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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

Waterfront Wealth Inc.

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001775210-25-000004

Total Value
$488.3M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A30,849$15.1M3.10%
2APPLE INCAAPL50,625$13.0M2.67%
3BLACKROCK ENHANCED INTL DIVBLK2,049,215$11.7M2.40%
4DIMENSIONAL ETF TRUST25434V708296,568$11.4M2.34%
5ROYCE SMALL CAP TRUST INCRVT679,108$10.8M2.21%
6ADAMS DIVERSIFIED EQUITY FD006212104446,423$10.1M2.07%
7AMERICAN CENTY ETF TR02507287790,936$8.9M1.83%
8DIMENSIONAL ETF TRUST25434V500123,126$8.4M1.72%
9BLACKROCK ENHANCED EQUITY DIBLK915,733$8.2M1.68%
10PROSHARES TR74347R248105,182$8.1M1.65%
11JEFFERIES FINL GROUP INC47233W109146,135$8.0M1.64%
12MICROSOFT CORPMSFT15,192$7.9M1.62%
13VANGUARD INDEX FDS92290836312,402$7.6M1.56%
14ALPHABET INCGOOG29,926$7.5M1.54%
15COMMERCE BANCSHARES INCCBSH135,094$7.3M1.49%
16JANUS DETROIT STR TR47103U746116,766$6.1M1.25%
17ABRDN TOTAL DYNAMIC DIVIDENDAOD616,999$5.9M1.22%
18KKR & CO INCKKRT45,105$5.6M1.14%
19DIMENSIONAL ETF TRUST25434V104113,705$5.2M1.07%
20ISHARES TR464289180152,491$5.1M1.04%
21BROOKFIELD CORP11271J107111,228$5.0M1.03%
22SPDR S&P 500 ETF TRSPY6,909$4.6M0.94%
23AMERICAN CENTY ETF TR02507270357,437$4.5M0.93%
24AMERICAN CENTY ETF TR02507260456,411$4.3M0.88%
25WISDOMTREE TRWT54,502$4.3M0.87%
26DIMENSIONAL ETF TRUST25434V799128,430$4.2M0.86%
27AMAZON COM INCAMZN19,339$4.2M0.86%
28DIMENSIONAL ETF TRUST25434V765134,642$4.2M0.85%
29DIMENSIONAL ETF TRUST25434V831104,216$3.9M0.81%
30SCHWAB STRATEGIC TR80852475589,924$3.9M0.80%
31MACYS INC55616P104209,993$3.9M0.80%
32NOKIA CORPNOKBF698,125$3.9M0.79%
33FIRST TR EXCHANGE-TRADED FD33733E10439,546$3.7M0.76%
34HEWLETT PACKARD ENTERPRISE CHPE-PC160,271$3.7M0.75%
35DIMENSIONAL ETF TRUST25434V203100,340$3.7M0.75%
36UNITED PARCEL SERVICE INCUPS41,670$3.6M0.74%
37SUZANO S ASUZ388,413$3.5M0.71%
38AMERICAN CENTY ETF TR02507280237,736$3.3M0.68%
39PAYPAL HLDGS INCPYPL48,623$3.3M0.68%
40DIMENSIONAL ETF TRUST25434V732101,128$3.3M0.68%
41PAGSEGURO DIGITAL LTDPAGS335,340$3.1M0.63%
42AMERICAN CENTY ETF TR02507215839,992$3.0M0.62%
43ISHARES TR46436E71832,332$3.0M0.61%
44DIMENSIONAL ETF TRUST25434V30292,910$3.0M0.61%
45XPERI INCXPER456,431$3.0M0.61%
46ADVANCED MICRO DEVICES INCAMD12,768$2.9M0.60%
47JPMORGAN CHASE & CO.VYLD9,914$2.9M0.60%
48BAIDU INCBAIDF23,386$2.7M0.56%
49VODAFONE GROUP PLC NEW92857W308226,344$2.7M0.54%
50SCHWAB STRATEGIC TR80852476384,935$2.6M0.54%
51VANGUARD INTL EQUITY INDEX F92204285848,034$2.6M0.54%
52DIMENSIONAL ETF TRUST25434V77382,544$2.6M0.53%
53SCHWAB STRATEGIC TR80852450888,114$2.6M0.53%
54UNION PAC CORPUNP11,519$2.6M0.53%
55VIATRIS INCVTRS251,148$2.6M0.53%
56SANOFI SASNYNF49,119$2.5M0.50%
57UNUM GROUPUNMA31,878$2.4M0.50%
58SHERWIN WILLIAMS COSHW7,183$2.4M0.49%
59CISCO SYS INCCSCO33,949$2.4M0.49%
60RTX CORPORATIONRTX13,473$2.4M0.49%
61BLACKROCK MUN TARGET TERM TRBLK104,472$2.4M0.48%
62MORGAN STANLEYMS-PQ14,882$2.4M0.48%
63CANADIAN SOLAR INCCSIQ164,431$2.3M0.47%
64ABBVIE INCABBV9,998$2.3M0.47%
65IPG PHOTONICS CORPIPGP26,361$2.2M0.46%
66DOLE PLCDOLE167,380$2.2M0.45%
67NVIDIA CORPORATIONNVDA11,793$2.1M0.43%
68CITIGROUP INCC-PR21,824$2.1M0.43%
69TEREX CORP NEWTEX39,694$2.1M0.43%
70TESLA INCTSLA4,638$2.0M0.42%
71THERMO FISHER SCIENTIFIC INCTMO3,548$2.0M0.41%
72ALLY FINL INC02005N10048,849$2.0M0.41%
73FIRST TR EXCHANGE TRADED FD33738R60531,662$2.0M0.40%
74DXC TECHNOLOGY CODXC142,192$1.9M0.39%
75JAZZ PHARMACEUTICALS PLCJAZZ13,651$1.9M0.38%
76AGNC INVT CORP00123Q104176,607$1.8M0.37%
77BLACKSTONE INCBX11,000$1.8M0.36%
78NETFLIX INCNFLX1,582$1.8M0.36%
79BUNGE GLOBAL SABG18,659$1.8M0.36%
80BLACKROCK INCBLK1,546$1.7M0.36%
81LAUDER ESTEE COS INC51843910417,741$1.7M0.36%
82CANADIAN PACIFIC KANSAS CITYCP22,394$1.7M0.35%
83MCDONALDS CORPMCD5,487$1.7M0.35%
84ISHARES TR4642872002,537$1.7M0.35%
85LEAR CORPLEA16,834$1.7M0.35%
86MARVELL TECHNOLOGY INCMRVL20,684$1.7M0.34%
87AMERICAN CENTY ETF TR02507288515,116$1.6M0.34%
88BRIGHTHOUSE FINL INC10922N10334,863$1.6M0.33%
89CRITEO S ACRTO78,155$1.6M0.33%
90PROCTER AND GAMBLE CO74271810910,460$1.6M0.33%
91NASDAQ INCNDAQ17,995$1.6M0.32%
92MICROCHIP TECHNOLOGY INC.MCHPP24,124$1.5M0.32%
93GENERAL MTRS CO37045V10022,867$1.5M0.32%
94AMARIN CORP PLCAMRN77,960$1.5M0.31%
95SCHWAB STRATEGIC TR80852474834,519$1.5M0.31%
96ENTERPRISE PRODS PARTNERS L29379210749,034$1.5M0.31%
97WALMART INCWMT14,074$1.5M0.31%
98CARLYLE GROUP INCCGABL26,063$1.5M0.31%
993M COMMM8,927$1.5M0.30%
100EMERSON ELEC COEMR11,372$1.5M0.30%
101BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.30%
102COURSERA INCCOUR136,517$1.4M0.29%
103ELECTRONIC ARTS INCEA7,142$1.4M0.29%
104GARMIN LTDGRMN5,764$1.4M0.29%
105BRISTOL-MYERS SQUIBB COCELG-RI31,647$1.4M0.29%
106MASTERCARD INCORPORATEDMA2,471$1.4M0.29%
107EMBRAER S.A.EMBJ20,930$1.3M0.27%
108ALPHABET INCGOOG5,199$1.3M0.27%
109ADOBE INCADBE3,682$1.3M0.27%
110ALIBABA GROUP HLDG LTDBBAAY7,815$1.3M0.27%
111DAQO NEW ENERGY CORPDQ50,830$1.3M0.26%
112WISDOMTREE TRWT22,704$1.3M0.26%
113VISA INCV3,696$1.3M0.26%
114AON PLCAON3,738$1.3M0.26%
115INTERCONTINENTAL EXCHANGE IN45866F1048,117$1.3M0.26%
116AUTODESK INCADSK4,126$1.3M0.26%
117ISHARES TR4642876142,698$1.3M0.26%
118EA SERIES TRUST02072L53255,203$1.2M0.25%
119BLACKROCK CR ALLOCATION INCOBLK109,855$1.2M0.25%
120LAS VEGAS SANDS CORPLVS23,892$1.2M0.25%
121LOWES COS INC5486611074,930$1.2M0.25%
122TRACTOR SUPPLY COTSCO21,771$1.2M0.24%
123PIMCO ETF TR72201R77512,625$1.2M0.24%
124FIDELITY MERRIMACK STR TR31618830925,418$1.2M0.24%
125NIKE INCNKE17,175$1.2M0.24%
126EDWARDS LIFESCIENCES CORPEW15,408$1.2M0.24%
127WISDOMTREE TRWT34,334$1.2M0.24%
128MICRON TECHNOLOGY INCMU5,696$1.1M0.23%
129ISHARES TR4642876223,066$1.1M0.23%
130THE CIGNA GROUP1255231003,602$1.1M0.23%
131KROGER COKR15,912$1.1M0.22%
132FRESH DEL MONTE PRODUCE INCFDP31,024$1.1M0.22%
133VERISIGN INCVRSN4,177$1.1M0.22%
134KOPPERS HOLDINGS INCKOP37,687$1.1M0.22%
135LANTHEUS HLDGS INCLNTH18,518$1.1M0.22%
136EXXON MOBIL CORPXOM9,275$1.1M0.22%
137VANGUARD INDEX FDS9229087362,194$1.1M0.22%
138QIAGEN NVQGEN21,490$1.0M0.21%
139FIRST MERCHANTS CORPFRMEP27,653$1.0M0.21%
140HERSHEY COHSY5,533$1.0M0.21%
141BROOKFIELD ASSET MANAGMT LTD11300410518,478$1.0M0.20%
142ISHARES INC46428677211,080$990,5080.20%
143FIRST TR EXCHANGE TRAD FD VI33739H10137,754$988,9660.20%
144APOLLO GLOBAL MGMT INC03769M1067,612$963,2220.20%
145BANK AMERICA CORP06050510418,719$955,1540.20%
146T ROWE PRICE ETF INC87283Q78438,441$949,4930.19%
147FIRST TR EXCHANGE TRADED FD33738R50614,167$947,4890.19%
148INVESCO QQQ TRIVZ1,525$921,8170.19%
149RESTAURANT BRANDS INTL INC76131D10313,470$911,7870.19%
150CHEVRON CORP NEWCVX5,808$899,0600.18%
151VALE S AVALE77,697$894,2920.18%
152VERTEX PHARMACEUTICALS INCVRTX2,082$886,3700.18%
153BLACKROCK ETF TRUST IIBLK16,577$883,6280.18%
154MONDELEZ INTL INC60920710514,216$883,4510.18%
155WORKDAY INCWDAY3,587$875,2640.18%
156CANADIAN NAT RES LTD13638510128,969$873,4260.18%
157VERINT SYS INC92343X10042,637$863,8260.18%
158OREILLY AUTOMOTIVE INC67103H1078,525$862,5030.18%
159J P MORGAN EXCHANGE TRADED F46641Q15918,599$862,4730.18%
160ORACLE CORPORCL-PD3,119$854,3760.17%
161VANGUARD INDEX FDS9229087444,508$841,4780.17%
162VANGUARD INDEX FDS9229085382,835$821,4410.17%
163FIRST TR EXCH TRD ALPHDX FD33737J17410,640$805,0220.16%
164BANCO SANTANDER S.A.BCDRF81,547$793,4500.16%
165VANGUARD TAX-MANAGED FDS92194385813,032$790,6950.16%
166ROCKY BRANDS INCRCKY27,331$776,7930.16%
167CROWN CASTLE INCCCI7,785$767,4850.16%
168AMEREN CORPAEE7,254$767,4010.16%
169DIMENSIONAL ETF TRUST25434V88024,158$760,7350.16%
170CAPITAL GRP FIXED INCM ETF T14020Y30026,990$751,3750.15%
171DEUTSCHE BANK A GD1819089822,626$750,1770.15%
172META PLATFORMS INCMETA1,021$747,7610.15%
173ENERGY TRANSFER L PET-PI43,135$727,4790.15%
174ISHARES TR4642875983,525$719,8050.15%
175SABRA HEALTH CARE REIT INCSBRA38,489$703,2440.14%
176GE AEROSPACE3696043012,323$691,3480.14%
177DIMENSIONAL ETF TRUST25434V6179,204$660,8470.14%
178GOLDMAN SACHS GROUP INCGSCE845$631,4850.13%
179FIRST TR EXCHANGE TRADED FD33738R1186,352$626,4020.13%
180INTERNATIONAL BUSINESS MACHSINTR2,147$615,9190.13%
181FIRST TR EXCHANGE TRADED FD33738R7046,232$592,7880.12%
182HUDBAY MINERALS INCHBM39,052$588,3140.12%
183CBRE GROUP INCCBRE3,475$568,7360.12%
184JOHNSON & JOHNSONJNJ2,924$563,6160.12%
185FRANKLIN TEMPLETON ETF TRFGDL23,573$559,2230.11%
186BROADCOM INCAVGO1,590$540,2140.11%
187DIMENSIONAL ETF TRUST25434V80711,387$522,7770.11%
188SCHWAB STRATEGIC TR80852460718,136$506,7050.10%
189VANGUARD WHITEHALL FDS9219464063,526$495,5970.10%
190PEPSICO INCPEP3,221$494,6540.10%
191AT&T INCT-PC19,040$488,1010.10%
192EVERGY INCEVRG6,067$479,0500.10%
193FORD MTR CO34537086038,234$475,2460.10%
194KELLANOVABEKE5,713$474,3150.10%
195SCHWAB STRATEGIC TR80852430014,492$463,9730.10%
196PFIZER INCPFE18,477$455,7420.09%
197RBB FUND TRUST75526L8869,991$442,0520.09%
198VANGUARD INDEX FDS9229087691,316$432,4920.09%
199STARBUCKS CORPSBUX5,046$431,4830.09%
200VANGUARD SPECIALIZED FUNDS9219088441,957$423,2020.09%
201FIRST TR EXCHANGE-TRADED FD33734H1068,986$415,0180.08%
202CUMMINS INCCMI1,008$413,3520.08%
203HOOKER FURNISHINGS CORPORATIHOFT46,358$408,8790.08%
204BIOGEN INCBIIB2,731$402,3040.08%
205QCR HOLDINGS INCQCRH5,574$399,8790.08%
206DISNEY WALT CO2546871063,529$399,8290.08%
207WISDOMTREE TRWT4,405$392,2650.08%
208SELECT SECTOR SPDR TR81369Y8031,363$388,2640.08%
209NORTHROP GRUMMAN CORPNOC644$385,8530.08%
210HOME DEPOT INCHD967$376,9930.08%
211VERTIV HOLDINGS COVRT2,197$375,1600.08%
212AFLAC INCAFL3,380$365,1410.07%
213ISHARES TR4642874993,743$359,3370.07%
214SCHWAB STRATEGIC TR80852479712,745$343,9960.07%
215VERIZON COMMUNICATIONS INCVZ8,551$341,5590.07%
216GE VERNOVA INCGEV576$333,2880.07%
217SCHWAB STRATEGIC TR8085247309,088$329,8490.07%
218COSTCO WHSL CORP NEW22160K105339$320,7300.07%
219VITESSE ENERGY INCVTS14,941$320,6630.07%
220CHENIERE ENERGY INCLNG1,430$319,7690.07%
221FIRST TR EXCHANGE-TRADED ALP33737M3003,270$304,5020.06%
222QUALCOMM INCQCOM1,811$304,4360.06%
223UIPATH INCPATH20,370$304,3990.06%
224BROOKFIELD RENEWABLE PARTNERG1625810810,562$301,4390.06%
225ISHARES TR46429B5985,447$301,2000.06%
226BLACKROCK LTD DURATION INCOMBLK21,522$297,2190.06%
227FIRST TR EXCHANGE-TRADED FD3369171096,876$297,1110.06%
228DIMENSIONAL ETF TRUST25434V7246,654$297,0680.06%
229PROGRESSIVE CORP7433151031,327$293,7470.06%
230SCHWAB STRATEGIC TR80852480512,368$292,1870.06%
231CORNING INCGLW3,469$291,4830.06%
232BOEING COBA-PA1,348$290,3590.06%
233SELECT SECTOR SPDR TR81369Y2091,968$287,1830.06%
234SCHWAB STRATEGIC TR8085244099,846$286,4690.06%
235SPDR SERIES TRUST78464A8543,635$285,2930.06%
236ISHARES TR46434V6214,149$283,3600.06%
237DEERE & CODE606$281,4490.06%
238FIRST TR EXCHANGE-TRADED FD33741X1027,340$274,6620.06%
239ADVANSIX INCASIX13,989$272,3420.06%
240FASTENAL COFAST6,208$264,6480.05%
241GABELLI DIVID & INCOME TR36242H1049,415$253,1690.05%
242HONEYWELL INTL INC4385161061,203$249,3940.05%
243COINBASE GLOBAL INCCOIN760$241,3380.05%
244COCA COLA COKO3,207$227,4560.05%
245FIRST BUSEY CORPBUSEP9,643$225,1640.05%
246SPDR INDEX SHS FDS78463X2023,580$223,8040.05%
247HARMONIC INCHLIT21,808$222,9870.05%
248ISHARES TR4642878041,869$222,1490.05%
249AGILENT TECHNOLOGIES INCA1,515$220,9320.05%
250SPDR SERIES TRUST78464A8702,040$219,1110.04%
251ISHARES TR4642871501,499$218,6290.04%
252AMERICAN CENTY ETF TR0250723493,034$218,4230.04%
253ELI LILLY & COLLY265$215,1770.04%
254IDACORP INCIDA1,570$214,3190.04%
255GENERAL DYNAMICS CORPGD629$213,3880.04%
256BLACKROCK HEALTH SCIENCES TRBLK5,575$212,6860.04%
257INTUITIVE SURGICAL INCISRG400$211,4640.04%
258SELECT SECTOR SPDR TR81369Y7041,379$210,9590.04%
259NORTHERN LTS FD TR IVNTRSO3,300$208,2630.04%
260ALTRIA GROUP INCMO3,166$203,8060.04%
261SCHWAB STRATEGIC TR8085247066,063$203,3230.04%
262ENBRIDGE INCENNPF4,228$201,7600.04%
263COLGATE PALMOLIVE COCL2,514$200,4940.04%
264NUVEEN PFD & INCOME OPPORTUNNU20,662$166,9470.03%
265FIRST TR EXCHANGE TRADED FD33734X83810,850$163,7810.03%
266EATON VANCE TAX-MANAGED GLOBETN12,586$114,1540.02%
267TEMPLETON EMERGING MKTS INCO88019210917,479$108,8070.02%
268TRX GOLD CORPORATIONTRX75,166$51,4890.01%