Eaton Financial Holdings Company, LLC: 13F holdings
CIK 19723222026Q2
| Positions | 134 |
|---|
| Reported value | $364.1m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 134 (+9 vs prior quarter) |
|---|
| Reported value | $364.1m (+19.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GPIX GOLDMAN SACHS ETF TR | 916,992 | $51.0m | 14.0% |
| FTEC FIDELITY COVINGTON TRUST | 67,142 | $19.2m | 5.3% |
| USFR WISDOMTREE TR | 318,326 | $16.0m | 4.4% |
| JEPI J P MORGAN EXCHANGE TRADED F | 257,677 | $14.6m | 4.0% |
| TSPA T ROWE PRICE EXCHANGE-TRADED | 300,175 | $14.3m | 3.9% |
| BINC BLACKROCK ETF TRUST II | 272,233 | $14.2m | 3.9% |
| AAPL APPLE INC | 37,731 | $10.9m | 3.0% |
| SCHO SCHWAB STRATEGIC TR | 386,620 | $9.3m | 2.6% |
| XLU SELECT SECTOR SPDR TR | 196,801 | $8.9m | 2.5% |
| NVDA NVIDIA CORPORATION | 42,216 | $8.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1972322")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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