Eaton Financial Holdings Company, LLC
All 13F Filings
- Location
- Coral Springs, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 305,429
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 125 | 305,429 | 13F-HR | Eaton Financial Holdings Company, LLC |
| Q4 2025 | 2/9/2026 | 134 | 372,050 | 13F-HR | Eaton Financial Holdings Company, LLC |
| Q3 2025 | 11/17/2025 | 121 | 354,852 | 13F-HR | Eaton Financial Holdings Company, LLC |
| Q2 2025 | 7/15/2025 | 116 | 325,012 | 13F-HR | Eaton Financial Holdings Company, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 153.2 K | 50.2% | 0 | 174.6 K | -174.6 K |
| ETFs | 152.2 K | 49.8% | 108.7 K | 0 | 108.7 K |
| Other | 0 | 0.0% | 0 | 762 | -762 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
305,429
Holdings
125
QoQ value change ($000)
-66,621
(-17.9%)
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.