Eclectic Associates Inc /Adv
$878M 13F equity value
167 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Eclectic Associates Inc /Adv covers the quarter ended June 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 | 1,709,781 | $59M | 6.7% |
| VIG | VANGUARD SPECIALIZED FUNDS | 224,918 | $53M | 6.1% |
| BNDX | VANGUARD CHARLOTTE FDS | 1,080,386 | $52M | 6.0% |
| DFIV | DIMENSIONAL ETF TRUST | 827,730 | $45M | 5.1% |
| DFLV | DIMENSIONAL ETF TRUST | 1,032,580 | $41M | 4.6% |
| AVMV | AMERICAN CENTY ETF TR | 486,208 | $39M | 4.5% |
| DFSD | DIMENSIONAL ETF TRUST | 795,671 | $38M | 4.3% |
| CGGR | CAPITAL GROUP GROWTH ETF | 801,949 | $38M | 4.3% |
| BOND | PIMCO ETF TR | 410,428 | $38M | 4.3% |
| IMCG | ISHARES TR | 263,644 | $26M | 3.0% |
Track Eclectic Associates Inc /Adv's 13F portfolio: $878M in reported holdings, 167 positions. Top holdings and quarterly changes on SentiSense.
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