Institutions / Eaton Financial Holdings Company, LLC
Eaton Financial Holdings Company, LLC
CIK 1972322 · Institution · as of Dec 31, 2025
Portfolio value
$372.05M
Positions
134
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 134 →
| Company | Value | % of portfolio |
|---|---|---|
| Goldman Sachs ETF Tr | $45.60M | 12.3% |
| Fidelity Covington Trust | $21.04M | 5.7% |
| T Rowe Price ETF Inc | $16.50M | 4.4% |
| J P Morgan Exchange Traded F | $15.41M | 4.1% |
| Apple Inc. | $12.32M | 3.3% |
| BlackRock ETF Trust II | $11.71M | 3.1% |
| WisdomTree Tr | $11.05M | 3.0% |
| WisdomTree Tr | $10.80M | 2.9% |
| NVIDIA Corp | $10.66M | 2.9% |
| Alphabet Inc. | $10.31M | 2.8% |
| Select Sector SPDR Tr | $8.77M | 2.4% |
| Meta Platforms Inc | $8.53M | 2.3% |
| Warren E. Buffett | $7.63M | 2.0% |
| Microsoft Corp | $7.62M | 2.0% |
| Sprott Asset Management LP | $6.76M | 1.8% |
| Fidelity Merrimack Str Tr | $6.50M | 1.7% |
| SPDR Series Trust | $6.39M | 1.7% |
| Amazon.com Inc | $5.99M | 1.6% |
| iShares Tr | $5.93M | 1.6% |
| Fidelity Wise Origin Bitcoin | $5.43M | 1.5% |
| iShares Tr | $5.11M | 1.4% |
| iShares Tr | $4.75M | 1.3% |
| Schwab Strategic Tr | $4.38M | 1.2% |
| Broadcom Inc. | $4.34M | 1.2% |
| Vanguard Mun Bd Fds | $4.06M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.