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.
Eldridge Investment Advisors, Inc. (CIK 1727993) reported $456.2M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($46.7M, 10.24%), SPLG ($34.3M, 7.52%), IVV ($25.5M, 5.59%), DYNF ($19.4M, 4.25%), JBND ($16.0M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U S Stock Market Etf | $46.7M | 10.24% | 328,100 | Trimmed |
| 2 | SPLG | State Street Spdr Port S&p 500 Etf | $34.3M | 7.52% | 448,178 | Added |
| 3 | IVV | Ishares Core S&p 500 Etf | $25.5M | 5.59% | 39,024 | Trimmed |
| 4 | DYNF | Ishares U S Equity Factor Rotation Active Etf | $19.4M | 4.25% | 333,094 | Added |
| 5 | JBND | Jpmorgan Active Bond Etf | $16.0M | 3.51% | 297,825 | Added |
| 6 | RLY | State Street Multi Asset Real Return Etf | $13.8M | 3.02% | 381,530 | Added |
| 7 | SPTI | State Street Spdr Portfolio Intermediate Term Treasury Etf | $12.7M | 2.78% | 444,230 | Added |
| 8 | BBJP | Jpmorgan Betabuilders Japan Etf | $12.6M | 2.75% | 182,206 | Added |
| 9 | JHMM | John Hancock Multifactor Mid Cap Etf | $12.4M | 2.72% | 185,100 | Trimmed |
| 10 | JHPI | John Hancock Preferred Income Etf | $12.2M | 2.67% | 539,553 | Trimmed |
| 11 | IXUS | Ishares Core Msci Total Intl Stock Etf | $11.2M | 2.45% | 129,029 | Added |
| 12 | JEPQ | Jpmorgan Nasdaq Equity Premium Income Etf | $10.6M | 2.32% | 192,594 | Added |
| 13 | DFAX | Dimensional World Ex U S Core Equity 2 Etf | $10.5M | 2.31% | 309,641 | Added |
| 14 | QQQ | Invesco Qqq Etf | $10.4M | 2.29% | 18,067 | Trimmed |
| 15 | BINC | Ishares Flexible Income Active Etf | $9.3M | 2.04% | 179,034 | Added |
| 16 | GBIL | Goldman Sachs Access Treasury 0-1yr Etf | $9.3M | 2.03% | 92,615 | Trimmed |
| 17 | EVLN | Eaton Vance Floating Rate Etf | $8.7M | 1.90% | 179,581 | Trimmed |
| 18 | EVTR | Eaton Vance Total Return Return Bond Etf | $7.0M | 1.53% | 137,115 | Trimmed |
| 19 | JAAA | Janus Henderson Aaa Clo Etf | $6.3M | 1.39% | 125,932 | Trimmed |
| 20 | RSP | Invesco S&p 500 Equal Weight Etf | $6.1M | 1.34% | 31,952 | Trimmed |
| 21 | QQQM | Invesco Nasdaq 100 Etf | $6.0M | 1.31% | 25,092 | Added |
| 22 | AAPL | Apple Inc | $5.8M | 1.28% | 23,016 | Trimmed |
| 23 | GSST | Goldman Sachs Ultra Short Bond Etf | $5.7M | 1.25% | 112,773 | Added |
| 24 | KRE | Spdr S&p Regional Banking Etf | $5.3M | 1.15% | 80,655 | Added |
| 25 | IEMG | Ishares Core Msci Emerging Markets Etf | $4.9M | 1.08% | 70,504 | Added |
Source: SEC Form 13F filings · as of 2026-03-31