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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 82.99% of Eaton-Cambridge's stock portfolio.
Added to shares of these 10 stocks: VCSH, BND, DFAC, DFIC, VTEB, VTES, DFEM, BNDX, VBIL, VCIT.
Started 5 new stock positions in BNDX, ABBV, VCIT, XOM, VBIL.
Reduced shares in these 10 stocks: DUSB, DFSD, AVIG, NFLX, HD, AVSF, DFAI, AVGE, DFCF, AVUS.
Sold out of its positions in HD, NFLX.
Eaton-Cambridge was a net buyer of stock by $11M.
Eaton-Cambridge has $305M in assets under management (AUM), dropping by 6.04%.
Central Index Key (CIK): 0002011052

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Portfolio Holdings for Eaton-Cambridge

Eaton-Cambridge holds 45 positions in its portfolio as reported in the December 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)	33.2	$101M		2.6M	39.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	16.2	$49M	+7%	619k	79.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	14.2	$43M	+3%	1.3M	34.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.3	$38M	+9%	508k	74.07	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.1	$22M	+2%	651k	33.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.4	$13M		171k	78.81	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$5.5M		50k	111.78	View chart
NVIDIA Corporation (NVDA)	1.1	$3.4M		18k	186.50	View chart
Apple (AAPL)	1.0	$3.1M	+2%	12k	271.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$2.5M	+87%	50k	50.29	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$2.1M	-6%	55k	38.11	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$2.0M	+49%	20k	101.57	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.5	$1.6M	-10%	34k	47.09	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.5M	-2%	18k	82.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.3M	-3%	17k	77.02	View chart
Amazon (AMZN)	0.4	$1.2M	+4%	5.3k	230.82	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.2M		9.7k	123.26	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M	+7%	2.2k	483.62	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$975k	-27%	23k	41.92	View chart
Eli Lilly & Co. (LLY)	0.3	$780k	+4%	726.00	1074.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$762k	+3%	2.4k	313.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$722k		22k	32.57	View chart
Meta Platforms Cl A (META)	0.2	$671k	+4%	1.0k	660.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$620k		4.2k	148.69	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$613k	-9%	7.1k	85.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$610k	-52%	13k	47.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$464k	+4%	1.5k	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$453k	+3%	1.4k	322.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$432k	-3%	634.00	681.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$401k	NEW	8.3k	48.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$372k	+2%	739.00	502.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$370k		1.7k	219.78	View chart
Broadcom (AVGO)	0.1	$363k	+6%	1.0k	346.12	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$348k	NEW	4.6k	75.43	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$329k	-67%	6.5k	50.65	View chart
United Parcel Service CL B (UPS)	0.1	$321k	+4%	3.2k	99.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$313k	NEW	3.7k	83.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$291k		733.00	396.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$273k	-2%	399.00	684.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$241k	-4%	764.00	314.80	View chart
Visa Com Cl A (V)	0.1	$226k	+3%	644.00	350.71	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$216k	-2%	442.00	487.86	View chart
Exxon Mobil Corporation (XOM)	0.1	$213k	NEW	1.8k	120.33	View chart
Abbvie (ABBV)	0.1	$207k	NEW	905.00	228.49	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$201k	-20%	4.7k	42.56	View chart

Past Filings by Eaton-Cambridge

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

Eaton-Cambridge 2025 Q4 filed Feb. 13, 2026
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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