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CIK: 0002011052
Total reported value
$355.8M
$355.8M
38 檔
62.1%
The Q2 2025 SEC filing reveals that Eaton-Cambridge Inc. held a total portfolio value of $355.8M, covering 38 public equity positions.
In Q2 2025, Eaton-Cambridge Inc. displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCSH, DFIC) accounted for 62.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 34.03% | +0.93% | +8.75% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 16.29% | -1.27% | +3.66% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 14.30% | -0.50% | +7.78% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 11.86% | -0.90% | +5.00% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.95% | +0.21% | +9.96% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.13% | -0.39% | +4.80% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.94% | -0.07% | +4.05% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.09% | +6.61% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.08% | +1.99% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.76% | -0.02% | -0.09% | |
| 11 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.67% | -0.05% | +0.29% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 0.54% | -0.05% | +3.24% | |
| 13 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.52% | -0.03% | -16.39% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.47% | +0.23% | +13.14% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.07% | +8.90% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.03% | +7.79% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | +0.04% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | — | +6.39% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | +48.31% | |
| 20 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.25% | — | -4.43% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.24% | +0.02% | -0.02% | |
| 22 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.22% | -0.03% | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | +0.02% | — | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.06% | +0.72% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.05% | +18.67% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | +0.02% | +4.74% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.13% | -0.02% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | +0.01% | +2.96% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.12% | -0.07% | EXIT | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 31 | DFSD | Dimensional Short Duration | ETF-Other | 0.11% | -0.02% | — | |
| 32 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.10% | -0.01% | -5.69% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.02% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | -0.07% | EXIT | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.03% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | +0.02% | +7.29% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.08% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.2% | +8.75% | Add |
| 2 | DFIC | Dimensional International Co | +0.8% | +7.78% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.5% | +9.96% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +6.61% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +48.31% | Add |
| 6 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 7 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 9 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 10 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.1% | +6.39% | Add |
| 12 | AVEM | Avantis Emerging Markets Eq | +0.1% | +13.14% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +8.90% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +18.67% | Add |
| 15 | AVDE | Avantis International Equity | 0% | +3.24% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +4.74% | Add |
| 18 | AVUS | Avantis U.s. Equity ETF | — | +4.05% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 20 | DFAE | Dimensional Emerging Core Eq | 0% | -0.02% | Trim |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 22 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 23 | V | Visa Inc-class A Shares | 0% | +7.29% | Add |
| 24 | DFSD | Dimensional Short Duration | 0% | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.96% | Add |
| 26 | DFCF | Dimensional Core Fixed Inc | 0% | -5.69% | Trim |
| 27 | DFAI | Dimensional International Co | 0% | -0.09% | Trim |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +7.79% | Add |
| 29 | AVGE | Avantis All Eqty Mrkts ETF | 0% | -4.43% | Trim |
| 30 | UPS | United Parcel Service-cl B | 0% | +4.62% | Add |
| 31 | VTES | Vanguard Sh Term Tax-ex Bond | 0% | — | Unchanged |
| 32 | LLY | Eli Lilly & Co | -0.1% | +0.72% | Add |
| 33 | AVSF | Avantis Short-term Fixed Inc | -0.1% | +0.29% | Add |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | EXIT | Sold out |
| 35 | AVIG | Avantis Core Fixed Income | -0.2% | -16.39% | Trim |
| 36 | AAPL | Apple Inc | -0.2% | +1.99% | Add |
| 37 | BSV | Vanguard Short-term Bond ETF | -0.4% | +4.80% | Add |
| 38 | BND | Vanguard Total Bond Market | -1% | +5.00% | Add |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -1.5% | +3.66% | Add |
According to official SEC Form 13F filings, Eaton-Cambridge Inc. reported a total U.S. public equity portfolio value of $355.8M across 38 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AVGO
市值: $268.5K
Top Position Liquidated / Trimmed
UNH
前期市值: $257.7K
During Q2 2025, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (34.0%)、VCSH (16.3%)、DFIC (14.3%). The largest single position, DFAC, represented 34.0% of total portfolio value.
In Q2 2025, Eaton-Cambridge Inc. made 33 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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