Filed: 5/7/2026ACC: 0002011052-26-000002
📋 What this filing means
EATON-CAMBRIDGE INC. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $319.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$319.56M
Total AUM (reported)
6.49M
Total Shares
Allocation by class
US CORE EQUITY 2$100.87M31.6%
INTL CORE EQUITY$45.24M14.2%
SHRT TRM CORP BD$43.43M13.6%
TOTAL BND MRKT$32.02M10.0%
EMERGING MKTS CO$22.65M7.1%
DIMENSIONAL INTE$17.06M5.3%
COM$14.09M4.4%
Portfolio Concentration
Top 3$189.54M59.3%
4–10$97.53M30.5%
11–25$21.53M6.7%
Rest$10.97M3.4%
Top 3 weight
59.3%
Top 10 weight
89.8%
Voting Authority Distribution
Total shares with voting rights: 6.49M
Sole
Full voting authority
6.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.60M
TypeSH
Market value$100.87M
31.56%
Sole
2.60M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.27M
TypeSH
Market value$45.24M
14.16%
Sole
1.27M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares547.93K
TypeSH
Market value$43.43M
13.59%
Sole
547.93K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares434.86K
TypeSH
Market value$32.02M
10.02%
Sole
434.86K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares655.62K
TypeSH
Market value$22.65M
7.09%
Sole
655.62K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares325.26K
TypeSH
Market value$17.06M
5.34%
Sole
325.26K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares161.35K
TypeSH
Market value$12.65M
3.96%
Sole
161.35K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares51.74K
TypeSH
Market value$5.75M
1.80%
Sole
51.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares22.03K
TypeSH
Market value$3.84M
1.20%
Sole
22.03K
Shared
0.00
None
0.00
APPLE INC
SOLEShares13.97K
TypeSH
Market value$3.54M
1.11%
Sole
13.97K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares62.31K
TypeSH
Market value$3.11M
0.97%
Sole
62.31K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares23.66K
TypeSH
Market value$2.39M
0.75%
Sole
23.66K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares54.65K
TypeSH
Market value$2.13M
0.67%
Sole
54.65K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares19.30K
TypeSH
Market value$1.64M
0.51%
Sole
19.30K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares33.74K
TypeSH
Market value$1.58M
0.49%
Sole
33.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.42K
TypeSH
Market value$1.54M
0.48%
Sole
7.42K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares18.71K
TypeSH
Market value$1.51M
0.47%
Sole
18.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares3.35K
TypeSH
Market value$1.24M
0.39%
Sole
3.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.74K
TypeSH
Market value$1.10M
0.34%
Sole
9.74K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.63K
TypeSH
Market value$1.04M
0.33%
Sole
3.63K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.22K
TypeSH
Market value$995.2K
0.31%
Sole
24.22K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares20.96K
TypeSH
Market value$870.8K
0.27%
Sole
20.96K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.44K
TypeSH
Market value$822.2K
0.26%
Sole
1.44K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares874.00
TypeSH
Market value$803.9K
0.25%
Sole
874.00
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.16K
TypeSH
Market value$750.4K
0.23%
Sole
22.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.60M | SH | $100.87M 31.56% | 2.60M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.27M | SH | $45.24M 14.16% | 1.27M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 547.93K | SH | $43.43M 13.59% | 547.93K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 434.86K | SH | $32.02M 10.02% | 434.86K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 655.62K | SH | $22.65M 7.09% | 655.62K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 325.26K | SH | $17.06M 5.34% | 325.26K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 161.35K | SH | $12.65M 3.96% | 161.35K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 51.74K | SH | $5.75M 1.80% | 51.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 22.03K | SH | $3.84M 1.20% | 22.03K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.97K | SH | $3.54M 1.11% | 13.97K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 62.31K | SH | $3.11M 0.97% | 62.31K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 23.66K | SH | $2.39M 0.75% | 23.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 54.65K | SH | $2.13M 0.67% | 54.65K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 19.30K | SH | $1.64M 0.51% | 19.30K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 33.74K | SH | $1.58M 0.49% | 33.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.42K | SH | $1.54M 0.48% | 7.42K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 18.71K | SH | $1.51M 0.47% | 18.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 3.35K | SH | $1.24M 0.39% | 3.35K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.74K | SH | $1.10M 0.34% | 9.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.63K | SH | $1.04M 0.33% | 3.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 24.22K | SH | $995.2K 0.31% | 24.22K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 20.96K | SH | $870.8K 0.27% | 20.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.44K | SH | $822.2K 0.26% | 1.44K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 874.00 | SH | $803.9K 0.25% | 874.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 22.16K | SH | $750.4K 0.23% | 22.16K | 0.00 | 0.00 |
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