%
121PIMCO ETF TR72201R833218$21,8740.01%
122AKAMAI TECHNOLOGIES INCAKAM246$21,4640.01%
123OLD REP INTL CORP680223104470$21,4510.01%
124DUKE ENERGY CORP NEWDUKB183$21,4490.01%
125QORVO INCQRVO250$21,1280.01%
126ELECTRONIC ARTS INCEA100$20,4330.01%
127ASTRAZENECA PLCAZN215$19,7650.01%
128AUTOMATIC DATA PROCESSING INADP75$19,2920.01%
129VITESSE ENERGY INCVTS985$18,9710.01%
130DISNEY WALT CO254687106165$18,7720.01%
131THERMO FISHER SCIENTIFIC INCTMO32$18,5420.01%
132RPM INTL INC749685103175$18,2000.01%
133PALANTIR TECHNOLOGIES INCPLTR100$17,7750.01%
134VANGUARD INDEX FDS92290874491$17,3800.01%
135SELECT SECTOR SPDR TR81369Y209110$17,0280.01%
136DBX ETF TR233051150260$16,5110.01%
137ISHARES TR46436E569310$16,3370.01%
138PEPSICO INCPEP113$16,2180.01%
139UNITEDHEALTH GROUP INCUNH48$15,8450.01%
140ONEOK INC NEWOKE213$15,6560.01%
141VANECK ETF TRUST92189F72679$14,8770.01%
142FERRARI N VRACE40$14,7820.01%
143GE VERNOVA INCGEV22$14,3790.01%
144SELECT SECTOR SPDR TR81369Y308185$14,3710.01%
145SNOWFLAKE INCSNOW65$14,2580.01%
146HALLIBURTON COHAL500$14,1300.00%
147ADVANCED MICRO DEVICES INCAMD65$13,9200.00%
148EATON CORP PLCETN43$13,6960.00%
149ISHARES TR46436E619310$13,6120.00%
150INVESCO EXCH TRADED FD TR IIIVZ304$13,4220.00%
151ISHARES TR46435G193545$12,7450.00%
152VANGUARD INDEX FDS92290873625$12,1970.00%
153THE TRADE DESK INC88339J105310$11,7680.00%
154TJX COS INC NEW87254010976$11,6740.00%
155KIMBERLY-CLARK CORPKMB115$11,6020.00%
156FIDUS INVT CORP316500107600$11,5800.00%
157ISHARES TR46436E551245$10,9390.00%
158MOTOROLA SOLUTIONS INCMSI28$10,7330.00%
159CORE NATURAL RESOURCES INCCNR120$10,6210.00%
160VANECK ETF TRUST92189F171430$10,4640.00%
161STARBUCKS CORPSBUX120$10,1050.00%
162CONSOLIDATED EDISON INCED100$9,9320.00%
163NASDAQ INCNDAQ102$9,9070.00%
164ISHARES TR46436E759130$9,7710.00%
165CONOCOPHILLIPSCOP100$9,3610.00%
166ECOLAB INCECL35$9,1880.00%
167FORD MTR CO345370860700$9,1840.00%
168TAIWAN SEMICONDUCTOR MFG LTD87403910030$9,1170.00%
169WW GRAINGER INC3848021049$9,0810.00%
170BRISTOL-MYERS SQUIBB COCELG-RI156$8,4150.00%
171CARNIVAL CORPCUKPF270$8,2460.00%
172SANFILIPPO JOHN B & SON INCJBSS115$8,1190.00%
173ISHARES TR46436E544190$8,0900.00%
174ISHARES BITCOIN TRUST ETFIBIT160$7,9440.00%
175VANECK ETF TRUST92189F304200$7,6460.00%
176ALASKA AIR GROUP INCALK150$7,5450.00%
177DOLBY LABORATORIES INCDLB115$7,3940.00%
178ISHARES TR46428763040$7,2480.00%
179BLACKROCK ETF TRUSTBLK130$7,1060.00%
180ISHARES TR46428857055$7,0860.00%
181ZOETIS INCZTS56$7,0460.00%
182STRYKER CORPORATIONSYK20$7,0290.00%
183MOLSON COORS BEVERAGE COTAP-A150$7,0020.00%
184SPDR SERIES TRUST78468R54985$6,9670.00%
185AMERICAN ELEC PWR CO INC02553710160$6,9190.00%
186CONSTELLATION BRANDS INCSTZ50$6,8980.00%
187CARRIER GLOBAL CORPORATIONCARR129$6,8160.00%
188FISERV INCFISV100$6,7170.00%
189ISHARES TR46435U549140$6,6990.00%
190ISHARES INC46434G863145$6,4050.00%
191NIKE INCNKE94$6,0090.00%
192DT MIDSTREAM INCDTM50$5,9840.00%
193ADOBE INCADBE17$5,9500.00%
194TEXAS INSTRS INC88250810434$5,8990.00%
195BAXTER INTL INC071813109305$5,8290.00%
196VANGUARD INDEX FDS92290862920$5,8040.00%
197SOUTHWEST AIRLS CO844741108140$5,7860.00%
198VANGUARD SCOTTSDALE FDS92206C66458$5,7720.00%
199MUELLER INDS INC62475610250$5,7400.00%
200SCHWAB CHARLES CORPSCHW-PJ57$5,6950.00%
201MONDELEZ INTL INC609207105105$5,6520.00%
202SENTINELONE INCS375$5,6250.00%
203NOV INCNOV344$5,3770.00%
204OTIS WORLDWIDE CORPOTIS60$5,2410.00%
205CME GROUP INCCME18$4,9150.00%
206GLOBAL X FDS37954Y85575$4,8650.00%
207FLEXIBLE SOLUTIONS INTL INCFLEX700$4,7080.00%
208ISHARES INC46434G10370$4,7050.00%
209TYSON FOODS INCTSN80$4,6900.00%
210PACER FDS TR69374H857104$4,6150.00%
211EBAY INC.EBAY52$4,5290.00%
212V F CORPVFC241$4,3570.00%
213FEDEX CORPFDX15$4,3330.00%
214VANGUARD SCOTTSDALE FDS92206C70672$4,3150.00%
215VANGUARD INTL EQUITY INDEX F92204277558$4,2660.00%
216HA SUSTAINABLE INFRA CAP INC41068X100135$4,2430.00%
217HANCOCK WHITNEY CORPORATIONHWCPZ65$4,1390.00%
218ISHARES TR46435U44085$4,0750.00%
219AFLAC INCAFL36$3,9700.00%
220ZIMMER BIOMET HOLDINGS INCZBH44$3,9560.00%
221GSK PLCGLAXF80$3,9230.00%
222SANOFI SASNYNF80$3,8770.00%
223OMEGA HEALTHCARE INVS INC68193610087$3,8580.00%
224ISHARES TR46432F84240$3,5780.00%
225VANGUARD WORLD FD92204A88418$3,4850.00%
226YUM BRANDS INCYUM23$3,4790.00%
227GLOBAL X FDS37954Y467105$3,4110.00%
228INVESTAR HLDG CORPISTR125$3,3400.00%
229PAYPAL HLDGS INCPYPL56$3,2690.00%
230INVESCO EXCHANGE TRADED FD TIVZ31$3,2410.00%
231DTE ENERGY CODTK25$3,2250.00%
232QNITY ELECTRONICS INCQ39$3,1840.00%
233ANHEUSER BUSCH INBEV SA/NVBUDFF49$3,1380.00%
234DUPONT DE NEMOURS INCDD78$3,1360.00%
235VANGUARD INTL EQUITY INDEX F92204285858$3,1180.00%
236ELME COMMUNITIESELME174$3,0280.00%
237INTERNATIONAL BUSINESS MACHSINTR10$2,9620.00%
238ISHARES TR464288224180$2,9570.00%
239INVESCO EXCH TRADED FD TR IIIVZ55$2,7020.00%
240MEDTRONIC PLCMDT28$2,6900.00%
241SALESFORCE INCCRM10$2,6490.00%
242INVESCO EXCHANGE TRADED FD TIVZ125$2,5480.00%
243SELECT SECTOR SPDR TR81369Y40720$2,3880.00%
244ENBRIDGE INCENNPF49$2,3440.00%
245TEXAS ROADHOUSE INCTXRH14$2,3240.00%
246ISHARES TR46435U19285$2,2260.00%
247PACIRA BIOSCIENCES INCPCRX85$2,2000.00%
248PAYCOM SOFTWARE INCPAYC13$2,0720.00%
249COPT DEFENSE PROPERTIESCDP70$1,9460.00%
250UNITED PARCEL SERVICE INCUPS19$1,8850.00%
251DOW INCDOW78$1,8240.00%
252SELECT SECTOR SPDR TR81369Y86045$1,8160.00%
253GENERAL MLS INC37033410439$1,8140.00%
254ISHARES TR46428722618$1,7980.00%
255BIOGEN INCBIIB10$1,7600.00%
256GENERAL MTRS CO37045V10021$1,7080.00%
257KONTOOR BRANDS INCKTB27$1,6490.00%
258SPDR SERIES TRUST78468R64825$1,4930.00%
259UNDER ARMOUR INCUA300$1,4910.00%
260UNDER ARMOUR INCUA302$1,4500.00%
261TRIPADVISOR INCTRIP96$1,3980.00%
262SCHWAB STRATEGIC TR80852484763$1,3160.00%
263DARLING INGREDIENTS INCDAR36$1,2960.00%
264PFIZER INCPFE50$1,2450.00%
265QUALCOMM INCQCOM7$1,1970.00%
266UNION PAC CORPUNP5$1,1570.00%
267DYNAMIX CORPETHMW100$1,0290.00%
268TERADATA CORP DELTDC33$1,0050.00%
269PNC FINL SVCS GROUP INC6934751054$8350.00%
270INVESCO EXCH TRADED FD TR IIIVZ60$6740.00%
271DELL TECHNOLOGIES INCDELL5$6290.00%
272THE CIGNA GROUP1255231002$5500.00%
273GRAY MEDIA INCGTN-A60$2900.00%
274ISHARES TR4642871763$2870.00%
275INTELLIA THERAPEUTICS INCNTLA25$2250.00%
276AVANOS MED INCAVNS14$1570.00%
277INOVIO PHARMACEUTICALS INCINO41$710.00%
278THE BEACHBODY COMPANY INC0734633092$210.00%
279ISHARES TR4642875560$150.00%