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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

ARBOR TRUST WEALTH ADVISORS, LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001951757-25-001360

Total Value
$222.1M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524805514,035$12.0M5.39%
2J P MORGAN EXCHANGE TRADED F46641Q670232,033$11.0M4.97%
3SCHWAB STRATEGIC TR808524300340,091$10.9M4.89%
4ABBVIE INCABBV45,057$10.4M4.70%
5SCHWAB STRATEGIC TR808524508296,455$8.8M3.96%
6ISHARES TR46428746590,459$8.4M3.80%
7APPLE INCAAPL32,909$8.4M3.77%
8SPDR S&P MIDCAP 400 ETF TRMDY13,247$7.9M3.57%
9SCHWAB STRATEGIC TR808524201279,291$7.4M3.31%
10MICROSOFT CORPMSFT12,905$6.7M3.01%
11SPDR SERIES TRUST78464A508115,399$6.4M2.88%
12ABBOTT LABSABLZF47,022$6.3M2.84%
13ALPHABET INCGOOG23,458$5.7M2.57%
14SCHWAB STRATEGIC TR808524607189,534$5.3M2.38%
15JPMORGAN CHASE & CO.VYLD16,662$5.3M2.37%
16PIMCO ETF TR72201R585187,568$5.0M2.27%
17ORACLE CORPORCL-PD16,777$4.7M2.12%
18ISHARES TR46429B59883,922$4.4M1.97%
19ISHARES TR46428722643,550$4.4M1.97%
20VANGUARD SCOTTSDALE FDS92206C40954,216$4.3M1.95%
21STRYKER CORPORATIONSYK11,460$4.2M1.91%
22COSTCO WHSL CORP NEW22160K1054,521$4.2M1.88%
23WISDOMTREE TRWT87,655$4.0M1.82%
24ISHARES TR46428756461,891$3.8M1.72%
25VISA INCV10,035$3.4M1.54%
26ISHARES TR4642872005,084$3.4M1.53%
27TJX COS INC NEW87254010922,807$3.3M1.48%
28SCHWAB STRATEGIC TR808524409104,611$3.0M1.37%
29ISHARES TR46428765511,945$2.9M1.30%
30ISHARES TR46428750742,888$2.8M1.26%
31CATERPILLAR INCCAT5,580$2.7M1.20%
32CHEVRON CORP NEWCVX14,074$2.2M0.98%
33PROCTER AND GAMBLE CO74271810913,726$2.1M0.95%
34MCDONALDS CORPMCD6,468$2.0M0.89%
35META PLATFORMS INCMETA2,565$1.9M0.85%
36VANGUARD INTL EQUITY INDEX F92204285834,235$1.9M0.84%
37ELI LILLY & COLLY2,251$1.7M0.77%
38SALESFORCE INCCRM6,915$1.6M0.74%
39ISHARES TR46428780413,268$1.6M0.71%
40PALO ALTO NETWORKS INCPANW7,560$1.5M0.69%
41VANGUARD INDEX FDS9229086115,815$1.2M0.55%
42INTERNATIONAL BUSINESS MACHSINTR4,296$1.2M0.55%
43HONEYWELL INTL INC4385161065,751$1.2M0.55%
44SCHWAB CHARLES CORPSCHW-PJ12,265$1.2M0.53%
45LOWES COS INC5486611074,539$1.1M0.51%
46NVIDIA CORPORATIONNVDA5,897$1.1M0.50%
47APPLIED MATLS INC0382221055,246$1.1M0.48%
48ALPHABET INCGOOG3,836$934,2580.42%
49JOHNSON & JOHNSONJNJ4,676$867,0240.39%
50EXXON MOBIL CORPXOM7,405$834,8620.38%
51PEPSICO INCPEP5,807$815,5940.37%
52PALANTIR TECHNOLOGIES INCPLTR4,316$787,3250.35%
53COCA COLA COKO11,770$786,5890.35%
54AMAZON COM INCAMZN3,284$721,0710.32%
55AMERICAN EXPRESS COAXP1,817$603,5350.27%
56DANAHER CORPORATION2358511023,039$603,4850.27%
57CUMMINS INCCMI1,370$578,6470.26%
58BERKSHIRE HATHAWAY INC DELBRK-A1,140$573,1240.26%
59GLOBAL X FDS37954Y23627,351$560,1480.25%
60BLACKROCK INCBLK459$535,1340.24%
61HOME DEPOT INCHD1,205$488,2540.22%
62INVESCO QQQ TRIVZ734$441,2320.20%
63ISHARES TR4642873093,505$423,1180.19%
64UNITED RENTALS INCURI410$391,4110.18%
65CONOCOPHILLIPSCOP4,131$390,7510.18%
66BANK AMERICA CORP0605051047,301$376,6590.17%
67WALMART INCWMT3,577$368,6460.17%
68PIMCO ETF TR72201R7753,825$357,0590.16%
69VANGUARD INDEX FDS922908363579$355,3820.16%
70J P MORGAN EXCHANGE TRADED F46641Q8376,806$345,2740.16%
71MICROCHIP TECHNOLOGY INC.MCHPP5,100$327,5220.15%
72TESLA INCTSLA702$312,1770.14%
73SCHWAB STRATEGIC TR8085247069,259$308,9860.14%
74COMCAST CORP NEWCCZ9,481$297,9050.13%
75ISHARES TR4642874573,586$297,4950.13%
76CISCO SYS INCCSCO3,603$246,5170.11%
77MARATHON PETE CORPMARA1,244$239,7690.11%
78DTE ENERGY CODTK1,612$229,7420.10%
79MASCO CORPMAS3,250$228,7680.10%
80RPM INTL INC7496851031,850$218,0780.10%
81ILLINOIS TOOL WKS INC452308109796$208,8620.09%