Eaton Financial Holdings Company, LLC

Coral Springs, FL · CIK 1972322 · 13F filing filed 2026-08-05

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 nearbyCoral Springs, FL

$364.1m reported value +19.2% vs Q1 2026

134positions

45.8%in top 10

17 new 70 added 43 reduced 8 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	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	916,992	$51.0m14.00%	14.00%	Added +29.5k	+29,494 3.3%
2	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	67,142	$19.2m5.27%	5.27%	Added +2.7k	+2,691 4.2%
3	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	318,326	$16.0m4.40%	4.40%	Reduced -5.2k	-5,180 -1.6%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	257,677	$14.6m4.00%	4.00%	Added +223.5k	+223,502 654.0%
5	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	300,175	$14.3m3.92%	3.92%	Reduced -80.6k	-80,591 -21.2%
6	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	272,233	$14.2m3.91%	3.91%	Added +27.5k	+27,502 11.2%
7	APPLE INC COM AAPL	AAPL	37,731	$10.9m3.00%	3.00%	Reduced -421	-421 -1.1%
8	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	386,620	$9.3m2.56%	2.56%	Added +224.5k	+224,533 138.5%
9	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	196,801	$8.9m2.45%	2.45%	Reduced -5.4k	-5,400 -2.7%
10	NVIDIA CORPORATION COM NVDA	NVDA	42,216	$8.4m2.32%	2.32%	Reduced -2.5k	-2,463 -5.5%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	22,517	$8.0m2.21%	2.21%	Reduced -2.9k	-2,899 -11.4%
12	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	172,332	$7.8m2.15%	2.15%	Added +25.5k	+25,458 17.3%
13	META PLATFORMS INC CL A META	META	12,612	$7.1m1.95%	1.95%	Added +1.4k	+1,372 12.2%
14	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	218,561	$6.6m1.81%	1.81%	Added +5.0k	+4,961 2.3%
15	MICRON TECHNOLOGY INC COM MU	MU	5,375	$6.2m1.70%	1.70%	Reduced -2.3k	-2,342 -30.4%
16	AMAZON COM INC COM AMZN	AMZN	23,528	$5.6m1.54%	1.54%	Added +1.9k	+1,944 9.0%
17	MICROSOFT CORP COM MSFT	MSFT	14,889	$5.6m1.53%	1.53%	Added +2.5k	+2,452 19.7%
18	ISHARES TR CORE S&P US VLU IUSV	IUSV	46,626	$5.1m1.41%	1.41%	Added +149	+149 0.3%
19	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	52,567	$5.0m1.38%	1.38%	Reduced -5.9k	-5,875 -10.1%
20	FIDELITY COVINGTON TRUST INT HG DIV ETF FIDI	FIDI	181,647	$5.0m1.37%	1.37%	Added +171.4k	+171,358 1665.5%
21	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	104,168	$4.6m1.27%	1.27%	Added +16.1k	+16,090 18.3%
22	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	54,460	$4.5m1.23%	1.23%	Reduced -4.9k	-4,864 -8.2%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	5,861	$4.4m1.21%	1.21%	Reduced -10	-10 -0.2%
24	POWELL INDS INC COM POWL	POWL	14,689	$4.2m1.16%	1.16%	Reduced -6.3k	-6,305 -30.0%
25	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	142,560	$3.9m1.07%	1.07%	Added +77.8k	+77,799 120.1%
26	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	84,410	$3.9m1.07%	1.07%	Added +46.4k	+46,440 122.3%
27	BROADCOM INC COM AVGO	AVGO	9,947	$3.8m1.03%	1.03%	Reduced -2.4k	-2,438 -19.7%
28	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	42,555	$3.6m0.98%	0.98%	Reduced -1.2k	-1,218 -2.8%
29	TESLA INC COM TSLA	TSLA	7,995	$3.4m0.92%	0.92%	Added +1.3k	+1,270 18.9%
30	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	66,319	$3.4m0.92%	0.92%	Reduced -6.4k	-6,391 -8.8%
31	FIDELITY COVINGTON TRUST ENHANCED SMALL FESM	FESM	69,171	$3.3m0.92%	0.92%	Added +45.4k	+45,398 191.0%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,269	$3.1m0.86%	0.86%	Added +587	+587 15.9%
33	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	63,480	$3.1m0.84%	0.84%	Added +37.0k	+36,986 139.6%
34	ISHARES SILVER TR ISHARES SLV	SLV	56,145	$3.0m0.82%	0.82%	Added +21.6k	+21,553 62.3%
35	JPMORGAN CHASE & CO COM JPM	JPM	8,323	$2.7m0.75%	0.75%	Added +320	+320 4.0%
36	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,446	$2.6m0.71%	0.71%	Reduced -1.7k	-1,748 -33.6%
37	GLOBAL X FDS GLOBAL X URANIUM URA	URA	58,662	$2.6m0.70%	0.70%	Reduced -9.2k	-9,153 -13.5%
38	EBAY INC. COM EBAY	EBAY	21,798	$2.4m0.67%	0.67%	Added +1.4k	+1,386 6.8%
39	GENWORTH FINL INC COM SHS GNW	GNW	251,710	$2.4m0.65%	0.65%	Added +2.9k	+2,856 1.1%
40	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	88,713	$2.3m0.63%	0.63%	Added +51.8k	+51,843 140.6%
41	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	14,400	$2.0m0.56%	0.56%	Added +35	+35 0.2%
42	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	32,832	$2.0m0.56%	0.56%	Added +3.2k	+3,210 10.8%
43	QUALCOMM INC COM QCOM	QCOM	10,338	$1.9m0.52%	0.52%	Reduced -304	-304 -2.9%
44	US BANCORP DEL COM NEW USB	USB	31,010	$1.9m0.51%	0.51%	Added +3.0k	+3,021 10.8%
45	BANK AMERICA CORP COM BAC	BAC	31,754	$1.8m0.50%	0.50%	Added +3.5k	+3,463 12.2%
46	LULULEMON ATHLETICA INC COM LULU	LULU	15,419	$1.8m0.48%	0.48%	Added +2.9k	+2,857 22.7%
47	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,742	$1.8m0.48%	0.48%	Reduced -3.5k	-3,520 -42.6%
48	WELLS FARGO CO NEW COM WFC	WFC	20,887	$1.7m0.47%	0.47%	Added +2.1k	+2,104 11.2%
49	DELL TECHNOLOGIES INC CL C DELL	DELL	3,542	$1.5m0.42%	0.42%	Reduced -1.9k	-1,871 -34.6%
50	JACKSON FINANCIAL INC COM CL A JXN	JXN	14,578	$1.5m0.41%	0.41%	Added +1.7k	+1,748 13.6%
51	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,733	$1.4m0.39%	0.39%	Added +77	+77 2.9%
52	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	47,773	$1.4m0.38%	0.38%	Added +12.3k	+12,333 34.8%
53	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,166	$1.4m0.38%	0.38%	New
54	KLAVIYO INC COM SER A KVYO	KVYO	89,430	$1.4m0.37%	0.37%	New
55	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	36,535	$1.3m0.37%	0.37%	Reduced -1.8k	-1,823 -4.8%
56	DECKERS OUTDOOR CORP COM DECK	DECK	13,394	$1.3m0.37%	0.37%	Added +1.5k	+1,490 12.5%
57	ALPHABET INC CAP STK CL C GOOG	GOOG	3,709	$1.3m0.36%	0.36%	Added +1	+1 0.0%
58	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	21,236	$1.1m0.32%	0.32%	Added +286	+286 1.4%
59	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	11,687	$1.1m0.31%	0.31%	Added +3.0k	+3,045 35.2%
60	NIKE INC CL B NKE	NKE	26,756	$1.1m0.30%	0.30%	Added +8.3k	+8,289 44.9%
61	IPG PHOTONICS CORP COM IPGP	IPGP	9,279	$1.1m0.30%	0.30%	Added +1.0k	+1,020 12.3%
62	FASTENAL CO COM FAST	FAST	22,511	$1.1m0.30%	0.30%	Added +3.4k	+3,401 17.8%
63	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	15,338	$1.1m0.29%	0.29%	Reduced -22	-22 -0.1%
64	WALMART INC COM WMT	WMT	9,378	$1.1m0.29%	0.29%	Reduced -498	-498 -5.0%
65	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,394	$957.5k0.26%	0.26%	Reduced -1.9k	-1,896 -57.6%
66	PFIZER INC COM PFE	PFE	38,591	$929.3k0.26%	0.26%	Added +7.3k	+7,251 23.1%
67	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	15,864	$914.1k0.25%	0.25%	Added +4.1k	+4,140 35.3%
68	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	24,662	$908.6k0.25%	0.25%	Added +5.3k	+5,309 27.4%
69	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	24,595	$888.6k0.24%	0.24%	Added +6.2k	+6,178 33.5%
70	ELI LILLY & CO COM LLY	LLY	739	$887.0k0.24%	0.24%	Reduced -41	-41 -5.3%
71	CHEVRON CORP NEW COM CVX	CVX	5,228	$866.6k0.24%	0.24%	Reduced -686	-686 -11.6%
72	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	15,480	$851.6k0.23%	0.23%	Added +52	+52 0.3%
73	HOME DEPOT INC COM HD	HD	2,413	$851.1k0.23%	0.23%	Added +496	+496 25.9%
74	CATERPILLAR INC COM CAT	CAT	787	$838.2k0.23%	0.23%	Reduced -225	-225 -22.2%
75	BHP GROUP LTD SPONSORED ADS BHP	BHP	9,993	$832.5k0.23%	0.23%	Added +1.0k	+1,010 11.2%
76	COINBASE GLOBAL INC COM CL A COIN	COIN	5,694	$832.4k0.23%	0.23%	Reduced -64	-64 -1.1%
77	VISA INC COM CL A V	V	2,403	$824.4k0.23%	0.23%	Added +18	+18 0.8%
78	ALBEMARLE CORP COM ALB	ALB	5,939	$802.0k0.22%	0.22%	Added +756	+756 14.6%
79	SYNOPSYS INC COM SNPS	SNPS	1,711	$763.2k0.21%	0.21%	Added +616	+616 56.3%
80	FIGMA INC CLASS A COM STK FIG	FIG	42,002	$759.8k0.21%	0.21%	Added +10.2k	+10,218 32.1%
81	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	7,941	$730.2k0.20%	0.20%	Added +2.3k	+2,329 41.5%
82	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	8,717	$719.1k0.20%	0.20%	Added +2.7k	+2,745 46.0%
83	ABBVIE INC COM ABBV	ABBV	2,813	$707.9k0.19%	0.19%	Reduced -965	-965 -25.5%
84	COSTCO WHSL CORP NEW COM COST	COST	721	$674.4k0.19%	0.19%	Added +18	+18 2.6%
85	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	13,401	$646.6k0.18%	0.18%	Reduced -2.3k	-2,284 -14.6%
86	ISHARES TR HIGH YLD CORP BD HYGW	HYGW	21,460	$624.5k0.17%	0.17%	Reduced -2.4k	-2,385 -10.0%
87	APPLIED MATLS INC COM AMAT	AMAT	801	$579.1k0.16%	0.16%	Reduced -24	-24 -2.9%
88	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	15,471	$570.4k0.16%	0.16%	Added +3.8k	+3,837 33.0%
89	PROSHARES TR DJ BRKFLD GLB TOLZ	TOLZ	9,064	$537.2k0.15%	0.15%	New
90	GE AEROSPACE COM NEW GE	GE	1,406	$525.3k0.14%	0.14%	Added +227	+227 19.2%
91	SENTINELONE INC CL A S	S	30,936	$525.0k0.14%	0.14%	Added +7.2k	+7,185 30.2%
92	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,483	$510.1k0.14%	0.14%	Added +113	+113 8.2%
93	SPDR GOLD TR GOLD SHS GLD	GLD	1,323	$487.4k0.13%	0.13%	Added +23	+23 1.8%
94	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	4,729	$483.1k0.13%	0.13%	Reduced -1.6k	-1,558 -24.8%
95	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	8,024	$472.8k0.13%	0.13%	New
96	INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US IUS	IUS	7,035	$461.4k0.13%	0.13%	Unchanged
97	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		11,081	$429.8k0.12%	0.12%	New
98	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	840	$420.3k0.12%	0.12%	Added +86	+86 11.4%
99	BAIDU INC SPON ADR REP A BIDU	BIDU	3,482	$398.0k0.11%	0.11%	Reduced -15	-15 -0.4%
100	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,549	$381.4k0.10%	0.10%	Reduced -527	-527 -25.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIDELITY WISE ORIGIN BITCOIN FBTC	FBTC	71,748	$4.2m71.7k shares
ISHARES TR IEI	IEI	26,199	$3.1m26.2k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	19,818	$2.9m19.8k shares
T ROWE PRICE ETF INC TFLR	TFLR	18,677	$940.6k18.7k shares
GLOBAL INDUSTRIAL COMPANY GIC	GIC	14,087	$444.0k14.1k shares
LOCKHEED MARTIN CORP LMT	LMT	656	$396.7k656 shares
FIFTH THIRD BANCORP FITB	FITB	4,547	$211.2k4.5k shares
AKEBIA THERAPEUTICS INC AKBA	AKBA	11,800	$16.4k11.8k shares