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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

FORM Wealth Advisors, LLC

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0002085853-26-000123

Total Value
$854.2M
Positions
59
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (59)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200283,872$194.4M22.76%
2BLACKROCK ETF TRUSTBLK2,195,797$133.5M15.63%
3ISHARES TR46432F8421,399,440$125.2M14.66%
4ISHARES TR464287226778,270$77.7M9.10%
5INVESCO QQQ TRIVZ76,498$47.0M5.50%
6ISHARES TR464287507687,276$45.4M5.31%
7ISHARES TR46434V621591,147$41.0M4.80%
8ISHARES INC46434G103540,117$36.3M4.25%
9ISHARES INC46434G764384,179$27.9M3.27%
10ISHARES TR464287804217,827$26.2M3.06%
11ISHARES TR464287440222,323$21.4M2.50%
12ISHARES TR464287432146,677$12.8M1.50%
13INVESCO EXCH TRADED FD TR IIIVZ466,928$9.8M1.15%
14ISHARES TR46435U853257,111$9.6M1.13%
15JANUS DETROIT STR TR47103U845125,430$6.3M0.74%
16ISHARES TR46428828160,969$5.9M0.69%
17ISHARES TR46428730928,252$3.5M0.41%
18ISHARES TR46428740815,892$3.4M0.39%
19ABBVIE INCABBV8,618$2.0M0.23%
20ISHARES TR46429B69720,253$1.9M0.22%
21GE AEROSPACE3696043016,142$1.9M0.22%
22APPLE INCAAPL5,925$1.6M0.19%
23JPMORGAN CHASE & CO.VYLD4,683$1.5M0.18%
24BERKSHIRE HATHAWAY INC DELBRK-A2,694$1.4M0.16%
25MICROSOFT CORPMSFT2,607$1.3M0.15%
26MCDONALDS CORPMCD3,969$1.2M0.14%
27GE VERNOVA INCGEV1,679$1.1M0.13%
28EXXON MOBIL CORPXOM7,468$898,7040.11%
29INTERNATIONAL BUSINESS MACHSINTR2,982$883,2980.10%
30DISNEY WALT CO2546871067,003$796,6860.09%
31ISHARES TR4642876221,840$687,1300.08%
32MGE ENERGY INCMGEE8,550$670,5110.08%
33SPDR SERIES TRUST78464A3596,308$562,6550.07%
34VANGUARD INDEX FDS9229087691,665$558,2250.07%
35CONSTELLATION ENERGY CORPCEG1,567$553,5820.06%
36SELECT SECTOR SPDR TR81369Y8033,560$512,5330.06%
37RAYMOND JAMES FINL INC7547301092,754$442,2090.05%
38PRUDENTIAL FINL INCPUKPF3,793$428,1650.05%
39ABBOTT LABSABLZF3,388$424,4360.05%
40ISHARES TR46435G1024,076$401,5140.05%
41CHEVRON CORP NEWCVX2,589$394,5870.05%
42DANAHER CORPORATION2358511021,633$373,9090.04%
43RTX CORPORATIONRTX2,030$372,3020.04%
44ALLIANT ENERGY CORPLNT4,925$320,1740.04%
45NVIDIA CORPORATIONNVDA1,686$314,4640.04%
46COLGATE PALMOLIVE COCL3,836$303,1530.04%
47WISDOMTREE TRWT6,741$296,9530.03%
48PUBLIC SVC ENTERPRISE GRP IN7445731063,562$286,0640.03%
49INVESCO EXCH TRADED FD TR IIIVZ9,950$270,6340.03%
50TRAVELERS COMPANIES INCTRV930$269,7560.03%
51VANGUARD INDEX FDS922908363426$267,1570.03%
52PROCTER AND GAMBLE CO7427181091,835$262,9930.03%
53SPDR SERIES TRUST78464A2928,085$256,2100.03%
54INNOVATOR ETFS TRUSTINHD13,339$234,6300.03%
55FIDELITY NATL INFORMATION SV31620M1063,444$228,9120.03%
56AUTOMATIC DATA PROCESSING INADP836$215,0440.03%
57COSTCO WHSL CORP NEW22160K105242$208,6860.02%
58BANK MONTREAL QUE0636711011,551$201,2790.02%
59PITNEY BOWES INCPBI-PB14,684$155,2100.02%