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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

Garrett Wealth Advisory Group, LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001729443-26-000001

Total Value
$529.1M
Positions
119
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (119)

#IssuerTicker / CUSIPSharesValue% of Filing
1ENERGY TRANSFER L PET-PI5,478,810$90.3M17.07%
2WISDOMTREE TRWT823,228$58.3M11.02%
3SPDR SERIES TRUST78464A409399,911$42.7M8.06%
4INVESCO EXCHANGE TRADED FD TIVZ810,044$38.0M7.18%
5JOHN HANCOCK EXCHANGE TRADED47804J206559,358$36.6M6.92%
6SPDR INDEX SHS FDS78463X889811,349$36.0M6.81%
7SPDR SERIES TRUST78468R812178,546$31.1M5.88%
8SPDR SERIES TRUST78468R853464,725$21.8M4.12%
9CAPITAL GROUP NEW GEOGRAPHY14021N105466,674$14.9M2.82%
10APPLE INCAAPL53,002$14.4M2.72%
11ISHARES TR46432F33966,528$13.2M2.50%
12MORGAN STANLEY ETF TRUSTMS-PQ245,592$12.4M2.34%
13ISHARES TR46429B697112,093$10.6M1.99%
14ISHARES TR46432F39641,296$10.3M1.95%
15VICTORY PORTFOLIOS II92647N824114,343$7.5M1.42%
16BERKSHIRE HATHAWAY INC DELBRK-A12,580$6.3M1.20%
17ALPHABET INCGOOG17,308$5.4M1.03%
18EXXON MOBIL CORPXOM43,518$5.2M0.99%
19VANGUARD SPECIALIZED FUNDS92190884419,326$4.2M0.80%
20MICROSOFT CORPMSFT6,615$3.2M0.60%
21NVIDIA CORPORATIONNVDA16,616$3.1M0.59%
22AMAZON COM INCAMZN13,252$3.1M0.58%
23LOCKHEED MARTIN CORPLMT4,164$2.0M0.38%
24CHEVRON CORP NEWCVX12,677$1.9M0.37%
25LOWES COS INC5486611077,814$1.9M0.36%
26WALMART INCWMT15,660$1.7M0.33%
27TEXAS PACIFIC LAND CORPORATITPL6,021$1.7M0.33%
28SHELL PLCRYDAF22,088$1.6M0.31%
29CATERPILLAR INCCAT2,813$1.6M0.30%
30UNION PAC CORPUNP6,499$1.5M0.28%
31FIRST FINL BANKSHARES INC32020R10943,617$1.3M0.25%
32JPMORGAN CHASE & CO.VYLD3,724$1.2M0.23%
33DIAMONDBACK ENERGY INCFANG7,553$1.1M0.21%
34BROADCOM INCAVGO3,265$1.1M0.21%
35META PLATFORMS INCMETA1,656$1.1M0.21%
36QUALCOMM INCQCOM6,350$1.1M0.21%
37ELI LILLY & COLLY942$1.0M0.19%
38GENERAL DYNAMICS CORPGD2,762$929,7840.18%
39ABBVIE INCABBV4,066$929,0410.18%
40PNC FINL SVCS GROUP INC6934751054,440$926,7620.18%
41PEPSICO INCPEP6,307$905,2230.17%
42LPL FINL HLDGS INC50212V1002,500$892,9250.17%
43PHILLIPS 66PSX6,871$886,6350.17%
44NRG ENERGY INCNRG5,540$882,1900.17%
45ORACLE CORPORCL-PD4,493$875,7180.17%
46VISA INCV2,463$863,8270.16%
47PROCTER AND GAMBLE CO7427181095,810$832,6730.16%
48ISHARES TR4642872001,200$821,7210.16%
49GE VERNOVA INCGEV1,216$794,7420.15%
50SPDR INDEX SHS FDS78463X47510,075$772,8660.15%
51VALERO ENERGY CORPVLO4,593$747,6950.14%
52GOLDMAN SACHS GROUP INCGSCE823$723,4170.14%
53DISNEY WALT CO2546871066,230$708,7870.13%
54MASTERCARD INCORPORATEDMA1,222$697,6160.13%
55UNILEVER PLCUNLYF10,447$683,2440.13%
56DUKE ENERGY CORP NEWDUKB5,764$675,5490.13%
57TESLA INCTSLA1,488$669,1840.13%
58PALANTIR TECHNOLOGIES INCPLTR3,540$629,2360.12%
59INVESCO QQQ TRIVZ1,018$625,3250.12%
60ONEOK INC NEWOKE8,300$610,0410.12%
61LAM RESEARCH CORPLRCX3,494$598,1030.11%
62EMERSON ELEC COEMR4,485$595,2410.11%
63ADVANCED MICRO DEVICES INCAMD2,614$559,8150.11%
64ALPHABET INCGOOG1,678$525,2140.10%
65VANGUARD WORLD FD92204A702694$523,1240.10%
66CONOCOPHILLIPSCOP5,573$521,6840.10%
67SELECT SECTOR SPDR TR81369Y8524,428$521,2640.10%
68VANGUARD INDEX FDS9229087361,066$520,2050.10%
69PHILIP MORRIS INTL INC7181721093,109$498,7030.09%
70SPDR SERIES TRUST78464A64919,326$497,6580.09%
71TAIWAN SEMICONDUCTOR MFG LTD8740391001,631$495,6440.09%
72SPDR SERIES TRUST78464A8478,517$493,2320.09%
73MERCK & CO INCMRK4,653$489,7750.09%
74EATON CORP PLCETN1,526$486,0380.09%
75ISHARES TR46434V6216,488$450,4170.09%
76BOOKING HOLDINGS INCBKNG83$444,4910.08%
77SALESFORCE INCCRM1,658$439,2200.08%
78SPDR GOLD TRGLD1,095$433,9580.08%
79MEDTRONIC PLCMDT4,444$426,9290.08%
80COCA COLA COKO6,058$423,5140.08%
81WISDOMTREE TRWT4,491$395,5290.07%
82PATTERSON-UTI ENERGY INCPTEN62,965$384,7160.07%
83GE AEROSPACE3696043011,215$374,2560.07%
84ISHARES TR4642875153,201$338,3140.06%
85ISHARES TR4642876712,011$337,7790.06%
86ISHARES TR4642876633,226$330,7660.06%
87ENBRIDGE INCENNPF6,866$328,4000.06%
88NORFOLK SOUTHN CORP6558441081,123$324,2660.06%
89ATMOS ENERGY CORPATO1,877$314,5650.06%
90MSC INCOME FUND INCMSIF23,443$308,0460.06%
91ENTERPRISE PRODS PARTNERS L2937921079,499$304,5380.06%
92UNITED STS LIME & MINERALS IUNTCW2,500$299,3500.06%
93SPDR S&P 500 ETF TRSPY424$289,1340.05%
94KLA CORPKLAC230$279,4680.05%
95EBAY INC.EBAY3,159$275,1500.05%
96ISHARES TR4642871762,409$264,7740.05%
97ALLSTATE CORPALL-PJ1,265$263,3090.05%
98HOME DEPOT INCHD751$258,5460.05%
99SUNOCO LP/SUNOCO FIN CORPSUN4,933$258,5380.05%
100ISHARES TR4642872262,581$257,7900.05%
101SCHWAB CHARLES CORPSCHW-PJ2,526$252,3720.05%
102VENTAS INCVTR3,244$251,0470.05%
103BRISTOL-MYERS SQUIBB COCELG-RI4,606$248,4470.05%
104FIRST TR EXCHANGE-TRADED FD3373441051,738$247,0210.05%
105HALLIBURTON COHAL8,633$243,9690.05%
106VANGUARD INDEX FDS922908769726$243,3050.05%
107METLIFE INCMET-PF3,031$239,2670.05%
108HILLTOP HOLDINGS INCHTH6,600$224,0040.04%
109ABBOTT LABSABLZF1,780$223,0040.04%
110JOHNSON & JOHNSONJNJ1,071$221,6440.04%
111TEXAS INSTRS INC8825081041,264$219,2910.04%
112ISHARES TR4642891805,882$218,1630.04%
113CULLEN FROST BANKERS INCCFR-PB1,697$214,8910.04%
114SPDR SERIES TRUST78464A7631,513$210,4980.04%
115INVESCO EXCH TRD SLF IDX FDIVZ10,602$207,5350.04%
116ISHARES TR464287655839$206,4310.04%
117NOVARTIS AGNVSEF1,485$204,7260.04%
118MCKESSON CORPMCK245$201,0110.04%
119VISTA GOLD CORPVGZ10,000$19,7000.00%