Eaton Financial Holdings Company, LLC

CIK: 0001972322Latest portfolio: $372.0M · Q4 2025

Holdings

134

Total Value

$372.0M

New Positions

16

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
GPIXGOLDMAN SACHS ETF TR
863,545$45.6M12.26%+23K
2
FTECFIDELITY COVINGTON TRUST
93,646$21.0M5.65%+5K
3
TSPAT ROWE PRICE ETF INC
385,664$16.5M4.43%+6K
4
JEPIJ P MORGAN EXCHANGE TRADED F
269,304$15.4M4.14%+6K
5
AAPLAPPLE INC
45,319$12.3M3.31%-1,523
6
BINCBLACKROCK ETF TRUST II
221,861$11.7M3.15%+10K
7
DGRWWISDOMTREE TR
123,572$11.1M2.97%-4,241
8
USFRWISDOMTREE TR
214,532$10.8M2.90%-81,900
9
NVDANVIDIA CORPORATION
57,136$10.7M2.86%+921
10
GOOGLALPHABET INC
32,926$10.3M2.77%+514
11
XLUSELECT SECTOR SPDR TR
205,368$8.8M2.36%+106K
12
METAMETA PLATFORMS INC
12,917$8.5M2.29%+2K
13
BRK/BBERKSHIRE HATHAWAY INC DEL
15,172$7.6M2.05%+98
14
MSFTMICROSOFT CORP
15,759$7.6M2.05%-275
15
PHYS/USPROTT ASSET MANAGEMENT LP
204,814$6.8M1.82%NEW
16
FBNDFIDELITY MERRIMACK STR TR
141,119$6.5M1.75%+14K
17
SPYVSPDR SERIES TRUST
112,479$6.4M1.72%+1
18
AMZNAMAZON COM INC
25,950$6.0M1.61%+1K
19
EFVISHARES TR
83,013$5.9M1.59%
20
FBTCFIDELITY WISE ORIGIN BITCOIN
71,240$5.4M1.46%+22K
21
IUSVISHARES TR
49,808$5.1M1.37%-3,705
22
IVVISHARES TR
6,933$4.7M1.28%-605
23
SCHOSCHWAB STRATEGIC TR
179,641$4.4M1.18%-6,037
24
AVGOBROADCOM INC
12,551$4.3M1.17%-927
25
VTEBVANGUARD MUN BD FDS
80,667$4.1M1.09%-1,815

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GPIX864K+23K
FBTC71K+22K
FBND141K+14K
BINC222K+10K
CGMS54K+9K
GFS62K+9K
NFLX8K+8K
DFAC87K+8K
JEPI269K+6K
TSPA386K+6K

Decreased Positions

NameSharesChange
USFR215K-81900
GNW258K-15450
SCHO180K-6037
SCHB36K-5793
DGRW124K-4241
IUSV50K-3705
SCHF14K-3103
FG14K-2506
VSCO47K-2108
VTEB81K-1815

Sector Breakdown

Financial Services0.0% ($4.559521039164981e+245T)
Technology0.0% ($1.2320106557621434e+53T)
Consumer Cyclical0.0% ($5.989357327052526e+27T)
Industrials0.0% ($2.3177206955935552e+21T)
Healthcare0.0% ($1082985775605487.3T)
Unknown0.0% ($7626676230911.8T)
Communication Services0.0% ($1030585261.2T)
Basic Materials0.0% ($815.5B)
Energy0.0% ($1.2B)
Consumer Defensive0.0% ($1.1B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$372.0M134
Q3 2025Nov 17, 2025$354.9B121
Q2 2025Jul 15, 2025$325.0B116
Q1 2025May 13, 2025$240.9B63
Q4 2024Feb 10, 2025$259.7B63

Fund Information

CIK0001972322
Most Recent FilingFeb 9, 2026
Number of Filings5

Eaton Financial Holdings Company, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $372.0M across 134 holdings. The largest position is GOLDMAN SACHS ETF TR (GPIX), representing 12.3% of the portfolio. Compared to the previous quarter, the fund opened 16 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.