Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ADE, LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001845950-26-000002

Total Value
$206.5M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836346,145$28.9M14.01%
2ISHARES TR46428720031,543$21.6M10.46%
3T ROWE PRICE ETF INC87283Q867556,039$21.3M10.29%
4VANGUARD TAX-MANAGED FDS921943858269,731$16.9M8.16%
5VANGUARD CHARLOTTE FDS92203J407289,220$14.0M6.77%
6BLACKROCK ETF TRUSTBLK161,264$9.8M4.75%
7VANGUARD STAR FDS921909768118,221$8.9M4.32%
8ISHARES TR46432F84264,796$5.8M2.81%
9ISHARES TR46436E71854,982$5.5M2.67%
10SPDR INDEX SHS FDS78463X50998,133$4.6M2.22%
11ISHARES TR46429B69743,488$4.1M1.98%
12ISHARES TR46428887753,884$3.8M1.86%
13APPLE INCAAPL13,540$3.7M1.78%
14MICROSOFT CORPMSFT6,682$3.2M1.56%
15VANGUARD INDEX FDS9229087365,889$2.9M1.39%
16ISHARES TR46432F83433,443$2.8M1.37%
17VANGUARD INDEX FDS92290874413,895$2.7M1.29%
18DIMENSIONAL ETF TRUST25434V50035,137$2.4M1.19%
19ISHARES TR4642876225,494$2.1M0.99%
20ISHARES INC46434G10326,824$1.8M0.87%
21SPROTT ASSET MANAGEMENT LPSII52,213$1.7M0.83%
22ISHARES TR46428815815,996$1.7M0.83%
23PACER FDS TR69374H10530,114$1.7M0.81%
24SPROTT ETF TRUSTSII20,930$1.5M0.71%
25ISHARES TR46429B26762,104$1.4M0.69%
26TESLA INCTSLA2,620$1.2M0.57%
27EXXON MOBIL CORPXOM9,131$1.1M0.53%
28ISHARES TR4642874737,568$1.1M0.52%
29BERKSHIRE HATHAWAY INC DELBRK-A2,025$1.0M0.49%
30EMERSON ELEC COEMR7,500$995,4010.48%
31PROCTER AND GAMBLE CO7427181096,562$940,4000.46%
32VANGUARD INTL EQUITY INDEX F9220427426,266$883,8760.43%
33AMGEN INCAMGN2,551$834,8350.40%
34ORACLE CORPORCL-PD4,159$810,6310.39%
35ISHARES TR46435G21917,446$796,5620.39%
36SPROTT ASSET MANAGEMENT LPSII33,477$791,7310.38%
37ISHARES TR4642878046,342$762,1710.37%
38MARZETTI COMPANYMZTI4,500$739,8900.36%
39VANGUARD MUN BD FDS92290774614,628$735,6420.36%
40PACER FDS TR69374H68323,303$732,8750.35%
41ISHARES TR4642885887,360$700,7800.34%
42VANGUARD INTL EQUITY INDEX F92204285812,410$667,1420.32%
43VANGUARD WHITEHALL FDS9219464064,548$652,7690.32%
44SPDR S&P 500 ETF TRSPY926$631,5870.31%
45ELI LILLY & COLLY587$630,8370.31%
46CATERPILLAR INCCAT1,090$624,4630.30%
47HERSHEY COHSY3,170$576,8770.28%
48ECOLAB INCECL2,106$552,9780.27%
49PACER FDS TR69374H20414,658$522,8610.25%
50COSTCO WHSL CORP NEW22160K105589$507,9180.25%
51SCHWAB STRATEGIC TR80852480521,057$506,2100.25%
52SPDR GOLD TRGLD1,265$501,3320.24%
53HOME DEPOT INCHD1,451$499,2260.24%
54PHILIP MORRIS INTL INC7181721093,062$491,1060.24%
55KKR & CO INCKKRT3,805$485,0630.23%
56AMAZON COM INCAMZN2,040$470,8720.23%
57JPMORGAN CHASE & CO.VYLD1,414$455,6200.22%
58ISHARES TR4642871011,319$452,3300.22%
59CISCO SYS INCCSCO5,849$450,5480.22%
60ERIE INDTY CO29530P1021,488$426,5350.21%
61WALMART INCWMT3,663$408,0950.20%
62ISHARES TR4642875076,117$403,6920.20%
63ISHARES TR4642874994,033$388,2320.19%
64BITWISE 10 CRYPTO INDEX ETFBITW6,325$371,6570.18%
65ADVANCED MICRO DEVICES INCAMD1,717$367,7130.18%
66COCA COLA COKO5,089$355,7610.17%
67VANGUARD SCOTTSDALE FDS92206C4094,354$347,1440.17%
68SCHWAB STRATEGIC TR80852410213,030$341,7740.17%
69VANGUARD INDEX FDS9229086291,143$331,7500.16%
70JOHNSON & JOHNSONJNJ1,564$323,7700.16%
71INTERNATIONAL BUSINESS MACHSINTR1,092$323,4620.16%
72BOEING COBA-PA1,400$303,9680.15%
73SCHWAB STRATEGIC TR8085247556,653$300,7820.15%
74WASTE MGMT INC DEL94106L1091,358$298,3660.14%
75ANALOG DEVICES INCADI1,100$298,3200.14%
76ISHARES TR46434V4496,099$292,5610.14%
77ISHARES TR4642886532,755$280,0790.14%
78PFIZER INCPFE11,028$274,5880.13%
79VANGUARD INDEX FDS9229085532,834$250,8180.12%
80BOOZ ALLEN HAMILTON HLDG CORBAH2,887$243,5470.12%
81PIMCO ETF TR72201R8332,220$222,7550.11%
82SCHWAB STRATEGIC TR8085246077,715$219,7230.11%
833M COMMM1,353$216,6150.10%
84DEERE & CODE445$207,1790.10%
85GLOBAL X FDS37954Y48310,284$181,7180.09%