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Eaton-Cambridge Inc.

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13F filer, CIK 2011052, PHOENIX, AZ

Eaton-Cambridge Inc. reported $265,003,926 across 38 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 93.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011052-25-000005

Period
2025-06-30
Reported value
$265M
Holdings
38
Top 10 weight
93.25%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+202,550$7.26M
DFICadded+87,965$2.73M
DFEMadded+56,235$1.67M
VCSHadded+19,175$1.52M
BNDadded+20,323$1.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVIGreduced-6,463-$269K
UNHexited-492-$258K
AVGEreduced-400-$31K
DFCFreduced-387-$16.4K
DFAIreduced-52-$1.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002011052-25-000005, largest first. % of portfolio is the value over $265,003,926, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329,182 shares; 2024Q4: 2,324,970 shares; 2025Q1: 2,313,690 shares; 2025Q2: 2,516,240 shares 2,516,240$90.2M34.03%+202,550Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,489 shares; 2024Q4: 525,675 shares; 2025Q1: 523,973 shares; 2025Q2: 543,148 shares 543,148$43.2M16.29%+19,175Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,216 shares; 2024Q4: 1,057,263 shares; 2025Q1: 1,130,609 shares; 2025Q2: 1,218,574 shares 1,218,574$37.9M14.3%+87,965Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,740 shares; 2024Q4: 383,222 shares; 2025Q1: 406,548 shares; 2025Q2: 426,871 shares 426,871$31.4M11.86%+20,323Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,918 shares; 2024Q4: 537,287 shares; 2025Q1: 564,655 shares; 2025Q2: 620,890 shares 620,890$18.4M6.95%+56,235Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,276 shares; 2024Q4: 165,659 shares; 2025Q1: 164,713 shares; 2025Q2: 172,627 shares 172,627$13.6M5.13%+7,914Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 11,889 shares; 2025Q1: 48,884 shares; 2025Q2: 50,865 shares 50,865$5.13M1.94%+1,981Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 18,889 shares; 2025Q1: 17,767 shares; 2025Q2: 18,941 shares 18,941$2.99M1.13%+1,174Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 10,797 shares; 2025Q1: 10,939 shares; 2025Q2: 11,157 shares 11,157$2.29M0.86%+218Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,558 shares; 2024Q4: 58,602 shares; 2025Q1: 58,610 shares; 2025Q2: 58,558 shares 58,558$2.02M0.76%-52Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,229 shares; 2025Q1: 37,480 shares; 2025Q2: 37,587 shares 37,587$1.77M0.67%+107Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 17,547 shares; 2025Q1: 18,755 shares; 2025Q2: 19,363 shares 19,363$1.43M0.54%+608Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,217 shares; 2024Q4: 47,049 shares; 2025Q1: 39,444 shares; 2025Q2: 32,981 shares 32,981$1.37M0.52%-6,463Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 16,132 shares; 2025Q2: 18,251 shares 18,251$1.25M0.47%+2,119Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,533 shares; 2025Q1: 4,582 shares; 2025Q2: 4,990 shares 4,990$1.09M0.41%+408Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,423 shares; 2025Q2: 22,013 shares 22,013$1.08M0.41%+1,590Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,739 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 9,739 shares 9,739$1.07M0.4%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,032 shares; 2025Q1: 1,926 shares; 2025Q2: 2,049 shares 2,049$1.02M0.38%+123Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 710 shares; 2025Q1: 650 shares; 2025Q2: 964 shares 964$712K0.27%+314Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,070 shares; 2025Q1: 9,031 shares; 2025Q2: 8,631 shares 8,631$669K0.25%-400Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,163 shares; 2024Q4: 22,163 shares; 2025Q1: 22,167 shares; 2025Q2: 22,163 shares 22,163$642K0.24%-4Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares 5,715$577K0.22%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares 4,168$563K0.21%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 697 shares 697$543K0.21%+5Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,906 shares; 2025Q1: 1,944 shares; 2025Q2: 2,307 shares 2,307$407K0.15%+363Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,294 shares; 2025Q1: 1,286 shares; 2025Q2: 1,347 shares 1,347$391K0.15%+61Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares 1,732$354K0.13%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 676 shares; 2025Q2: 696 shares 696$338K0.13%+20Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,238 shares; 2025Q1: 3,072 shares; 2025Q2: 3,214 shares 3,214$324K0.12%+142Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 519 shares; 2025Q1: 514 shares; 2025Q2: 514 shares 514$319K0.12%0Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,831 shares; 2025Q2: 5,831 shares 5,831$280K0.11%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,434 shares; 2025Q1: 6,801 shares; 2025Q2: 6,414 shares 6,414$271K0.1%-387Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 974 shares 974$268K0.1%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares 191$256K0.1%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: not reported; 2025Q2: 1,372 shares 1,372$243K0.09%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 633 shares 633$225K0.08%+43Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 557 shares 557$204K0.08%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 461 shares 461$202K0.08%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC492$258Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002011052-25-000005 base2025-08-14acceptance time not in the bulk data set