Pensionmark Financial Group »

Ea Series Trust shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ea Series Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $237k 9.3k 25.37
2025-12-31 $224k 9.6k 23.30
2024-03-31 $201k 9.4k 21.27

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
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

Colony
Buckingham Strategic Partners
Peirce Capital Management
Squire Investment Management Company
Keb Asset Management
Kaufman Rossin Wealth
Claris Advisors, Llc / Mo /
Envestnet Asset Management
AQR Capital Management
Brady Martz Wealth Solutions
Friday Financial
Capstone Wealth Management
EverSource Wealth Advisors
Forum Financial Management
Gibson Capital

View all funds holding Ea Series Trust