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Eaton shares owned by Holistic Planning

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Eaton

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All positions including Eaton held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 546 426.02

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Eaton

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Wellington Management Company
CI Private Wealth
Raymond James Financial
UBS Group
Nuveen
Goldman Sachs Group

View all funds holding Eaton