Eaton-Cambridge Inc. Portfolio Stock Holdings
Eaton-Cambridge Inc. disclosed 70 stock positions valued at approximately $355.8 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $355.8M
Holdings by Sector
Eaton-Cambridge Inc. Portfolio Holdings in Q2 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 32.49% | 2,605,730 | +10,042 | +0.39% | $115,590,169 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 13.66% | 1,303,889 | +30,643 | +2.41% | $48,582,898 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 12.32% | 554,837 | +6,910 | +1.26% | $43,848,772 |
| VANGUARD BD INDEX FDS | BND | Other | 9.12% | 441,817 | +6,956 | +1.60% | $32,433,773 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 7.30% | 638,713 | -16,905 | -2.58% | $25,957,305 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 5.60% | 372,058 | +46,800 | +14.39% | $19,940,374 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.57% | 163,016 | +1,670 | +1.04% | $12,700,611 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.73% | 47,918 | -3,824 | -7.39% | $6,137,337 |
| NVIDIA CORPORATION | NVDA | Technology | 1.29% | 22,870 | +842 | +3.82% | $4,576,085 |
| APPLE INC | AAPL | Technology | 1.19% | 14,630 | +662 | +4.74% | $4,233,362 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.94% | 66,144 | +3,833 | +6.15% | $3,345,564 |
| VANGUARD WELLINGTON FD | VTES | Other | 0.72% | 25,374 | +1,715 | +7.25% | $2,570,665 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.70% | 25,790 | +7,081 | +37.85% | $2,488,479 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.65% | 55,949 | +1,300 | +2.38% | $2,307,896 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.55% | 8,214 | +797 | +10.75% | $1,957,725 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.46% | 18,286 | -1,011 | -5.24% | $1,631,111 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.44% | 33,742 | - | - | $1,571,301 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 3,694 | +346 | +10.33% | $1,377,953 |
| ALPHABET INC | GOOGL | Communication Services | 0.38% | 3,821 | +195 | +5.38% | $1,365,520 |
| ISHARES TR | IVW | Other | 0.38% | 9,739 | - | - | $1,339,405 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.32% | 24,442 | +222 | +0.92% | $1,139,730 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 927 | +53 | +6.06% | $1,111,872 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.25% | 22,163 | - | - | $891,174 |
| SPDR SERIES TRUST | SPLG | Other | 0.25% | 10,043 | +10,043 | +100.00% | $882,612 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.24% | 20,936 | -26 | -0.12% | $866,960 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 1,518 | +81 | +5.64% | $855,074 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.23% | 695 | -169 | -19.56% | $802,232 |
| ISHARES TR | ITOT | Other | 0.21% | 4,565 | +398 | +9.55% | $749,893 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.21% | 7,410 | -285 | -3.70% | $734,331 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 1,938 | +148 | +8.27% | $684,754 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.17% | 12,800 | +76 | +0.60% | $611,200 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.17% | 1,810 | +153 | +9.23% | $592,467 |
| VANGUARD INDEX FDS | VV | Other | 0.17% | 1,715 | -45 | -2.56% | $589,806 |
| BROADCOM INC | AVGO | Technology | 0.16% | 1,524 | +91 | +6.35% | $575,742 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 668 | - | - | $498,842 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.14% | 996 | +127 | +14.61% | $498,388 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.13% | 9,741 | +1,471 | +17.79% | $471,757 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 2,949 | +238 | +8.78% | $403,174 |
| INTEL CORP | INTC | Technology | 0.10% | 2,675 | +2,675 | +100.00% | $373,510 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.10% | 1,567 | -153 | -8.90% | $370,784 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.10% | 349 | +349 | +100.00% | $352,894 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.09% | 7,384 | - | - | $333,018 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.09% | 6,495 | - | - | $329,816 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.09% | 3,900 | +26 | +0.67% | $322,335 |
| ISHARES TR | IVV | Other | 0.09% | 428 | - | - | $320,525 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 288 | +288 | +100.00% | $306,691 |
| VISA INC | V | Financial Services | 0.09% | 882 | +117 | +15.29% | $302,605 |
| WALMART INC | WMT | Consumer Defensive | 0.08% | 2,528 | +98 | +4.03% | $286,321 |
| VANGUARD WORLD FD | VCEB | Other | 0.08% | 4,556 | +31 | +0.69% | $285,935 |
| SPDR GOLD TR | GLD | Other | 0.08% | 755 | +22 | +3.00% | $278,127 |
| VANGUARD INDEX FDS | VUG | Other | 0.08% | 3,194 | +2,665 | +503.78% | $275,131 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 780 | -9 | -1.14% | $275,090 |
| KLA CORP | KLAC | Technology | 0.08% | 897 | +897 | +100.00% | $270,634 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.08% | 422 | +422 | +100.00% | $269,540 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,058 | -19 | -1.76% | $268,716 |
| ABBVIE INC | ABBV | Healthcare | 0.07% | 1,050 | +35 | +3.45% | $264,222 |
| SANDISK CORP | SNDK | Other | 0.07% | 115 | +115 | +100.00% | $261,479 |
| LAM RESEARCH CORP | LRCX | Other | 0.07% | 597 | +597 | +100.00% | $258,698 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.07% | 444 | +444 | +100.00% | $257,924 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.07% | 1,331 | +1,331 | +100.00% | $253,582 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.07% | 610 | +610 | +100.00% | $253,534 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.07% | 462 | +47 | +11.33% | $237,283 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 1,753 | +1,753 | +100.00% | $225,261 |
| CISCO SYS INC | CSCO | Technology | 0.06% | 1,912 | +1,912 | +100.00% | $224,584 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.06% | 1,975 | +1,975 | +100.00% | $220,706 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 321 | +321 | +100.00% | $220,466 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.06% | 5,102 | -127 | -2.43% | $215,355 |
| CORNING INC | GLW | Technology | 0.06% | 815 | +815 | +100.00% | $208,177 |
| APPLIED MATLS INC | AMAT | Technology | 0.06% | 283 | +283 | +100.00% | $204,609 |