Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eaton Financial Holdings Company, LLC (CIK 1972322) reported $305.4M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GPIX ($44.4M, 14.54%), USFR ($16.3M, 5.33%), TSPA ($15.6M, 5.10%), FTEC ($13.4M, 4.39%), BINC ($12.7M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPIX | GOLDMAN SACHS ETF TR | $44.4M | 14.54% | 887,498 | Added |
| 2 | USFR | WISDOMTREE TR | $16.3M | 5.33% | 323,506 | Added |
| 3 | TSPA | T ROWE PRICE ETF INC | $15.6M | 5.10% | 380,766 | Trimmed |
| 4 | FTEC | FIDELITY COVINGTON TRUST | $13.4M | 4.39% | 64,451 | Trimmed |
| 5 | BINC | BLACKROCK ETF TRUST II | $12.7M | 4.16% | 244,731 | Added |
| 6 | AAPL | APPLE INC | $9.7M | 3.17% | 38,152 | Trimmed |
| 7 | XLU | SELECT SECTOR SPDR TR | $9.3M | 3.04% | 202,201 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $7.8M | 2.55% | 44,679 | Trimmed |
| 9 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.6M | 2.48% | 213,600 | Added |
| 10 | GOOGL | ALPHABET INC | $7.3M | 2.39% | 25,416 | Trimmed |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $6.7M | 2.19% | 146,874 | Added |
| 12 | META | META PLATFORMS INC | $6.4M | 2.11% | 11,240 | Trimmed |
| 13 | DGRW | WISDOMTREE TR | $5.1M | 1.68% | 58,442 | Trimmed |
| 14 | IUSV | ISHARES TR | $4.8M | 1.56% | 46,477 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $4.6M | 1.51% | 12,437 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $4.5M | 1.47% | 21,584 | Trimmed |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $4.2M | 1.39% | 71,748 | Added |
| 18 | SCHO | SCHWAB STRATEGIC TR | $3.9M | 1.29% | 162,087 | Trimmed |
| 19 | AVGO | BROADCOM INC | $3.8M | 1.26% | 12,385 | Trimmed |
| 20 | IVV | ISHARES TR | $3.8M | 1.26% | 5,871 | Trimmed |
| 21 | POWL | POWELL INDS INC | $3.8M | 1.24% | 6,998 | Trimmed |
| 22 | VTEB | VANGUARD MUN BD FDS | $3.6M | 1.19% | 72,710 | Trimmed |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $3.4M | 1.12% | 88,078 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 1.11% | 5,194 | Added |
| 25 | URA | GLOBAL X FDS | $3.3M | 1.08% | 67,815 | Added |
Source: SEC Form 13F filings · as of 2026-03-31