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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 Q4 2025 · Filed February 5, 2026 · Accession 0001951757-26-000372

Total Value
$228.7M
Positions
82
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (82)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524805697,117$16.8M7.33%
2J P MORGAN EXCHANGE TRADED F46641Q670239,028$11.4M4.97%
3SCHWAB STRATEGIC TR808524300334,413$10.9M4.77%
4ISHARES TR464287465107,027$10.3M4.49%
5ABBVIE INCABBV44,694$10.2M4.47%
6APPLE INCAAPL32,080$8.7M3.81%
7SCHWAB STRATEGIC TR808524508258,571$7.8M3.40%
8SCHWAB STRATEGIC TR808524201274,898$7.4M3.24%
9ALPHABET INCGOOG22,761$7.1M3.12%
10WISDOMTREE TRWT152,132$7.1M3.11%
11SPDR SERIES TRUST78464A508117,348$6.7M2.92%
12SPDR S&P MIDCAP 400 ETF TRMDY10,234$6.2M2.71%
13PIMCO ETF TR72201R585224,982$6.0M2.64%
14MICROSOFT CORPMSFT12,400$6.0M2.62%
15ABBOTT LABSABLZF46,641$5.8M2.56%
16JPMORGAN CHASE & CO.VYLD16,087$5.2M2.27%
17SCHWAB STRATEGIC TR808524607178,696$5.1M2.23%
18ISHARES TR46428722646,652$4.7M2.04%
19VANGUARD SCOTTSDALE FDS92206C40956,092$4.5M1.96%
20STRYKER CORPORATIONSYK11,411$4.0M1.76%
21COSTCO WHSL CORP NEW22160K1054,517$3.9M1.70%
22VANGUARD INTL EQUITY INDEX F92204285869,490$3.7M1.63%
23ISHARES TR46428756461,966$3.7M1.62%
24VISA INCV9,974$3.5M1.53%
25ISHARES TR4642872005,095$3.5M1.53%
26TJX COS INC NEW87254010922,647$3.5M1.52%
27ORACLE CORPORCL-PD16,263$3.2M1.39%
28CATERPILLAR INCCAT5,515$3.2M1.38%
29SCHWAB STRATEGIC TR808524409104,919$3.1M1.36%
30ISHARES TR46428765511,947$2.9M1.29%
31ISHARES TR46428750740,647$2.7M1.17%
32ELI LILLY & COLLY2,251$2.4M1.06%
33CHEVRON CORP NEWCVX13,765$2.1M0.92%
34MCDONALDS CORPMCD6,468$2.0M0.86%
35PROCTER AND GAMBLE CO74271810913,013$1.9M0.82%
36SALESFORCE INCCRM6,831$1.8M0.79%
37META PLATFORMS INCMETA2,560$1.7M0.74%
38ISHARES TR46428780412,366$1.5M0.65%
39PALO ALTO NETWORKS INCPANW7,515$1.4M0.61%
40APPLIED MATLS INC0382221055,246$1.3M0.59%
41INTERNATIONAL BUSINESS MACHSINTR4,286$1.3M0.56%
42SCHWAB CHARLES CORPSCHW-PJ12,240$1.2M0.53%
43HONEYWELL INTL INC4385161065,751$1.1M0.49%
44NVIDIA CORPORATIONNVDA5,897$1.1M0.48%
45LOWES COS INC5486611074,541$1.1M0.48%
46ALPHABET INCGOOG3,441$1.1M0.47%
47DTE ENERGY CODTK6,759$879,6500.38%
48JOHNSON & JOHNSONJNJ4,201$869,3970.38%
49EXXON MOBIL CORPXOM6,986$840,6520.37%
50COCA COLA COKO11,305$790,3330.35%
51PALANTIR TECHNOLOGIES INCPLTR4,181$743,1730.32%
52AMAZON COM INCAMZN3,184$734,9350.32%
53CUMMINS INCCMI1,370$699,3160.31%
54DANAHER CORPORATION2358511023,039$696,6600.30%
55AMERICAN EXPRESS COAXP1,817$672,1990.29%
56GLOBAL X FDS37954Y23630,676$651,4110.28%
57PEPSICO INCPEP4,462$646,7950.28%
58VANGUARD INDEX FDS9229086112,795$591,9530.26%
59BERKSHIRE HATHAWAY INC DELBRK-A1,080$542,8620.24%
60ISHARES INC46434G1037,447$500,5870.22%
61BLACKROCK INCBLK450$481,6530.21%
62INVESCO QQQ TRIVZ735$451,2470.20%
63ISHARES TR4642873093,509$432,4800.19%
64PIMCO ETF TR72201R7754,492$419,9210.18%
65DT MIDSTREAM INCDTM3,407$410,5440.18%
66HOME DEPOT INCHD1,175$404,3180.18%
67BANK AMERICA CORP0605051047,301$401,5550.18%
68WALMART INCWMT3,577$398,5140.17%
69SCHWAB STRATEGIC TR80852470610,531$344,8790.15%
70UNITED RENTALS INCURI410$331,8210.15%
71WEC ENERGY GROUP INCWEC3,120$329,0350.14%
72DUKE ENERGY CORP NEWDUKB2,570$301,2130.13%
73ISHARES TR4642874573,586$296,9930.13%
74VANGUARD INDEX FDS922908363465$291,5110.13%
75TESLA INCTSLA647$290,9530.13%
76MICROCHIP TECHNOLOGY INC.MCHPP4,350$277,1820.12%
77J P MORGAN EXCHANGE TRADED F46641Q8374,860$246,7330.11%
78CONOCOPHILLIPSCOP2,422$226,7230.10%
79CISCO SYS INCCSCO2,778$213,9890.09%
80ISHARES TR4642872343,885$212,5700.09%
81AMGEN INCAMGN620$202,9320.09%
82MARATHON PETE CORPMARA1,244$202,3120.09%