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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

WT Wealth Management

Quarter ended Q3 2025 · Filed September 10, 2025 · Accession 0001780507-25-000011

Total Value
$337.6M
Positions
147
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (147)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085241021,284,069$30.6M9.06%
2JANUS DETROIT STR TR47103U845256,087$13.0M3.85%
3ETFS GOLD TR00326A104371,209$11.7M3.47%
4JANUS DETROIT STR TR47103U753235,978$11.4M3.37%
5NVIDIA CORPORATIONNVDA67,670$10.7M3.17%
6SCHWAB STRATEGIC TR808524862427,965$10.4M3.09%
7AMAZON COM INCAMZN44,437$9.7M2.89%
8MICROSOFT CORPMSFT19,411$9.7M2.86%
9APPLE INCAAPL44,563$9.1M2.71%
10VANECK ETF TRUST92189F67628,695$8.0M2.37%
11SCHWAB STRATEGIC TR808524698338,085$7.7M2.28%
12ALPHABET INCGOOG42,267$7.5M2.22%
13J P MORGAN EXCHANGE TRADED F46641Q837142,611$7.2M2.14%
14SELECT SECTOR SPDR TR81369Y605130,722$6.8M2.03%
15SELECT SECTOR SPDR TR81369Y30883,641$6.8M2.01%
16INVESCO EXCHANGE TRADED FD TIVZ47,528$6.7M1.99%
17SCHWAB STRATEGIC TR808524854259,495$6.5M1.92%
18ALPS ETF TR00162Q676187,121$6.0M1.79%
19HARBOR ETF TRUST41151J109123,539$5.7M1.69%
20WISDOMTREE TRWT96,483$4.9M1.44%
21ISHARES TR46434V803121,913$4.6M1.37%
22META PLATFORMS INCMETA6,244$4.6M1.37%
23ISHARES TR46434V87889,453$4.5M1.34%
24GLOBAL X FDS37954Y67396,390$4.2M1.24%
25VANECK ETF TRUST92189F69246,597$4.1M1.21%
26ISHARES TR46435G42529,984$4.1M1.20%
27SSGA ACTIVE ETF TR78467V70790,649$3.7M1.09%
28NETFLIX INCNFLX2,654$3.6M1.05%
29WALMART INCWMT32,688$3.2M0.95%
30SELECT SECTOR SPDR TR81369Y20923,405$3.2M0.93%
31HOME DEPOT INCHD8,199$3.0M0.89%
32TESLA INCTSLA9,313$3.0M0.88%
33INVESCO EXCH TRADED FD TR IIIVZ140,679$2.9M0.87%
34SCHWAB STRATEGIC TR80852468091,288$2.9M0.86%
35COSTCO WHSL CORP NEW22160K1052,720$2.7M0.80%
36VISA INCV7,523$2.7M0.79%
37ISHARES INC46434G76440,957$2.6M0.77%
38GLOBAL X FDS37954Y285235,782$2.6M0.76%
39MASTERCARD INCORPORATEDMA4,568$2.6M0.76%
40FIRST TR EXCHNG TRADED FD VI33740F75578,670$2.5M0.74%
41INVESCO EXCH TRADED FD TR IIIVZ33,599$2.4M0.72%
42UNITEDHEALTH GROUP INCUNH7,806$2.4M0.72%
43SPOTIFY TECHNOLOGY S ASPOT3,146$2.4M0.71%
44ISHARES TR46429B69725,142$2.4M0.70%
45WASTE MGMT INC DEL94106L10910,135$2.3M0.69%
46ABRDN SILVER ETF TRUSTSIVR64,591$2.2M0.66%
47NEOS ETF TRUST78433H50139,355$2.0M0.58%
48UBER TECHNOLOGIES INCUBER20,963$2.0M0.58%
49NIKE INCNKE27,222$1.9M0.57%
50WISDOMTREE TRWT39,202$1.9M0.57%
51VERIZON COMMUNICATIONS INCVZ43,916$1.9M0.56%
52EBAY INC.EBAY24,468$1.8M0.54%
53T-MOBILE US INCTMUSZ7,644$1.8M0.54%
54MCDONALDS CORPMCD5,751$1.7M0.50%
55EQUIFAX INCEFX6,311$1.6M0.48%
56ADOBE INCADBE4,219$1.6M0.48%
57DOCUSIGN INCDOCU20,734$1.6M0.48%
58TJX COS INC NEW87254010912,890$1.6M0.47%
59BITWISE BITCOIN ETF TRBITB25,835$1.5M0.45%
60INVESCO QQQ TRIVZ2,584$1.4M0.42%
61AMERICAN CENTY ETF TR02507230712,189$1.3M0.39%
62ISHARES TR4642871014,331$1.3M0.39%
63FLEXSHARES TRFLEX17,189$1.3M0.38%
64ISHARES TR46432F3396,962$1.3M0.38%
65LISTED FDS TR53656G49819,231$1.1M0.32%
66FIDUS INVT CORP31650010751,855$1.0M0.31%
67ISHARES TR4642872001,468$911,4810.27%
68RBB FD INC74933W45217,777$888,7610.26%
69VANECK ETF TRUST92189F10616,787$873,9080.26%
70SPDR GOLD TRGLD2,758$840,8510.25%
71ENERGY TRANSFER L PET-PI45,594$826,6220.24%
72INVESCO ACTIVELY MANAGED EXCIVZ16,465$825,5520.24%
73INVESCO DB MULTI-SECTOR COMMIVZ41,453$802,9450.24%
74PLAINS ALL AMERN PIPELINE L72650310542,713$782,5020.23%
75SUPER MICRO COMPUTER INCSMCI15,850$776,8090.23%
76GLOBAL X FDS37954Y83017,042$766,8900.23%
77SIMPLIFY EXCHANGE TRADED FUN82889N69928,615$765,1650.23%
78INVESCO DB MULTI-SECTOR COMMIVZ29,028$759,0820.22%
79LOWES COS INC5486611073,357$744,8180.22%
80VANECK ETF TRUST92189F20510,920$722,4670.21%
81VANECK ETF TRUST92189F6016,194$688,6490.20%
82ISHARES TR46435G5167,644$681,9980.20%
83SELECT SECTOR SPDR TR81369Y4072,976$646,7740.19%
84ELI LILLY & COLLY814$634,5370.19%
85EA SERIES TRUST02072L44130,449$618,7240.18%
86MCKESSON CORPMCK833$610,4060.18%
87ISHARES TR4642877213,476$602,2870.18%
88CISCO SYS INCCSCO8,628$598,6110.18%
89SPDR SERIES TRUST78468R40823,295$593,5530.18%
90ISHARES TR4642887864,158$559,1410.17%
91JPMORGAN CHASE & CO.VYLD1,909$553,3910.16%
92ISHARES TR4642873094,704$517,9100.15%
93BONDBLOXX ETF TRUST09789C78810,167$511,8070.15%
94SELECT SECTOR SPDR TR81369Y8524,596$498,8040.15%
95USCF ETF TR90290T80922,851$494,7240.15%
96GLOBAL X FDS37954Y63211,037$482,2070.14%
97SCHWAB STRATEGIC TR80852487017,806$475,0640.14%
98SELECT SECTOR SPDR TR81369Y8031,861$471,2610.14%
99FIRST TR EXCHNG TRADED FD VI33740U42215,949$467,3060.14%
100SCHWAB STRATEGIC TR80852484721,961$464,6950.14%
101VANGUARD SCOTTSDALE FDS92206C77110,015$464,0950.14%
102ISHARES INC46434G86310,264$402,0410.12%
103PALANTIR TECHNOLOGIES INCPLTR2,828$385,5130.11%
104ISHARES TR46436E7183,741$376,6810.11%
105FIRST TR EXCHNG TRADED FD VI33740U55411,255$346,5090.10%
106EXXON MOBIL CORPXOM3,084$332,4550.10%
107BROADCOM INCAVGO1,180$325,2670.10%
108CROWDSTRIKE HLDGS INCCRWD611$311,1880.09%
109PACER FDS TR69374H7419,605$310,4200.09%
110ISHARES SILVER TRSLV9,344$306,5770.09%
111SPDR SERIES TRUST78464A47410,000$301,9000.09%
112MERCADOLIBRE INCMELI114$297,9540.09%
113AMERICAN EXPRESS COAXP923$294,4190.09%
114WELLS FARGO CO NEW9497461013,582$286,9900.09%
115TAIWAN SEMICONDUCTOR MFG LTD8740391001,256$284,4710.08%
116BRISTOL-MYERS SQUIBB COCELG-RI6,080$281,4430.08%
117BONDBLOXX ETF TRUST09789C8877,019$272,4780.08%
118RIOT PLATFORMS INCRIOT23,411$264,5440.08%
119INTERNATIONAL BUSINESS MACHSINTR897$264,4180.08%
120GRAYSCALE ETHEREUM TRUST ETF38963810712,580$262,4190.08%
121ORACLE CORPORCL-PD1,199$262,1610.08%
122MICRON TECHNOLOGY INCMU2,109$259,9340.08%
123COINBASE GLOBAL INCCOIN719$252,0020.07%
124ADVANCED MICRO DEVICES INCAMD1,748$248,0410.07%
125ILLINOIS TOOL WKS INC4523081091,000$247,2500.07%
126DBX ETF TR2330512005,605$245,2190.07%
127CHUBB LIMITEDCB842$243,9440.07%
128MARA HOLDINGS INCMARA15,269$239,4180.07%
129MONDAY COM LTDMNDY750$235,8600.07%
130VISTRA CORPVST1,209$234,3160.07%
131CONSTELLATION ENERGY CORPCEG725$234,0010.07%
132FAIR ISAAC CORPFICO127$232,1510.07%
133NRG ENERGY INCNRG1,411$226,5780.07%
134PALO ALTO NETWORKS INCPANW1,100$225,1180.07%
135SNOWFLAKE INCSNOW988$221,0850.07%
136FIRST TR EXCHANGE TRADED FD33738R1182,450$220,9170.07%
137NORFOLK SOUTHN CORP655844108850$217,5750.06%
138SCHWAB STRATEGIC TR8085248059,690$214,2650.06%
139SERVICENOW INCNOW207$212,8130.06%
140FIRSTENERGY CORPFE5,272$212,2510.06%
141PROSHARES TR74348A5413,148$203,9930.06%
142EA SERIES TRUST02072L6986,519$202,1750.06%
143FIRST TR EXCHNG TRADED FD VI33740F7144,443$200,0310.06%
144PIMCO HIGH INCOME FD72201410720,893$100,2860.03%
145NUVEEN CR STRATEGIES INCOMENU15,488$83,4800.02%
146GAMCO GLOBAL GOLD NAT RES &36465A10915,215$66,7920.02%
147ESPERION THERAPEUTICS INC NEESPR10,100$9,9420.00%