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ECLECTIC ASSOCIATES INC /ADV

ECLECTIC ASSOCIATES INC /ADV is an Investment Adviser institutional filer with the SEC under CIK 743482, reporting 162 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-09

Top 10 portfolio positions

The largest reported holdings in ECLECTIC ASSOCIATES INC /ADV's most recent 13F filing, ranked by reported market value.

  1. CAPITAL GROUP INTL FOCUS EQT (CGXU)
  2. VANGUARD SPECIALIZED FUNDS (VIG)
  3. VANGUARD CHARLOTTE FDS (BNDX)
  4. DIMENSIONAL ETF TRUST (DFLV)
  5. DIMENSIONAL ETF TRUST (DFIV)
  6. DIMENSIONAL ETF TRUST (DFSD)
  7. PIMCO ETF TR (BOND)
  8. CAPITAL GROUP GROWTH ETF (CGGR)
  9. AMERICAN CENTY ETF TR (AVMV)
  10. ISHARES TR (IMCG)
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