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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

Detalus Advisors, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001799677-25-000007

Total Value
$386.3M
Positions
175
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (175)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854754,841$59.1M15.31%
2ISHARES TR464287309226,720$27.4M7.09%
3BLACKROCK ETF TRUSTBLK444,724$26.3M6.82%
4ISHARES TR46428710173,164$24.4M6.30%
5ISHARES TR46432F339118,576$23.1M5.97%
6ISHARES TR46428740884,033$17.4M4.49%
7BLACKROCK ETF TRUSTBLK262,871$9.0M2.32%
8EQUIFAX INCEFX27,983$7.2M1.86%
9WORLD GOLD TRGLDW91,003$7.0M1.80%
10VANGUARD SPECIALIZED FUNDS92190884432,048$6.9M1.79%
11VANGUARD INDEX FDS92290836310,661$6.5M1.69%
12SPDR SERIES TRUST78464A664235,839$6.4M1.65%
13APPLE INCAAPL23,086$5.9M1.52%
14BYLINE BANCORP INCBY202,442$5.6M1.45%
15SPDR SERIES TRUST78464A383236,967$5.3M1.38%
16MICROSOFT CORPMSFT9,775$5.1M1.31%
17BLACKROCK ETF TRUST IIBLK95,014$5.1M1.31%
18INVESCO EXCHANGE TRADED FD TIVZ110,774$4.9M1.28%
19INVESCO EXCH TRADED FD TR IIIVZ39,953$4.8M1.25%
20INVESCO EXCHANGE TRADED FD TIVZ28,571$4.4M1.15%
21SPDR INDEX SHS FDS78463X50994,725$4.4M1.15%
22HCA HEALTHCARE INCHCA10,000$4.3M1.10%
23US BANCORP DELUSB-PS82,406$4.0M1.03%
24ABBVIE INCABBV14,726$3.4M0.88%
25WALMART INCWMT30,136$3.1M0.80%
26SPDR SERIES TRUST78468R73963,656$3.1M0.79%
27ALPHABET INCGOOG12,478$3.0M0.79%
28ISHARES TR46432F39611,705$3.0M0.78%
29AMAZON COM INCAMZN12,706$2.8M0.72%
30ISHARES TR4642876145,578$2.6M0.68%
31VANGUARD MUN BD FDS92290774651,048$2.6M0.66%
32BLACKROCK ETF TRUST IIBLK51,558$2.5M0.66%
33ISHARES TR46429B69726,052$2.5M0.64%
34ISHARES TR46435G67247,876$2.5M0.63%
35NVIDIA CORPORATIONNVDA13,101$2.4M0.63%
36ISHARES TR46428841419,683$2.1M0.54%
37ABBOTT LABSABLZF15,088$2.0M0.52%
38VANGUARD INDEX FDS9229087363,981$1.9M0.49%
39ISHARES TR4642876225,179$1.9M0.49%
40PEPSICO INCPEP13,425$1.9M0.49%
41JANUS DETROIT STR TR47103U84534,536$1.8M0.45%
42INVESCO EXCHANGE TRADED FD TIVZ29,810$1.3M0.35%
43MASTERCARD INCORPORATEDMA2,368$1.3M0.35%
44SOUTHERN COSOMN14,176$1.3M0.35%
45VISA INCV3,725$1.3M0.33%
46J P MORGAN EXCHANGE TRADED F46641Q83725,000$1.3M0.33%
47SPDR INDEX SHS FDS78463X88928,875$1.2M0.32%
48WASTE MGMT INC DEL94106L1095,585$1.2M0.32%
49ISHARES TR4642871508,407$1.2M0.32%
50VANGUARD WORLD FD9219108162,991$1.2M0.31%
51PROCTER AND GAMBLE CO7427181097,743$1.2M0.31%
52ISHARES TR46429B29124,340$1.2M0.31%
53HOME DEPOT INCHD2,527$1.0M0.27%
54INVESCO EXCHANGE TRADED FD TIVZ20,787$991,9730.26%
55ISHARES TR46434V61320,861$974,4360.25%
56ISHARES TR46428810910,272$924,6850.24%
57VANGUARD INDEX FDS9229086293,082$905,1710.23%
58JOHNSON & JOHNSONJNJ4,877$904,2800.23%
59JPMORGAN CHASE & CO.VYLD2,676$844,1270.22%
60SPDR SERIES TRUST78468R8124,924$842,9890.22%
61COCA COLA COKO12,704$842,5290.22%
62VANGUARD INDEX FDS9229087444,355$812,1520.21%
63ISHARES TR46435G4255,325$775,3750.20%
64ISHARES TR46435G5249,679$771,0870.20%
65VANGUARD WHITEHALL FDS9219464065,350$754,1240.20%
66ISHARES TR46434V80318,473$731,7090.19%
67EA SERIES TRUST02072L5656,410$729,8430.19%
68ISHARES TR4642874327,755$693,0640.18%
69UNITED PARCEL SERVICE INCUPS7,877$657,9310.17%
70COMMERCE BANCSHARES INCCBSH10,992$656,9060.17%
71AMEREN CORPAEE6,242$651,5140.17%
72ELI LILLY & COLLY847$645,9300.17%
73J P MORGAN EXCHANGE TRADED F46641Q33211,201$639,5770.17%
74VANGUARD INDEX FDS9229087691,850$607,1150.16%
75SPDR SERIES TRUST78464A50810,539$583,1250.15%
76PHILIP MORRIS INTL INC7181721093,534$573,2700.15%
77SCHWAB STRATEGIC TR80852475513,248$569,1240.15%
78ELEVANCE HEALTH INC FORMERLYELV1,726$557,7740.14%
79VANGUARD INTL EQUITY INDEX F9220427757,637$545,0320.14%
80UNITEDHEALTH GROUP INCUNH1,564$539,9650.14%
81MCDONALDS CORPMCD1,742$529,3930.14%
82NEXTERA ENERGY INCNEE-PW7,011$529,2390.14%
83BLACKROCK ETF TRUSTBLK16,513$524,1310.14%
84WISDOMTREE TRWT5,789$514,9530.13%
85ISHARES INC46434G7647,537$508,8060.13%
86ISHARES TR46436E32016,635$505,2190.13%
87STIFEL FINL CORP8606301024,400$499,2680.13%
88ISHARES TR4642876891,314$497,9270.13%
89EXXON MOBIL CORPXOM4,393$495,3220.13%
90DELL TECHNOLOGIES INCDELL3,491$494,9090.13%
91SPDR S&P 500 ETF TRSPY731$487,2520.13%
92CINTAS CORPCTAS2,340$480,3680.12%
93BLACKROCK INCBLK405$471,9690.12%
94SPDR SERIES TRUST78464A6987,400$468,4200.12%
95SPIRE INCSRJN5,722$466,4490.12%
96COSTCO WHSL CORP NEW22160K105502$465,0940.12%
97REPUBLIC SVCS INC7607591002,019$463,2090.12%
98INVESCO ACTIVELY MANAGED EXCIVZ9,150$459,6420.12%
99VANECK ETF TRUST92189F6761,402$457,5570.12%
100DISNEY WALT CO2546871063,979$455,6070.12%
101WELLS FARGO CO NEW9497461015,435$455,5620.12%
102AT&T INCT-PC16,127$455,4400.12%
103ISHARES BITCOIN TRUST ETFIBIT6,992$454,4800.12%
104AUTOMATIC DATA PROCESSING INADP1,546$453,7510.12%
105UNION PAC CORPUNP1,904$450,0480.12%
106RTX CORPORATIONRTX2,683$448,8670.12%
107VANGUARD TAX-MANAGED FDS9219438587,414$444,2570.12%
108ISHARES TR46428868714,009$442,9650.11%
109META PLATFORMS INCMETA599$439,7590.11%
110VERIZON COMMUNICATIONS INCVZ9,972$438,2700.11%
111EMERSON ELEC COEMR3,335$437,4440.11%
112TAIWAN SEMICONDUCTOR MFG LTD8740391001,560$435,6660.11%
113SPDR SERIES TRUST78464A14414,472$428,8080.11%
114ISHARES TR46434V63910,020$422,4830.11%
115INTERNATIONAL BUSINESS MACHSINTR1,483$418,4430.11%
116ISHARES TR4642876551,715$414,9810.11%
117ISHARES TR4642873419,861$411,7000.11%
118SPDR SERIES TRUST78464A3594,171$377,4760.10%
119SPDR SERIES TRUST78468R7888,468$372,5920.10%
120VANECK ETF TRUST92189F52820,804$362,4060.09%
121LOCKHEED MARTIN CORPLMT724$361,2370.09%
122BLACKROCK ETF TRUSTBLK12,714$355,8090.09%
123BROADCOM INCAVGO1,062$350,2390.09%
124SPDR SERIES TRUST78468R86117,820$343,7480.09%
125VANGUARD INDEX FDS9229086371,112$342,3400.09%
126PROSHARES TR74348A4673,309$341,0590.09%
127CAPITAL GROUP CORE EQUITY ET14020V1088,416$332,7690.09%
128CISCO SYS INCCSCO4,660$318,8370.08%
129MARSH & MCLENNAN COS INC5717481021,580$318,4170.08%
130HONEYWELL INTL INC4385161061,505$316,8740.08%
131ISHARES TR46434V3814,359$313,5890.08%
132ISHARES TR4642874993,218$310,7090.08%
133AMGEN INCAMGN1,099$310,1820.08%
134TESLA INCTSLA685$304,6330.08%
135ALPHABET INCGOOG1,243$302,7330.08%
136THE CIGNA GROUP1255231001,016$292,9360.08%
137HUBBELL INCHUBB675$290,4590.08%
138ALTRIA GROUP INCMO4,348$287,2290.07%
139ADVANCED MICRO DEVICES INCAMD1,753$283,6180.07%
140SPDR GOLD TRGLD792$281,5320.07%
141SPDR SERIES TRUST78464A1021,027$279,6440.07%
142ISHARES INC46434G1034,186$275,9410.07%
143VANGUARD INDEX FDS9229087511,061$269,8810.07%
144WISDOMTREE TRWT7,084$268,7730.07%
145SPDR SERIES TRUST78464A65610,153$267,1750.07%
146ISHARES TR4642882083,211$266,6930.07%
147AUTOZONE INCAZO61$261,7050.07%
148GENERAL MLS INC3703341045,110$257,6500.07%
149SHERWIN WILLIAMS COSHW739$255,7930.07%
150J P MORGAN EXCHANGE TRADED F46641Q7793,698$251,1050.07%
151ISHARES TR464287523919$249,1960.06%
152AB ACTIVE ETFS INC00039J2029,805$248,4590.06%
153GOLDMAN SACHS GROUP INCGSCE308$245,3210.06%
154ENERGIZER HLDGS INC NEWENR9,281$231,0040.06%
155WP CAREY INC92936U1093,400$229,7380.06%
156INVESCO EXCH TRADED FD TR IIIVZ3,094$227,3470.06%
157ISHARES TR4642875073,460$225,7770.06%
158MERCK & CO INCMRK2,661$223,3060.06%
159INVESCO EXCHANGE TRADED FD TIVZ1,962$222,9370.06%
160PIMCO ETF TR72201R2054,020$217,7960.06%
161ISHARES TR4642881661,927$212,6830.06%
162PNC FINL SVCS GROUP INC6934751051,046$210,1370.05%
163ISHARES TR46435U1353,998$209,2190.05%
164NETFLIX INCNFLX174$208,6120.05%
165BLACKSTONE INCBX1,214$207,3810.05%
166ISHARES TR4642878041,726$205,0700.05%
167BANK NEW YORK MELLON CORP0640581001,878$204,6270.05%
168ISHARES TR46435U7133,848$203,2670.05%
169ISHARES TR4642872421,818$202,6520.05%
170PFIZER INCPFE7,910$201,5410.05%
171PIMCO CORPORATE & INCM STRG72200U10012,990$173,8060.04%
172FORD MTR CO34537086014,275$170,7290.04%
173EATON VANCE TAX-MANAGED GLOBETN10,875$98,4190.03%
174GAMCO GLOBAL GOLD NAT RES &36465A10913,478$69,4780.02%
175ATAI LIFE SCIENCES NVN0731H10310,000$52,9000.01%