Eaton-Cambridge Inc. — 13F Holdings & Portfolio

CIK 2011052 · latest 13F-HR filed 2026-07-23

Eaton-Cambridge Inc. manages $355.8M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (32.49%), DFIC (13.66%), VCSH (12.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions, exited 3, added to 35, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5090 N 40TH STREET
SUITE 205
PHOENIX, AZ 85018
Phone
(480) 385-7392
Filing Manager
Eaton-Cambridge Inc.
PHOENIX, AZ
Signatory
Samuel Lyman
Compliance Consultant
Loading holdings…
AUM

$355.8M

Long-equity book

Holdings

70

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+17 / −3 / ↑35 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$14.7M +14.6%
  • DIMENSIONAL ETF TRUST$3.3M +7.4%
  • DIMENSIONAL ETF TRUST$3.3M +14.6%
  • DIMENSIONAL ETF TRUST$2.9M +16.9%
  • AMERICAN CENTY ETF TR$980.9K +65.1%
Show all 35

Top Trims

  • EXXON MOBIL CORP-$56.8K -12.3%
  • VANGUARD INSTL INDEX FD-$37.7K -10.2%
  • SPDR GOLD TR-$37.3K -11.8%
  • WALMART INC-$15.7K -5.2%
Show all 4

New Positions

  • SPDR SERIES TRUST$882.6K
  • INTEL CORP$373.5K
  • GOLDMAN SACHS GROUP INC$352.9K
  • CATERPILLAR INC$306.7K
  • KLA CORP$270.6K
Show all 17

Exited Positions

  • NETFLIX INC.$224.8K
  • UNITED PARCEL SVCS INC$216.4K
  • HUNTINGTON BANCSHARES INC$159.6K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $115.6M 32.49% 2,605,730 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $48.6M 13.66% 1,303,889 SH
3 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $43.8M 12.32% 554,837 SH
4 VANGUARD BD INDEX FDS BND 921937835 $32.4M 9.12% 441,817 SH
5 DIMENSIONAL ETF TRUST DFEM 25434V732 $26.0M 7.30% 638,713 SH
6 DIMENSIONAL ETF TRUST DFGX 25434V575 $19.9M 5.60% 372,058 SH
7 VANGUARD BD INDEX FDS BSV 921937827 $12.7M 3.57% 163,016 SH
8 AMERICAN CENTY ETF TR AVUS 025072885 $6.1M 1.73% 47,918 SH
9 NVIDIA CORPORATION NVDA 67066G104 $4.6M 1.29% 22,870 SH
10 APPLE INC AAPL 037833100 $4.2M 1.19% 14,630 SH
11 VANGUARD MUN BD FDS VTEB 922907746 $3.3M 0.94% 66,144 SH
12 VANGUARD WELLINGTON FD VTES 921935870 $2.6M 0.72% 25,374 SH
13 AMERICAN CENTY ETF TR AVEM 025072604 $2.5M 0.70% 25,790 SH
14 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.3M 0.65% 55,949 SH
15 AMAZON COM INC AMZN 023135106 $2.0M 0.55% 8,214 SH
16 AMERICAN CENTY ETF TR AVDE 025072703 $1.6M 0.46% 18,286 SH
17 AMERICAN CENTY ETF TR AVSF 025072687 $1.6M 0.44% 33,742 SH
18 MICROSOFT CORP MSFT 594918104 $1.4M 0.39% 3,694 SH
19 ALPHABET INC GOOGL 02079K305 $1.4M 0.38% 3,821 SH
20 ISHARES TR IVW 464287309 $1.3M 0.38% 9,739 SH
21 DIMENSIONAL ETF TRUST DFSU 25434V716 $1.1M 0.32% 24,442 SH
22 ELI LILLY & CO LLY 532457108 $1.1M 0.31% 927 SH
23 DIMENSIONAL ETF TRUST DFAE 25434V302 $891.2K 0.25% 22,163 SH
24 SPDR SERIES TRUST SPYM 78464A854 $882.6K 0.25% 10,043 SH
25 AMERICAN CENTY ETF TR AVIG 025072562 $867.0K 0.24% 20,936 SH
26 META PLATFORMS INC META 30303M102 $855.1K 0.24% 1,518 SH
27 MICRON TECHNOLOGY INC MU 595112103 $802.2K 0.23% 695 SH
28 ISHARES TR ITOT 464287150 $749.9K 0.21% 4,565 SH
29 AMERICAN CENTY ETF TR AVGE 025072232 $734.3K 0.21% 7,410 SH
30 ALPHABET INC GOOG 02079K107 $684.8K 0.19% 1,938 SH
31 DIMENSIONAL ETF TRUST DFSD 25434V864 $611.2K 0.17% 12,800 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $592.5K 0.17% 1,810 SH
33 VANGUARD INDEX FDS VV 922908637 $589.8K 0.17% 1,715 SH
34 BROADCOM INC AVGO 11135F101 $575.7K 0.16% 1,524 SH
35 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $498.8K 0.14% 668 SH
36 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $498.4K 0.14% 996 SH
37 VANGUARD CHARLOTTE FDS BNDX 92203J407 $471.8K 0.13% 9,741 SH
38 EXXON MOBIL CORP XOM 30231G102 $403.2K 0.11% 2,949 SH
39 INTEL CORP INTC 458140100 $373.5K 0.10% 2,675 SH
40 VANGUARD SPECIALIZED FUNDS VIG 921908844 $370.8K 0.10% 1,567 SH
41 GOLDMAN SACHS GROUP INC GS 38141G104 $352.9K 0.10% 349 SH
42 DIMENSIONAL ETF TRUST DFSI 25434V690 $333.0K 0.09% 7,384 SH
43 VANGUARD INSTL INDEX FD VBIL 922040845 $330.8K 0.09% 4,371 SH
44 DIMENSIONAL ETF TRUST DUSB 25434V591 $329.8K 0.09% 6,495 SH
45 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $322.3K 0.09% 3,900 SH
46 ISHARES TR IVV 464287200 $320.5K 0.09% 428 SH
47 CATERPILLAR INC CAT 149123101 $306.7K 0.09% 288 SH
48 VISA INC V 92826C839 $302.6K 0.09% 882 SH
49 WALMART INC WMT 931142103 $286.3K 0.08% 2,528 SH
50 VANGUARD WORLD FD VCEB 921910691 $285.9K 0.08% 4,556 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $355.8M 70 0002011052-26-000003
2026-03-31 2026-05-07 $319.6M 56 0002011052-26-000002
2025-12-31 2026-02-13 $304.8M 45 0002011052-26-000001