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Eaton-Cambridge

Latest statistics and disclosures from Eaton-Cambridge's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VCSH, DFIC, BND, DFEM, and represent 82.70% of Eaton-Cambridge's stock portfolio.
Added to shares of these 10 stocks: BND, VCSH, DFSD, DUSB, VTES, SPY, DFEM, GLD, VV, VTEB.
Started 4 new stock positions in GLD, DUSB, VV, SPY.
Reduced shares in these 10 stocks: BSV, NVDA, AVUS, IVV, AVGE, AVIG, AVDE, AVEM, DFCF, DFAC.
Eaton-Cambridge was a net buyer of stock by $8.9M.
Eaton-Cambridge has $288M in assets under management (AUM), dropping by 8.47%.
Central Index Key (CIK): 0002011052

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Portfolio Holdings for Eaton-Cambridge

Eaton-Cambridge holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	33.8	$97M		2.5M	38.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	15.9	$46M	+5%	573k	79.93	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	13.9	$40M		1.2M	32.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.0	$35M	+8%	465k	74.37	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.1	$20M		632k	32.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.7	$13M		170k	78.91	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.9	$5.4M		50k	108.70	View chart
NVIDIA Corporation (NVDA)	1.2	$3.4M	-3%	18k	186.58	View chart
Apple (AAPL)	1.0	$2.9M		11k	254.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$2.1M		59k	36.35	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.6	$1.8M		38k	47.21	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.5M	-2%	19k	78.90	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.4M	+135%	13k	101.92	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.5	$1.3M	-3%	32k	42.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$1.3M	-2%	18k	75.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.3M	+20%	27k	50.07	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$1.3M	+356%	27k	48.19	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.2M		9.7k	120.72	View chart
Amazon (AMZN)	0.4	$1.1M		5.0k	219.57	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M		2.0k	517.95	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$1.0M	NEW	20k	50.78	View chart
Meta Platforms Cl A (META)	0.2	$716k		975.00	734.38	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$699k		22k	31.53	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$659k	-8%	7.9k	83.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$607k		4.2k	145.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$574k	+2%	2.4k	243.10	View chart
Eli Lilly & Co. (LLY)	0.2	$532k		697.00	763.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$439k	NEW	659.00	666.18	View chart
JPMorgan Chase & Co. (JPM)	0.1	$427k		1.4k	315.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$368k		1.7k	215.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$362k	+3%	719.00	502.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$347k	+3%	1.4k	243.55	View chart
Broadcom (AVGO)	0.1	$325k		985.00	329.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$273k	-20%	408.00	669.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$261k	NEW	733.00	355.47	View chart
United Parcel Service CL B (UPS)	0.1	$259k	-3%	3.1k	83.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$255k	-7%	6.0k	42.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$245k	NEW	797.00	307.86	View chart
Netflix (NFLX)	0.1	$230k		192.00	1198.92	View chart
Home Depot (HD)	0.1	$226k		558.00	405.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$217k		453.00	479.61	View chart
Visa Com Cl A (V)	0.1	$213k		625.00	341.38	View chart

Past Filings by Eaton-Cambridge

SEC 13F filings are viewable for Eaton-Cambridge going back to 2024

Eaton-Cambridge 2025 Q3 filed Nov. 13, 2025
Eaton-Cambridge 2025 Q2 filed Aug. 14, 2025
Eaton-Cambridge 2025 Q1 filed May 13, 2025
Eaton-Cambridge 2024 Q4 filed Jan. 22, 2025
Eaton-Cambridge 2024 Q3 filed Oct. 21, 2024
Eaton-Cambridge 2024 Q2 filed July 17, 2024
Eaton-Cambridge 2024 Q1 filed May 15, 2024

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