Eldridge Investment Advisors, Inc. ETF holdings
Manchester, NH
Reported $460.9M in 117 ETFs in its Form 13F for June 30, 2026.
ETF value
$460.9M
ETFs held
117
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
91.3%
of $504.9M
Top 10 of 117 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $54.3M | 330,853 | +2,753 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $36.6M | 416,733 | −31,445 shares |
| IVV | iShares Core S&P 500 ETF | $29.5M | 39,389 | +365 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $23.8M | 350,439 | +17,345 shares |
| JBND | Jpmorgan Active Bond ETF | $17.2M | 322,418 | +24,593 shares |
| JHMM | John Hancock Multifactor Mid Cap ETF | $14.3M | 190,400 | +5,300 shares |
| RLY | State Street Multi-Asset Real Return ETF | $13.8M | 399,845 | +18,315 shares |
| BBJP | JPMorgan BetaBuilders Japan ETF | $13.8M | 183,086 | +880 shares |
| JHPI | John Hancock Preferred Income ETF | $13.7M | 601,948 | +62,395 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $13.3M | 469,900 | +25,670 shares |
107 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001727993. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Eldridge Investment Advisors, Inc. own?
Eldridge Investment Advisors, Inc. reported 117 ETF positions worth $460.9M in its Form 13F for June 30, 2026. The largest was ITOT, at $54.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.