ECLECTIC ASSOCIATES INC /ADV
All 13F Filings
- Location
- Fullerton, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 894,845
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 162 | 894,845 | 13F-HR | ECLECTIC ASSOCIATES INC /ADV |
| Q2 2026 | 7/7/2026 | 162 | 878,342 | 13F-HR | ECLECTIC ASSOCIATES INC /ADV |
| Q1 2026 | 4/8/2026 | 159 | 753,196 | 13F-HR | ECLECTIC ASSOCIATES INC /ADV |
| Q4 2025 | 2/3/2026 | 149 | 641,118 | 13F-HR | ECLECTIC ASSOCIATES INC /ADV |
| Q3 2025 | 10/9/2025 | 123 | 544,676 | 13F-HR | ECLECTIC ASSOCIATES INC /ADV |
| Q2 2025 | 7/17/2025 | 125 | 459,970 | 13F-HR | ECLECTIC ASSOCIATES INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.4 K | 18.0% | 652 | 0 | 652 |
| ETFs | 731 K | 81.7% | 15.7 K | 0 | 15.7 K |
| Debt | 2.454 K | 0.3% | 149 | 0 | 149 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
894,845
Holdings
162
QoQ value change ($000)
16,503
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.