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Eaton-cambridge Inc.
Eaton-Cambridge Inc. is a Phoenix, Arizona-based SEC-registered investment adviser and wealth management firm, founded to provide comprehensive wealth management, retirement planning, and tax strategy services tailored to individual and family client goals. The firm integrates investment management, retirement planning, estate planning, and tax advisory for a holistic approach to building and preserving wealth. Eaton-Cambridge typically serves high-net-worth individuals, families, and business owners. The company employs fewer than 25 people and distinguishes itself by its personalized, partnership-driven service, acting as fiduciaries and emphasizing holistic financial planning with an integrated, team-based approach.
Investment Strategy
Eaton-Cambridge employs a holistic, client-centered investment strategy focused on wealth preservation, growth, and tax-optimization. Drawing on Modern Portfolio Theory, the firm builds custom portfolios using institutional-quality, asset class-based mutual funds. Investment decisions are driven by data and proven methods rather than speculation or chasing trends. The firm acts as a fiduciary, tailoring comprehensive plans to align with each client’s specific goals, minimizing tax liabilities, and ensuring long-term financial security through disciplined, diversified portfolio construction and ongoing planning.
Latest 13F Filing Activity
Eaton-cambridge Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $265M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Eaton-cambridge Inc. reduced exposure to American Centy Etf TR, Unitedhealth Group Inc., Apple Inc. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 34.03% | $90.2M | 2,516,240 | $29.98 | $35.84 | +$13.9M |
V VCSH | VANGUARD SCOTTSDALE FDS | 16.29% | $43.2M | 543,148 | $77.53 | $79.50 | +$1.8M |
D DFIC | DIMENSIONAL ETF TRUST | 14.30% | $37.9M | 1,218,574 | $26.27 | $31.09 | +$6.5M |
B BND | VANGUARD BD INDEX FDS | 11.86% | $31.4M | 426,871 | $73.11 | $73.63 | +$1.6M |
D DFEM | DIMENSIONAL ETF TRUST | 6.95% | $18.4M | 620,890 | $25.80 | $29.68 | +$3.5M |
Industry Allocation
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