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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

MFG WEALTH MANAGEMENT, INC.

Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0002085853-26-000010

Total Value
$128.3M
Positions
61
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (61)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL15,374$4.2M3.26%
2PROSHARES TR74347X79978,135$4.2M3.24%
3ROCKET COS INC77311W101188,970$3.7M2.85%
4SELECT SECTOR SPDR TR81369Y88683,609$3.6M2.78%
5CITIGROUP INCC-PR30,572$3.6M2.78%
6PROSHARES TR74347X83167,453$3.6M2.77%
7ALPHABET INCGOOG10,912$3.4M2.67%
8NVIDIA CORPORATIONNVDA18,195$3.4M2.64%
9AMAZON COM INCAMZN14,432$3.3M2.60%
10KEYCORP493267108152,867$3.2M2.46%
11ELI LILLY & COLLY2,811$3.0M2.35%
12SCHWAB STRATEGIC TR808524698130,346$3.0M2.33%
13SCHWAB STRATEGIC TR808524714119,573$3.0M2.32%
14INTERNATIONAL BUSINESS MACHSINTR9,836$2.9M2.27%
15DOMINION ENERGY INCD49,071$2.9M2.24%
16SOFI TECHNOLOGIES INCSOFI108,977$2.9M2.22%
17PALO ALTO NETWORKS INCPANW15,113$2.8M2.17%
18BROADCOM INCAVGO7,607$2.6M2.05%
19MICROSOFT CORPMSFT5,143$2.5M1.94%
20BOEING COBA-PA11,328$2.5M1.92%
21ORACLE CORPORCL-PD12,496$2.4M1.90%
22AES CORPAES165,398$2.4M1.85%
23PALANTIR TECHNOLOGIES INCPLTR13,343$2.4M1.85%
24SCHWAB STRATEGIC TR80852463189,609$2.4M1.84%
25EXPAND ENERGY CORPORATIONEXE20,973$2.3M1.80%
26SCHWAB STRATEGIC TR80852468070,060$2.2M1.73%
27FORD MTR CO345370860166,077$2.2M1.70%
28META PLATFORMS INCMETA3,278$2.2M1.69%
29UNITED PARCEL SERVICE INCUPS21,662$2.1M1.67%
30GE AEROSPACE3696043016,899$2.1M1.66%
31TESLA INCTSLA4,690$2.1M1.64%
32SPDR SERIES TRUST78468R78848,116$2.1M1.62%
33SCHWAB STRATEGIC TR80852479773,230$2.0M1.57%
34SPDR SERIES TRUST78464A85424,268$1.9M1.52%
35STEEL DYNAMICS INCSTLD11,176$1.9M1.48%
36ENBRIDGE INCENNPF35,087$1.7M1.31%
37ISHARES ETHEREUM TR46438R10572,497$1.6M1.27%
38JPMORGAN CHASE & CO.VYLD4,993$1.6M1.25%
39SCHWAB STRATEGIC TR80852430049,069$1.6M1.25%
40AT&T INCT-PC63,462$1.6M1.23%
41BANK AMERICA CORP06050510428,091$1.5M1.20%
42HEALTHPEAK PROPERTIES INCDOC93,119$1.5M1.17%
43ABBVIE INCABBV6,455$1.5M1.15%
44CAVA GROUP INCCAVA24,534$1.4M1.12%
45SCHWAB STRATEGIC TR80852485456,595$1.4M1.11%
46QUANTA SVCS INC74762E1023,255$1.4M1.07%
47UBER TECHNOLOGIES INCUBER16,235$1.3M1.03%
48NNN REIT INCNNN33,204$1.3M1.03%
49KINDER MORGAN INC DELEP-PC47,862$1.3M1.03%
50SCHWAB STRATEGIC TR80852486253,088$1.3M1.01%
51STARBUCKS CORPSBUX14,006$1.2M0.92%
52BRISTOL-MYERS SQUIBB COCELG-RI20,156$1.1M0.85%
53OCCIDENTAL PETE CORP67459910525,576$1.1M0.82%
54ISHARES BITCOIN TRUST ETFIBIT20,088$997,3690.78%
55KINETIK HOLDINGS INCKNTK27,560$993,5380.77%
56NUSCALE PWR CORPNU62,983$892,4690.70%
57INTEL CORPINTC23,954$883,9030.69%
58OKLO INCOKLO9,339$670,1670.52%
59USA RARE EARTH INCUSAR55,357$658,7480.51%
60SPDR SERIES TRUST78468R6636,068$554,4940.43%
61JOBY AVIATION INCJOBY-WT41,146$543,1270.42%