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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

Powers Advisory Group, LLC

Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0002085853-26-000066

Total Value
$265.5M
Positions
126
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (126)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242011,199,072$32.3M12.15%
2ISHARES TR46434V621270,252$18.8M7.07%
3SCHWAB STRATEGIC TR808524797640,562$17.6M6.62%
4SCHWAB STRATEGIC TR808524805572,593$13.8M5.18%
5VANGUARD SCOTTSDALE FDS92206C870164,352$13.8M5.18%
6SCHWAB STRATEGIC TR808524300362,499$11.8M4.45%
7VANGUARD SCOTTSDALE FDS92206C409124,622$9.9M3.74%
8ISHARES TR464288646178,796$9.5M3.56%
9ISHARES TR46434V407218,567$9.4M3.53%
10VANGUARD BD INDEX FDS921937835110,834$8.2M3.09%
11MICROSOFT CORPMSFT14,436$7.0M2.63%
12FIDELITY COVINGTON TRUST316092840115,874$6.6M2.47%
13WISDOMTREE TRWT84,288$5.6M2.09%
14SCHWAB STRATEGIC TR808524607191,484$5.5M2.05%
15SCHWAB STRATEGIC TR808524508177,607$5.3M2.01%
16WISDOMTREE TRWT40,476$3.6M1.36%
17WALMART INCWMT32,144$3.6M1.35%
18ISHARES TR46429B65568,170$3.5M1.31%
19APPLE INCAAPL10,896$3.0M1.12%
20ELI LILLY & COLLY2,294$2.5M0.93%
21WISDOMTREE TRWT46,845$2.4M0.91%
22LOCKHEED MARTIN CORPLMT4,528$2.2M0.82%
23DIMENSIONAL ETF TRUST25434V50030,419$2.1M0.80%
24JOHNSON & JOHNSONJNJ10,195$2.1M0.79%
25FRANKLIN TEMPLETON ETF TRFGDL54,168$2.1M0.79%
26JPMORGAN CHASE & CO.VYLD6,332$2.0M0.77%
27MCDONALDS CORPMCD6,460$2.0M0.74%
28PROCTER AND GAMBLE CO74271810913,320$1.9M0.72%
29WASTE MGMT INC DEL94106L1098,296$1.8M0.69%
30SCHWAB STRATEGIC TR80852483970,428$1.6M0.62%
31WISDOMTREE TRWT49,056$1.6M0.62%
32INVESCO QQQ TRIVZ2,559$1.6M0.59%
33ISHARES TR4642872002,154$1.5M0.56%
34AMAZON COM INCAMZN6,223$1.4M0.54%
35SOUTHERN COSOMN15,193$1.3M0.50%
36EXXON MOBIL CORPXOM10,065$1.2M0.46%
37WISDOMTREE TRWT12,819$1.2M0.45%
38PEPSICO INCPEP8,250$1.2M0.45%
39PACER FDS TR69374H88119,401$1.2M0.44%
40ALPHABET INCGOOG3,693$1.2M0.44%
41VANGUARD INDEX FDS9229086293,965$1.2M0.43%
42SPDR S&P 500 ETF TRSPY1,676$1.1M0.43%
43COCA COLA COKO15,932$1.1M0.42%
44DEERE & CODE2,095$975,5780.37%
45VANGUARD SCOTTSDALE FDS92206C70615,474$927,3650.35%
46PAYCHEX INCPAYX8,021$899,8170.34%
47CHEVRON CORP NEWCVX5,880$896,2040.34%
48VANGUARD BD INDEX FDS92193782711,232$885,1840.33%
49TARGET CORPTGT8,894$869,3440.33%
50DUKE ENERGY CORP NEWDUKB7,354$862,0090.32%
51US BANCORP DELUSB-PS15,791$842,6100.32%
52VANGUARD TAX-MANAGED FDS92194385812,508$781,3930.29%
53VANGUARD BD INDEX FDS9219378199,796$762,9040.29%
54PHILIP MORRIS INTL INC7181721094,623$741,4530.28%
55ENTERPRISE PRODS PARTNERS L29379210723,082$740,0230.28%
56STARBUCKS CORPSBUX8,667$729,8090.27%
57COLGATE PALMOLIVE COCL8,926$705,3360.27%
58SYSCO CORPSYY9,309$686,0130.26%
59SPDR DOW JONES INDL AVERAGE78467X1091,371$658,8610.25%
60VERIZON COMMUNICATIONS INCVZ15,883$646,9010.24%
61REALTY INCOME CORPO11,265$634,9960.24%
62CORNING INCGLW7,153$626,3560.24%
63NVIDIA CORPORATIONNVDA3,313$617,8520.23%
64CONSOLIDATED EDISON INCED5,989$594,8730.22%
65BROADCOM INCAVGO1,705$590,1190.22%
66BLACKROCK INCBLK547$585,0330.22%
67CLOROX CO DELCLX5,693$574,0730.22%
68BANK AMERICA CORP06050510410,323$567,7720.21%
69ALTRIA GROUP INCMO9,778$563,8010.21%
70AMGEN INCAMGN1,611$527,2450.20%
71WISDOMTREE TRWT5,909$520,4360.20%
72VISA INCV1,469$515,1410.19%
73UNILEVER PLCUNLYF7,849$513,3250.19%
74KIMBERLY-CLARK CORPKMB4,881$492,4870.19%
75UNITED PARCEL SERVICE INCUPS4,928$488,7930.18%
76CARDINAL HEALTH INCCAH2,170$445,9710.17%
77TORONTO DOMINION BK ONTTORO4,538$427,4800.16%
78ISHARES TR4642871682,901$409,4980.15%
79AFLAC INCAFL3,671$404,7530.15%
80PNC FINL SVCS GROUP INC6934751051,898$396,0770.15%
81GENERAL MLS INC3703341048,495$395,0080.15%
82LOWES COS INC5486611071,622$391,2010.15%
83ABBOTT LABSABLZF3,090$387,1640.15%
84MASTERCARD INCORPORATEDMA668$381,2230.14%
85HOME DEPOT INCHD1,081$371,8280.14%
86CISCO SYS INCCSCO4,813$370,7450.14%
87ENBRIDGE INCENNPF7,717$369,1040.14%
88MERCK & CO INCMRK3,502$368,5890.14%
89ALPHABET INCGOOG1,122$352,1980.13%
90EMERSON ELEC COEMR2,600$345,0620.13%
91MEDTRONIC PLCMDT3,519$338,0350.13%
92AT&T INCT-PC13,443$333,9180.13%
93PFIZER INCPFE13,398$333,6070.13%
94TAIWAN SEMICONDUCTOR MFG LTD8740391001,078$327,5930.12%
95WELLS FARGO CO NEW9497461013,510$327,1010.12%
96PROLOGIS INC.PLDGP2,483$317,0030.12%
97AIR PRODS & CHEMS INCAIIR1,282$316,5580.12%
98AMERICAN CENTY ETF TR0250728773,055$311,5940.12%
99SALESFORCE INCCRM1,168$309,3850.12%
100NEXTERA ENERGY INCNEE-PW3,786$303,9330.11%
101AMERICAN ELEC PWR CO INC0255371012,622$302,3660.11%
102NIKE INCNKE4,744$302,2410.11%
103ARCHER DANIELS MIDLAND COADM5,225$300,3930.11%
104PALO ALTO NETWORKS INCPANW1,584$291,7730.11%
105META PLATFORMS INCMETA440$290,6700.11%
106ABBVIE INCABBV1,230$280,9380.11%
107AMEREN CORPAEE2,735$273,1150.10%
108DARDEN RESTAURANTS INCDRI1,477$271,7150.10%
109PIMCO ETF TR72201R8665,137$269,2170.10%
110BP PLCBPPFF7,751$269,2050.10%
111MORGAN STANLEYMS-PQ1,443$256,1430.10%
112GSK PLCGLAXF5,183$254,1920.10%
113PHILLIPS 66PSX1,873$241,7200.09%
114UNION PAC CORPUNP1,041$240,8580.09%
115SPDR INDEX SHS FDS78463X5095,093$238,4050.09%
116VANGUARD WORLD FD92204A8761,285$237,6880.09%
117TEXAS INSTRS INC8825081041,296$224,7870.08%
118UNITEDHEALTH GROUP INCUNH658$217,1480.08%
119VANGUARD INDEX FDS922908751841$217,0340.08%
120ADOBE INCADBE614$214,8940.08%
121CATERPILLAR INCCAT372$213,2880.08%
122ISHARES TR4642877211,057$210,9840.08%
123WISDOMTREE TRWT2,033$207,0260.08%
124INTERNATIONAL BUSINESS MACHSINTR697$206,4150.08%
125RTX CORPORATIONRTX1,125$206,3420.08%
126BERKSHIRE HATHAWAY INC DELBRK-A410$206,0870.08%