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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

Embree Financial Group

Quarter ended Q4 2025 · Filed January 14, 2026 · Accession 0002085853-26-000033

Total Value
$815.7M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ108,248$66.5M8.15%
2SPDR S&P 500 ETF TRSPY78,460$53.5M6.56%
3SCHWAB STRATEGIC TR8085242011,428,282$38.4M4.71%
4APPLE INCAAPL137,022$37.3M4.57%
5BLACKROCK ETF TRUSTBLK519,559$31.6M3.87%
6PUTNAM ETF TRUST746729300606,936$27.7M3.39%
7MICROSOFT CORPMSFT53,960$26.1M3.20%
8PGIM ETF TR69344A107442,084$21.9M2.69%
9ALPHABET INCGOOG65,214$20.4M2.50%
10DIMENSIONAL ETF TRUST25434V807379,530$18.9M2.32%
11NVIDIA CORPORATIONNVDA95,968$17.9M2.19%
12BERKSHIRE HATHAWAY INC DELBRK-A31,770$16.0M1.96%
13JPMORGAN CHASE & CO.VYLD49,196$15.9M1.94%
14ISHARES TR46428768940,712$15.7M1.93%
15DBX ETF TR233051200288,689$13.9M1.70%
16ISHARES TR46428720019,090$13.1M1.60%
17CME GROUP INCCME44,023$12.0M1.47%
18DIMENSIONAL ETF TRUST25434V401153,588$11.4M1.40%
19BLACKSTONE INCBX71,204$11.0M1.35%
20AMAZON COM INCAMZN42,357$9.8M1.20%
21AB ACTIVE ETFS INC00039J50993,035$9.7M1.19%
22CBOE GLOBAL MKTS INC12503M10837,272$9.4M1.15%
23BLACKROCK ETF TRUSTBLK241,796$9.3M1.14%
24ISHARES TR46428780475,566$9.1M1.11%
25VANGUARD INDEX FDS92290836314,277$9.0M1.10%
26SCHWAB STRATEGIC TR808524102306,562$8.0M0.99%
27ISHARES TR46428730961,699$7.6M0.93%
28ISHARES TR46428761414,388$6.8M0.83%
29VANGUARD WHITEHALL FDS92194640646,414$6.7M0.82%
30J P MORGAN EXCHANGE TRADED F46641Q670125,694$6.0M0.73%
31BLACKROCK INCBLK5,271$5.6M0.69%
32BLACKROCK ETF TRUST IIBLK103,460$5.5M0.67%
33BANK AMERICA CORP06050510493,682$5.2M0.63%
34CISCO SYS INCCSCO63,709$4.9M0.60%
35SCHWAB STRATEGIC TR808524730133,367$4.8M0.59%
36SCHWAB STRATEGIC TR808524409160,514$4.8M0.58%
37SCHWAB STRATEGIC TR808524300137,500$4.5M0.55%
38DIMENSIONAL ETF TRUST25434V72496,083$4.5M0.55%
39JOHNSON & JOHNSONJNJ21,393$4.4M0.54%
40VANGUARD INDEX FDS92290876913,003$4.4M0.53%
41ABBVIE INCABBV19,055$4.4M0.53%
42BLACKROCK ETF TRUSTBLK126,279$4.2M0.52%
43ISHARES TR46429B66334,458$4.2M0.51%
44RYAN SPECIALTY HOLDINGS INCRYAN78,957$4.1M0.50%
45ISHARES TR46432F33920,507$4.1M0.50%
46VANGUARD SPECIALIZED FUNDS92190884418,002$4.0M0.49%
47SELECT SECTOR SPDR TR81369Y20924,968$3.9M0.47%
48ABBOTT LABSABLZF30,659$3.8M0.47%
49VANGUARD INDEX FDS9229087367,860$3.8M0.47%
50EXXON MOBIL CORPXOM31,471$3.8M0.46%
51PALANTIR TECHNOLOGIES INCPLTR21,132$3.8M0.46%
52SCHWAB STRATEGIC TR808524607130,449$3.7M0.46%
53ALPHABET INCGOOG11,117$3.5M0.43%
54INVESCO EXCH TRADED FD TR IIIVZ61,685$3.4M0.42%
55ISHARES TR46428750748,783$3.2M0.39%
56DEERE & CODE6,643$3.1M0.38%
57VANGUARD SCOTTSDALE FDS92206C5999,622$2.9M0.35%
58SCHWAB STRATEGIC TR808524805119,917$2.9M0.35%
59HARBOR ETF TRUST41151J88582,464$2.5M0.31%
60GENERAL DYNAMICS CORPGD6,912$2.3M0.29%
61GLOBAL X FDS37960A52935,433$2.3M0.28%
62ISHARES TR46428746523,698$2.3M0.28%
63BLACKSTONE SECD LENDING FDBX85,233$2.2M0.28%
64VANGUARD SCOTTSDALE FDS92206C71424,274$2.2M0.27%
65VANGUARD SCOTTSDALE FDS92206C68018,321$2.2M0.27%
66BITWISE BITCOIN ETF TRBITB45,331$2.2M0.26%
67SCHWAB STRATEGIC TR80852470664,507$2.1M0.26%
68ISHARES TR46428888518,334$2.1M0.26%
69MCDONALDS CORPMCD6,809$2.1M0.26%
70SPDR DOW JONES INDL AVERAGE78467X1094,328$2.1M0.26%
71MASTERCARD INCORPORATEDMA3,397$1.9M0.24%
72VANGUARD INDEX FDS9229087517,431$1.9M0.23%
73RTX CORPORATIONRTX10,303$1.9M0.23%
74VICTORY PORTFOLIOS II92647X83046,847$1.8M0.23%
75DIMENSIONAL ETF TRUST25434V50025,785$1.8M0.22%
76ISHARES TR46432F84220,012$1.8M0.22%
77PROCTER AND GAMBLE CO74271810912,393$1.8M0.22%
78WALMART INCWMT15,828$1.8M0.22%
79VANGUARD WORLD FD92204A7022,329$1.8M0.22%
80SPDR S&P MIDCAP 400 ETF TRMDY2,859$1.7M0.21%
81SCHWAB CHARLES CORPSCHW-PJ17,134$1.7M0.21%
82META PLATFORMS INCMETA2,588$1.7M0.21%
83SCHWAB STRATEGIC TR80852479761,479$1.7M0.21%
84ISHARES GOLD TRIAU20,692$1.7M0.21%
85SCHWAB STRATEGIC TR80852450855,799$1.7M0.21%
86SCHWAB STRATEGIC TR80852488834,836$1.6M0.19%
87VANGUARD INDEX FDS9229087448,195$1.6M0.19%
88ISHARES TR46428773916,517$1.6M0.19%
89CHEVRON CORP NEWCVX10,048$1.5M0.19%
90SALESFORCE INCCRM5,715$1.5M0.19%
91VANGUARD WORLD FD92204A5045,015$1.4M0.18%
92SCHWAB STRATEGIC TR80852467246,405$1.4M0.17%
93HEICO CORP NEWHEI-A4,235$1.4M0.17%
94GOLDMAN SACHS GROUP INCGSCE1,534$1.3M0.17%
95ANGEL OAK FUNDS TRUST03463K737152,912$1.3M0.16%
96SPDR GOLD TRGLD3,270$1.3M0.16%
97FRANKLIN TEMPLETON ETF TRFGDL51,979$1.3M0.16%
98AMERICAN EXPRESS COAXP3,385$1.3M0.15%
99THE ALGER ETF TRUST01556440435,710$1.2M0.15%
100ISHARES TR4642871688,608$1.2M0.15%
101BROADCOM INCAVGO3,486$1.2M0.15%
102ISHARES TR46428760612,090$1.2M0.14%
103ALLSPRING EXCHANGE TRADED FU01989A70443,292$1.2M0.14%
104SPDR SERIES TRUST78464A85413,894$1.1M0.14%
105BLACKROCK ETF TRUSTBLK35,048$1.1M0.13%
106VANGUARD SCOTTSDALE FDS92206C10218,430$1.1M0.13%
107MICRON TECHNOLOGY INCMU3,661$1.0M0.13%
108ELI LILLY & COLLY946$1.0M0.12%
109ISHARES TR4642875497,392$954,7030.12%
110INVESCO EXCH TRADED FD TR IIIVZ3,645$921,8510.11%
111ISHARES TR4642875984,331$910,9480.11%
112GRAYSCALE BITCOIN TRUST ETFGBTC12,687$867,2840.11%
113FIRST TR EXCHANGE-TRADED FD33739Q20017,215$860,5780.11%
114INTERCONTINENTAL EXCHANGE IN45866F1045,246$849,5850.10%
115SELECT SECTOR SPDR TR81369Y8035,869$844,9090.10%
116VANGUARD INDEX FDS9229086113,945$835,4780.10%
117REPUBLIC SVCS INC7607591003,936$834,2440.10%
118ISHARES TR4642874083,897$826,4190.10%
119MARRIOTT INTL INC NEW5719032022,654$823,3040.10%
120VANGUARD INDEX FDS9229086372,572$809,7710.10%
121VANGUARD ADMIRAL FDS INC9219328696,701$805,4060.10%
122MERCK & CO INCMRK7,500$789,4500.10%
123COMCAST CORP NEWCCZ26,288$785,7600.10%
124COSTCO WHSL CORP NEW22160K105895$771,4350.09%
125VANGUARD WORLD FD9219108733,052$766,5710.09%
126CSX CORPCSX20,973$760,2720.09%
127ISHARES TR46435G25015,830$749,5410.09%
128SPDR SERIES TRUST78464A50813,116$745,1150.09%
129TESLA INCTSLA1,647$740,6890.09%
130ISHARES TR46428723413,165$720,2500.09%
131COCA COLA COKO10,103$706,2660.09%
132VANGUARD MUN BD FDS92290774613,609$684,3880.08%
133ACCENTURE PLC IRELANDACN2,545$682,8240.08%
134NETFLIX INCNFLX7,246$679,3850.08%
135ISHARES TR4642886536,677$678,8320.08%
136CONSTELLATION ENERGY CORPCEG1,901$671,6420.08%
137SELECT SECTOR SPDR TR81369Y60512,159$665,9740.08%
138ISHARES U S ETF TR46431W50712,693$648,6130.08%
139VANGUARD WORLD FD9219108161,516$625,7800.08%
140VANGUARD CHARLOTTE FDS92203J40712,479$602,9880.07%
1412023 ETF SERIES TRUST90093450618,575$597,7900.07%
142ORACLE CORPORCL-PD3,063$597,0360.07%
143SELECT SECTOR SPDR TR81369Y50613,025$582,3450.07%
144S&P GLOBAL INCSPGI1,090$569,6360.07%
145VALERO ENERGY CORPVLO3,446$560,9630.07%
146FIDELITY MERRIMACK STR TR31618884611,125$558,8650.07%
147BANK AMERICA CORP06050510410,000$550,0000.07%
148ISHARES TR4642876303,023$547,8280.07%
149VISA INCV1,556$545,6380.07%
150CITIGROUP INCC-PR4,511$526,3550.06%
151HONEYWELL INTL INC4385161062,694$525,5870.06%
152MERCK & CO INCMRK4,917$517,5310.06%
153ISHARES BITCOIN TRUST ETFIBIT10,119$502,4090.06%
154CATERPILLAR INCCAT866$496,1840.06%
155INTERNATIONAL BUSINESS MACHSINTR1,646$487,6900.06%
156PEPSICO INCPEP3,181$456,5600.06%
157SCHWAB STRATEGIC TR80852477116,652$453,1050.06%
158SIMON PPTY GROUP INC NEW8288061092,414$446,8200.05%
159ISHARES TR4642876221,181$441,1900.05%
160AMPLIFY ETF TR03210872211,447$438,9860.05%
161UNION PAC CORPUNP1,852$428,3390.05%
162SCHWAB STRATEGIC TR80852483917,612$411,5870.05%
163WISDOMTREE TRWT7,689$386,9270.05%
164ISHARES TR4642874324,401$383,5810.05%
165GLOBAL X FDS37954Y2936,332$383,2870.05%
166INVESCO EXCHANGE TRADED FD TIVZ1,990$381,1760.05%
167FIDELITY NATIONAL FINANCIALFNF6,878$375,4630.05%
168SPDR SERIES TRUST78464A3594,209$375,4430.05%
169VANECK ETF TRUST92189F6761,030$370,9340.05%
170NEXTERA ENERGY INCNEE-PW4,617$370,6330.05%
171AB ACTIVE ETFS INC00039J20214,605$368,1930.05%
172VANGUARD SCOTTSDALE FDS92206C6231,538$362,9530.04%
173ISHARES TR4642882734,650$360,5090.04%
174AMPHENOL CORP NEW0320951012,650$358,1210.04%
175VANGUARD INDEX FDS9229085121,993$353,4930.04%
176BLACKROCK ETF TRUSTBLK11,122$352,3530.04%
177QUALCOMM INCQCOM2,056$351,6160.04%
178XPO INCXPO2,577$350,2410.04%
179WELLS FARGO CO NEW9497461013,662$341,3250.04%
180INTUITIVE SURGICAL INCISRG600$339,8160.04%
181ISHARES TR46429B2917,042$338,6540.04%
182ISHARES TR4642876481,044$337,0980.04%
183HOWMET AEROSPACE INCHWM1,644$337,0530.04%
184ISHARES TR46432F8343,938$333,3440.04%
185AMGEN INCAMGN1,000$327,3100.04%
186ISHARES INC46434G8224,044$326,4790.04%
187VANGUARD ADMIRAL FDS INC9219328852,878$321,7130.04%
188VANGUARD INTL EQUITY INDEX F9220427422,274$320,7410.04%
189INVESCO EXCHANGE TRADED FD TIVZ5,406$320,4750.04%
190EATON CORP PLCETN989$315,0070.04%
191WISDOMTREE TRWT3,488$311,9500.04%
192VANGUARD INDEX FDS9229086291,047$303,7380.04%
193VANGUARD INDEX FDS9229085533,415$302,1940.04%
194DARDEN RESTAURANTS INCDRI1,637$301,2290.04%
195ISHARES TR46434V3814,304$300,1410.04%
196ARISTA NETWORKS INCANET2,208$289,3150.04%
197PFIZER INCPFE11,613$289,1740.04%
198SPDR SERIES TRUST78468R5232,899$287,6130.04%
199GLOBAL X FDS37954Y6735,992$286,3700.04%
200ADVANCED MICRO DEVICES INCAMD1,324$283,5480.03%
201PALO ALTO NETWORKS INCPANW1,521$280,1690.03%
202VANGUARD STAR FDS9219097683,618$272,9480.03%
203BOEING COBA-PA1,248$270,9770.03%
204DIMENSIONAL ETF TRUST25434V7086,837$270,6770.03%
205SHOPIFY INCSHOP1,595$256,7480.03%
206EMERSON ELEC COEMR1,925$255,5100.03%
207LINDE PLCLIN598$254,8080.03%
208LITTELFUSE INCLFUS1,005$254,2540.03%
209CROWDSTRIKE HLDGS INCCRWD536$251,2560.03%
210VANGUARD TAX-MANAGED FDS9219438584,015$250,8150.03%
211ISHARES TR4642881582,332$248,8390.03%
212SCHWAB STRATEGIC TR80852484711,694$244,2800.03%
213J P MORGAN EXCHANGE TRADED F46641Q3324,218$241,4190.03%
214FIRST TR EXCHANGE-TRADED FD33738D77011,568$240,6220.03%
215NORTHROP GRUMMAN CORPNOC405$230,8670.03%
216SCHWAB STRATEGIC TR8085247554,864$219,8840.03%
217SHERWIN WILLIAMS COSHW674$218,5450.03%
218UNILEVER PLCUNLYF3,337$218,2400.03%
219HOME DEPOT INCHD631$217,0610.03%
220ISHARES TR4642876711,292$217,0060.03%
221LOCKHEED MARTIN CORPLMT446$215,7980.03%
222DISNEY WALT CO2546871061,862$211,8570.03%
223ISHARES TR464288760983$211,1450.03%
224PHILLIPS 66PSX1,623$209,4090.03%
225GE AEROSPACE369604301673$207,3050.03%
226STRYKER CORPORATIONSYK589$206,9090.03%
227VANGUARD SCOTTSDALE FDS92206C6642,075$206,5360.03%
228PROGRESSIVE CORP743315103904$205,8790.03%
229OREILLY AUTOMOTIVE INC67103H1072,252$205,4050.03%
230CHIMERA INVT CORP16934Q80212,215$151,8330.02%
231EOS ENERGY ENTERPRISES INCEOSE12,000$137,5200.02%
232ISHARES TR464287655542$133,3530.02%
233TELA BIO INCTELA111,318$131,3560.02%
234PURECYCLE TECHNOLOGIES INCPCTTW14,700$126,2730.02%
235APPLE INCAAPL400$108,7440.01%
236EOS ENERGY ENTERPRISES INCEOSE7,600$87,0960.01%
237AMGEN INCAMGN257$84,1190.01%
238ENOVIX CORPORATIONENVX11,400$83,3340.01%
239ISHARES TR464287655300$73,8480.01%
240META PLATFORMS INCMETA100$66,0090.01%
241ALPHABET INCGOOG200$62,6000.01%
242SELECT SECTOR SPDR TR81369Y209400$61,9200.01%
243MASTERCARD INCORPORATEDMA100$57,0880.01%
244NVIDIA CORPORATIONNVDA300$55,9500.01%
245MICROSOFT CORPMSFT100$48,3620.01%
246ENOVIX CORPORATIONENVX4,500$32,8950.00%
247JPMORGAN CHASE & CO.VYLD100$32,2220.00%
248MICRON TECHNOLOGY INCMU100$28,5410.00%
249ADVANCED MICRO DEVICES INCAMD100$21,4160.00%
250PURECYCLE TECHNOLOGIES INCPCTTW900$7,7310.00%