Eaton Financial Holdings Company, LLC

Institutional manager·CIK 0001972322

Annual return

—

SPY

—

Alpha

—

Invested

$610.9M

Holdings

125

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$GPIX

GOLDMAN SACHS ETF TR

Q4 2025: Exited (was 840.1k shares)

14.6%

$USFR

WISDOMTREE TR

Q4 2025: Exited (was 296.4k shares)

5.4%

$TSPA

T ROWE PRICE ETF INC

Q4 2025: Exited (was 380.1k shares)

5.1%

$FTEC

FIDELITY COVINGTON TRUST

Q4 2025: Exited (was 88.9k shares)

4.4%

$BINC

BLACKROCK ETF TRUST II

Q4 2025: Exited (was 211.4k shares)

4.2%

$AAPL

APPLE INC

Q4 2025: Sold 78.2% (46.8k → 10.2k shares)

3.2%

$XLU

SELECT SECTOR SPDR TR

Q4 2025: Exited (was 99.6k shares)

3.1%

$NVDA

NVIDIA CORPORATION

Q4 2025: Sold 97.6% (56.2k → 1.3k shares)

2.6%

$PHYS

SPROTT ASSET MANAGEMENT LP

Held since at least Q1 2024

2.5%

$GOOGL

ALPHABET INC

Q4 2025: Sold 90.6% (32.4k → 3.0k shares)

2.4%

See all 125 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:56 UTC.