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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

FULLCIRCLE WEALTH LLC

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0002030910-25-000007

Total Value
$283.9M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS89,272$8.3M2.93%
2MICROSOFT CORPMSFT16,041$8.3M2.91%
3SNOWFLAKE INCSNOW28,887$7.7M2.70%
4ISHARES TR46428851380,622$6.5M2.28%
5BERKSHIRE HATHAWAY INC DELBRK-A12,542$6.1M2.15%
6APPLE INCAAPL19,924$5.4M1.90%
7BLACKROCK ETF TRUSTBLK78,586$4.7M1.67%
8GOLDMAN SACHS ETF TRNVGLF45,560$4.6M1.60%
9ISHARES TR46428730931,318$3.9M1.36%
10CAPITAL GRP FIXED INCM ETF T14020Y300135,407$3.7M1.31%
11BERKSHIRE HATHAWAY INC DELBRK-A5$3.7M1.29%
12ISHARES TR46432F33918,759$3.6M1.29%
13UNILEVER PLCUNLYF58,415$3.6M1.25%
14ALPHABET INCGOOG12,349$3.4M1.21%
15ISHARES TR46434V61371,218$3.3M1.17%
16ISHARES TR46428740815,899$3.3M1.16%
17MANAGED PORTFOLIO SERIES56167N19195,429$3.2M1.14%
18ISHARES TR46428887746,444$3.2M1.11%
19BROADCOM INCAVGO8,835$3.1M1.10%
20SPDR SERIES TRUST78468R62231,641$3.1M1.08%
21JPMORGAN CHASE & CO.VYLD9,702$3.0M1.06%
22MEDTRONIC PLCMDT28,933$2.6M0.92%
23ISHARES INC46434G10338,384$2.6M0.91%
24TEXAS INSTRS INC88250810416,146$2.6M0.91%
25ISHARES TR4642872003,753$2.5M0.90%
26JOHNSON & JOHNSONJNJ13,169$2.5M0.87%
27SCHWAB STRATEGIC TR808524839102,545$2.4M0.85%
28ORACLE CORPORCL-PD9,663$2.4M0.84%
29BONDBLOXX ETF TRUST09789C67147,293$2.4M0.83%
30SPDR SERIES TRUST78464A85429,616$2.4M0.83%
31STRATEGIC TRUST48817R87064,802$2.1M0.75%
32NUSHARES ETF TRNU79,646$2.1M0.74%
33ISHARES TR4642871016,015$2.1M0.72%
34CHEVRON CORP NEWCVX12,716$2.0M0.69%
35CAPITAL GROUP DIVIDEND VALUE14020W10645,019$1.9M0.67%
36BONDBLOXX ETF TRUST09789C70546,240$1.9M0.66%
37LOEWS CORPL18,623$1.9M0.66%
38MASTERCARD INCORPORATEDMA3,342$1.8M0.65%
39ACCENTURE PLC IRELANDACN7,568$1.8M0.65%
40HONEYWELL INTL INC4385161068,949$1.8M0.62%
41BLACKROCK ETF TRUSTBLK45,810$1.8M0.62%
42TAIWAN SEMICONDUCTOR MFG LTD8740391005,938$1.7M0.61%
43ISHARES TR46436E86674,435$1.7M0.61%
44WALMART INCWMT16,737$1.7M0.60%
45TIDAL TRUST I88634W10865,843$1.7M0.59%
46DISNEY WALT CO25468710615,145$1.7M0.59%
47BLACKROCK ETF TRUSTBLK45,592$1.6M0.58%
48ELI LILLY & COLLY1,801$1.6M0.58%
49ABBOTT LABSABLZF12,910$1.6M0.57%
50FRANCO NEV CORPFNV8,773$1.6M0.57%
51AMPHENOL CORP NEW03209510111,838$1.6M0.57%
52INVESCO EXCHANGE TRADED FD TIVZ26,913$1.6M0.56%
53CAPITAL GROUP INTL FOCUS EQT14019W10952,977$1.6M0.56%
54BONDBLOXX ETF TRUST09789C75430,647$1.6M0.56%
55AMERICAN EXPRESS COAXP4,365$1.6M0.55%
56AGNICO EAGLE MINES LTDAEM9,806$1.5M0.54%
57PROLOGIS INC.PLDGP12,250$1.5M0.54%
58ISHARES TR46428858815,866$1.5M0.53%
59AMAZON COM INCAMZN5,931$1.5M0.52%
60VISA INCV4,247$1.4M0.51%
61STARBUCKS CORPSBUX18,092$1.4M0.51%
62ROBINHOOD MKTS INC77070010210,425$1.4M0.50%
63GENERAL DYNAMICS CORPGD4,143$1.4M0.50%
64ABBVIE INCABBV6,508$1.4M0.49%
65VANGUARD WORLD FD92204A6034,756$1.4M0.49%
66TJX COS INC NEW8725401099,547$1.4M0.48%
67BONDBLOXX ETF TRUST09789C87930,549$1.4M0.48%
68EATON CORP PLCETN3,537$1.3M0.47%
69NEXTERA ENERGY INCNEE-PW16,159$1.3M0.46%
70NOVO-NORDISK A SNONOF27,277$1.3M0.46%
71BONDBLOXX ETF TRUST09789C84625,933$1.3M0.45%
72ISHARES TR46435G67224,399$1.3M0.44%
73ISHARES TR46436E85855,070$1.3M0.44%
74UNIFIED SER TRUFI35,997$1.2M0.44%
75COMCAST CORP NEWCCZ43,905$1.2M0.42%
76ASML HOLDING N VASMLF1,146$1.2M0.42%
77BLACKROCK ETF TRUST IIBLK22,227$1.2M0.42%
78ENBRIDGE INCENNPF25,354$1.2M0.41%
79NVIDIA CORPORATIONNVDA5,854$1.2M0.41%
80EXXON MOBIL CORPXOM9,803$1.1M0.39%
81BONDBLOXX ETF TRUST09789C88729,225$1.1M0.39%
82MOTOROLA SOLUTIONS INCMSI2,768$1.1M0.38%
83VODAFONE GROUP PLC NEW92857W30896,806$1.1M0.38%
84BONDBLOXX ETF TRUST09789C81223,114$1.1M0.38%
85BONDBLOXX ETF TRUST09789C78821,340$1.1M0.38%
86MAGNA INTL INC55922240121,789$1.1M0.38%
87PHILIP MORRIS INTL INC7181721097,219$1.1M0.38%
88TRAVELERS COMPANIES INCTRV3,816$1.1M0.37%
89PEPSICO INCPEP7,359$1.1M0.37%
90ISHARES TR46434VBD141,810$1.0M0.37%
91FEDEX CORPFDX4,159$1.0M0.37%
92ZOETIS INCZTS8,369$1.0M0.37%
93ALPHABET INCGOOG3,735$1.0M0.37%
94SS&C TECHNOLOGIES HLDGS INCSSNC12,019$1.0M0.36%
95THOR INDS INC88516010110,048$1.0M0.36%
96MCDONALDS CORPMCD3,407$1.0M0.36%
97ONEOK INC NEWOKE15,777$1.0M0.36%
98MARSH & MCLENNAN COS INC5717481025,557$1.0M0.35%
99WEC ENERGY GROUP INCWEC8,718$975,2400.34%
100ISHARES TR4642886539,329$965,6450.34%
101DOLLAR GEN CORP NEW2566771059,451$942,9260.33%
102TRANE TECHNOLOGIES PLCTT2,167$938,0770.33%
103RTX CORPORATIONRTX5,322$934,5960.33%
104GENERAL MTRS CO37045V10013,584$908,3620.32%
105ARROW ELECTRS INC0427351008,054$899,0680.32%
106CITIGROUP INCC-PR8,690$877,7770.31%
107DANAHER CORPORATION2358511024,069$870,0740.31%
108META PLATFORMS INCMETA1,382$866,9560.31%
109AMERICAN TOWER CORP NEW03027X1004,802$866,0410.31%
110S&P GLOBAL INCSPGI1,730$863,6330.30%
111LENNAR CORPLEN-B7,047$857,2680.30%
112BLACKSTONE SECD LENDING FDBX32,398$849,4880.30%
113LINDE PLCLIN2,003$837,2760.29%
114ISHARES INC46428647512,095$826,2460.29%
115LOWES COS INC5486611073,398$807,9160.28%
116HERSHEY COHSY4,691$778,4710.27%
117ISHARES TR46436E84134,261$768,9880.27%
118NORTHROP GRUMMAN CORPNOC1,318$760,6710.27%
119C H ROBINSON WORLDWIDE INCCHRW4,865$743,9070.26%
120EOG RES INCEOG7,002$737,0310.26%
121SMARTSTOP SELF STORAG REIT I83192D40221,537$735,7040.26%
122ARES MANAGEMENT CORPORATIONARES-PB4,749$726,6440.26%
123EMERSON ELEC COEMR5,126$706,0550.25%
124ELEVANCE HEALTH INC FORMERLYELV2,217$702,0250.25%
125GE HEALTHCARE TECHNOLOGIES IGEHC9,129$678,2850.24%
126LIBERTY GLOBAL LTDLBTYK62,310$663,6020.23%
127ISHARES GOLD TRIAU8,867$658,0200.23%
128UNION PAC CORPUNP2,922$645,4310.23%
129ISHARES TR46436E83328,488$636,5640.22%
130ISHARES TR46432F3962,539$632,6200.22%
131APPLIED MATLS INC0382221052,748$632,6110.22%
132SMURFIT WESTROCK PLCSW16,965$615,9990.22%
133HOME DEPOT INCHD1,607$615,7630.22%
134CORTEVA INCCTVA9,715$607,1690.21%
135SPDR SERIES TRUST78468R40824,008$605,7220.21%
136SHOPIFY INCSHOP3,665$589,8450.21%
137ISHARES TR46436E7185,872$589,5560.21%
138AIR PRODS & CHEMS INCAIIR2,387$574,7180.20%
139SPDR GOLD TRGLD1,574$570,2920.20%
140ENERGY TRANSFER L PET-PI33,988$562,5080.20%
141TIDAL TRUST III45259A84514,499$561,1110.20%
142DIAGEO PLCDGEAF5,942$552,9630.19%
143WORLD GOLD TRGLDW7,002$545,8760.19%
144TOTALENERGIES SETTE8,643$529,3840.19%
145VERTIV HOLDINGS COVRT2,900$524,3850.18%
146SYSCO CORPSYY7,084$517,8400.18%
147BLEND LABS INCBLND156,093$494,8150.17%
148INVESCO EXCH TRADED FD TR IIIVZ4,059$484,8900.17%
149MONDELEZ INTL INC6092071058,637$484,3510.17%
150ISHARES TR4642887602,264$479,4250.17%
151CME GROUP INCCME1,786$478,3800.17%
152ISHARES TR4642876221,284$474,6180.17%
153FIRST TR EXCHANGE-TRADED FD33738D30910,189$466,4720.16%
154INTUITINTU696$459,6520.16%
155SERVICENOW INCNOW514$456,2110.16%
156CREDO TECHNOLOGY GROUP HOLDICRDO2,700$443,4210.16%
157MERCADOLIBRE INCMELI190$438,0810.15%
158PROCTER AND GAMBLE CO7427181092,950$434,1520.15%
159PLAINS ALL AMERN PIPELINE L72650310525,630$421,1040.15%
160MARVELL TECHNOLOGY INCMRVL4,720$413,4280.15%
161ADOBE INCADBE1,208$405,1030.14%
162PALMER SQUARE FUNDS TRUST69693020519,449$398,3160.14%
163IDEX CORP45167R1042,348$394,1350.14%
164SOFI TECHNOLOGIES INCSOFI13,400$393,5580.14%
165BECTON DICKINSON & COBDX2,171$388,6960.14%
166ARES CAPITAL CORPARCC19,071$386,5690.14%
167REALTY INCOME CORPO6,873$385,8500.14%
168NUVEEN CR STRATEGIES INCOMENU75,187$384,9570.14%
169SSGA ACTIVE TR78470P84613,583$384,9420.14%
170ISHARES TR46435GAA015,675$379,6490.13%
171ISHARES TR4642877211,796$365,6840.13%
172ISHARES TR46435U51514,265$362,6160.13%
173AMERICAN CENTY ETF TR0250726044,631$354,6420.12%
174ISHARES TR4642882813,631$348,0730.12%
175ISHARES TR46436E82515,672$343,6090.12%
176CISCO SYS INCCSCO4,700$339,9260.12%
177IQVIA HLDGS INCIQV1,608$339,2240.12%
178CACI INTL INC127190304576$336,8100.12%
179NVENT ELECTRIC PLCNVT2,995$328,3120.12%
180UGI CORP NEW9026811059,725$327,7330.12%
181HUBBELL INCHUBB708$325,2840.11%
182ISHARES TR46435UAA913,382$324,6470.11%
183SYNOPSYS INCSNPS778$323,9200.11%
184ISHARES TR46435G4099,006$321,1540.11%
185DIAMONDBACK ENERGY INCFANG2,300$320,6660.11%
186STRYKER CORPORATIONSYK877$318,0090.11%
187AMERICAN ELEC PWR CO INC0255371012,636$317,1110.11%
188MSCI INCMSCI545$313,3210.11%
189CURTISS WRIGHT CORPCW533$312,3490.11%
190JACOBS SOLUTIONS INCJ2,016$311,6130.11%
191LEIDOS HOLDINGS INCLDOS1,557$310,6990.11%
192ARCHER AVIATION INCACHR-WT32,450$310,2220.11%
193BONDBLOXX ETF TRUST09789C7216,102$309,6380.11%
194FLEX LTDFLEX5,000$309,0500.11%
195ISHARES INC46434G8895,227$303,1920.11%
196EMCOR GROUP INCEME462$302,3790.11%
197NETFLIX INCNFLX275$300,5640.11%
198IDEXX LABS INC45168D104415$299,6800.11%
199SPDR SERIES TRUST78468R2009,696$297,9510.10%
200GLOBAL X FDS37960A5294,425$297,8470.10%
201NORFOLK SOUTHN CORP6558441081,049$297,7060.10%
202JOBY AVIATION INCJOBY-WT20,000$295,2000.10%
203ITT INCITT1,574$292,4810.10%
204PARKER-HANNIFIN CORPPH375$288,3710.10%
205AMETEK INCAME1,455$288,1770.10%
206STERIS PLCSTE1,138$275,2250.10%
207ISHARES TR4642874323,055$274,7670.10%
208ISHARES TR46436E59313,813$274,2570.10%
209BOSTON SCIENTIFIC CORPBSX2,763$273,0950.10%
210FRANKLIN ELEC INCFELE2,897$271,2460.10%
211ISHARES TR46429B6555,259$267,3680.09%
212FTI CONSULTING INCFCN1,594$266,8040.09%
213ICON PLCICLR1,636$266,6030.09%
214AUTOMATIC DATA PROCESSING INADP1,025$265,7010.09%
215TEXAS ROADHOUSE INCTXRH1,636$265,3430.09%
216UBER TECHNOLOGIES INCUBER2,799$264,9810.09%
217INGERSOLL RAND INCIR3,420$264,1610.09%
218RESMED INCRSMDF1,057$260,4450.09%
219AMDOCS LTDDOX3,102$258,9860.09%
220GRAINGER W W INC384802104270$258,0850.09%
221TELEDYNE TECHNOLOGIES INCTDY504$257,6450.09%
222ALCON AGALC3,454$256,2520.09%
223SAIA INCSAIA888$255,9480.09%
224CARLISLE COS INC142339100773$252,7250.09%
225PRIMERICA INCPRI970$252,5980.09%
226BRIDGEBIO PHARMA INCBBIO4,080$250,3900.09%
227BROADRIDGE FINL SOLUTIONS IN11133T1031,122$250,0490.09%
228AON PLCAON726$249,8960.09%
229TRACTOR SUPPLY COTSCO4,703$249,4940.09%
230GRACO INCGGG3,051$249,2060.09%
231WATSCO INCWSO-B686$245,8140.09%
232ROPER TECHNOLOGIES INCROP544$244,4250.09%
233RB GLOBAL INCRBA2,472$243,9620.09%
234ISHARES TR46429B3335,440$241,8900.09%
235COSTCO WHSL CORP NEW22160K105256$240,8290.08%
236PIPER SANDLER COMPANIESPIPR735$240,0640.08%
237INTERCONTINENTAL EXCHANGE IN45866F1041,630$239,5770.08%
238REPUBLIC SVCS INC7607591001,146$238,0700.08%
239INNODATA INCINOD3,560$238,0220.08%
240THE CIGNA GROUP125523100897$237,4000.08%
241DARDEN RESTAURANTS INCDRI1,303$234,8270.08%
242ISHARES TR46434V6213,468$234,2290.08%
243GALLAGHER ARTHUR J & CO363576109928$233,5780.08%
244ISHARES TR4642872262,280$228,2930.08%
245VANGUARD INDEX FDS922908736462$227,9830.08%
246XCEL ENERGY INCXELLL2,794$227,9620.08%
247SANOFI SASNYNF4,627$227,2320.08%
248BROWN & BROWN INCBRO2,875$227,0960.08%
249KRATOS DEFENSE & SEC SOLUTIO50077B2072,500$225,5500.08%
250J P MORGAN EXCHANGE TRADED F46641Q8374,419$223,5570.08%
251ISHARES TR4642888851,902$217,0750.08%
252DUKE ENERGY CORP NEWDUKB1,748$216,4550.08%
253OPTEX SYS HLDGS INC68384X20912,800$214,2720.08%
254NATIONAL GRID PLCNMPWP2,845$213,7730.08%
255ISHARES TR46436E2058,920$208,4600.07%
256NU HLDGS LTDNU13,100$206,9800.07%
257FACTSET RESH SYS INC303075105773$204,5200.07%
258VALE S AVALE13,800$164,7720.06%
259SIMILARWEB LTDSMWB15,000$124,5000.04%
260AMCOR PLCAMCCF15,501$121,9930.04%
261FS CREDIT OPPORTUNITIES CORPFSCO17,109$108,1290.04%
262GOSSAMER BIO INCGOSS22,100$50,8300.02%