Eaton-Cambridge Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Eaton-Cambridge Inc. reported 42 stock positions worth $287.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 33.8% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 15.9%) and Dimensional International (DFIC, 13.9%). Compared with Q2 2025, it opened 4 new positions, added to 17 and reduced 15. The biggest buy was a new position in Dimension Ultrashort Fi ETF (DUSB) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011052
- Portfolio Value
- $287.5M (Q3 2025)
- SEC Filing
- 0002011052-25-000007 ↗ filed Nov 13, 2025
Holdings Value
Holdings 42 stocks · $287.5M
| DFAC Dimensional US Core Equity 2 | 33.76% | 2,515,877 | $97.0M | Reduce -0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 15.94% | 573,228 | $45.8M | Add +5.5% |
| DFIC Dimensional International Co. | 13.93% | 1,221,335 | $40.0M | Add +0.2% |
| BND Vanguard Total Bond Market | 12.02% | 464,682 | $34.6M | Add +8.9% |
| DFEM Dimensional Emrg MRKT Core | 7.05% | 631,951 | $20.3M | Add +1.8% |
| BSV Vanguard Short-Term Bond ETF | 4.66% | 169,804 | $13.4M | Reduce -1.6% |
| AVUS Avantis U.S. Equity ETF | 1.89% | 49,897 | $5.4M | Reduce -1.9% |
| NVDA Nvidia Corp. | 1.19% | 18,314 | $3.4M | Reduce -3.3% |
| AAPL Apple Inc. | 0.99% | 11,215 | $2.9M | Add +0.5% |
| DFAI Dimensional International Co. | 0.74% | 58,558 | $2.1M | No change |
| AVSF Avantis Short-Term Fixed Inc. | 0.62% | 37,515 | $1.8M | Reduce -0.2% |
| AVDE Avantis International Equity | 0.52% | 18,847 | $1.5M | Reduce -2.7% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.48% | 13,442 | $1.4M | Add +135.2% |
| AVIG Avantis Core Fixed Income | 0.47% | 31,922 | $1.3M | Reduce -3.2% |
| AVEM Avantis Emerging Markets Eq | 0.47% | 17,875 | $1.3M | Reduce -2.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.46% | 26,526 | $1.3M | Add +20.5% |
| DFSD Dimensional Short Duration | 0.45% | 26,613 | $1.3M | Add +356.4% |
| IVW iShares S&P 500 Growth ETF | 0.41% | 9,739 | $1.2M | No change |
| AMZN Amazon.com Inc. | 0.38% | 5,025 | $1.1M | Add +0.7% |
| MSFT Microsoft Corp. | 0.37% | 2,049 | $1.1M | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.35% | 19,697 | $1.0M | New |
| META Meta Platforms Inc. Class A | 0.25% | 975 | $716K | Add +1.1% |
| DFAE Dimensional Emerging Core Eq | 0.24% | 22,163 | $699K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.23% | 7,898 | $659K | Reduce -8.5% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 4,168 | $607K | No change |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,361 | $574K | Add +2.3% |
| LLY Eli Lilly & Co. | 0.18% | 697 | $532K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 659 | $439K | New |
| JPM JPMorgan Chase & Co. | 0.15% | 1,352 | $426K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,707 | $368K | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 719 | $361K | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,423 | $347K | Add +3.7% |
| AVGO Broadcom Inc. | 0.11% | 985 | $325K | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.10% | 408 | $273K | Reduce -20.6% |
| GLD SPDR Gold Shares | 0.09% | 733 | $261K | New |
| UPS United Parcel Service Class B | 0.09% | 3,100 | $259K | Reduce -3.5% |
| DFCF Dimensional Core Fixed Inc. | 0.09% | 5,953 | $255K | Reduce -7.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 797 | $245K | New |
| NFLX Netflix Inc. | 0.08% | 192 | $230K | Add +0.5% |
| HD Home Depot Inc. | 0.08% | 558 | $226K | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 453 | $217K | Reduce -1.7% |
| V Visa Inc. Class A | 0.07% | 625 | $213K | Reduce -1.3% |
Portfolio Sells Q2 2025 → Q3 2025
| BSV Vanguard Short-Term Bond ETF | Reduce -1.6% | 4.66% | −0.47 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.0% | 33.76% | −0.27 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -0.2% | 0.62% | −0.05 |
| AVIG Avantis Core Fixed Income | Reduce -3.2% | 0.47% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.9% | 1.89% | −0.05 |
| UPS United Parcel Service Class B | Reduce -3.5% | 0.09% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -20.6% | 0.10% | −0.03 |
| AVDE Avantis International Equity | Reduce -2.7% | 0.52% | −0.02 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -8.5% | 0.23% | −0.02 |
| DFCF Dimensional Core Fixed Inc. | Reduce -7.2% | 0.09% | −0.01 |
| V Visa Inc. Class A | Reduce -1.3% | 0.07% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 0.13% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.1% | 0.47% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.7% | 0.08% | −0.00 |
| NVDA Nvidia Corp. | Reduce -3.3% | 1.19% | +0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| DUSB Dimension Ultrashort Fi ETF | New | 0.35% | +0.35 |
| DFSD Dimensional Short Duration | Add +356.4% | 0.45% | +0.34 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +135.2% | 0.48% | +0.26 |
| BND Vanguard Total Bond Market | Add +8.9% | 12.02% | +0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.15% | +0.15 |
| AAPL Apple Inc. | Add +0.5% | 0.99% | +0.13 |
| DFEM Dimensional Emrg MRKT Core | Add +1.8% | 7.05% | +0.10 |
| GLD SPDR Gold Shares | New | 0.09% | +0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.09% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +20.5% | 0.46% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.20% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 0.12% | +0.03 |
| AVGO Broadcom Inc. | Add +1.1% | 0.11% | +0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.08% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.15% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 0.13% | −0.00 |
| NFLX Netflix Inc. | Add +0.5% | 0.08% | −0.02 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.25% | −0.02 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.38% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.5% | 15.94% | −0.35 |
| DFIC Dimensional International Co. | Add +0.2% | 13.93% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $355.8M | DFAC, DFIC, VCSH, BND, DFEM |
| Q1 2026 | 56 | $319.6M | DFAC, DFIC, VCSH, BND, DFEM |
| Q4 2025 | 45 | $304.8M | DFAC, VCSH, DFIC, BND, DFEM |
| Q3 2025 | 42 | $287.5M | DFAC, VCSH, DFIC, BND, DFEM |
| Q2 2025 | 38 | $265.0M | DFAC, VCSH, DFIC, BND, DFEM |
| Q1 2025 | 34 | $232.8M | DFAC, VCSH, DFIC, BND, DFEM |
| Q4 2024 | 35 | $224.1M | DFAC, VCSH, BND, DFIC, DFEM |
| Q3 2024 | 30 | $210.8M | DFAC, VCSH, DFIC, BND, DFEM |
| Q2 2024 | 30 | $195.4M | DFAC, VCSH, DFIC, BND, DFEM |
| Q1 2024 | 30 | $187.8M | DFAC, VCSH, DFIC, BND, DFEM |