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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

Eagle Bluffs Wealth Management LLC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001951757-25-001284

Total Value
$231.7M
Positions
77
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (77)

#IssuerTicker / CUSIPSharesValue% of Filing
1BLACKROCK TAX MUNICPAL BD TRBLK2,059,825$34.2M14.76%
2NUVEEN TAXABLE MUNICPAL INMNU815,129$13.3M5.74%
3ISHARES INC46434G764192,986$13.0M5.62%
4ISHARES TR464288448330,235$12.1M5.21%
5NVIDIA CORPORATIONNVDA63,282$11.8M5.10%
6NUVEEN QUALITY MUNCP INCOMENU639,168$7.5M3.24%
7VERTIV HOLDINGS COVRT43,905$6.6M2.86%
8J P MORGAN EXCHANGE TRADED F46654Q203109,693$6.3M2.72%
9NUVEEN AMT FREE QLTY MUN INCNU494,936$5.7M2.45%
10KLA CORPKLAC5,013$5.4M2.33%
11J P MORGAN EXCHANGE TRADED F46641Q33291,762$5.2M2.26%
12BROADCOM INCAVGO15,782$5.2M2.25%
13ALPHABET INCGOOG20,504$5.0M2.15%
14NETFLIX INCNFLX4,078$4.9M2.11%
15MICROSOFT CORPMSFT9,292$4.8M2.08%
16INVESCO EXCH TRADED FD TR IIIVZ89,436$4.1M1.79%
17SPDR INDEX SHS FDS78463X871101,575$4.1M1.76%
18TESLA INCTSLA9,112$4.1M1.75%
19WALMART INCWMT39,174$4.0M1.74%
20JPMORGAN CHASE & CO.VYLD12,577$4.0M1.71%
21SCHWAB CHARLES CORPSCHW-PJ40,494$3.9M1.67%
22TORTOISE ENERGY INFRA CORPTYG85,894$3.7M1.60%
23MARVELL TECHNOLOGY INCMRVL42,415$3.6M1.54%
24ITT INCITT18,518$3.3M1.43%
25META PLATFORMS INCMETA4,082$3.0M1.29%
26J P MORGAN EXCHANGE TRADED F46641Q83757,750$2.9M1.26%
27CAPITAL ONE FINL CORP14040H10512,971$2.8M1.19%
28TORTOISE SUSTAINABLE & SOCIA27901F109224,145$2.6M1.14%
29CISCO SYS INCCSCO37,207$2.5M1.10%
303M COMMM13,930$2.2M0.93%
31THERMO FISHER SCIENTIFIC INCTMO4,132$2.0M0.87%
32DISNEY WALT CO25468710617,285$2.0M0.85%
33AMAZON COM INCAMZN8,980$2.0M0.85%
34ABBOTT LABSABLZF14,566$2.0M0.84%
35VANGUARD TAX-MANAGED FDS92194385832,523$1.9M0.84%
36APPLE INCAAPL7,024$1.8M0.77%
37TRUIST FINL CORP89832Q10934,567$1.6M0.68%
38SIMMONS 1ST NATL CORP82873020067,846$1.3M0.57%
39ENERGIZER HLDGS INC NEWENR52,508$1.3M0.56%
40ECOLAB INCECL4,724$1.3M0.56%
41ISHARES TR4642871508,726$1.3M0.55%
42CATERPILLAR INCCAT2,617$1.2M0.54%
43ALBEMARLE CORPALB-PA15,081$1.2M0.53%
44INVESCO EXCH TRADED FD TR IIIVZ44,521$1.2M0.52%
45SPDR S&P 500 ETF TRSPY1,699$1.1M0.49%
46RIO TINTO PLCRTNTF16,901$1.1M0.48%
47CHEVRON CORP NEWCVX6,755$1.0M0.45%
48VANGUARD INDEX FDS9229087513,540$902,9710.39%
49SHERWIN WILLIAMS COSHW2,492$862,8800.37%
50MARATHON PETE CORPMARA4,305$829,7460.36%
51J P MORGAN EXCHANGE TRADED F46641Q65415,937$813,4240.35%
52ISHARES U S ETF TR46431W50714,950$766,6360.33%
53HOME DEPOT INCHD1,885$763,7830.33%
54EXXON MOBIL CORPXOM6,643$748,9980.32%
55UNITED PARCEL SERVICE INCUPS7,455$622,7170.27%
56ABBVIE INCABBV2,504$579,7760.25%
57TJX COS INC NEW8725401093,832$553,8770.24%
58CUMMINS INCCMI1,298$548,2360.24%
59CONSTELLATION ENERGY CORPCEG1,469$483,4040.21%
60ISHARES INC46428631915,709$466,4000.20%
61CHUBB LIMITEDCB1,646$466,1800.20%
62JOHNSON & JOHNSONJNJ2,510$465,4970.20%
63INTERNATIONAL BUSINESS MACHSINTR1,580$445,8130.19%
64BOEING COBA-PA2,025$437,0560.19%
65HAWTHORN BANCSHARES INCHWBK13,250$413,6110.18%
66MCDONALDS CORPMCD1,319$400,8700.17%
67GOLDMAN SACHS GROUP INCGSCE448$356,7650.15%
68RTX CORPORATIONRTX2,061$344,8670.15%
69MICROCHIP TECHNOLOGY INC.MCHPP5,238$336,3840.15%
70VANGUARD INDEX FDS9229085533,348$306,0740.13%
71KAYNE ANDERSON ENERGY INFRST48660610622,378$276,8160.12%
72ALPHABET INCGOOG1,100$267,9050.12%
73UNION PAC CORPUNP1,040$245,8250.11%
74BANK NEW YORK MELLON CORP0640581002,000$217,9200.09%
75COCA COLA COKO3,158$210,9830.09%
76EXELON CORPEXC4,543$204,4800.09%
77INVESCO EXCH TRADED FD TR IIIVZ10,565$141,7820.06%