CIK 743482
ECLECTIC ASSOCIATES INC /ADV
Institutional 13F holdings & portfolio
Holdings
149
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–149 of 149
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| EEM | ISHARES TR | 7K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| EDF | VIRTUS STONE HBR EMRG MKTS I | 76K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 9K | $100K–$500K | SH |
| PSK | SPDR SERIES TRUST | 12K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| NAC | NUVEEN CA QUALTY MUN INCOME | 29K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 657 | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| IWV | ISHARES TR | 883 | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| VBIL | VANGUARD INSTL INDEX FD | 4K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 6K | $100K–$500K | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| V | VISA INC | 828 | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| BP | BP PLC | 7K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| BWG | BRANDYWINEGBL GBL INCM OPP F | 27K | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| IWY | ISHARES TR | 780 | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 12K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| AGD | ABRDN GLOBAL DYNAMIC DIVIDEN | 17K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 17K | $100K–$500K | SH |
| PIM | PUTNAM MASTER INTER INCOME T | 54K | $100K–$500K | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 10K | $100K–$500K | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 12K | $100K–$500K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 24K | $100K–$500K | SH |
| EHI | WESTERN ASSET GBL HIGH INC F | 15K | $50K–$100K | SH |