account_balance
Investment manager · 13F filer · SEC CIK 1972322
Eaton Financial Holdings Company, LLC
Reported value$364Mas of Jun 30, 2026
Positions134 17 new, 8 sold out
Top 10 weight45.8%GPIX alone is 14%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GPIXGoldman Sachs ETF Tr
14.0%Added +3%
FTECFidelity Covington Trust
5.3%Added +4%
USFRWisdomtree Tr
4.4%
JEPIJ P Morgan Exchange Traded F
4.0%Added +654%
TSPAT Rowe Price Exchange-Traded
3.9%Trimmed −21%
BINCBlackRock ETF Trust II
3.9%Added +11%
AAPLApple Inc.
3.0%
SCHOSchwab Strategic Tr
2.6%Added +139%
XLUSelect Sector SPDR Tr
2.5%Trimmed −3%
NVDANVIDIA Corp
2.3%Trimmed −6%
GOOGLAlphabet Inc.
2.2%Trimmed −11%
FBNDFidelity Merrimack STR Tr
2.2%Added +17%
GPIXGoldman Sachs ETF Tr
14.0%Added +3%
FTECFidelity Covington Trust
5.3%
USFRWisdomtree Tr
4.4%
JEPIJ P Morgan Exchange Traded F
4.0%+654%
TSPAT Rowe Price Exchange-Traded
3.9%−21%
BINCBlackRock ETF Trust II
3.9%+11%
AAPLApple Inc.
3.0%
SCHOSchwab Strategic Tr
2.6%
XLUSelect Sector SPDR Tr
2.5%
FBND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GPIX Goldman Sachs ETF Tr 14.0% Added +3%
FTEC Fidelity Covington Trust 5.3% Added +4%
USFR Wisdomtree Tr 4.4% Held
JEPI J P Morgan Exchange Traded F 4.0% Added +654%
TSPA T Rowe Price Exchange-Traded 3.9% Trimmed −21%
BINC BlackRock ETF Trust II 3.9% Added +11%
AAPL Apple Inc. 3.0% HeldSCHO Schwab Strategic Tr 2.6% Added +139%
XLU Select Sector SPDR Tr 2.5% Trimmed −3%
NVDA NVIDIA Corp 2.3% Trimmed −6%GOOGL Alphabet Inc. 2.2% Trimmed −11%FBND Fidelity Merrimack STR Tr 2.2% Added +17%
What changed
Biggest moves since Mar 31, 2026
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