Cache Advisors, LLC reported EA SERIES TRUST (AAEQ) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 22.0% in 2025 Q4. The latest visible filing shows AAEQ at 19.51% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cache Advisors, LLC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
AAEQ was reported at 19.51% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
Cache Advisors, LLC reported AAEQ across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.
The largest reported portfolio weight for AAEQ was 22.00% in 2025 Q4.
The most recent filing on this page is 2026 Q1, when Cache Advisors, LLC reported 3,631,067 shares, equal to 19.51% of portfolio, with an estimated market value of $168.9M.
The chart compares Cache Advisors, LLC's quarterly AAEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.