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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

marrick wealth, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001951757-26-000427

Total Value
$122.2M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V708790,116$31.3M25.61%
2DIMENSIONAL ETF TRUST25434V880651,982$21.3M17.47%
3AMERICAN CENTY ETF TR02507288595,917$10.7M8.78%
4DIMENSIONAL ETF TRUST25434V872185,406$7.9M6.46%
5AMERICAN CENTY ETF TR02507270376,620$6.3M5.16%
6DIMENSIONAL ETF TRUST25434V58387,593$4.7M3.88%
7DIMENSIONAL ETF TRUST25434V79983,507$2.9M2.36%
8ISHARES TR4642872004,175$2.9M2.34%
9AMERICAN CENTY ETF TR02507256263,895$2.7M2.19%
10AMERICAN CENTY ETF TR02507235650,686$2.2M1.81%
11DIMENSIONAL ETF TRUST25434V60935,019$2.1M1.71%
12APPLE INCAAPL6,668$1.8M1.48%
13AMERICAN CENTY ETF TR02507260423,007$1.8M1.45%
14DIMENSIONAL ETF TRUST25434V62520,309$1.5M1.22%
15DIMENSIONAL ETF TRUST25434V65850,896$1.3M1.10%
16DIMENSIONAL ETF TRUST25434V63325,241$1.3M1.03%
17MICROSOFT CORPMSFT2,580$1.2M1.02%
18VANGUARD INDEX FDS9229083631,894$1.2M0.97%
19NVIDIA CORPORATIONNVDA6,242$1.2M0.95%
20DIMENSIONAL ETF TRUST25434V50014,845$1.0M0.85%
21AMERICAN CENTY ETF TR0250728778,953$913,0760.75%
22DIMENSIONAL ETF TRUST25434V82337,327$854,8330.70%
23DIMENSIONAL ETF TRUST25434V73225,615$847,3440.69%
24TRICO BANCSHARESTCBK16,414$777,5310.64%
25AMERICAN CENTY ETF TR02507250512,283$618,8180.51%
26ISHARES TR4642875078,403$554,5800.45%
27AMAZON COM INCAMZN2,369$546,8130.45%
28ALPHABET INCGOOG1,739$544,3070.45%
29DIMENSIONAL ETF TRUST25434V6177,292$539,4290.44%
30AMERICAN CENTY ETF TR0250723729,098$530,5040.43%
31VANGUARD INDEX FDS9229086291,657$480,9770.39%
32VANGUARD SPECIALIZED FUNDS9219088442,094$460,2630.38%
33BERKSHIRE HATHAWAY INC DELBRK-A877$440,8240.36%
34DIMENSIONAL ETF TRUST25434V4015,641$418,3930.34%
35DIMENSIONAL ETF TRUST25434V8648,644$414,4860.34%
36BROADCOM INCAVGO1,150$397,8980.33%
37AMERICAN CENTY ETF TR0250722324,506$387,1330.32%
38TESLA INCTSLA855$384,5110.31%
39ALPHABET INCGOOG1,181$370,5980.30%
40META PLATFORMS INCMETA527$347,8670.28%
41SPDR S&P 500 ETF TRSPY506$344,9960.28%
42DIMENSIONAL ETF TRUST25434V2038,934$340,4750.28%
43AMERICAN CENTY ETF TR0250726877,058$332,3260.27%
44DIMENSIONAL ETF TRUST25434V7167,378$320,4130.26%
45SPDR S&P MIDCAP 400 ETF TRMDY488$294,4010.24%
46BAYCOM CORPBCML10,000$294,0000.24%
47COSTCO WHSL CORP NEW22160K105318$274,2240.22%
48SPDR SERIES TRUST78464A4092,492$265,8770.22%
49JPMORGAN CHASE & CO.VYLD818$263,5760.22%
50ABBVIE INCABBV1,060$242,1990.20%
51ELI LILLY & COLLY217$233,2060.19%
52VISA INCV599$210,0750.17%
53VANGUARD WHITEHALL FDS9219464061,442$206,9150.17%
54LAM RESEARCH CORPLRCX1,203$205,9300.17%
55SCHWAB STRATEGIC TR8085241027,627$200,0580.16%