Eldridge Investment Advisors, Inc.

Institutional manager (13F) · CIK 1727993

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $392M

#	Issuer	Value	Shares
1	Ishares Core S&p Total U S Stock Market Etf	$47M	328,100
2	State Street Spdr Port S&p 500 Etf	$34M	448,178
3	Ishares Core S&p 500 Etf	$25M	39,024
4	Ishares U S Equity Factor Rotation Active Etf	$19M	333,094
5	Jpmorgan Active Bond Etf	$16M	297,825
6	State Street Multi Asset Real Return Etf	$14M	381,530
7	State Street Spdr Portfolio Intermediate Term Treasury Etf	$13M	444,230
8	Jpmorgan Betabuilders Japan Etf	$13M	182,206
9	John Hancock Multifactor Mid Cap Etf	$12M	185,100
10	John Hancock Preferred Income Etf	$12M	539,553
11	Ishares Core Msci Total Intl Stock Etf	$11M	129,029
12	Jpmorgan Nasdaq Equity Premium Income Etf	$11M	192,594
13	Dimensional World Ex U S Core Equity 2 Etf	$11M	309,641
14	Invesco Qqq Etf	$10M	18,067
15	Ishares Flexible Income Active Etf	$9M	179,034
16	Goldman Sachs Access Treasury 0-1yr Etf	$9M	92,615
17	Eaton Vance Floating Rate Etf	$9M	179,581
18	Eaton Vance Total Return Return Bond Etf	$7M	137,115
19	Janus Henderson Aaa Clo Etf	$6M	125,932
20	Invesco S&p 500 Equal Weight Etf	$6M	31,952
21	Invesco Nasdaq 100 Etf	$6M	25,092
22	Apple Inc	$6M	23,016
23	Goldman Sachs Ultra Short Bond Etf	$6M	112,773
24	Spdr S&p Regional Banking Etf	$5M	80,655
25	Ishares Core Msci Emerging Markets Etf	$5M	70,504
26	State Street Spdr Portfolio Aggregate Bond Etf	$5M	183,367
27	Dimensional U S Core Equity 1 Etf	$5M	64,364
28	Ishares Ibonds December 2026 Treasury Etf	$5M	200,301
29	Ishares Ibonds December 2027 Tresury Etf	$4M	198,274
30	First Trust Rising Dividend Achievers Etf	$4M	58,359
31	Vanguard High Dividend Yield Etf	$4M	25,115
32	Caterpillar Inc	$4M	5,131
33	Dimensional U S Large Cap Value Etf	$3M	93,620
34	Pimco Multisector Bond Active Etf	$3M	119,803
35	Vanguard Total Stock Market Etf	$3M	8,429
36	Microsoft Corp	$2M	6,680
37	Blackrock Municipal 2030 Target Term Trust	$2M	107,608
38	State Street Spdr S&p 500 Etf	$2M	3,624
39	Eaton Vance Short Duration Income Etf	$2M	44,759
40	Ishares Select Dividend Etf	$2M	14,972
41	Exxon Mobil Corp	$2M	13,352
42	Ishares Russell 2000 Etf	$2M	8,656
43	Jpmorgan Active Growth Etf	$2M	25,302
44	Abbvie Inc	$2M	9,563
45	Ishares Russell 1000 Value Etf	$2M	8,180
46	Berkshire Hathaway Inc Cl B	$2M	3,597
47	Ishares Ibonds December 2026 Corporate Etf	$2M	70,061
48	Ishares S&p 500 Value Etf	$2M	7,885
49	State Street Spdr Portfolio S&p 400 Mid Cap Etf	$2M	26,219
50	Vanguard Growth Etf	$2M	3,477

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.