Investor
Eaton-Cambridge Inc.
CIK 0002011052 · filed 2026-05-07 · SEC filing
13F book
$319.6M
Positions
56
11 new · 0 sold
Largest name
31.6%
Dimensional Etf Trust
Est. mark
−$1.28M
Price effect on 45 names still held. Flow $16M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 2.6M | $100.9M | 31.6% | −$1.86M | Added−$259.8K |
| Dimensional Etf Trust | — | 1.27M | $45.2M | 14.2% | $1.35M | Added$1.86M |
| Vanguard Scottsdale Fds | — | 547.9K | $43.4M | 13.6% | −$252K | Cut−$5.88M |
| Vanguard Bd Index Fds | — | 434.9K | $32M | 10.0% | −$187K | Cut−$5.59M |
| Dimensional Etf Trust | — | 655.6K | $22.7M | 7.1% | $956.3K | Added$1.13M |
| Dimensional Etf Trust | — | 325.3K | $17.1M | 5.3% | — | New |
| Vanguard Bd Index Fds | — | 161.3K | $12.7M | 4.0% | −$64.5K | Cut−$785.3K |
| American Centy Etf Tr | — | 51.7K | $5.75M | 1.8% | −$29.6K | Added$224.6K |
| Nvidia Corp | NVDA | 22K | $3.84M | 1.2% | −$223.2K | Added$401.7K |
| Apple Inc. | AAPL | 14K | $3.54M | 1.1% | −$208.1K | Added$413.7K |
| Vanguard Mun Bd Fds | — | 62.3K | $3.11M | 1.0% | −$19.9K | Added$612K |
| Vanguard Wellington Fd | — | 23.7K | $2.39M | 0.7% | −$8.74K | Added$350.8K |
| Dimensional Etf Trust | — | 54.6K | $2.13M | 0.7% | $46.5K | Held |
| American Centy Etf Tr | — | 19.3K | $1.64M | 0.5% | $46.1K | Added$131.3K |
| American Centy Etf Tr | — | 33.7K | $1.58M | 0.5% | −$9.62K | Held |
| Amazon Com Inc | AMZN | 7.42K | $1.54M | 0.5% | −$119K | Added$326.9K |
| American Centy Etf Tr | — | 18.7K | $1.51M | 0.5% | $61.5K | Added$176.6K |
| Microsoft Corp | MSFT | 3.35K | $1.24M | 0.4% | −$250.3K | Added$172.5K |
| Ishares Tr | — | 9.74K | $1.1M | 0.3% | −$98.9K | Held |
| Alphabet Inc | — | 3.63K | $1.04M | 0.3% | −$61.9K | Added$280.9K |
| Dimensional Etf Trust | — | 24.2K | $995.2K | 0.3% | — | New |
| American Centy Etf Tr | — | 21K | $870.8K | 0.3% | −$8.02K | Cut−$104.6K |
| Meta Platforms, Inc. | META | 1.44K | $822.2K | 0.3% | −$89.4K | Added$151.5K |
| Eli Lilly & Co | LLY | 874 | $803.9K | 0.3% | −$112.5K | Added$23.7K |
| Dimensional Etf Trust | — | 22.2K | $750.4K | 0.2% | $28.6K | Held |
| American Centy Etf Tr | — | 7.7K | $677.3K | 0.2% | $15.1K | Added$64.3K |
| Dimensional Etf Trust | — | 12.7K | $609.2K | 0.2% | −$891 | Held |
| Ishares Tr | — | 4.17K | $593.5K | 0.2% | −$26.1K | Cut−$26.2K |
| Vanguard Index Fds | — | 1.76K | $526K | 0.2% | −$12.2K | Added$285.5K |
| Alphabet Inc | — | 1.79K | $513.5K | 0.2% | −$39.9K | Added$49.1K |
| Jpmorgan Chase & Co. | — | 1.66K | $487.4K | 0.2% | −$39.5K | Added$34.4K |
| Exxon Mobil Corp | — | 2.71K | $459.9K | 0.1% | $87.3K | Added$247.1K |
| Broadcom Inc. | AVGO | 1.43K | $443.6K | 0.1% | −$38.3K | Added$80.8K |
| Spdr S&P 500 Etf Tr | — | 668 | $434.4K | 0.1% | −$20K | Added$2.09K |
| Berkshire Hathaway Inc Del | — | 869 | $416.4K | 0.1% | −$17.3K | Added$45K |
| Vanguard Charlotte Fds | — | 8.27K | $397.4K | 0.1% | −$2.21K | Cut−$3.18K |
| Vanguard Specialized Funds | — | 1.72K | $369.9K | 0.1% | −$7.94K | Added$13 |
| Vanguard Instl Index Fd | — | 4.87K | $368.5K | 0.1% | $1.03K | Added$20.6K |
| Dimensnl Ultrashrt Fixed | — | 6.5K | $329.4K | 0.1% | $389 | Held |
| Vanguard Scottsdale Fds | — | 3.87K | $320.6K | 0.1% | −$3.74K | Added$7.6K |
| Spdr Gold Tr | — | 733 | $315.4K | 0.1% | $24.9K | Held |
| Dimensional Etf Trust | — | 7.38K | $313.1K | 0.1% | — | New |
| Walmart Inc. | WMT | 2.43K | $302K | 0.1% | — | New |
| Micron Technology Inc | MU | 864 | $291.9K | 0.1% | — | New |
| Vanguard World Fd | — | 4.53K | $284.3K | 0.1% | — | New |
| Ishares Tr | — | 428 | $279.6K | 0.1% | −$12.7K | Added$6.28K |
| Johnson & Johnson | JNJ | 1.08K | $263.3K | 0.1% | — | New |
| Home Depot, Inc. | HD | 789 | $259.5K | 0.1% | — | New |
| Visa Inc. | V | 765 | $231.2K | 0.1% | −$31.2K | Added$5.36K |
| Vanguard Growth Etf | — | 529 | $231.1K | 0.1% | −$22.6K | Added$15.4K |
| Netflix Inc | NFLX | 2.34K | $224.8K | 0.1% | — | New |
| Dimensional Etf Trust | — | 5.23K | $220.8K | 0.1% | −$1.61K | Added$19.8K |
| AbbVie Inc. | ABBV | 1.01K | $220.8K | 0.1% | −$9.95K | Added$14K |
| United Parcel Service Inc | UPS | 2.2K | $216.4K | 0.1% | −$1.78K | Cut−$104.4K |
| Mastercard Inc | MA | 415 | $207.4K | 0.1% | — | New |
| Huntington Bancshares Inc | — | 10.2K | $159.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.