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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

Wallace Advisory Group, LLC

Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0001932645-25-000002

Total Value
$124.4M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK115,664$9.2M7.36%
2CHEVRON CORP NEWCVX44,143$6.3M5.08%
3AMAZON COM INCAMZN18,466$4.1M3.26%
4THE CIGNA GROUP12552310011,726$3.9M3.12%
5SPDR SERIES TRUST78468R66341,896$3.8M3.09%
6MICROSOFT CORPMSFT5,785$2.9M2.31%
7SPDR INDEX SHS FDS78463X50956,314$2.4M1.93%
8WORLD GOLD TRGLDW35,750$2.3M1.88%
9SPDR S&P 500 ETF TRSPY3,606$2.2M1.79%
10APPLE INCAAPL10,106$2.1M1.67%
11NVIDIA CORPORATIONNVDA11,909$1.9M1.51%
12ALPHABET INCGOOG9,546$1.7M1.35%
13ORACLE CORPORCL-PD7,643$1.7M1.34%
14MASTERCARD INCORPORATEDMA2,968$1.7M1.34%
15ISHARES TR4642872002,590$1.6M1.29%
16ISHARES TR46428744016,577$1.6M1.28%
17ISHARES TR46429B74714,366$1.5M1.19%
18VISA INCV3,860$1.4M1.10%
19BLACKROCK ETF TRUST IIBLK43,960$1.4M1.10%
20VANGUARD STAR FDS92190976818,949$1.3M1.05%
21JOHNSON & JOHNSONJNJ8,536$1.3M1.05%
22SPDR SERIES TRUST78464A40913,015$1.2M1.00%
23PHILIP MORRIS INTL INC7181721096,703$1.2M0.98%
24SHOPIFY INCSHOP10,110$1.2M0.94%
25ADOBE INCADBE2,991$1.2M0.93%
26DIREXION SHS ETF TR25459W8626,472$1.1M0.90%
27VERIZON COMMUNICATIONS INCVZ25,163$1.1M0.88%
28ELI LILLY & COLLY1,283$1.0M0.80%
29ABBOTT LABSABLZF7,067$961,1830.77%
30SPDR INDEX SHS FDS78463X88923,663$958,1150.77%
31THERMO FISHER SCIENTIFIC INCTMO2,299$932,1530.75%
32JPMORGAN CHASE & CO.VYLD3,156$914,9560.74%
33NETFLIX INCNFLX683$914,6260.74%
34BROADCOM INCAVGO3,300$909,6450.73%
35ALPHABET INCGOOG5,058$897,2390.72%
36ZOETIS INCZTS5,523$861,3120.69%
37SERVICENOW INCNOW812$834,8010.67%
38WELLS FARGO CO NEW94974610110,231$819,7360.66%
39CISCO SYS INCCSCO11,113$771,0200.62%
40MSCI INCMSCI1,322$762,4500.61%
41JD.COM INCJDCMF21,125$689,5200.55%
42LOWES COS INC5486611073,097$687,0470.55%
43INTUITINTU871$686,0260.55%
44AT&T INCT-PC23,678$685,2410.55%
45ISHARES TR46429B59811,667$649,6190.52%
46STARBUCKS CORPSBUX7,010$642,3260.52%
47AMPHENOL CORP NEW0320951016,502$642,0730.52%
48IDEXX LABS INC45168D1041,193$639,8540.51%
49BOOKING HOLDINGS INCBKNG110$636,8160.51%
50AIRBNB INCABNB4,806$636,0260.51%
51ISHARES TR46428750710,226$634,2460.51%
52META PLATFORMS INCMETA858$633,3360.51%
53SHELL PLCRYDAF8,965$631,2260.51%
54TJX COS INC NEW8725401094,918$607,3240.49%
55SPDR SERIES TRUST78464A50811,261$589,4010.47%
56ASML HOLDING N VASMLF715$572,9940.46%
57US BANCORP DELUSB-PS12,648$572,3220.46%
58ISHARES TR46429B26724,833$570,6620.46%
59AON PLCAON1,593$568,3190.46%
60RTX CORPORATIONRTX3,851$562,3230.45%
61WORKDAY INCWDAY2,338$561,1200.45%
62SPDR SERIES TRUST78464A2016,297$558,8590.45%
63BANK MONTREAL QUE06367938522,411$557,8100.45%
64ACCENTURE PLC IRELANDACN1,855$554,4410.45%
65MONDELEZ INTL INC6092071058,172$551,1200.44%
66MERCADOLIBRE INCMELI210$548,8620.44%
67FISERV INCFISV3,066$528,6090.42%
68BANK AMERICA CORP06050510410,973$519,2420.42%
69CVS HEALTH CORPCVS7,421$511,9010.41%
70ABBVIE INCABBV2,753$511,0120.41%
71OLLIES BARGAIN OUTLET HLDGS6811161093,871$510,1200.41%
72BERKSHIRE HATHAWAY INC DELBRK-A1,046$508,1150.41%
73BOEING COBA-PA2,411$505,1770.41%
74APPLIED MATLS INC0382221052,691$492,6410.40%
75FREEPORT-MCMORAN INCFCX11,324$490,8950.39%
76AMERICAN TOWER CORP NEW03027X1002,207$487,7910.39%
77COCA COLA COKO6,860$485,3450.39%
78S&P GLOBAL INCSPGI916$482,9980.39%
79J P MORGAN EXCHANGE TRADED F46641Q2177,670$473,8530.38%
80TENET HEALTHCARE CORPTHC2,668$469,5680.38%
81CORNING INCGLW8,694$457,2170.37%
82CITIGROUP INCC-PR5,319$452,7530.36%
83AUTODESK INCADSK1,452$449,4960.36%
84NOVO-NORDISK A SNONOF6,405$442,0730.36%
85EPAM SYS INCEPAM2,471$436,9220.35%
86PFIZER INCPFE17,688$428,7570.34%
87AUTOZONE INCAZO115$426,9060.34%
88INTERNATIONAL BUSINESS MACHSINTR1,446$426,2520.34%
89SPDR SERIES TRUST78464A38319,006$420,0330.34%
90CATERPILLAR INCCAT1,069$414,9960.33%
91VANGUARD SCOTTSDALE FDS92206C8704,867$403,5720.32%
92EXXON MOBIL CORPXOM3,725$401,5550.32%
93MORGAN STANLEYMS-PQ2,843$400,4650.32%
94SAP SESAPGF1,315$399,8920.32%
95PAYCOM SOFTWARE INCPAYC1,726$399,3960.32%
96TESLA INCTSLA1,253$398,0280.32%
97GODADDY INCGDDY2,190$394,3310.32%
98AMERICAN INTL GROUP INC0268747844,607$394,3130.32%
99TECHNIPFMC PLCFTI11,333$390,3090.31%
100ISHARES TR4642871763,426$376,9970.30%
101QUALCOMM INCQCOM2,360$375,8540.30%
102UNITEDHEALTH GROUP INCUNH1,198$373,7400.30%
103PG&E CORPPCG-PX26,560$370,2460.30%
104HOME DEPOT INCHD1,003$367,7400.30%
105COPART INCCPRT7,462$366,1600.29%
106COSTAR GROUP INCCSGP4,510$362,6040.29%
107BOOZ ALLEN HAMILTON HLDG CORBAH3,449$359,1440.29%
108DIMENSIONAL ETF TRUST25434V7089,631$345,1910.28%
109CINTAS CORPCTAS1,542$343,6660.28%
110CENTENE CORP DELCNC6,169$334,8530.27%
111AES CORPAES31,628$332,7270.27%
112UNITED PARCEL SERVICE INCUPS3,274$330,4780.27%
113WILLIAMS COS INC9694571005,092$319,8290.26%
114SPDR SERIES TRUST78464A8394,011$318,5940.26%
115GE AEROSPACE3696043011,235$317,8770.26%
116HOULIHAN LOKEY INCHLI1,754$315,6320.25%
117SPDR SERIES TRUST78468R8537,349$313,0670.25%
118SONY GROUP CORPSNEJF11,947$310,9800.25%
119SEA LTDSE1,940$310,2840.25%
120BRISTOL-MYERS SQUIBB COCELG-RI6,680$309,2170.25%
121MARATHON PETE CORPMARA1,852$307,6360.25%
122ISHARES TR4642878042,740$299,4550.24%
123RBB FD INC74933W2135,973$299,0980.24%
124ISHARES TR4642876551,375$296,7110.24%
125METLIFE INCMET-PF3,689$296,6690.24%
126ISHARES TR46434V4076,782$292,5750.24%
127FEDERAL SIGNAL CORPFSS2,708$288,1850.23%
128SPDR SERIES TRUST78464A8213,261$283,2830.23%
129MORNINGSTAR INCMORN884$277,5140.22%
130EMCOR GROUP INCEME518$277,0730.22%
131MONOLITHIC PWR SYS INC609839105375$274,2680.22%
132SHERWIN WILLIAMS COSHW796$273,3150.22%
133SALESFORCE INCCRM962$262,3280.21%
134SPDR SERIES TRUST78464A3003,263$260,2570.21%
135RELX PLCRLXXF4,652$252,7900.20%
136SPDR INDEX SHS FDS78463X8716,610$245,7600.20%
137SOUTHWEST AIRLS CO8447411087,532$244,3380.20%
138INVESCO QQQ TRIVZ432$238,5170.19%
139BARRICK MNG CORP06849F10811,452$238,4310.19%
140UNILEVER PLCUNLYF3,897$238,3790.19%
141SPDR SERIES TRUST78464A7631,739$236,0600.19%
142KINSALE CAP GROUP INC49714P108486$235,1750.19%
143CSX CORPCSX7,152$233,3700.19%
144BROWN & BROWN INCBRO2,093$232,0510.19%
145RYAN SPECIALTY HOLDINGS INCRYAN3,374$229,3980.18%
146CURTISS WRIGHT CORPCW466$227,6640.18%
147SPDR SERIES TRUST78464A6648,540$226,9930.18%
148HEICO CORP NEWHEI-A873$225,8890.18%
149VERONA PHARMA PLC9250501062,384$225,4790.18%
150ONESTREAM INCOS7,919$224,1080.18%
151NCINO INCNCNO7,924$221,6340.18%
152CASEYS GEN STORES INC147528103434$221,4570.18%
153BANCO BILBAO VIZCAYA ARGENTABBVXF14,253$219,0690.18%
154MITSUBISHI UFJ FINL GROUP IN60682210415,934$218,6140.18%
155COSTCO WHSL CORP NEW22160K105220$217,7870.18%
156GOOSEHEAD INS INCGSHD2,016$212,7080.17%
157GARTNER INCIT524$211,8110.17%
158SERVISFIRST BANCSHARES INCSFBS2,703$209,5100.17%
159VANGUARD TAX-MANAGED FDS9219438583,645$207,8010.17%
160VANGUARD INTL EQUITY INDEX F9220428584,200$207,7320.17%
161COOPER COS INC2166485012,915$207,4310.17%
162SNOWFLAKE INCSNOW907$202,9590.16%
163SELECT SECTOR SPDR TR81369Y803795$201,3180.16%
164J P MORGAN EXCHANGE TRADED F46641Q7613,245$194,8620.16%
165ORGANON & COOGN12,027$116,4210.09%
166UP FINTECH HLDG LTDTIGR11,944$115,2600.09%
167NOKIA CORPNOKBF15,654$81,0880.07%
168VNET GROUP INCVNET10,237$70,6350.06%
169SPDR SERIES TRUST78464A409372$35,4590.03%
170AMAZON COM INCAMZN117$25,6690.02%
171ORACLE CORPORCL-PD117$25,5800.02%
172MICROSOFT CORPMSFT49$24,3730.02%
173SPDR INDEX SHS FDS78463X889530$21,4600.02%
174ISHARES TR46434V407489$21,0950.02%
175CHEVRON CORP NEWCVX147$21,0490.02%
176VISA INCV56$19,8830.02%
177SPDR SERIES TRUST78464A508332$17,3770.01%
178SPDR S&P 500 ETF TRSPY25$15,4460.01%
179NETFLIX INCNFLX11$14,7300.01%
180NVIDIA CORPORATIONNVDA91$14,3770.01%
181ALPHABET INCGOOG76$13,3930.01%
182MASTERCARD INCORPORATEDMA22$12,3630.01%
183RTX CORPORATIONRTX81$11,8280.01%
184META PLATFORMS INCMETA16$11,8090.01%
185SHOPIFY INCSHOP101$11,6500.01%
186BOEING COBA-PA53$11,1050.01%
187SAP SESAPGF36$10,9480.01%
188INVESCO QQQ TRIVZ19$10,4810.01%
189ABBOTT LABSABLZF76$10,3370.01%
190SPDR SERIES TRUST78468R853240$10,2240.01%
191ELI LILLY & COLLY13$10,1340.01%
192SPDR SERIES TRUST78464A201106$9,4080.01%
193SONY GROUP CORPSNEJF355$9,2410.01%
194TESLA INCTSLA29$9,2120.01%
195SPDR INDEX SHS FDS78463X509200$8,5480.01%
196ALPHABET INCGOOG48$8,5150.01%
197BROWN & BROWN INCBRO75$8,3150.01%
198ISHARES TR46428765538$8,2000.01%
199THERMO FISHER SCIENTIFIC INCTMO20$8,1090.01%
200MSCI INCMSCI14$8,0740.01%
201NOVO-NORDISK A SNONOF115$7,9370.01%
202ADOBE INCADBE20$7,7380.01%
203SEA LTDSE48$7,6770.01%
204RYAN SPECIALTY HOLDINGS INCRYAN111$7,5470.01%
205HEICO CORP NEWHEI-A29$7,5040.01%
206RELX PLCRLXXF137$7,4450.01%
207BERKSHIRE HATHAWAY INC DELBRK-A15$7,2870.01%
208COOPER COS INC216648501100$7,1160.01%
209HOULIHAN LOKEY INCHLI39$7,0180.01%
210COPART INCCPRT142$6,9680.01%
211UNILEVER PLCUNLYF113$6,9120.01%
212SOUTHWEST AIRLS CO844741108179$5,8070.00%
213QUALCOMM INCQCOM34$5,4150.00%
214STARBUCKS CORPSBUX59$5,4060.00%
215CISCO SYS INCCSCO77$5,3420.00%
216J P MORGAN EXCHANGE TRADED F46641Q76188$5,2840.00%
217ZOETIS INCZTS33$5,1460.00%
218SERVICENOW INCNOW5$5,1400.00%
219APPLIED MATLS INC03822210528$5,1260.00%
220MONOLITHIC PWR SYS INC6098391057$5,1200.00%
221CASEYS GEN STORES INC14752810310$5,1030.00%
222FREEPORT-MCMORAN INCFCX117$5,0720.00%
223VERIZON COMMUNICATIONS INCVZ116$5,0190.00%
224CORNING INCGLW93$4,8910.00%
225CITIGROUP INCC-PR56$4,7670.00%
226TENET HEALTHCARE CORPTHC26$4,5760.00%
227WORKDAY INCWDAY19$4,5600.00%
228OLLIES BARGAIN OUTLET HLDGS68111610934$4,4810.00%
229CURTISS WRIGHT CORPCW9$4,3970.00%
230MORNINGSTAR INCMORN14$4,3950.00%
231JPMORGAN CHASE & CO.VYLD15$4,3490.00%
232TECHNIPFMC PLCFTI126$4,3390.00%
233CVS HEALTH CORPCVS62$4,2770.00%
234AMERICAN TOWER CORP NEW03027X10019$4,1990.00%
235AMERICAN INTL GROUP INC02687478448$4,1080.00%
236MORGAN STANLEYMS-PQ29$4,0850.00%
237EPAM SYS INCEPAM23$4,0670.00%
238AUTODESK INCADSK13$4,0240.00%
239BANK AMERICA CORP06050510485$4,0220.00%
240PHILIP MORRIS INTL INC71817210922$4,0070.00%
241LOWES COS INC54866110718$3,9940.00%
242SERVISFIRST BANCSHARES INCSFBS51$3,9530.00%
243CATERPILLAR INCCAT10$3,8820.00%
244AIRBNB INCABNB29$3,8380.00%
245NCINO INCNCNO137$3,8320.00%
246GOOSEHEAD INS INCGSHD35$3,6930.00%
247AES CORPAES348$3,6610.00%
248VANGUARD STAR FDS92190976852$3,5930.00%
249AON PLCAON10$3,5680.00%
250SALESFORCE INCCRM13$3,5450.00%
251VANGUARD INTL EQUITY INDEX F92204285871$3,5120.00%
252PG&E CORPPCG-PX243$3,3870.00%
253WELLS FARGO CO NEW94974610142$3,3650.00%
254WILLIAMS COS INC96945710053$3,3290.00%
255ACCENTURE PLC IRELANDACN11$3,2880.00%
256IDEXX LABS INC45168D1046$3,2180.00%
257CENTENE CORP DELCNC59$3,2030.00%
258MARATHON PETE CORPMARA19$3,1560.00%
259METLIFE INCMET-PF39$3,1360.00%
260BRISTOL-MYERS SQUIBB COCELG-RI66$3,0550.00%
261THE CIGNA GROUP1255231009$2,9750.00%
262FEDERAL SIGNAL CORPFSS26$2,7670.00%
263EMCOR GROUP INCEME5$2,6740.00%
264PAYCOM SOFTWARE INCPAYC11$2,5450.00%
265CSX CORPCSX73$2,3820.00%
266COSTAR GROUP INCCSGP27$2,1710.00%
267BARRICK MNG CORP06849F108101$2,1030.00%
268BANCO BILBAO VIZCAYA ARGENTABBVXF122$1,8750.00%
269MITSUBISHI UFJ FINL GROUP IN606822104119$1,6330.00%
270GARTNER INCIT4$1,6170.00%
271ASML HOLDING N VASMLF2$1,6030.00%
272ISHARES TR46429B26763$1,4480.00%
273SPDR SERIES TRUST78464A38353$1,1710.00%
274VANGUARD SCOTTSDALE FDS92206C87012$9950.00%
275SPDR SERIES TRUST78464A66423$6110.00%