Eaton-Cambridge Inc. Top Holdings and 13F Report (2026)

About Eaton-Cambridge Inc.

Investment Activity

Eaton-Cambridge Inc. has $355.77 million in total holdings as of June 30, 2026.
Eaton-Cambridge Inc. owns shares of 70 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
Approximately 3.65% of the portfolio was purchased this quarter.
About 0.62% of the portfolio was sold this quarter.
This quarter, Eaton-Cambridge Inc. has purchased 56 new stocks and bought additional shares in 34 stocks.
Eaton-Cambridge Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $115,590,169
Dimensional International Core Equity 2 ETF: $48,582,898
Vanguard Short-Term Corporate Bond ETF: $43,848,772
Vanguard Total Bond Market ETF: $32,433,773
Dimensional Emerging Markets Core Equity 2 ETF: $25,957,305

Largest New Holdings this Quarter

78464A854 - SPDR Portfolio S&P 500 ETF: $882,612 Holding
458140100 - Intel: $373,510 Holding
38141G104 - The Goldman Sachs Group: $352,894 Holding
149123101 - Caterpillar: $306,691 Holding
482480100 - KLA: $270,634 Holding

Largest Purchases this Quarter

DIMENSIONAL ETF TRUST: 46,800 shares (about $2.51M)
Dimensional International Core Equity 2 ETF: 30,643 shares (about $1.14M)
SPDR Portfolio S&P 500 ETF: 10,043 shares (about $882.61K)
Avantis Emerging Markets Equity ETF: 7,081 shares (about $683.25K)
Vanguard Short-Term Corporate Bond ETF: 6,910 shares (about $546.10K)

Largest Sales this Quarter

Dimensional Emerging Markets Core Equity 2 ETF: 16,905 shares (about $687.02K)
Avantis U.S. Equity ETF: 3,824 shares (about $489.78K)
Micron Technology: 169 shares (about $195.08K)
Avantis International Equity ETF: 1,011 shares (about $90.18K)
VANGUARD INSTL INDEX FD: 500 shares (about $37.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$115,590,169	$445,463 â–²	0.4%	2,605,730	32.5%	ETF
DFIC Dimensional International Core Equity 2 ETF	$48,582,898	$1,141,758 â–²	2.4%	1,303,889	13.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$43,848,772	$546,097 â–²	1.3%	554,837	12.3%	ETF
BND Vanguard Total Bond Market ETF	$32,433,773	$510,640 â–²	1.6%	441,817	9.1%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$25,957,305	$687,019 â–¼	-2.6%	638,713	7.3%	ETF
DIMENSIONAL ETF TRUST	$19,940,374	$2,508,237 â–²	14.4%	372,058	5.6%	INTL COR FIX ETF
BSV Vanguard Short-Term Bond ETF	$12,700,611	$130,110 â–²	1.0%	163,016	3.6%	ETF
AVUS Avantis U.S. Equity ETF	$6,137,337	$489,778 â–¼	-7.4%	47,918	1.7%	ETF
NVDA NVIDIA	$4,576,085	$168,477 â–²	3.8%	22,870	1.3%	Computer and Technology
AAPL Apple	$4,233,362	$191,557 â–²	4.7%	14,630	1.2%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,345,564	$193,873 â–²	6.2%	66,144	0.9%	ETF
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$2,570,665	$173,748 â–²	7.2%	25,374	0.7%	ETF
AVEM Avantis Emerging Markets Equity ETF	$2,488,479	$683,246 â–²	37.8%	25,790	0.7%	ETF
DFAI Dimensional International Core Equity Market ETF	$2,307,896	$53,625 â–²	2.4%	55,949	0.6%	ETF
AMZN Amazon.com	$1,957,725	$189,957 â–²	10.7%	8,214	0.6%	Retail/Wholesale
AVDE Avantis International Equity ETF	$1,631,111	$90,181 â–¼	-5.2%	18,286	0.5%	ETF
AVSF Avantis Short-Term Fixed Income ETF	$1,571,301		0.0%	33,742	0.4%	ETF
MSFT Microsoft	$1,377,953	$129,067 â–²	10.3%	3,694	0.4%	Computer and Technology
GOOGL Alphabet	$1,365,520	$69,688 â–²	5.4%	3,821	0.4%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,339,405		0.0%	9,739	0.4%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$1,139,730	$10,352 â–²	0.9%	24,442	0.3%	ETF
LLY Eli Lilly and Company	$1,111,872	$63,570 â–²	6.1%	927	0.3%	Medical
DFAE Dimensional Emerging Core Equity Market ETF	$891,174		0.0%	22,163	0.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$882,612	$882,612 â–²	New Holding	10,043	0.2%	ETF
AVIG Avantis Core Fixed Income ETF	$866,960	$1,077 â–¼	-0.1%	20,936	0.2%	ETF
META Meta Platforms	$855,074	$45,626 â–²	5.6%	1,518	0.2%	Computer and Technology
MU Micron Technology	$802,232	$195,075 â–¼	-19.6%	695	0.2%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$749,893	$65,379 â–²	9.6%	4,565	0.2%	ETF
AVGE Avantis All Equity Markets ETF	$734,331	$28,244 â–¼	-3.7%	7,410	0.2%	ETF
GOOG Alphabet	$684,754	$52,293 â–²	8.3%	1,938	0.2%	Computer and Technology
DFSD Dimensional Short-Duration Fixed Income ETF	$611,200	$3,629 â–²	0.6%	12,800	0.2%	ETF
JPM JPMorgan Chase & Co.	$592,467	$50,081 â–²	9.2%	1,810	0.2%	Finance
VV Vanguard Large-Cap ETF	$589,806	$15,476 â–¼	-2.6%	1,715	0.2%	ETF
AVGO Broadcom	$575,742	$34,378 â–²	6.4%	1,524	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$498,842		0.0%	668	0.1%	Finance
BRK.B Berkshire Hathaway	$498,388	$63,549 â–²	14.6%	996	0.1%	Finance
BNDX Vanguard Total International Bond ETF	$471,757	$71,241 â–²	17.8%	9,741	0.1%	ETF
XOM ExxonMobil	$403,174	$32,538 â–²	8.8%	2,949	0.1%	Energy
INTC Intel	$373,510	$373,510 â–²	New Holding	2,675	0.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$370,784	$36,203 â–¼	-8.9%	1,567	0.1%	ETF
GS The Goldman Sachs Group	$352,894	$352,894 â–²	New Holding	349	0.1%	Finance
DFSI Dimensional International Sustainability Core 1 ETF	$333,018		0.0%	7,384	0.1%	ETF
VANGUARD INSTL INDEX FD	$330,797	$37,840 â–¼	-10.3%	4,371	0.1%	0 3 MO TR BI ETF
DIMENSIONAL ETF TRUST	$329,816		0.0%	6,495	0.1%	ULTR FIX INC ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$322,335	$2,149 â–²	0.7%	3,900	0.1%	ETF
IVV iShares Core S&P 500 ETF	$320,525		0.0%	428	0.1%	ETF
CAT Caterpillar	$306,691	$306,691 â–²	New Holding	288	0.1%	Industrials
V Visa	$302,605	$40,141 â–²	15.3%	882	0.1%	Business Services
WALMART INC	$286,321	$11,099 â–²	4.0%	2,528	0.1%	COM
VCEB Vanguard ESG U.S. Corporate Bond ETF	$285,935	$1,946 â–²	0.7%	4,556	0.1%	ETF
GLD SPDR Gold Shares	$278,127	$8,104 â–²	3.0%	755	0.1%	Finance
VUG Vanguard Growth ETF	$275,131	$229,563 â–²	503.8%	3,194	0.1%	ETF
HD Home Depot	$275,090	$3,174 â–¼	-1.1%	780	0.1%	Retail/Wholesale
KLAC KLA	$270,634	$270,634 â–²	New Holding	897	0.1%	Computer and Technology
WDC Western Digital	$269,540	$269,540 â–²	New Holding	422	0.1%	Computer and Technology
JNJ Johnson & Johnson	$268,716	$4,826 â–¼	-1.8%	1,058	0.1%	Medical
ABBV AbbVie	$264,222	$8,807 â–²	3.4%	1,050	0.1%	Medical
SANDISK CORP	$261,479	$261,479 â–²	New Holding	115	0.1%	COM
LAM RESEARCH CORP	$258,698	$258,698 â–²	New Holding	597	0.1%	COM NEW
AMD Advanced Micro Devices	$257,924	$257,924 â–²	New Holding	444	0.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$253,582	$253,582 â–²	New Holding	1,331	0.1%	ETF
UNH UnitedHealth Group	$253,534	$253,534 â–²	New Holding	610	0.1%	Medical
MA Mastercard	$237,283	$24,139 â–²	11.3%	462	0.1%	Business Services
MRK Merck & Co., Inc.	$225,261	$225,261 â–²	New Holding	1,753	0.1%	Medical
CSCO Cisco Systems	$224,584	$224,584 â–²	New Holding	1,912	0.1%	Computer and Technology
EBAY eBay	$220,706	$220,706 â–²	New Holding	1,975	0.1%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$220,466	$220,466 â–²	New Holding	321	0.1%	ETF
DFCF Dimensional Core Fixed Income ETF	$215,355	$5,361 â–¼	-2.4%	5,102	0.1%	ETF
GLW Corning	$208,177	$208,177 â–²	New Holding	815	0.1%	Computer and Technology
AMAT Applied Materials	$204,609	$204,609 â–²	New Holding	283	0.1%	Computer and Technology
NFLX Netflix	$0	$224,799 â–¼	-100.0%	0	0.0%	Consumer Discretionary
UPS United Parcel Service	$0	$216,436 â–¼	-100.0%	0	0.0%	Transportation
HBAN Huntington Bancshares	$0	$159,583 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Eaton-Cambridge Inc. Top Holdings and 13F Report (2026)

About Eaton-Cambridge Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Eaton-Cambridge Inc. Top Holdings and 13F Report (2026)

About Eaton-Cambridge Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEaton-Cambridge Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools