Eclectic Associates Inc /Adv
$895M 13F equity value
170 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Eclectic Associates Inc /Adv covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1,740,707 | $60M | 6.7% |
| VIG | VANGUARD SPECIALIZED FUNDS | 229,297 | $53M | 6.0% |
| BNDX | VANGUARD CHARLOTTE FDS | 1,117,627 | $52M | 5.9% |
| DFLV | DIMENSIONAL ETF TRUST | 1,280,833 | $51M | 5.7% |
| DFIV | DIMENSIONAL ETF TRUST | 852,853 | $48M | 5.3% |
| DFSD | DIMENSIONAL ETF TRUST | 873,006 | $41M | 4.5% |
| BOND | PIMCO ETF TR | 464,481 | $40M | 4.5% |
| CGGR | CAPITAL GROUP GROWTH ETF | 825,418 | $39M | 4.4% |
| AVMV | AMERICAN CENTY ETF TR | 501,056 | $38M | 4.3% |
| IMCG | ISHARES TR | 266,843 | $25M | 2.8% |
Track Eclectic Associates Inc /Adv's 13F portfolio: $895M in reported holdings, 170 positions. Top holdings and quarterly changes on SentiSense.
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