2026 Q1 Portfolio Activity
In 2026 Q1, Eaton-Cambridge Inc. maintained a portfolio of 56 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 5.34% of the total fund value. They heavily accumulated shares in VANGUARD MUN BD FDS, increasing the position by 25.5%.
Position History
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Total Positions
56
Quarter
2026 Q1
Top Holding
DFAC (31.6%)
Top 10 Concentration
89.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 56
Eaton-Cambridge Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 31.56% | 33.18% |
#1
Prev: #1
|
6.5 |
—
|
41,299 | 1.6% |
P
S
|
2,595,688 | $100,868,418 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 14.16% | 14.23% |
#2
1
Prev: #3
|
6.0 |
—
|
14,575 | 1.2% |
P
S
|
1,273,246 | $45,238,432 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 13.59% | 16.18% |
#3
1
Prev: #2
|
5.5 |
—
|
-70,607 | -11.4% |
P
S
|
547,927 | $43,434,198 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BND
VANGUARD BD IND...
|
ETF | 10.02% | 12.34% |
#4
Prev: #4
|
5.0 |
—
|
-72,892 | -14.4% |
P
S
|
434,861 | $32,023,135 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 7.09% | 7.06% |
#5
Prev: #5
|
3.8 |
—
|
5,077 | 0.8% |
P
S
|
655,618 | $22,651,589 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 5.34% | — |
#6
Prev: #—
|
5.6 |
—
|
325,258 | — |
NEW
|
325,258 | $17,059,942 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 3.96% | 4.41% |
#7
1
Prev: #6
|
2.1 |
—
|
-9,145 | -5.4% |
P
S
|
161,346 | $12,651,174 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.80% | 1.81% |
#8
1
Prev: #7
|
1.2 |
—
|
2,287 | 4.6% |
P
S
|
51,742 | $5,752,715 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.20% | 1.13% |
#9
1
Prev: #8
|
2.5 |
—
|
3,583 | 19.4% |
P
S
|
22,028 | $3,841,697 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 1.11% | 1.03% |
#10
1
Prev: #9
|
2.9 |
—
|
2,450 | 21.3% |
P
S
|
13,968 | $3,544,952 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.97% | 0.82% |
#11
1
Prev: #10
|
2.9 |
—
|
12,665 | 25.5% |
P
S
|
62,311 | $3,108,696 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.75% | 0.67% |
#12
Prev: #12
|
2.3 |
—
|
3,555 | 17.7% |
P
S
|
23,659 | $2,392,821 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.67% | 0.68% |
#13
2
Prev: #11
|
1.3 |
—
|
no change | no change |
P
S
|
54,649 | $2,129,125 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.51% | 0.49% |
#14
Prev: #14
|
2.2 |
—
|
1,004 | 5.5% |
P
S
|
19,297 | $1,637,157 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVSF
AMERICAN CENTY ...
|
Bond/Debt | 0.49% | 0.52% |
#15
2
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
33,742 | $1,579,126 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.48% | 0.40% |
#16
Prev: #16
|
2.7 |
—
|
2,141 | 40.6% |
P
S
|
7,417 | $1,544,739 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.47% | 0.44% |
#17
2
Prev: #15
|
2.2 |
—
|
1,428 | 8.3% |
P
S
|
18,709 | $1,507,571 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.39% | 0.35% |
#18
Prev: #18
|
3.2 |
—
|
1,142 | 51.8% |
P
S
|
3,348 | $1,239,329 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IVW
ISHARES TR
|
Warrant | 0.34% | 0.39% |
#19
2
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
9,739 | $1,101,578 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.33% | 0.25% |
#20
1
Prev: #21
|
2.6 |
—
|
1,192 | 49.0% |
P
S
|
3,626 | $1,042,697 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.31% | — |
#21
Prev: #—
|
3.6 |
—
|
24,220 | — |
NEW
|
24,220 | $995,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.27% | 0.32% |
#22
3
Prev: #19
|
0.6 |
—
|
-2,305 | -9.9% |
P
S
|
20,962 | $870,773 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.26% | 0.22% |
#23
Prev: #23
|
2.6 |
—
|
421 | 41.4% |
P
S
|
1,437 | $822,151 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.25% | 0.26% |
#24
4
Prev: #20
|
2.6 |
—
|
148 | 20.4% |
P
S
|
874 | $803,879 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.23% | 0.24% |
#25
3
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
22,163 | $750,439 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 0.21% | 0.20% |
#26
1
Prev: #25
|
2.1 |
—
|
559 | 7.8% |
P
S
|
7,695 | $677,314 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.19% | 0.20% |
#27
1
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
12,724 | $609,225 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ITOT
ISHARES TR
|
ETF | 0.19% | 0.20% |
#28
4
Prev: #24
|
0.6 |
—
|
-1 | -0.0% |
P
S
|
4,167 | $593,506 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.16% | 0.08% |
#29
11
Prev: #40
|
3.1 |
—
|
996 | 130.4% |
P
S
|
1,760 | $525,976 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.16% | 0.15% |
#30
3
Prev: #27
|
2.6 |
—
|
310 | 20.9% |
P
S
|
1,790 | $513,479 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.15% | 0.15% |
#31
3
Prev: #28
|
2.1 |
—
|
251 | 17.9% |
P
S
|
1,657 | $487,423 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.14% | 0.07% |
#32
11
Prev: #43
|
3.1 |
—
|
942 | 53.3% |
P
S
|
2,711 | $459,928 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.14% | 0.12% |
#33
Prev: #33
|
2.6 |
—
|
385 | 36.7% |
P
S
|
1,433 | $443,562 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.14% | 0.14% |
#34
5
Prev: #29
|
2.1 |
—
|
34 | 5.4% |
P
S
|
668 | $434,427 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.13% | 0.12% |
#35
4
Prev: #31
|
2.1 |
—
|
130 | 17.6% |
P
S
|
869 | $416,425 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.12% | 0.13% |
#36
6
Prev: #30
|
0.5 |
—
|
-20 | -0.2% |
P
S
|
8,270 | $397,374 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.12% | 0.12% |
#37
5
Prev: #32
|
0.5 |
—
|
37 | 2.2% |
P
S
|
1,720 | $369,903 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 0.12% | 0.11% |
#38
4
Prev: #34
|
2.0 |
—
|
259 | 5.6% |
P
S
|
4,871 | $368,491 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 0.10% | 0.11% |
#39
4
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
6,495 | $329,361 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.10% | 0.10% |
#40
3
Prev: #37
|
0.5 |
—
|
137 | 3.7% |
P
S
|
3,874 | $320,574 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.10% | 0.10% |
#41
3
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
733 | $315,403 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.10% | — |
#42
Prev: #—
|
3.5 |
—
|
7,384 | — |
NEW
|
7,384 | $313,082 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.09% | — |
#43
Prev: #—
|
3.5 |
—
|
2,430 | — |
NEW
|
2,430 | $302,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.09% | — |
#44
Prev: #—
|
3.5 |
—
|
864 | — |
NEW
|
864 | $291,894 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCEB
VANGUARD WORLD ...
|
ETF | 0.09% | — |
#45
Prev: #—
|
3.5 |
—
|
4,525 | — |
NEW
|
4,525 | $284,306 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IVV
ISHARES TR
|
ETF | 0.09% | 0.09% |
#46
7
Prev: #39
|
2.0 |
—
|
29 | 7.3% |
P
S
|
428 | $279,574 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.08% | — |
#47
Prev: #—
|
3.5 |
—
|
1,077 | — |
NEW
|
1,077 | $263,262 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.08% | — |
#48
Prev: #—
|
3.5 |
—
|
789 | — |
NEW
|
789 | $259,494 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
V
VISA INC
|
Financial Services | 0.07% | 0.07% |
#49
8
Prev: #41
|
2.0 |
—
|
121 | 18.8% |
P
S
|
765 | $231,214 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.07% | 0.07% |
#50
8
Prev: #42
|
2.0 |
—
|
87 | 19.7% |
P
S
|
529 | $231,062 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 56 holdings