CIK 1752045
Exeter Financial, LLC
Institutional 13F holdings & portfolio
Holdings
97
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–97 of 97
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 14K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 21K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| T | AT&T INC | 41K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 10K | $500K+ | SH |
| MMM | 3M CO | 6K | $500K+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 18K | $500K+ | SH |
| SYY | SYSCO CORP | 12K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 11K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| LW | LAMB WESTON HLDGS INC | 13K | $500K+ | SH |
| NKE | NIKE INC | 8K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 9K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 587 | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 3K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 5K | $100K–$500K | SH |
| PFE | PFIZER INC | 18K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| V | VISA INC | 827 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 860 | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP | 12K | $100K–$500K | SH |
| META | META PLATFORMS INC | 427 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 450 | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| DCOR | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 5K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| SGOV | ISHARES TR | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 369 | $100K–$500K | SH |
| TRIN | TRINITY CAP INC | 11K | $100K–$500K | SH |