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Temp27.4°C
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Time5:37 AM
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Cayman Journal
3 May 2026
13F HOLDINGS REPORT

Marshall & Sterling Wealth Advisors Inc.

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002056315-26-000001

Total Value
$151.5M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTERMEDIATE92206C870153,818$12.9M8.50%
2WISDOMTREE USWT115,811$10.4M6.84%
3VANECK MORNINGSTAR92189F64383,173$8.6M5.69%
4VANGUARD INFORMATION92204A7029,373$7.1M4.66%
5VANGUARD DIVIDEND92190884427,314$6.0M3.96%
6FIDELITY HIGH31609284097,553$5.5M3.65%
7VANGUARD GROWTH9229087369,660$4.7M3.11%
8ISHARES MSCI46436E40367,468$4.6M3.03%
9PACER METAURUS69374H436106,630$4.5M2.99%
10NEOS S&P78433H30385,083$4.5M2.95%
11INVESCO S&PIVZ35,229$4.5M2.94%
12JPMORGAN HEDGED46654Q72461,437$4.1M2.69%
13VANGUARD MID92290862913,885$4.0M2.66%
14SWAN HEDGED53656F599148,869$3.8M2.48%
15TORTOISE NORTH89093030896,293$3.4M2.24%
16SPDR EURO78463X20245,585$2.9M1.94%
17INVESCO S&PIVZ38,044$2.8M1.88%
18ISHARES AEROSPACE46428876010,229$2.2M1.45%
19U S TREASURY74933W48644,295$2.2M1.42%
20APPLE INCAAPL7,587$2.1M1.36%
21WISDOMTREE USWT41,380$2.1M1.36%
22INTL BUSINESSINTR6,470$1.9M1.27%
23GLOBAL X37960A52923,103$1.5M0.99%
24SPDR S&PSPY2,112$1.4M0.95%
25BERKSHIRE HATHAWAYBRK-A2,826$1.4M0.94%
26VANGUARD SHORT92206C40917,700$1.4M0.93%
27INVESCO S&PIVZ7,141$1.4M0.90%
28U S TREASURY74933W45227,340$1.4M0.90%
29ISHARES 7-10YR46428744013,740$1.3M0.87%
30MICROSOFT CORPMSFT2,630$1.3M0.84%
31NORFOLK SOUTHERN6558441084,361$1.3M0.83%
32SPDR GOLDGLDW11,783$1.0M0.66%
33PROCTER & GAMBLE7427181096,737$965,4660.64%
34ISHARES 1-3YR46428745711,275$933,8110.62%
35ISHARES MSCI46432F3394,301$854,2610.56%
36NUVEEN ESGNU8,257$807,5310.53%
37U S TREASURY74933W47815,295$767,7090.51%
38JPMORGAN46654Q20313,094$761,0140.50%
39AMAZON COMAMZN3,289$759,1640.50%
40AMGEN INCAMGN2,253$737,5470.49%
41U S TREASURY74933W46013,886$695,2590.46%
42AMERICAN EXPRESSAXP1,802$666,6250.44%
43NVIDIA CORPNVDA3,472$647,4470.43%
44BROADCOM INCAVGO1,778$615,3120.41%
45CBOE GLOBAL12503M1082,422$607,9950.40%
46ALPHABET INCGOOG1,932$604,7310.40%
47LOCKHEED MARTINLMT1,243$601,0280.40%
48CROWDSTRIKE HOLDINGSCRWD1,280$600,0160.40%
49WASTE MANAGEMENT94106L1092,529$555,7490.37%
50LEIDOS HOLDINGSLDOS3,017$544,2230.36%
51HOME DEPOTHD1,557$535,6540.35%
52COSTCO WHOLESALE22160K105617$532,1250.35%
53NUVEEN NEW YORKNU61,730$528,6590.35%
54BALCHEM CORPBCPC3,375$517,5930.34%
55ARISTA NETWORKSANET3,934$515,4740.34%
56ABRDN GLOBAL00302L108132,754$509,7750.34%
57EATON CORPETN1,571$500,3540.33%
58SERVICENOW INCNOW3,176$486,5330.32%
59COHEN & STEERS19247L10642,124$481,0630.32%
60COHEN&STEERS19247R10342,208$466,3970.31%
61META PLATFORMSMETA703$464,0420.31%
62ABBVIE INCABBV1,800$411,3570.27%
63STATE STREET81369Y86010,097$407,4230.27%
64VANECK MORTGAGE92189F45236,166$380,1000.25%
65INVESCO QQQIVZ565$347,3440.23%
66SCHWAB CHARLESSCHW-PJ3,318$331,5200.22%
67ALPHABET INCGOOG1,040$326,3180.22%
68NUVEEN ESGNU7,174$320,3240.21%
69JPMORGAN CHASEVYLD983$316,8300.21%
70CONOCOPHILLIPSCOP3,356$314,1900.21%
71ISHARES SEMICONDUCTOR4642875231,025$308,7810.20%
72MCKESSON CORPMCK360$295,3040.19%
73ISHARES RUSSELL4642874993,042$292,8370.19%
74BANK NEW YORK0640581002,465$286,1150.19%
75FIRST TRUST33733B1002,540$275,8890.18%
76FIRST TRUST33734X8463,801$271,5830.18%
77EXXON MOBILXOM2,164$260,3640.17%
78ISHARES ESG46436E5515,314$237,2760.16%
79ISHARES MSCI46429B6972,443$230,0790.15%
80PACER US69374H8813,606$216,9800.14%
81GLOBAL X37954Y6324,261$216,7130.14%
82ISHARES ESG46435G5162,266$215,4850.14%
83PHILLIPS 66PSX1,639$211,4970.14%
84STRYKER CORPSYK600$210,8060.14%
85S&P GLOBALSPGI402$210,0800.14%
86JANUS HENDERSON47103U8864,191$205,9280.14%
87VANGUARD VALUE9229087441,025$195,7330.13%
88COMMUNITY FINANCIALCBU3,150$180,9360.12%
89SCHWAB US8085248706,823$180,7290.12%
90ROPER TECHNOLOGIESROP393$175,0520.12%
91PROSHARES ULTRA74347R6931,793$169,1260.11%
92ISHARES 0-546429B7471,632$167,1070.11%
93ISHARES RUSSELL464287598779$163,8780.11%
94WALMART INCWMT1,468$163,5110.11%
95VANGUARD HIGH9219464061,117$160,3690.11%
96SCHWAB SHORT8085248626,259$152,5240.10%
97DEFIANCE QUANTUM26922A4201,379$151,2410.10%
98ISHARES RUSSELL464287655586$144,2990.10%
99ISHARES EXPANDED4642875491,104$142,5260.09%
100AUTOMATIC DATAADP541$139,1610.09%
101LOWES COMPANIES548661107572$138,0400.09%
102VANGUARD S&P922908363212$133,2020.09%
103ARK NEXT00214Q401832$122,9840.08%
104CATERPILLAR INCCAT210$120,2490.08%
105DIMENSIONAL US25434V4011,535$113,8160.08%
106ARK INNOVATION00214Q1041,395$107,3030.07%
107M&T BANK55261F104521$105,0070.07%
108PEPSICO INCPEP718$103,0820.07%
109PALANTIR TECHNOLOGIESPLTR566$100,6070.07%
110ISHARES SELECT464287168660$93,1930.06%
111SPDR S&PMDY147$88,7190.06%
112MORGAN STANLEYMS-PQ490$86,9590.06%
113PRUDENTIAL FINANCIALPUKPF757$85,4790.06%
114INNOVATOR DEEPWATERINHD1,109$84,7390.06%
115SCHWAB US8085241023,222$84,5090.06%
116ISHARES CORE46434G1031,201$80,7040.05%
117STATE STREET78464A862249$80,0780.05%
118FIRST TRUST33733E8722,190$78,1230.05%
119GOLDMAN SACHSGSCE88$77,1010.05%
120DIMENSIONAL US25434V6091,233$73,3930.05%
121JOHN HANCOCK47804J2061,078$70,5600.05%
122LABCORP HOLDINGSLH278$69,6740.05%
123NOVARTIS AGNVSEF504$69,5490.05%
124SPDR DEVELOPED78463X8891,499$66,5710.04%
125VANGUARD MORTGAGE92206C7711,345$63,3040.04%
126ABBOTT LABORATORIESABLZF498$62,4280.04%
127ISHARES CORE464287804514$61,7770.04%
128ISHARES CORE46429B663487$59,1710.04%
129BROADRIDGE FINANCIAL11133T103263$58,6940.04%
130ALTRIA GROUPMO1,000$57,6600.04%
131SCHWAB FUNDAMENTAL8085247712,084$56,7150.04%
132WALT DISNEY254687106488$55,4880.04%
133ZILLOW GROUPZ810$55,2580.04%
134INVESCO S&PIVZ990$55,0340.04%
135FLEX LTDFLEX900$54,3780.04%
136DIMENSIONAL US25434V500780$54,3730.04%
137ISHARES ESG46435G1932,296$53,6790.04%
138CHUBB LTDCB168$52,4060.03%
139ROSS STORESROST285$51,2810.03%
140VANECK HIGH92189H409987$50,4370.03%
141WELLS FARGO949746101535$49,8620.03%
142ISHARES CORE464287507749$49,4190.03%
143GE AEROSPACE369604301156$48,0970.03%
144GLOBAL X37954Y4832,721$48,0800.03%
145MERCK & COMPANYMRK456$48,0190.03%
146DIGITAL REALTY253868103300$46,4130.03%
147ISHARES CORE46432F842513$45,9080.03%
148FIRST TRUST33738R506654$45,4680.03%
149ISHARES GOLDIAU560$45,4550.03%
150MCDONALDS CORPMCD149$45,4440.03%
151NUVEEN DOWNU2,837$43,2920.03%
152DRAFTKINGS INCDKNG1,250$43,0750.03%
153WD 40WDFC204$40,1290.03%
154BANK AMERICA060505104719$39,5460.03%
155ENTERPRISE PRODUCTS2937921071,196$38,3440.03%
156ADVANCED MICROAMD175$37,4780.02%
157AT&T INCT-PC1,507$37,4450.02%
158ISHARES GOLDIAU860$36,9710.02%
159INVESCO S&PIVZ586$36,5510.02%
160NUVEEN NEW YORKNU3,538$35,6960.02%
161TAIWAN SEMICONDUCTOR874039100117$35,5230.02%
162NUCOR CORPNUE217$35,3930.02%
163WESTERN ASSET95766J1028,422$35,0360.02%
164SPDR GOLDGLD87$34,4790.02%
165EATON VANCEETN3,400$33,6940.02%
166VERIZON COMMUNICATIONSVZ826$33,6420.02%
167TESLA INCTSLA74$33,2800.02%
168SUNOCO LTDSUN602$31,5510.02%
169VANGUARD EXTENDED921910709485$31,5310.02%
170AECOMACM330$31,4590.02%
171CSX CORPCSX864$31,3330.02%
172ISHARES S&P464287705237$31,1340.02%
173COPART INCCPRT790$30,9290.02%
174MEDTRONIC PLCMDT314$30,1260.02%
175LINDE PLCLIN68$28,8480.02%
176ISHARES RUSSELL464289438103$28,4790.02%
177ORACLE CORPORCL-PD143$27,8470.02%
178ISHARES INTL464288448699$27,5930.02%
179ELI LILLYLLY25$27,1850.02%
180HP INCHPQ1,150$25,6190.02%
181KEYSIGHT TECHNOLOGIESKEYS125$25,3990.02%
182ISHARES CORE46428720037$25,3430.02%
183ISHARES BITCOINIBIT504$25,0240.02%
184SMUCKER JM832696405255$24,9730.02%
185GE VERNOVAGEV38$24,8440.02%
186JOBY AVIATIONJOBY-WT1,800$23,7600.02%
187KYNDRYL HOLDINGSKD874$23,2130.02%
188FS KKRFSK1,504$22,2740.01%
189ANALOG DEVICESADI82$22,2380.01%
190APPLIED MATERIALS03822210586$22,1400.01%
191ISHARES SELECT464287564356$21,2170.01%
192MARRIOTT INTL57190320268$20,9550.01%
193ROCKET LABRKLB292$20,3700.01%
194CISCO SYSTEMSCSCO258$19,8740.01%
195ARK AUTONOMOUS00214Q203171$19,6610.01%
196FLAGSTAR BANKFLG-PU1,555$19,5730.01%
197CELESTICA INCCLS66$19,5110.01%
198JOHN HANCOCK47804J842456$19,1320.01%
199WISDOMTREE U SWT217$19,1140.01%
200VANGUARD SMALL92290859562$18,7800.01%
201PFIZER INCPFE749$18,6610.01%
202MARVELL TECHNOLOGYMRVL215$18,2770.01%
203PALO ALTOPANW98$18,0520.01%
204YUM BRANDS INCYUM114$17,1950.01%
205INTUITIVE SURGICALISRG30$16,9910.01%
206UNITEDHEALTH GROUPUNH51$16,9020.01%
207TE CONNECTIVITYTEL70$16,0370.01%
208NORTHROP GRUMMANNOC27$15,3960.01%
209ROCKET COS77311W101792$15,3330.01%
210GE HEALTHCAREGEHC184$15,1180.01%
211SCHWAB FUNDAMENTAL808524755333$15,0350.01%
212PENN ENTERTAINMENTPENN1,000$14,7500.01%
213COREWEAVE INCCRWV200$14,3220.01%
214MARATHON PETROLEUMMARA86$14,0060.01%
215PNC FINANCIAL69347510566$13,7760.01%
216TEXAS INSTRUMENTS88250810479$13,7060.01%
217NEXTPOWER INCNXT156$13,5890.01%
218NEXTERA ENERGYNEE-PW168$13,4870.01%
219AFLAC INCAFL122$13,4700.01%
220CUMMINS INCCMI26$13,2720.01%
221CANADIAN NATIONAL136375102133$13,1380.01%
222VANGUARD HEALTH92204A50442$12,1600.01%
223CONSOLIDATED EDISONED122$12,1220.01%
224DELL TECHNOLOGIESDELL93$11,6920.01%
225GILEAD SCIENCESGILD94$11,5650.01%
226PUTNAM FRANKLIN7467297631,417$11,1170.01%
227DWAVE QUANTUMQBTS425$11,1140.01%
228NOVO NORDISKNONOF218$11,0840.01%
229WARNER BROSWBD381$10,9810.01%
230ISHARES S&P46428730987$10,6620.01%
231VANGUARD FINANCIALS92204A40580$10,6560.01%
232VANGUARD SMALL92290861147$9,8830.01%
233METLIFE INCMET-PF119$9,3940.01%
234ISHARES U S464287762141$9,1940.01%
235HONEYWELL INTL43851610646$8,9740.01%
236ISHARES 20 PLUS464287432102$8,8620.01%
237NUVEEN REALNU1,141$8,7370.01%
238PACER DATA69374H741292$8,3560.01%
239COMCAST CORPCCZ264$7,8940.01%
240ISHARES MSCI46434G82297$7,8550.01%
241ISHARES ETHEREUM46438R105350$7,8510.01%
242VANGUARD FTSE921943858125$7,8090.01%
243U S GLOBAL26922A842271$7,6070.01%
244ONEOK INCOKE100$7,3500.00%
245GOLDMAN SACHSNVGLF55$7,2800.00%
246TXNM ENERGYTXNM117$6,8890.00%
247IONQ INCIONQ-WT150$6,7310.00%
248JOHNSON CONTROLSG5150210556$6,6830.00%
249ALCON INCALC83$6,5410.00%
250LAS VEGAS SANDSLVS100$6,5090.00%
251JOHNSON & JOHNSONJNJ31$6,4150.00%
252PIEDMONT REALTYPDM712$5,9380.00%
253NETFLIX INCNFLX60$5,6260.00%
254ASML HOLDINGASMLF5$5,4130.00%
255VANGUARD FSTE92204285892$4,9460.00%
256OMEGA HEALTHCARE681936100109$4,8450.00%
257SNOWFLAKE INCSNOW22$4,8260.00%
258APPLOVIN CORPAPP7$4,7170.00%
259MFS INTERMEDIATE INCOME55273C1071,771$4,6220.00%
260UNITED PARCELUPS46$4,5630.00%
261CAPITAL GROUP14020G101102$4,5150.00%
262LIGHTPATH TECHNOLOGIESLPTH410$4,4280.00%
263INTEL CORPINTC115$4,2440.00%
264AMERICAN BATTERYABAT1,264$4,2220.00%
265RIGETTI COMPUTINGRGTIW190$4,2090.00%
266FORTINET INCFTNT52$4,1290.00%
267STATE STREET81369Y60575$4,1080.00%
268FULTON FINANCIAL360271100211$4,0720.00%
269WYNDHAM HOTELSWH53$4,0250.00%
270AXON ENTERPRISEAXON7$3,9760.00%
271TRAVEL LEISURE89416410254$3,7830.00%
272VANGUARD REAL92290855342$3,7500.00%
273ISHARES U S46428881060$3,7260.00%
274VANGUARD TOTAL92290876911$3,5630.00%
275INVESCO SOLARIVZ71$3,4650.00%
276ARK BLOCKCHAIN00214Q70871$3,3850.00%
277PIMCO ACTIVE72201R77536$3,3680.00%
278INVESCO OPTIMUMIVZ249$3,3000.00%
279ISHARES GLOBAL46434V647131$3,2610.00%
280SHOPIFY INCSHOP20$3,2190.00%
281STATE STREET81369Y40726$3,1050.00%
282TERADYNE INCTER15$2,9080.00%
283SPOTIFY TECHNOLOGYSPOT5$2,9040.00%
284STATE STREET81369Y80320$2,8790.00%
285KIMBERLY CLARKKMB27$2,7240.00%
286FIDELITY MSCI316092857101$2,7190.00%
287SALESFORCE INCCRM10$2,6770.00%
288JPMORGAN BETABUILDERS46641Q21740$2,6390.00%
289JPMORGAN MORTGAE46654Q57545$2,2980.00%
290QUANTUM COMPUTINGQUBT200$2,0520.00%
291TARGET CORPTGT21$2,0040.00%
292MODINE MANUFACTURING60782810015$2,0030.00%
293COMPASS MNRLSCOMP100$1,9640.00%
294BLACKBERRY LTDBB510$1,9330.00%
295AMPLIFY CYBERSECURITY03210866423$1,8660.00%
296STATE STREET81369Y70412$1,8610.00%
297FIRST TRUST33734X127112$1,8380.00%
298AIRJOULE TECHNOLOGIESAIRJW2,000$1,7000.00%
299WISDOMTREE CLOUDWT44$1,5400.00%
300REGAL REXNORDRRX10$1,4100.00%
301PENTAIR PLCPNR13$1,3920.00%
302FOX CORPFOX18$1,3280.00%
303STATE STREET81369Y50628$1,2520.00%
304LULULEMON ATHLETICALULU6$1,2470.00%
305COMPASS THERAPEUTICSCMPX200$1,0740.00%
306WABTEC9297401085$1,0670.00%
307SPDR S&P78464A69816$1,0640.00%
308BROWN & BROWNBRO13$1,0430.00%
309HEWLETT PACKARDHPE-PC41$9850.00%
310VODAFONE GROUP92857W30872$9500.00%
311ADVISORSHARES PURE00768Y453200$9440.00%
312CAPITAL GROUP14019W10930$8840.00%
313PLUG POWERPLUG400$7880.00%
314AVISTA CORPAVA20$7710.00%
3154D MOLECULARFDMT100$7500.00%
316AEVA TECHNOLOGIESAEVA50$6640.00%
317BRIGHTHOUSE FINANCIAL10922N10310$6480.00%
318APPLIED DIGITALAPLD25$6130.00%
319AIRSCULPT TECHNOLOGIESAIRS300$5940.00%
320PAYPAL HOLDINGSPYPL10$5840.00%
321OLB GROUPOLB900$5570.00%
322SOLSTICE ADVANCED83443Q10311$5340.00%
323ELLINGTON FINANCIALEFC-PD33$4540.00%
324LUMEN TECHNOLOGIESLUMN53$4110.00%
325NEWS CORPNWSLL13$3420.00%
326INNOVIZ TECHNOLOGIESINVZW400$3410.00%
327GUGGENHEIM STRATEGICGOF26$3350.00%
328PACER U S69374H8576$2720.00%
329NOKIA CORPNOKBF42$2700.00%
330AMRIZE LTDAMRZ4$2160.00%
331VERU INCVERU95$2030.00%
332BUMBLE INCBMBL50$1790.00%
333CANOPY GROWTHCGC154$1760.00%
334ISHARES TRUST46435U7132$1070.00%
335IMMUNITYBIO INCIBRX50$990.00%
336DXC TECHNOLOGYDXC3$440.00%
337ADVANSIX INCASIX2$380.00%
338AURORA CANNABISACB1$40.00%