Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

QTR Family Wealth, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002067954-26-000001

Total Value
$227.1M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL34,804$9.5M4.19%
2NVIDIA CORPORATIONNVDA48,897$9.2M4.06%
3ALPHABET INCGOOG22,674$7.2M3.18%
4TESLA INCTSLA16,225$6.9M3.04%
5MICROSOFT CORPMSFT16,285$6.7M2.96%
6VANGUARD INDEX FDS9229083639,106$5.8M2.55%
7ABACUS GLOBAL MGMT INC00258Y104628,578$5.1M2.25%
8AMAZON COM INCAMZN23,765$4.9M2.17%
9ALPHABET INCGOOG14,452$4.6M2.03%
10INVESCO QQQ TRIVZ7,005$4.3M1.89%
11BIOHAVEN LTDBHVN334,833$4.1M1.80%
12ISHARES BITCOIN TRUST ETFIBIT91,974$3.6M1.58%
13BROADCOM INCAVGO10,271$3.5M1.54%
14JANUS DETROIT STR TR47103U84557,427$2.9M1.28%
15PALANTIR TECHNOLOGIES INCPLTR19,845$2.8M1.22%
16FIDELITY WISE ORIGIN BITCOINFBTC45,861$2.7M1.21%
17UNITED PARCEL SERVICE INCUPS22,796$2.7M1.19%
18META PLATFORMS INCMETA4,029$2.7M1.19%
19EXXON MOBIL CORPXOM16,575$2.5M1.11%
20BLACKSTONE SECD LENDING FDBX96,868$2.5M1.09%
21BERKSHIRE HATHAWAY INC DELBRK-A4,817$2.4M1.06%
22JPMORGAN CHASE & CO.VYLD7,437$2.4M1.04%
23JANUS DETROIT STR TR47103U74643,356$2.3M1.00%
24PACER FDS TR69374H88134,693$2.2M0.98%
25WALMART INCWMT16,943$2.1M0.95%
26MORGAN STANLEY ETF TRUSTMS-PQ38,711$1.9M0.84%
27MICRON TECHNOLOGY INCMU5,037$1.9M0.83%
28MORGAN STANLEY ETF TRUSTMS-PQ35,743$1.8M0.81%
29FIRST TR EXCHNG TRADED FD VI33740F80533,630$1.5M0.66%
30JANUS DETROIT STR TR47103U71229,550$1.5M0.66%
31FIRST TR EXCHANGE-TRADED FD33734H10630,327$1.5M0.66%
32CAPITAL GROUP DIVIDEND GROWE14021L10939,629$1.5M0.66%
33ELI LILLY & COLLY1,433$1.5M0.65%
34JOHNSON & JOHNSONJNJ6,036$1.4M0.63%
35SPDR S&P 500 ETF TRSPY2,032$1.4M0.62%
36MERCK & CO INCMRK11,780$1.4M0.61%
37FIRST TR EXCHANGE-TRADED FD33733E10412,969$1.3M0.56%
38BRISTOL-MYERS SQUIBB COCELG-RI19,745$1.2M0.53%
39SPDR DOW JONES INDL AVERAGE78467X1092,343$1.2M0.52%
40CHEVRON CORP NEWCVX6,421$1.2M0.52%
41ORACLE CORPORCL-PD7,222$1.2M0.51%
42DIREXION SHS ETF TR25459Y20710,940$1.1M0.50%
43JANUS DETROIT STR TR47103U75323,445$1.1M0.49%
44VISA INCV3,376$1.1M0.49%
45CROWDSTRIKE HLDGS INCCRWD2,469$1.0M0.45%
46BIOCRYST PHARMACEUTICALS INCBCRX154,062$1.0M0.44%
47STRATEGY INCSTRK7,352$977,7830.43%
48CHUBB LIMITEDCB2,936$957,7070.42%
49HOME DEPOT INCHD2,434$948,3170.42%
50FIRST TR EXCHANGE-TRADED FD33738D87934,746$948,2140.42%
51NETFLIX INCNFLX11,255$925,2830.41%
52ARES CAPITAL CORPARCC45,948$917,1260.40%
53BLACKROCK INCBLK839$912,2420.40%
54BANK AMERICA CORP06050510415,946$883,2240.39%
55ISHARES TR4642873097,240$882,4580.39%
56CISCO SYS INCCSCO9,977$860,9210.38%
57CATERPILLAR INCCAT1,108$822,6190.36%
58FEDEX CORPFDX2,233$821,6790.36%
59MARRIOTT INTL INC NEW5719032022,274$817,1620.36%
60TEXAS INSTRS INC8825081043,645$805,3480.35%
61PROCTER AND GAMBLE CO7427181095,061$805,0260.35%
62BLACKSTONE INCBX5,988$801,3200.35%
63PHILLIPS 66PSX5,023$790,1320.35%
64FIRST TR EXCHNG TRADED FD VI33740U84418,239$789,3520.35%
65INTEL CORPINTC16,509$778,0810.34%
66ABBVIE INCABBV3,466$770,9630.34%
67LOCKHEED MARTIN CORPLMT1,204$757,9210.33%
68PHILIP MORRIS INTL INC7181721094,136$755,5330.33%
69ISHARES TR46432F3704,371$739,8320.33%
70EXPEDIA GROUP INCEXPE3,046$735,8260.32%
71INVESCO EXCH TRADED FD TR IIIVZ30,000$734,7000.32%
72COSTCO WHSL CORP NEW22160K105746$724,1010.32%
73PROSHARES TR74347R2489,040$721,5520.32%
74FIRST TR EXCHANGE-TRADED FD33733E3022,877$714,0140.31%
75FIRST TR EXCHANGE-TRADED FD33691710914,071$709,6040.31%
76EDISON INTL28102010710,807$707,4440.31%
77ALLSPRING EXCHANGE TRADED FU01989A70424,485$704,9820.31%
78PG&E CORPPCG-PX41,757$699,4300.31%
79CENTENE CORP DELCNC16,774$664,4060.29%
80ADVANCED MICRO DEVICES INCAMD3,101$662,2440.29%
81HUNT J B TRANS SVCS INC4456581072,858$654,6250.29%
82COMFORT SYS USA INC199908104513$651,3200.29%
83FIRST TR EXCHNG TRADED FD VI33740U78615,643$644,4920.28%
84GENERAL DYNAMICS CORPGD1,747$626,9460.28%
85CALAMOS STRATEGIC TOTAL RETUCSQ32,345$624,2570.27%
86NEWMONT CORPNEMCL5,101$619,9250.27%
87ZOOM COMMUNICATIONS INCZM6,391$607,0810.27%
88VANGUARD WORLD FD92204A8763,080$590,1630.26%
89INVESCO EXCHANGE TRADED FD TIVZ4,753$583,0360.26%
90KINDER MORGAN INC DELEP-PC18,697$579,7830.26%
91PROGRESSIVE CORP7433151032,859$579,3110.26%
92ARISTA NETWORKS INCANET4,037$579,1080.25%
93VANGUARD INDEX FDS9229085122,933$561,5790.25%
94LOWES COS INC5486611071,971$561,1300.25%
95CREDO TECHNOLOGY GROUP HOLDICRDO4,106$553,1600.24%
96MASTERCARD INCORPORATEDMA1,021$551,7210.24%
97ISHARES TR46429B6895,914$549,0350.24%
98GE VERNOVA INCGEV693$548,0490.24%
99TECHNIPFMC PLCFTI8,698$523,6200.23%
100WELLTOWER INCWELL2,587$519,4970.23%
101APPLIED MATLS INC0382221051,573$517,6450.23%
102FIRST TR EXCHNG TRADED FD VI33740F47412,667$509,4010.22%
103ACCENTURE PLC IRELANDACN2,114$509,2610.22%
104JANUS DETROIT STR TR47103U7389,100$494,3580.22%
105SANDISK CORPSNDK909$492,3510.22%
106GE AEROSPACE3696043011,556$492,3010.22%
107UNITEDHEALTH GROUP INCUNH1,799$491,4420.22%
108PROSHARES TR74348A4674,277$487,2120.21%
109TJX COS INC NEW8725401093,140$481,2730.21%
110FORD MTR CO34537086034,902$473,6260.21%
111CONOCOPHILLIPSCOP4,405$473,5890.21%
112CUMMINS INCCMI797$468,7940.21%
113RTX CORPORATIONRTX2,400$468,4170.21%
114VALERO ENERGY CORPVLO2,345$467,7520.21%
115GENERAL MTRS CO37045V1005,755$461,9580.20%
116AIRBNB INCABNB3,830$460,8260.20%
117PNC FINL SVCS GROUP INC6934751051,916$460,4720.20%
118LAM RESEARCH CORPLRCX2,013$456,1920.20%
119ON HLDG AGH5919C10410,039$454,7460.20%
120CAPITAL ONE FINL CORP14040H1052,059$452,8660.20%
121MORGAN STANLEYMS-PQ2,479$440,9390.19%
122FIRST TR EXCHANGE TRADED FD33734X1433,783$429,6710.19%
123FREEPORT-MCMORAN INCFCX6,776$428,6500.19%
124WESTERN DIGITAL CORPWDC1,625$426,6600.19%
125TARGET CORPTGT3,744$423,9380.19%
126VICTORY PORTFOLIOS II92647N6677,236$423,5900.19%
127REGENERON PHARMACEUTICALSREGN550$415,2010.18%
128ABBOTT LABSABLZF3,673$412,4270.18%
129DISNEY WALT CO2546871063,690$405,7470.18%
130QUALCOMM INCQCOM2,870$402,0950.18%
131ISHARES TR46432F8424,112$400,4380.18%
132PEPSICO INCPEP2,382$397,6510.18%
133TAIWAN SEMICONDUCTOR MFG LTD8740391001,093$395,4180.17%
134AT&T INCT-PC14,374$393,9910.17%
135INTERNATIONAL BUSINESS MACHSINTR1,332$388,7400.17%
136DOLLAR GEN CORP NEW2566771052,646$386,9780.17%
137WISDOMTREE TRWT7,561$386,2730.17%
138CITIGROUP INCC-PR3,157$385,6060.17%
139CIENA CORPCIEN1,275$380,8430.17%
140PACER FDS TR69374H4368,860$379,7490.17%
141ALTRIA GROUP INCMO5,814$374,4220.16%
142SLB LIMITEDSLB7,436$374,1890.16%
143INCYTE CORPINCY3,730$373,1870.16%
144SALESFORCE INCCRM1,900$367,5920.16%
145INVESCO EXCHANGE TRADED FD TIVZ11,226$364,5760.16%
146FIRST TR EXCHNG TRADED FD VI33740F37512,019$363,9880.16%
147DIGITAL RLTY TR INC2538681032,103$362,8290.16%
148FIRST TR EXCHNG TRADED FD VI33740U8108,448$360,8500.16%
149NUVEEN CHURCHILL DIRECT LEND67090S10825,568$360,7670.16%
150HONEYWELL INTL INC4385161061,479$359,9320.16%
151FIRST TR EXCHANGE-TRADED ALP33733F1012,083$352,9280.16%
152AMGEN INCAMGN968$352,8430.16%
153BIOGEN INCBIIB1,852$350,0090.15%
154TRAVELERS COMPANIES INCTRV1,169$349,1950.15%
155STRYKER CORPORATIONSYK960$346,6500.15%
156FIRST TR EXCHANGE-TRADED ALP33734Y1092,773$345,8340.15%
157FIRST TR EXCHANGE TRADED FD33738R5064,725$343,0820.15%
158UBER TECHNOLOGIES INCUBER4,637$340,7980.15%
159MCDONALDS CORPMCD1,040$339,1660.15%
160NATERA INCNTRA1,596$337,7930.15%
161FASTENAL COFAST7,187$335,3230.15%
162MUELLER INDS INC6247561022,788$332,5530.15%
163ISHARES TR4642887785,319$330,6190.15%
164INVESCO EXCH TRADED FD TR IIIVZ5,488$328,8880.14%
165EMCOR GROUP INCEME418$325,6600.14%
166CHIPOTLE MEXICAN GRILL INCCMG8,469$325,5480.14%
167GILEAD SCIENCES INCGILD2,207$324,9880.14%
168TEXTRON INCTXT3,389$324,9030.14%
169EATON CORP PLCETN854$322,4430.14%
170ROBLOX CORPRBLX4,463$321,0680.14%
171NORFOLK SOUTHN CORP6558441081,003$316,4380.14%
172FIRST TR EXCHNG TRADED FD VI33740F32610,378$313,0660.14%
173NEUROCRINE BIOSCIENCES INCNBIX2,267$312,0530.14%
174MEDPACE HLDGS INCMEDP698$311,3430.14%
175NEXTERA ENERGY INCNEE-PW3,425$311,0810.14%
176PACER FDS TR69374H8737,280$310,7980.14%
177HALLIBURTON COHAL9,086$309,1060.14%
178CAPITAL GROUP INTERNATIONAL14021M1078,445$309,0890.14%
179DELTA AIR LINES INC DELDAL4,113$306,2870.13%
180FIRST TR EXCHANGE TRADED FD33738R6054,608$303,1480.13%
181COCA COLA COKO3,911$300,4270.13%
182CARNIVAL CORPCUKPF8,973$299,2500.13%
183ATLASSIAN CORPORATIONTEAM3,211$298,3300.13%
184CAPITAL GROUP DIVIDEND VALUE14020W1066,507$296,4550.13%
185ILLUMINA INCILMN2,460$293,5270.13%
186PACKAGING CORP AMER6951561091,210$292,4360.13%
187DANAHER CORPORATION2358511021,327$291,7090.13%
188UNION PAC CORPUNP1,114$291,0370.13%
189AMERIPRISE FINL INC03076C106571$288,9260.13%
190TERADYNE INCTER938$285,9870.13%
191LISTED FDS TR53656F8055,150$277,5670.12%
192ADOBE INCADBE1,039$274,8920.12%
193ANALOG DEVICES INCADI840$273,2410.12%
194HUNTINGTON INGALLS INDS INC446413106683$272,7700.12%
195ISHARES TR464287614593$272,2680.12%
196OMNICOM GROUP INCOMC3,711$271,1430.12%
197CARDINAL HEALTH INCCAH1,219$268,5090.12%
198EXACT SCIENCES CORP30063P1052,592$267,8830.12%
199J P MORGAN EXCHANGE TRADED F46641Q3324,500$266,4450.12%
200PAYCHEX INCPAYX2,685$265,9340.12%
201VANGUARD INDEX FDS922908736564$265,8840.12%
202INVESCO EXCH TRADED FD TR IIIVZ9,687$265,2350.12%
203DRAFTKINGS INC NEWDKNG9,777$265,1520.12%
2043M COMMM1,523$264,2110.12%
205BORGWARNER INCBWA4,889$263,9080.12%
206CARRIER GLOBAL CORPORATIONCARR3,983$262,1580.12%
207STERIS PLCSTE1,071$262,0420.12%
208ISHARES TR4642875981,158$259,8400.11%
209PFIZER INCPFE9,372$258,7720.11%
210PROSHARES TR74347B6802,785$258,6350.11%
211ISHARES TR464287689650$256,1200.11%
212DEERE & CODE429$254,4510.11%
213TEXAS ROADHOUSE INCTXRH1,391$254,1080.11%
214TAPESTRY INCTPR1,640$251,2150.11%
215STARBUCKS CORPSBUX2,572$250,8550.11%
216LAS VEGAS SANDS CORPLVS4,368$249,0630.11%
217TEMPUS AI INCTEM4,453$248,8240.11%
218VIATRIS INCVTRS15,587$248,6200.11%
219ISHARES TR4642874652,372$247,2410.11%
220JEFFERIES FINL GROUP INC47233W1094,108$246,8500.11%
221MARSH & MCLENNAN COS INC5717481021,397$244,9500.11%
222MARKETAXESS HLDGS INCMKTX1,372$243,2690.11%
223NEW YORK TIMES CONYT3,431$242,6400.11%
224FIRST TR EXCHNG TRADED FD VI33740F3346,355$242,5720.11%
225BLACKROCK ETF TRUST IIBLK4,941$242,1360.11%
226GITLAB INCGTLB7,639$241,0100.11%
227FIRST TR EXCH TRADED FD III33739N1084,635$239,8530.11%
228LINDE PLCLIN518$238,7400.11%
229CME GROUP INCCME775$237,5910.10%
230WELLS FARGO CO NEW9497461012,583$237,4160.10%
231STIFEL FINL CORP8606301021,890$237,2520.10%
232NORTHROP GRUMMAN CORPNOC346$237,0930.10%
233CENCORA INCCOR658$237,0070.10%
234VANGUARD INDEX FDS9229087441,150$236,6940.10%
235MEDTRONIC PLCMDT2,319$235,2010.10%
236VENTAS INCVTR2,763$231,8160.10%
237BEST BUY INCBBY3,402$231,4720.10%
238SELECT SECTOR SPDR TR81369Y8031,617$230,5630.10%
239SPDR GOLD TRGLD497$229,8130.10%
240MERCADOLIBRE INCMELI113$228,8810.10%
241MARVELL TECHNOLOGY INCMRVL2,789$228,7140.10%
242EVERSOURCE ENERGYES3,298$228,5510.10%
243ELASTIC N VESTC3,588$227,4070.10%
244BOEING COBA-PA935$226,8220.10%
245PROSPERITY BANCSHARES INCPB2,989$225,8790.10%
246LYFT INCLYFT13,350$224,9480.10%
247TYSON FOODS INCTSN3,459$224,6970.10%
248CITIZENS FINL GROUP INCCIA3,320$224,2660.10%
249EXELIXIS INCEXEL5,193$223,1950.10%
250DECKERS OUTDOOR CORPDECK1,925$222,3570.10%
251PINNACLE FINL PARTNERS INC72346Q1042,208$219,8060.10%
252VANECK ETF TRUST92189F676540$218,6520.10%
253APPLOVIN CORPAPP462$218,4890.10%
254DOVER CORPDOV951$218,2560.10%
255D R HORTON INC23331A1091,340$217,4820.10%
256TRUIST FINL CORP89832Q1093,917$215,8420.10%
257CBOE GLOBAL MKTS INC12503M108778$213,3320.09%
258JANUS HENDERSON GROUP PLCJHG4,395$212,0150.09%
259IQVIA HLDGS INCIQV1,161$211,8240.09%
260ROSS STORES INCROST1,099$211,3710.09%
261SNOWFLAKE INCSNOW1,150$209,9670.09%
262PROLOGIS INC.PLDGP1,493$209,6710.09%
263AMPHENOL CORP NEW0320951011,453$209,4350.09%
264ADT INC DELADT25,464$209,3140.09%
265GOLDMAN SACHS GROUP INCGSCE217$206,2340.09%
266ISHARES TR464287655770$204,9200.09%
267LINCOLN ELEC HLDGS INC533900106695$204,3860.09%
268OREILLY AUTOMOTIVE INC67103H1072,158$201,6440.09%
269OLD REP INTL CORP6802231044,753$201,0990.09%
270ISHARES TR46429B6972,096$201,0420.09%
271VERTIV HOLDINGS COVRT1,006$200,8550.09%
272PALO ALTO NETWORKS INCPANW1,213$200,8000.09%
273BLACKROCK CORPOR HI YLD FD IBLK16,335$146,3660.06%
274MEDICAL PPTYS TRUST INC58463J30411,929$67,0410.03%
275ALPHATON CAPITAL CORPATON19,272$10,4070.00%
276AGILON HEALTH INCAGL14,778$6,6580.00%
277INTENSITY THERAPEUTICS INCINTS17,420$6,5240.00%