Eaton Financial Holdings Company, LLC - Portfolio overview

Eaton Financial Holdings Company, LLC has 143 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GPIX - GOLDMAN SACHS ETF TR, 13.44%
2. USFR - WISDOMTREE TR, 4.93%
3. TSPA - T ROWE PRICE ETF INC, 4.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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