Eclectic Associates Inc has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $457 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $46.6M, Capital Group Intl Focus Equit with a value of $44.3M, Vanguard Dividend Appreciation with a value of $34.5M, Capital Group Growth ETF Shs C with a value of $30.3M, and Dimensional ETF Tr with a value of $28M.
Examining the 13F form we can see an increase of $48M in the current position value, from $409M to 457M.
Below you can find more details about Eclectic Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$457 Million
ETFs: $398 Million
Technology: $19.8 Million
Financial Services: $9.16 Million
Consumer Cyclical: $8.14 Million
Healthcare: $6.8 Million
Industrials: $5.06 Million
Consumer Defensive: $3.91 Million
Communication Services: $3.44 Million
Other: $2.32 Million
Stock Holdings Table Market Cap. of $200 Billions or more
