Eldridge Investment Advisors, Inc.

MANCHESTER, NH · CIK 1727993 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyManchester, NH

$504.9m reported value +10.7% vs Q1 2026

163positions

45.6%in top 10

15 new 60 added 51 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P TTL STK ITOT	ITOT	330,853	$54.3m10.76%	10.76%	Added +2.8k	+2,753 0.8%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	416,733	$36.6m7.25%	7.25%	Reduced -31.4k	-31,445 -7.0%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	39,389	$29.5m5.84%	5.84%	Added +365	+365 0.9%
4	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	350,439	$23.8m4.72%	4.72%	Added +17.3k	+17,345 5.2%
5	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	322,418	$17.2m3.42%	3.42%	Added +24.6k	+24,593 8.3%
6	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	190,400	$14.3m2.83%	2.83%	Added +5.3k	+5,300 2.9%
7	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	399,845	$13.8m2.73%	2.73%	Added +18.3k	+18,315 4.8%
8	J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN BBJP	BBJP	183,086	$13.8m2.73%	2.73%	Added +880	+880 0.5%
9	JOHN HANCOCK EXCHANGE TRADED PREFERRED INCOME JHPI	JHPI	601,948	$13.7m2.71%	2.71%	Added +62.4k	+62,395 11.6%
10	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	469,900	$13.3m2.63%	2.63%	Added +25.7k	+25,670 5.8%
11	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	136,061	$13.0m2.57%	2.57%	Added +7.0k	+7,032 5.5%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	17,124	$12.6m2.50%	2.50%	Reduced -943	-943 -5.2%
13	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	318,920	$11.7m2.33%	2.33%	Added +9.3k	+9,279 3.0%
14	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	191,129	$11.6m2.30%	2.30%	Reduced -1.5k	-1,465 -0.8%
15	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	206,082	$10.5m2.07%	2.07%	Added +69.0k	+68,967 50.3%
16	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	188,712	$9.9m1.96%	1.96%	Added +9.7k	+9,678 5.4%
17	AB ACTIVE ETFS INC DISRUPTORS ETF FWD	FWD	63,621	$9.4m1.87%	1.87%	New
18	MORGAN STANLEY ETF TRUST EATON VANCE FLTG EVLN	EVLN	173,999	$8.4m1.67%	1.67%	Reduced -5.6k	-5,582 -3.1%
19	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	27,415	$8.3m1.65%	1.65%	Added +2.3k	+2,323 9.3%
20	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	264,586	$7.0m1.39%	1.39%	Added +144.8k	+144,783 120.8%
21	APPLE INC COM AAPL	AAPL	23,040	$6.7m1.32%	1.32%	Added +24	+24 0.1%
22	SPDR SER TR S&P REGL BKG KRE	KRE	85,418	$6.4m1.27%	1.27%	Added +4.8k	+4,763 5.9%
23	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	29,824	$6.3m1.26%	1.26%	Reduced -2.1k	-2,128 -6.7%
24	ISHARES INC CORE MSCI EMKT IEMG	IEMG	76,582	$6.3m1.26%	1.26%	Added +6.1k	+6,078 8.6%
25	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		76,428	$6.3m1.24%	1.24%	Added +12.1k	+12,064 18.7%
26	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	233,283	$5.9m1.18%	1.18%	Added +49.9k	+49,916 27.2%
27	CATERPILLAR INC COM CAT	CAT	5,105	$5.4m1.08%	1.08%	Reduced -26	-26 -0.5%
28	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	56,603	$4.6m0.91%	0.91%	Reduced -1.8k	-1,756 -3.0%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,580	$3.5m0.70%	0.70%	Added +1.2k	+1,151 13.7%
30	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	20,708	$3.3m0.65%	0.65%	Reduced -4.4k	-4,407 -17.6%
31	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	122,417	$2.8m0.55%	0.55%	Reduced -77.9k	-77,884 -38.9%
32	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,664	$2.7m0.54%	0.54%	Added +40	+40 1.1%
33	ISHARES TR US TREAS BD ETF GOVT	GOVT	117,200	$2.7m0.53%	0.53%	New
34	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	52,796	$2.7m0.53%	0.53%	Reduced -73.1k	-73,136 -58.1%
35	MICROSOFT CORP COM MSFT	MSFT	6,904	$2.6m0.51%	0.51%	Added +224	+224 3.4%
36	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,258	$2.5m0.49%	0.49%	Reduced -398	-398 -4.6%
37	BLACKROCK MUN TARGET TERM TR COM SHS BEN IN BTT	BTT	107,454	$2.4m0.48%	0.48%	Reduced -154	-154 -0.1%
38	ABBVIE INC COM ABBV	ABBV	9,540	$2.4m0.48%	0.48%	Reduced -23	-23 -0.2%
39	ISHARES TR SELECT DIVID ETF DVY	DVY	14,974	$2.3m0.46%	0.46%	Added +2	+2 0.0%
40	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,630	$2.1m0.41%	0.41%	Added +450	+450 5.5%
41	ISHARES TR MSCI USA MMENTM MTUM	MTUM	6,032	$2.1m0.41%	0.41%	Reduced -35	-35 -0.6%
42	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	15,271	$2.0m0.40%	0.40%	Added +2.1k	+2,128 16.2%
43	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	47,423	$1.9m0.38%	0.38%	Added +8.5k	+8,455 21.7%
44	EXXON MOBIL CORP COM XOM	XOM	13,377	$1.8m0.36%	0.36%	Added +25	+25 0.2%
45	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,443	$1.8m0.36%	0.36%	Added +1.5k	+1,546 19.6%
46	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,579	$1.8m0.35%	0.35%	Reduced -18	-18 -0.5%
47	ISHARES TR S&P 500 VAL ETF IVE	IVE	7,885	$1.8m0.35%	0.35%	Unchanged
48	ISHARES TR RUS 1000 GRW ETF IWF	IWF	14,347	$1.8m0.35%	0.35%	Added +1.1k	+1,067 8.0%
49	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	20,323	$1.8m0.35%	0.35%	Reduced -539	-539 -2.6%
50	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	17,169	$1.7m0.34%	0.34%	Reduced -75.4k	-75,446 -81.5%
51	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,530	$1.7m0.34%	0.34%	Unchanged
52	JPMORGAN CHASE & CO COM JPM	JPM	4,883	$1.6m0.32%	0.32%	Added +12	+12 0.2%
53	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	22,967	$1.6m0.31%	0.31%	Reduced -3.3k	-3,252 -12.4%
54	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	27,460	$1.5m0.30%	0.30%	Reduced -535	-535 -1.9%
55	ISHARES TR RUS MD CP GR ETF IWP	IWP	10,293	$1.5m0.30%	0.30%	Unchanged
56	ISHARES TR GLOBAL TECH ETF IXN	IXN	9,778	$1.4m0.28%	0.28%	Added +2	+2 0.0%
57	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	2,005	$1.4m0.28%	0.28%	Reduced -64	-64 -3.1%
58	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	24,137	$1.4m0.28%	0.28%	Added +1.9k	+1,950 8.8%
59	WISDOMTREE TR JPN SCAP HDG EQT OPPJ	OPPJ	23,693	$1.4m0.27%	0.27%	Reduced -84	-84 -0.3%
60	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	24,013	$1.3m0.26%	0.26%	Added +8.5k	+8,536 55.1%
61	TESLA INC COM TSLA	TSLA	3,141	$1.3m0.26%	0.26%	Added +12	+12 0.4%
62	VANECK ETF TRUST CHINA BOND ETF CBON	CBON	55,250	$1.3m0.26%	0.26%	New
63	ISHARES TR CORE S&P US GWT IUSG	IUSG	6,845	$1.3m0.26%	0.26%	Added +1	+1 0.0%
64	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	15,478	$1.3m0.25%	0.25%	Added +7	+7 0.1%
65	VANGUARD MALVERN FDS SHOR DURA BD ETF VSDB	VSDB	16,440	$1.3m0.25%	0.25%	Added +5.6k	+5,638 52.2%
66	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	24,303	$1.2m0.24%	0.24%	Added +1.8k	+1,769 7.8%
67	ISHARES TR CORE S&P US VLU IUSV	IUSV	11,109	$1.2m0.24%	0.24%	Added +7	+7 0.1%
68	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	30,008	$1.2m0.24%	0.24%	Reduced -63.6k	-63,612 -68.0%
69	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	51,319	$1.1m0.23%	0.23%	Reduced -147.0k	-146,955 -74.1%
70	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	11,514	$1.1m0.22%	0.22%	Reduced -13.8k	-13,788 -54.5%
71	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	25,223	$1.0m0.21%	0.21%	Reduced -53	-53 -0.2%
72	BROADCOM INC COM AVGO	AVGO	2,745	$1.0m0.21%	0.21%	Reduced -60	-60 -2.1%
73	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	10,000	$1.0m0.20%	0.20%	New
74	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,564	$1.0m0.20%	0.20%	Reduced -542	-542 -10.6%
75	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	22,287	$988.7k0.20%	0.20%	Reduced -198	-198 -0.9%
76	MCDONALDS CORP COM MCD	MCD	3,504	$947.2k0.19%	0.19%	Unchanged
77	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	11,067	$946.1k0.19%	0.19%	Added +5.4k	+5,364 94.1%
78	MCKESSON CORP COM MCK	MCK	1,165	$880.3k0.17%	0.17%	Unchanged
79	MERCK & CO INC COM MRK	MRK	6,799	$873.7k0.17%	0.17%	Added +6	+6 0.1%
80	GE AEROSPACE COM NEW GE	GE	2,222	$830.4k0.16%	0.16%	Unchanged
81	UNITED PARCEL SERVICE INC CL B UPS	UPS	7,578	$814.7k0.16%	0.16%	Added +7	+7 0.1%
82	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	25,054	$794.5k0.16%	0.16%	Added +136	+136 0.6%
83	ISHARES TR CORE S&P MCP ETF IJH	IJH	10,263	$791.4k0.16%	0.16%	Added +1	+1 0.0%
84	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,622	$737.3k0.15%	0.15%	Unchanged
85	CHEVRON CORP NEW COM CVX	CVX	4,447	$737.1k0.15%	0.15%	Reduced -80	-80 -1.8%
86	ABBOTT LABS COM ABT	ABT	8,119	$736.7k0.15%	0.15%	Added +33	+33 0.4%
87	T ROWE PRICE ETF INC INTERNATIONAL EQ TOUS	TOUS	19,032	$730.3k0.14%	0.14%	Reduced -525	-525 -2.7%
88	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,380	$720.9k0.14%	0.14%	Reduced -50	-50 -3.5%
89	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	15,800	$716.4k0.14%	0.14%	Reduced -2.0k	-2,000 -11.2%
90	ISHARES TR S&P 500 GRWT ETF IVW	IVW	5,200	$715.2k0.14%	0.14%	Unchanged
91	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	14,201	$694.7k0.14%	0.14%	Added +1.4k	+1,388 10.8%
92	ALPHABET INC CAP STK CL C GOOG	GOOG	1,966	$694.6k0.14%	0.14%	Unchanged
93	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,011	$694.2k0.14%	0.14%	Reduced -4	-4 -0.4%
94	HOME DEPOT INC COM HD	HD	1,932	$681.4k0.13%	0.13%	Added +231	+231 13.6%
95	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	6,009	$655.7k0.13%	0.13%	Added +44	+44 0.7%
96	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	8,300	$641.2k0.13%	0.13%	Reduced -421	-421 -4.8%
97	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	8,221	$635.4k0.13%	0.13%	Added +2.7k	+2,676 48.3%
98	GE VERNOVA INC COM GEV	GEV	540	$634.4k0.13%	0.13%	Unchanged
99	FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN FSMB	FSMB	31,491	$629.5k0.12%	0.12%	Unchanged
100	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		15,482	$600.5k0.12%	0.12%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MORGAN STANLEY ETF TRUST EVSD	EVSD	44,759	$2.3m44.8k shares
ISHARES TR IBTI	IBTI	21,867	$485.7k21.9k shares
SSGA ACTIVE TR HYBL	HYBL	15,053	$419.1k15.1k shares
PFIZER INC PFE	PFE	7,510	$210.9k7.5k shares
PEPSICO INC PEP	PEP	1,327	$206.1k1.3k shares
ASSURANT INC AIZ	AIZ	32	$7.0k32 shares