Eaton-Cambridge Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Eaton-Cambridge Inc. reported 56 stock positions worth $319.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 31.6% of the portfolio, followed by Dimensional International (DFIC, 14.2%) and Vanguard S/T Corp. Bond ETF (VCSH, 13.6%). Compared with Q4 2025, it opened 11 new positions, added to 31 and reduced 7. The biggest buy was a new position in Dimsnl Intr CF in ETF-Usd (DFGX) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011052
- Portfolio Value
- $319.6M (Q1 2026)
- SEC Filing
- 0002011052-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 56 stocks · $319.6M
| DFAC Dimensional US Core Equity 2 | 31.56% | 2,595,688 | $100.9M | Add +1.6% |
| DFIC Dimensional International Co. | 14.16% | 1,273,246 | $45.2M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 13.59% | 547,927 | $43.4M | Reduce -11.4% |
| BND Vanguard Total Bond Market | 10.02% | 434,861 | $32.0M | Reduce -14.4% |
| DFEM Dimensional Emrg MRKT Core | 7.09% | 655,618 | $22.7M | Add +0.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 5.34% | 325,258 | $17.1M | New |
| BSV Vanguard Short-Term Bond ETF | 3.96% | 161,346 | $12.7M | Reduce -5.4% |
| AVUS Avantis U.S. Equity ETF | 1.80% | 51,742 | $5.8M | Add +4.6% |
| NVDA Nvidia Corp. | 1.20% | 22,028 | $3.8M | Add +19.4% |
| AAPL Apple Inc. | 1.11% | 13,968 | $3.5M | Add +21.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.97% | 62,311 | $3.1M | Add +25.5% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.75% | 23,659 | $2.4M | Add +17.7% |
| DFAI Dimensional International Co. | 0.67% | 54,649 | $2.1M | No change |
| AVDE Avantis International Equity | 0.51% | 19,297 | $1.6M | Add +5.5% |
| AVSF Avantis Short-Term Fixed Inc. | 0.49% | 33,742 | $1.6M | No change |
| AMZN Amazon.com Inc. | 0.48% | 7,417 | $1.5M | Add +40.6% |
| AVEM Avantis Emerging Markets Eq | 0.47% | 18,709 | $1.5M | Add +8.3% |
| MSFT Microsoft Corp. | 0.39% | 3,348 | $1.2M | Add +51.8% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 9,739 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.33% | 3,626 | $1.0M | Add +49.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.31% | 24,220 | $995K | New |
| AVIG Avantis Core Fixed Income | 0.27% | 20,962 | $871K | Reduce -9.9% |
| META Meta Platforms Inc. Class A | 0.26% | 1,437 | $822K | Add +41.4% |
| LLY Eli Lilly & Co. | 0.25% | 874 | $804K | Add +20.4% |
| DFAE Dimensional Emerging Core Eq | 0.23% | 22,163 | $750K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.21% | 7,695 | $677K | Add +7.8% |
| DFSD Dimensional Short Duration | 0.19% | 12,724 | $609K | No change |
| ITOT iShares Core S&P Total U.S. | 0.19% | 4,167 | $594K | Reduce -0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.16% | 1,760 | $526K | Add +130.4% |
| GOOG Alphabet Inc. Class C | 0.16% | 1,790 | $513K | Add +20.9% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,657 | $487K | Add +17.9% |
| XOM Exxon Mobil Corp. | 0.14% | 2,711 | $460K | Add +53.3% |
| AVGO Broadcom Inc. | 0.14% | 1,433 | $444K | Add +36.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 668 | $434K | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 869 | $416K | Add +17.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.12% | 8,270 | $397K | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 1,720 | $370K | Add +2.2% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.12% | 4,871 | $368K | Add +5.6% |
| DUSB Dimension Ultrashort Fi ETF | 0.10% | 6,495 | $329K | No change |
| VCIT Vanguard Int-Term Corporate | 0.10% | 3,874 | $321K | Add +3.7% |
| GLD SPDR Gold Shares | 0.10% | 733 | $315K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.10% | 7,384 | $313K | New |
| WMT Walmart Inc. | 0.09% | 2,430 | $302K | New |
| MU Micron Technology Inc. | 0.09% | 864 | $292K | New |
| VCEB Vanguard ESG US Corp. Bond | 0.09% | 4,525 | $284K | New |
| IVV iShares Core S&P 500 ETF | 0.09% | 428 | $280K | Add +7.3% |
| JNJ Johnson & Johnson | 0.08% | 1,077 | $263K | New |
| HD Home Depot Inc. | 0.08% | 789 | $259K | New |
| V Visa Inc. Class A | 0.07% | 765 | $231K | Add +18.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 529 | $231K | Add +19.7% |
| NFLX Netflix Inc. | 0.07% | 2,338 | $225K | New |
| DFCF Dimensional Core Fixed Inc. | 0.07% | 5,229 | $221K | Add +10.7% |
| ABBV Abbvie Inc. | 0.07% | 1,015 | $221K | Add +12.2% |
| UPS United Parcel Service Class B | 0.07% | 2,200 | $216K | Reduce -32.0% |
| MA Mastercard Inc. Class A | 0.06% | 415 | $207K | New |
| HBAN Huntington Bancshares Inc. | 0.05% | 10,197 | $160K | New |
Portfolio Sells Q4 2025 → Q1 2026
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.4% | 13.59% | −2.59 |
| BND Vanguard Total Bond Market | Reduce -14.4% | 10.02% | −2.32 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.4% | 3.96% | −0.45 |
| AVIG Avantis Core Fixed Income | Reduce -9.9% | 0.27% | −0.05 |
| UPS United Parcel Service Class B | Reduce -32.0% | 0.07% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.0% | 0.19% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.2% | 0.12% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 5.34% | +5.34 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.31% | +0.31 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +25.5% | 0.97% | +0.15 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.10% | +0.10 |
| WMT Walmart Inc. | New | 0.09% | +0.09 |
| MU Micron Technology Inc. | New | 0.09% | +0.09 |
| VCEB Vanguard ESG US Corp. Bond | New | 0.09% | +0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +130.4% | 0.16% | +0.09 |
| AMZN Amazon.com Inc. | Add +40.6% | 0.48% | +0.08 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +21.3% | 1.11% | +0.08 |
| HD Home Depot Inc. | New | 0.08% | +0.08 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +17.7% | 0.75% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +49.0% | 0.33% | +0.08 |
| XOM Exxon Mobil Corp. | Add +53.3% | 0.14% | +0.07 |
| NVDA Nvidia Corp. | Add +19.4% | 1.20% | +0.07 |
| NFLX Netflix Inc. | New | 0.07% | +0.07 |
| MA Mastercard Inc. Class A | New | 0.06% | +0.06 |
| HBAN Huntington Bancshares Inc. | New | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +51.8% | 0.39% | +0.04 |
| META Meta Platforms Inc. Class A | Add +41.4% | 0.26% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Add +8.3% | 0.47% | +0.04 |
| DFEM Dimensional Emrg MRKT Core | Add +0.8% | 7.09% | +0.03 |
| AVGO Broadcom Inc. | Add +36.7% | 0.14% | +0.02 |
| AVDE Avantis International Equity | Add +5.5% | 0.51% | +0.02 |
| AVGE Avantis All Eqty Mrkts ETF | Add +7.8% | 0.21% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.6% | 0.13% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +20.9% | 0.16% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +17.9% | 0.15% | +0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +10.7% | 0.07% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +19.7% | 0.07% | +0.00 |
| ABBV Abbvie Inc. | Add +12.2% | 0.07% | +0.00 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +5.6% | 0.12% | +0.00 |
| V Visa Inc. Class A | Add +18.8% | 0.07% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +7.3% | 0.09% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +3.7% | 0.10% | −0.00 |
| LLY Eli Lilly & Co. | Add +20.4% | 0.25% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +2.2% | 0.12% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.4% | 0.14% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Add +4.6% | 1.80% | −0.01 |
| DFIC Dimensional International Co. | Add +1.2% | 14.16% | −0.07 |
| DFAC Dimensional US Core Equity 2 | Add +1.6% | 31.56% | −1.61 |
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 |