Eaton-Cambridge Inc.
CIK: 0002011052Latest portfolio: $304.8M · Q4 2025
Holdings
45
Total Value
$304.8M
New Positions
5
Closed Positions
2
Top Holdings
View All 45 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,554,389 | $101.1M | 33.18% | +39K | |
| 2 | VCSHVANGUARD SCOTTSDALE FDS | 618,534 | $49.3M | 16.18% | +45K | |
| 3 | DFICDIMENSIONAL ETF TRUST | 1,258,671 | $43.4M | 14.23% | +37K | |
| 4 | BNDVANGUARD BD INDEX FDS | 507,753 | $37.6M | 12.34% | +43K | |
| 5 | DFEMDIMENSIONAL ETF TRUST | 650,541 | $21.5M | 7.06% | +19K | |
| 6 | BSVVANGUARD BD INDEX FDS | 170,491 | $13.4M | 4.41% | +687 | |
| 7 | AVUSAMERICAN CENTY ETF TR | 49,455 | $5.5M | 1.81% | -442 | |
| 8 | NVDANVIDIA CORPORATION | 18,445 | $3.4M | 1.13% | +131 | |
| 9 | AAPLAPPLE INC | 11,518 | $3.1M | 1.03% | +303 | |
| 10 | VTEBVANGUARD MUN BD FDS | 49,646 | $2.5M | 0.82% | +23K | |
| 11 | DFAIDIMENSIONAL ETF TRUST | 54,649 | $2.1M | 0.68% | -3,909 | |
| 12 | VTESVANGUARD WELLINGTON FD | 20,104 | $2.0M | 0.67% | +7K | |
| 13 | AVSFAMERICAN CENTY ETF TR | 33,742 | $1.6M | 0.52% | -3,773 | |
| 14 | AVDEAMERICAN CENTY ETF TR | 18,293 | $1.5M | 0.49% | -554 | |
| 15 | AVEMAMERICAN CENTY ETF TR | 17,281 | $1.3M | 0.44% | -594 | |
| 16 | AMZNAMAZON COM INC | 5,276 | $1.2M | 0.40% | +251 | |
| 17 | IVWISHARES TR | 9,739 | $1.2M | 0.39% | — | |
| 18 | MSFTMICROSOFT CORP | 2,206 | $1.1M | 0.35% | +157 | |
| 19 | AVIGAMERICAN CENTY ETF TR | 23,267 | $975K | 0.32% | -8,655 | |
| 20 | LLYELI LILLY & CO | 726 | $780K | 0.26% | +29 | |
| 21 | GOOGLALPHABET INC | 2,434 | $761K | 0.25% | +73 | |
| 22 | DFAEDIMENSIONAL ETF TRUST | 22,163 | $721K | 0.24% | — | |
| 23 | METAMETA PLATFORMS INC | 1,016 | $670K | 0.22% | +41 | |
| 24 | ITOTISHARES TR | 4,168 | $619K | 0.20% | — | |
| 25 | AVGEAMERICAN CENTY ETF TR | 7,136 | $613K | 0.20% | -762 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.0112849315433733e+104T)
Technology0.0% ($344031.3T)
Communication Services0.0% ($761.7B)
Healthcare0.0% ($780.2M)
Unknown0.0% ($371.3M)
Consumer Cyclical0.0% ($1.2M)
Industrials0.0% ($320K)
Energy0.0% ($212K)
Filing History
Fund Information
Eaton-Cambridge Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $304.8M across 45 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 33.2% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.