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Ea Series Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ea Series Trust (BOXA) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ea Series Trust

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All positions including Ea Series Trust held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $242k 2.3k 105.20

More positions owned by Pensionmark Financial Group

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Ea Series Trust

RHS Financial
Kestra Advisory Services
E6 Portfolios
Harbour Investments
Commonwealth Equity Services
Pensionmark Financial Group
55 North Private Wealth
Fischer Investment Strategies
CWM

View all funds holding Ea Series Trust