Fund HoldingsEaton Financial Holdings Company, LLC

Total Portfolio Value
$372.05M
Total Bought
$45.18M
Total Sold
$32.61M
Net Transaction
+$12.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0205,368+205,36808,7672.36%+8,767
SPROTT ASSET MANAGEMENT LP(PHYS)0204,814+204,81406,7631.82%+6,763
SPDR SERIES TRUST
ST STR P500VAL
0112,479+112,47906,3901.72%+6,390
ISHARES SILVER TR(SLV)042,810+42,81002,7580.74%+2,758
ALPHABET INC(GOOG)32,41232,926+5147,87910,3062.77%+2,426
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
840,143863,545+23,40243,88145,59512.26%+1,715
FIDELITY COVINGTON TRUST88,87293,646+4,77419,74521,0395.65%+1,295
VICTORIAS SECRET AND CO(VSXY)48,76446,656-2,1081,3232,5270.68%+1,204
MICRON TECHNOLOGY INC(MU)9,3968,771-6251,5722,5030.67%+931
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,547+14,54706500.17%+650
LULULEMON ATHLETICA INC(LULU)11,65813,020+1,3622,0742,7060.73%+631
FIGMA INC(FIG)016,162+16,16206040.16%+604
FIDELITY MERRIMACK STR TR127,565141,119+13,5545,8996,4971.75%+598
T ROWE PRICE ETF INC
US EQUI RESH ETF
380,070385,664+5,59415,92916,4994.43%+570
FIDELITY WISE ORIGIN BITCOIN(FBTC)48,82171,240+22,4194,8735,4311.46%+558
AMAZON COM INC(AMZN)025,950+25,95005,9901.61%+5,990
VANGUARD INDEX FDS01,553+1,55304890.13%+489
ALPHABET INC(GOOG)3,2033,945+7427801,2380.33%+458
BLACKROCK ETF TRUST II211,411221,861+10,45011,25611,7083.15%+452
SENTINELONE INC(S)029,504+29,50404430.12%+443
JD.COM INC(JD)014,096+14,09604050.11%+405
APPLE INC(AAPL)46,84245,319-1,52311,92712,3203.31%+393
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
79,52887,117+7,5893,0673,4490.93%+382
SPDR S&P 500 ETF TR(SPY)1,1141,639+5257421,1170.30%+375
ISHARES TR012,165+12,16503630.10%+363
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
263,668269,304+5,63615,05515,4154.14%+360
ALBEMARLE CORP(ALB)5,7035,769+664628160.22%+354
ISHARES TR83,01383,01305,6315,9281.59%+297
FISERV INC(FISV)04,277+4,27702870.08%+287
ELI LILLY & CO(LLY)919917-27019860.26%+285
NETFLIX INC(NFLX)4188,241+7,8235017730.21%+272
DECKERS OUTDOOR CORP(DECK)9,08011,456+2,3769201,1880.32%+267
GLOBALFOUNDRIES INC(GFS)53,33561,963+8,6281,9122,1640.58%+252
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
45,31954,349+9,0301,2581,5010.40%+244
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
03,305+3,30502420.07%+242
J P MORGAN EXCHANGE TRADED F
INCOME ETF
27,15332,398+5,2451,2601,5000.40%+240
FIDELITY COVINGTON TRUST07,608+7,60802330.06%+233
HOME DEPOT INC(HD)01,932+1,93206650.18%+665
EA SERIES TRUST
ALPHA ARCH 1-3
01,900+1,90002190.06%+219
APPLIED MATLS INC0818+81802100.06%+210
VANGUARD INDEX FDS6,8457,319+4742,2462,4540.66%+207
ISHARES TR
ESG AW MSCI EAFE
02,121+2,12102020.05%+202
BRISTOL-MYERS SQUIBB CO(BMY)9,32911,232+1,9034216060.16%+185
ISHARES INC
MSCI EMRG CHN
35,80035,80002,4172,6020.70%+185
US BANCORP DEL(USB)26,46727,335+8681,2791,4590.39%+179
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
19,11922,749+3,6309371,1080.30%+170
TESLA INC(TSLA)7,6557,946+2913,4053,5740.96%+169
NVIDIA CORPORATION(NVDA)057,136+57,136010,6562.86%+10,656
POWELL INDS INC(POWL)7,0577,270+2132,1512,3170.62%+166
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
19,12620,912+1,7868821,0440.28%+161
META PLATFORMS INC(META)012,917+12,91708,5262.29%+8,526
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
26,81332,181+5,3686978370.22%+140
T ROWE PRICE ETF INC
FLOATING RATE
13,58816,274+2,6866998370.22%+137
DIMENSIONAL ETF TRUST
WORLD EX US CORE
18,00020,874+2,8745656830.18%+118
UNITED PARCEL SERVICE INC(UPS)07,264+7,26407210.19%+721
BHP GROUP LTD7,7028,802+1,1004295310.14%+102
SCHWAB STRATEGIC TR12,42315,449+3,0263684650.12%+96
HILTON WORLDWIDE HLDGS INC(HLT)2,7482,782+347137990.21%+86
CATERPILLAR INC(CAT)1,0631,035-285075930.16%+86
PALANTIR TECHNOLOGIES INC(PLTR)9,60810,228+6201,7531,8180.49%+65
PFIZER INC(PFE)27,96231,128+3,1667127750.21%+63
ESPERION THERAPEUTICS INC NE(ESPR)42,59546,595+4,0001131720.05%+60
SCHWAB STRATEGIC TR19,80221,407+1,6055526100.16%+57
ENTERPRISE PRODS PARTNERS L(EPD)37,14137,777+6361,1611,2110.33%+50
WELLS FARGO CO NEW(WFC)19,18317,784-1,3991,6081,6570.45%+50
BERKSHIRE HATHAWAY INC DEL015,172+15,17207,6262.05%+7,626
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
21,12021,674+5547728190.22%+47
GOSSAMER BIO INC014,199+14,1990440.01%+44
SYNOPSYS INC(SNPS)810935+1254004390.12%+40
ISHARES TR18,13618,13601,0901,1270.30%+38
ISHARES TR
CORE MSCI EAFE
7,5497,778+2296596960.19%+37
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
16,43316,491+587347680.21%+34
BANK AMERICA CORP27,29126,200-1,0911,4081,4410.39%+33
COINBASE GLOBAL INC(COIN)9601,557+5973243520.09%+28
MILESTONE PHARMACEUTICALS IN012,750+12,7500260.01%+26
DIMENSIONAL ETF TRUST
US TARGETED VLU
15,89715,961+649259500.26%+25
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
10,06710,06705565750.15%+20
AKEBIA THERAPEUTICS INC011,800+11,8000190.01%+19
MASTERCARD INCORPORATED(MA)374401+272132290.06%+16
GOLDMAN SACHS GROUP INC(GS)346331-152762910.08%+15
GE AEROSPACE(GE)1,4171,430+134264410.12%+14
AMGEN INC(AMGN)01,489+1,48904870.13%+487
ISHARES TR61461402042110.06%+6
ISHARES TR
MSCI GBL SUS DEV
3,5973,582-152993020.08%+2
ISHARES TR3,0443,04403243260.09%+2
VANGUARD INDEX FDS2,3122,319+74844850.13%+1
DISNEY WALT CO(DIS)06,997+6,99707960.21%+796
BAIDU INC3,8223,82205044990.13%-4
LOCKHEED MARTIN CORP(LMT)728742+143643590.10%-5
ISHARES TR
US INFRASTRUC
27,42327,42301,4481,4430.39%-5
ISHARES TR26,27226,246-263,1403,1320.84%-7
QUALCOMM INC(QCOM)10,52910,180-3491,7521,7410.47%-10
IPG PHOTONICS CORP(IPGP)7,2927,886+5945775650.15%-13
FIFTH THIRD BANCORP(FITB)05,325+5,32502490.07%+249
DELL TECHNOLOGIES INC(DELL)4,4544,836+3826316090.16%-23
SHERWIN WILLIAMS CO(SHW)1,2941,300+64484210.11%-27
SCHWAB CHARLES CORP(SCHW)04,740+4,74004740.13%+474
ISHARES TR
CORE 1 5 YR USD
16,19815,634-5647917620.20%-29
DISTRIBUTION SOLUTIONS GRP I(DSGR)11,19211,19203373070.08%-30
JACKSON FINANCIAL INC(JXN)14,57813,550-1,0281,4761,4450.39%-31
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