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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 Q4 2025 · Filed February 3, 2026 · Accession 0001799677-26-000001

Total Value
$410.3M
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854795,620$63.8M15.56%
2ISHARES TR464287309236,333$29.1M7.10%
3BLACKROCK ETF TRUSTBLK477,791$29.1M7.08%
4ISHARES TR46428710175,317$25.8M6.30%
5ISHARES TR464287408114,475$24.3M5.92%
6ISHARES TR46432F33984,523$16.8M4.09%
7BLACKROCK ETF TRUSTBLK262,184$8.7M2.13%
8INVESCO EXCH TRADED FD TR IIIVZ71,160$8.5M2.07%
9WORLD GOLD TRGLDW91,889$7.8M1.91%
10SPDR INDEX SHS FDS78463X509159,487$7.5M1.82%
11VANGUARD SPECIALIZED FUNDS92190884431,783$7.0M1.70%
12VANGUARD INDEX FDS92290836310,754$6.7M1.64%
13APPLE INCAAPL23,477$6.4M1.56%
14EQUIFAX INCEFX27,983$6.1M1.48%
15BLACKROCK ETF TRUST IIBLK113,159$6.0M1.46%
16BYLINE BANCORP INCBY204,549$6.0M1.45%
17SPDR SERIES TRUST78464A664223,966$5.9M1.44%
18SPDR SERIES TRUST78464A383257,927$5.8M1.41%
19INVESCO EXCHANGE TRADED FD TIVZ33,288$5.2M1.27%
20MICROSOFT CORPMSFT9,907$4.8M1.17%
21HCA HEALTHCARE INCHCA10,000$4.7M1.14%
22INVESCO EXCHANGE TRADED FD TIVZ98,832$4.5M1.10%
23US BANCORP DELUSB-PS79,331$4.2M1.03%
24ALPHABET INCGOOG12,674$4.0M0.97%
25ABBVIE INCABBV14,719$3.4M0.82%
26WALMART INCWMT29,992$3.3M0.81%
27SPDR SERIES TRUST78468R73965,109$3.1M0.76%
28AMAZON COM INCAMZN12,824$3.0M0.72%
29ISHARES TR46432F39611,715$2.9M0.71%
30ISHARES TR46435G67253,631$2.7M0.65%
31ISHARES TR4642876145,578$2.6M0.64%
32ISHARES TR46428841423,839$2.6M0.62%
33VANGUARD MUN BD FDS92290774648,902$2.5M0.60%
34NVIDIA CORPORATIONNVDA13,034$2.4M0.59%
35ISHARES TR46429B69725,375$2.4M0.58%
36BLACKROCK ETF TRUST IIBLK44,616$2.2M0.53%
37JANUS DETROIT STR TR47103U84542,201$2.1M0.52%
38VANGUARD INDEX FDS9229087363,981$1.9M0.47%
39ISHARES TR4642876225,112$1.9M0.47%
40PEPSICO INCPEP13,255$1.9M0.46%
41ABBOTT LABSABLZF15,089$1.9M0.46%
42SPDR INDEX SHS FDS78463X88935,615$1.6M0.39%
43ISHARES TR4642877217,346$1.5M0.36%
44INVESCO EXCHANGE TRADED FD TIVZ29,832$1.4M0.34%
45MASTERCARD INCORPORATEDMA2,337$1.3M0.33%
46VISA INCV3,731$1.3M0.32%
47J P MORGAN EXCHANGE TRADED F46641Q83725,700$1.3M0.32%
48ISHARES TR4642871508,654$1.3M0.31%
49VANGUARD WORLD FD9219108162,991$1.2M0.30%
50WASTE MGMT INC DEL94106L1095,513$1.2M0.30%
51SOUTHERN COSOMN13,783$1.2M0.29%
52ISHARES TR46429B29123,007$1.1M0.27%
53PROCTER AND GAMBLE CO7427181097,682$1.1M0.27%
54JOHNSON & JOHNSONJNJ4,948$1.0M0.25%
55ISHARES TR46435G52412,215$1.0M0.25%
56ISHARES TR46434V61320,973$976,0650.24%
57ISHARES TR46428810910,334$975,1160.24%
58INVESCO EXCHANGE TRADED FD TIVZ20,697$966,0510.24%
59ELI LILLY & COLLY847$909,9540.22%
60HOME DEPOT INCHD2,578$887,1410.22%
61COCA COLA COKO12,602$881,0060.21%
62VANGUARD INDEX FDS9229086293,031$879,7690.21%
63JPMORGAN CHASE & CO.VYLD2,682$864,2800.21%
64SPDR SERIES TRUST78468R8124,924$857,6870.21%
65VANGUARD INDEX FDS9229087444,347$830,2330.20%
66VANGUARD WHITEHALL FDS9219464065,745$824,5630.20%
67UNITED PARCEL SERVICE INCUPS7,978$791,3670.19%
68ISHARES TR46435G4255,300$789,6500.19%
69ISHARES TR4642874328,641$753,1500.18%
70EA SERIES TRUST02072L5656,332$728,8130.18%
71AMEREN CORPAEE6,977$696,7160.17%
72ISHARES TR46434V80316,223$670,9780.16%
73SCHWAB STRATEGIC TR80852475514,193$641,6750.16%
74PHILIP MORRIS INTL INC7181721093,942$632,2230.15%
75VANGUARD INDEX FDS9229087691,847$619,2440.15%
76ISHARES TR46435U7966,768$607,4960.15%
77ISHARES TR46436E32020,335$607,2170.15%
78SPDR SERIES TRUST78464A50810,539$598,7230.15%
79COMMERCE BANCSHARES INCCBSH11,353$594,2370.14%
80ELEVANCE HEALTH INC FORMERLYELV1,692$593,0550.14%
81NEXTERA ENERGY INCNEE-PW7,015$563,1350.14%
82BLACKROCK ETF TRUSTBLK17,694$560,5590.14%
83J P MORGAN EXCHANGE TRADED F46641Q3329,758$558,5490.14%
84UNITEDHEALTH GROUP INCUNH1,681$554,9770.14%
85EXXON MOBIL CORPXOM4,576$550,6770.13%
86MCDONALDS CORPMCD1,726$527,4130.13%
87STIFEL FINL CORP8606301024,200$525,9240.13%
88WISDOMTREE TRWT5,872$525,1020.13%
89SPDR SERIES TRUST78464A14417,565$515,3520.13%
90VANGUARD INTL EQUITY INDEX F9220427756,938$510,3580.12%
91ISHARES TR4642876891,314$508,3210.12%
92WELLS FARGO CO NEW9497461015,435$506,5420.12%
93VANECK ETF TRUST92189F6761,402$504,9020.12%
94SPIRE INCSRJN6,058$501,0160.12%
95SPDR S&P 500 ETF TRSPY731$498,7930.12%
96VANGUARD TAX-MANAGED FDS9219438587,890$492,9070.12%
97RTX CORPORATIONRTX2,684$492,3340.12%
98SPDR SERIES TRUST78464A6987,400$479,5940.12%
99TAIWAN SEMICONDUCTOR MFG LTD8740391001,551$471,3900.11%
100INVESCO ACTIVELY MANAGED EXCIVZ9,150$459,7880.11%
101SPDR SERIES TRUST78464A3595,134$457,9530.11%
102DISNEY WALT CO2546871063,979$452,7020.11%
103CINTAS CORPCTAS2,370$445,6730.11%
104EMERSON ELEC COEMR3,337$442,9220.11%
105UNION PAC CORPUNP1,909$441,5900.11%
106INTERNATIONAL BUSINESS MACHSINTR1,469$435,1320.11%
107ISHARES TR46428868714,009$433,7190.11%
108COSTCO WHSL CORP NEW22160K105501$431,6880.11%
109REPUBLIC SVCS INC7607591002,035$431,3720.11%
110BLACKROCK INCBLK400$428,6470.10%
111ISHARES TR46434V6399,728$425,6970.10%
112ISHARES TR4642876551,715$422,1940.10%
113DELL TECHNOLOGIES INCDELL3,307$416,2460.10%
114META PLATFORMS INCMETA613$404,7020.10%
115ISHARES INC46434G7645,552$403,5130.10%
116AT&T INCT-PC16,085$399,5460.10%
117ALPHABET INCGOOG1,243$390,0530.10%
118ISHARES TR4642873419,271$388,7360.09%
119ISHARES BITCOIN TRUST ETFIBIT7,781$386,3270.09%
120AUTOMATIC DATA PROCESSING INADP1,496$384,8160.09%
121ADVANCED MICRO DEVICES INCAMD1,707$365,5710.09%
122AMGEN INCAMGN1,099$359,8150.09%
123CISCO SYS INCCSCO4,663$359,1910.09%
124BROADCOM INCAVGO1,019$352,6950.09%
125LOCKHEED MARTIN CORPLMT724$350,3940.09%
126VERIZON COMMUNICATIONS INCVZ8,592$349,9650.09%
127VANGUARD INDEX FDS9229086371,103$347,2240.08%
128PROSHARES TR74348A4673,309$344,3680.08%
129CAPITAL GROUP CORE EQUITY ET14020V1088,416$338,5760.08%
130VANECK ETF TRUST92189F52819,238$334,9340.08%
131ISHARES INC46434G1034,813$323,5300.08%
132SPDR SERIES TRUST78464A1021,130$314,1220.08%
133SPDR GOLD TRGLD792$313,8780.08%
134ISHARES TR4642874993,220$310,0010.08%
135MERCK & CO INCMRK2,938$309,2410.08%
136TESLA INCTSLA673$302,6620.07%
137HUBBELL INCHUBB675$299,7740.07%
138HONEYWELL INTL INC4385161061,505$293,6890.07%
139MARSH & MCLENNAN COS INC5717481021,580$293,1220.07%
140ISHARES TR46434V3814,105$286,2830.07%
141WISDOMTREE TRWT7,297$284,7370.07%
142THE CIGNA GROUP1255231001,017$279,7800.07%
143ISHARES TR464287523924$278,3170.07%
144VANGUARD INDEX FDS9229087511,063$274,1050.07%
145GOLDMAN SACHS GROUP INCGSCE308$270,8060.07%
146BANK AMERICA CORP0605051044,923$270,7590.07%
147J P MORGAN EXCHANGE TRADED F46641Q7793,946$268,9200.07%
148ISHARES TR4642882083,243$268,3300.07%
149SPDR SERIES TRUST78464A65610,122$262,6650.06%
150ALTRIA GROUP INCMO4,348$250,7060.06%
151GENERAL MLS INC3703341045,360$249,2440.06%
152AB ACTIVE ETFS INC00039J2029,805$247,1840.06%
153SPDR SERIES TRUST78464A4092,256$240,6870.06%
154ISHARES TR4642874402,491$239,5350.06%
155SHERWIN WILLIAMS COSHW739$239,4180.06%
156SPDR SERIES TRUST78468R7885,260$227,5120.06%
157ISHARES TR4642875073,415$225,3670.05%
158INVESCO EXCHANGE TRADED FD TIVZ1,963$223,5430.05%
159INVESCO EXCH TRADED FD TR IIIVZ3,094$220,9730.05%
160WP CAREY INC92936U1093,400$218,8240.05%
161BANK NEW YORK MELLON CORP0640581001,878$218,0170.05%
162PNC FINL SVCS GROUP INC6934751051,018$212,5110.05%
163ISHARES TR4642881661,900$209,4750.05%
164ISHARES TR4642878041,729$207,8170.05%
165AUTOZONE INCAZO61$206,8820.05%
166SELECT SECTOR SPDR TR81369Y8031,400$201,5580.05%
167PIMCO CORPORATE & INCM STRG72200U10012,990$165,7520.04%
168FORD MTR CO34537086012,100$158,7520.04%
169EATON VANCE TAX-MANAGED GLOBETN10,875$100,2680.02%
170GAMCO GLOBAL GOLD NAT RES &36465A10913,626$70,3090.02%