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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

Alliance Private Wealth, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001951757-26-000447

Total Value
$287.5M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287671153,374$25.6M8.92%
2ISHARES TR464287663218,577$23.2M8.06%
3PIMCO ETF TR72201R585780,319$20.9M7.26%
4PIMCO ETF TR72201R569284,322$14.2M4.95%
5ISHARES TR46435G326151,010$13.1M4.57%
6ISHARES TR464287507181,274$12.6M4.37%
7CAPITAL GRP FIXED INCM ETF T14020Y201351,266$9.7M3.38%
8VANGUARD INDEX FDS92290862930,541$9.1M3.15%
9ISHARES TR46428780464,095$8.2M2.86%
10ISHARES TR46434V613165,748$7.7M2.68%
11SELECT SECTOR SPDR TR81369Y80351,487$7.3M2.54%
12ISHARES INC46434G10395,308$7.0M2.43%
13ISHARES TR46432F84271,958$6.8M2.37%
14HARRIS OAKMARK ETF TRUST41456U106217,884$6.2M2.15%
15CAPITAL GROUP DIVIDEND VALUE14020W106136,283$6.1M2.12%
16NVIDIA CORPORATIONNVDA32,314$5.8M2.03%
17SELECT SECTOR SPDR TR81369Y85249,093$5.8M2.01%
18VANGUARD MUN BD FDS92290769652,635$4.1M1.41%
19FIDELITY COVINGTON TRUST31609280817,903$3.9M1.37%
20APPLE INCAAPL13,909$3.7M1.30%
21CATERPILLAR INCCAT5,182$3.6M1.27%
22BERKSHIRE HATHAWAY INC DELBRK-A7,099$3.5M1.22%
23BARRICK MNG CORP06849F10870,831$3.4M1.17%
24ALPHABET INCGOOG9,571$3.3M1.13%
25AMAZON COM INCAMZN13,286$3.2M1.10%
26NEWMONT CORPNEMCL22,869$2.7M0.93%
27ISHARES TR4642872003,847$2.7M0.93%
28JPMORGAN CHASE & CO.VYLD8,173$2.6M0.90%
29TOYOTA MOTOR CORPTOYOF9,755$2.3M0.79%
30SPDR SERIES TRUST78464A40921,285$2.3M0.78%
31FIDELITY COVINGTON TRUST31609287328,324$2.1M0.73%
32FEDEX CORPFDX5,865$2.1M0.72%
33JOHNSON & JOHNSONJNJ8,561$2.0M0.69%
34SCHWAB STRATEGIC TR80852450861,813$2.0M0.69%
35DISNEY WALT CO25468710617,483$1.8M0.63%
363M COMMM11,188$1.7M0.61%
37TAIWAN SEMICONDUCTOR MFG LTD8740391005,164$1.7M0.60%
38CHEVRON CORP NEWCVX9,707$1.7M0.60%
39BANK AMERICA CORP06050510431,084$1.7M0.59%
40ADVANCED MICRO DEVICES INCAMD6,856$1.7M0.58%
41DEERE & CODE3,040$1.7M0.58%
42ISHARES TR46428866113,254$1.6M0.55%
43GOLDMAN SACHS GROUP INCGSCE1,655$1.6M0.54%
44PEPSICO INCPEP9,124$1.5M0.52%
45MICROSOFT CORPMSFT3,502$1.4M0.50%
46ORACLE CORPORCL-PD9,184$1.4M0.49%
47SPDR SERIES TRUST78464A50823,583$1.4M0.48%
48UNITED PARCEL SERVICE INCUPS11,756$1.3M0.46%
49ISHARES TR4642877059,233$1.3M0.44%
50T-MOBILE US INCTMUSZ6,265$1.2M0.43%
51VERIZON COMMUNICATIONS INCVZ26,045$1.2M0.42%
52QUALCOMM INCQCOM8,181$1.2M0.42%
53CISCO SYS INCCSCO14,243$1.2M0.41%
54TRUIST FINL CORP89832Q10921,572$1.2M0.41%
55MORGAN STANLEYMS-PQ6,274$1.1M0.40%
56ALPHABET INCGOOG3,227$1.1M0.38%
57AUTODESK INCADSK4,464$1.1M0.37%
58ABBVIE INCABBV4,564$1.0M0.36%
59FIFTH THIRD BANCORPFITBM19,388$1.0M0.36%
60AGNICO EAGLE MINES LTDAEM5,102$1.0M0.35%
61INTERNATIONAL BUSINESS MACHSINTR3,413$1.0M0.35%
62PFIZER INCPFE36,983$953,0520.33%
63BRISTOL-MYERS SQUIBB COCELG-RI16,681$933,9690.32%
64HUNTINGTON BANCSHARES INCHBANP48,602$893,7910.31%
65CVS HEALTH CORPCVS11,477$881,7780.31%
66MEDTRONIC PLCMDT8,070$832,6630.29%
67ARISTA NETWORKS INCANET5,648$787,2750.27%
68INDEPENDENT BK CORP MASS4538361089,238$780,7960.27%
69ISHARES TR4642876141,645$755,3510.26%
70MERCK & CO INCMRK6,400$741,4270.26%
71TARGET CORPTGT6,248$695,4020.24%
72EASTERN BANKSHARES INCEBC31,008$680,0080.24%
73SPDR S&P 500 ETF TRSPY951$655,7430.23%
74ISHARES GOLD TRIAU4,708$437,9850.15%
75VANGUARD SCOTTSDALE FDS92206C7301,351$421,8630.15%
76PROCTER AND GAMBLE CO7427181092,020$313,7460.11%
77NIKE INCNKE5,093$310,3160.11%
78META PLATFORMS INCMETA425$293,9720.10%
79VANGUARD INDEX FDS922908751910$247,6640.09%
80VISA INCV742$244,0660.08%
81INVESCO EXCHANGE TRADED FD TIVZ1,122$222,7960.08%