Filing Research | EA SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 95 loaded

#		Instrument	quantity
1	Heck Capital Advisors, LLC	Shares	555.7KSH	$40.6M
2	Investment Planning Advisors, Inc.	Shares	411.4KSH	$30.0M
3	First Heartland Consultants, Inc.	Shares	335.2KSH	$24.4M
4	Yardley Wealth Management LLC	Shares	242.7KSH	$17.7M
5	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	242.2KSH	$17.7M
6	High Note Wealth, LLC	Shares	241.1KSH	$17.6M
7	ENZI WEALTH	Shares	249.5KSH	$17.0M
8	KFG WEALTH MANAGEMENT, LLC	Shares	194.9KSH	$14.2M
9	Longview Financial Advisors, Inc.	Shares	184.6KSH	$13.5M
10	Prospera Financial Services Inc	Shares	169.5KSH	$12.4M
11	Pearl Planning LLC	Shares	169.0KSH	$12.3M
12	Members Advisory Group LLC	Shares	156.6KSH	$11.4M
13	TrueWealth Advisors, LLC	Shares	144.9KSH	$10.6M
14	Retirement Management Systems Inc.	Shares	139.6KSH	$10.2M
15	Lansing Street Advisors	Shares	116.2KSH	$8.5M
16	Smallwood Wealth Investment Management, LLC	Shares	116.3KSH	$8.5M
17	Commonwealth Financial Services, LLC	Shares	93.7KSH	$6.8M
18	Ferguson Shapiro LLC	Shares	87.5KSH	$6.4M
19	HIGHLINE WEALTH PARTNERS LLC	Shares	85.1KSH	$6.2M
20	One Charles Private Wealth Services, LLC	Shares	82.7KSH	$6.0M
21	ARQ WEALTH ADVISORS, LLC	Shares	85.5KSH	$5.7M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	81.9KSH	$5.7M
23	Oath Planning, LLC	Shares	69.9KSH	$5.1M
24	1620 INVESTMENT ADVISORS, INC.	Shares	59.9KSH	$4.4M
25	ARVEST INVESTMENTS, INC.	Shares	55.6KSH	$4.1M
26	IFP Advisors, Inc	Shares	47.7KSH	$3.5M
27	Wealthcare Advisory Partners LLC	Shares	45.6KSH	$3.3M
28	Financial Guidance Group, Inc.	Shares	45.2KSH	$3.3M
29	Xena Financial Planning, LLC	Shares	43.7KSH	$3.2M
30	Brookstone Capital Management	Shares	42.9KSH	$3.1M
31	Clarity Asset Management, Inc.	Shares	40.2KSH	$2.9M
32	Tailwinds Wealth, LLC	Shares	38.7KSH	$2.8M
33	Global View Capital Management LLC	Shares	36.3KSH	$2.6M
34	Lord & Richards Wealth Management, LLC	Shares	35.1KSH	$2.6M
35	CLG LLC	Shares	34.7KSH	$2.5M
36	SEAVIEW INVESTMENT MANAGERS LLC	Shares	30.1KSH	$2.2M
37	Ares Financial Consulting, LLC	Shares	29.0KSH	$2.1M
38	INDEPENDENT FINANCIAL GROUP, LLC	Shares	28.8KSH	$2.1M
39	SteelPeak Wealth, LLC	Shares	27.4KSH	$2.0M
40	Prism Advisors, Inc.	Shares	22.1KSH	$1.6M
41	William Howard & Co Financial Advisors Inc	Shares	15.9KSH	$1.2M
42	Legend Financial Advisors, Inc.	Shares	15.8KSH	$1.2M
43	BENJAMIN EDWARDS INC	Shares	15.2KSH	$1.1M
44	VISTA INVESTMENT PARTNERS II, LLC	Shares	15.0KSH	$1.1M
45	Magnus Financial Group LLC	Shares	14.8KSH	$1.1M
46	L.K. Benson & Company, P.C.	Shares	14.6KSH	$1.1M
47	Fermata Advisors, LLC	Shares	13.0KSH	$948.1K
48	Innova Wealth Partners	Shares	12.4KSH	$906.8K
49	Valeo Financial Advisors, LLC	Shares	10.5KSH	$764.6K
50	Cooper Financial Group	Shares	9.9KSH	$722.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 98 loaded

#		Instrument
1	Members Advisory Group LLC added	Shares	+116.8K	+$9.2M	$11.4M
2	Heck Capital Advisors, LLC trimmed	Shares	-59.1K	+$6.9M	$40.6M
3	Ferguson Shapiro LLC new	Shares	+87.5K	+$6.4M	$6.4M
4	One Charles Private Wealth Services, LLC new	Shares	+82.7K	+$6.0M	$6.0M
5	ADAMSBROWN WEALTH CONSULTANTS LLC added	Shares	+13.5K	+$5.2M	$17.7M
6	High Note Wealth, LLC added	Shares	+5.4K	+$4.7M	$17.6M
7	Prospera Financial Services Inc added	Shares	+22.0K	+$4.3M	$12.4M
8	Investment Planning Advisors, Inc. trimmed	Shares	-58.9K	+$4.3M	$30.0M
9	ARVEST INVESTMENTS, INC. new	Shares	+55.6K	+$4.1M	$4.1M
10	KFG WEALTH MANAGEMENT, LLC added	Shares	+6.4K	+$3.9M	$14.2M
11	HIGHLINE WEALTH PARTNERS LLC added	Shares	+42.8K	+$3.9M	$6.2M
12	Longview Financial Advisors, Inc. added	Shares	+7.2K	+$3.8M	$13.5M
13	First Heartland Consultants, Inc. trimmed	Shares	-55.9K	+$3.1M	$24.4M
14	TrueWealth Advisors, LLC added	Shares	+4.3K	+$2.9M	$10.6M
15	Pearl Planning LLC trimmed	Shares	-7.2K	+$2.7M	$12.3M
16	Yardley Wealth Management LLC trimmed	Shares	-32.9K	+$2.6M	$17.7M
17	Lansing Street Advisors added	Shares	+7.9K	+$2.6M	$8.5M
18	Tailwinds Wealth, LLC added	Shares	+29.2K	+$2.3M	$2.8M
19	CLG LLC added	Shares	+30.4K	+$2.3M	$2.5M
20	Smallwood Wealth Investment Management, LLC added	Shares	+558	+$2.2M	$8.5M
21	IFP Advisors, Inc added	Shares	+21.0K	+$2.0M	$3.5M
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.9K	+$2.0M	$5.7M
23	Retirement Management Systems Inc. trimmed	Shares	-10.8K	+$2.0M	$10.2M
24	ARQ WEALTH ADVISORS, LLC added	Shares	+14.8K	+$1.9M	$5.7M
25	Clarity Asset Management, Inc. added	Shares	+14.1K	+$1.5M	$2.9M
26	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+11.6K	+$1.2M	$2.1M
27	Global View Capital Management LLC added	Shares	+9.0K	+$1.2M	$2.6M
28	Oath Planning, LLC trimmed	Shares	-4.1K	+$1.0M	$5.1M
29	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-2.4K	+$962.2K	$4.4M
30	ENZI WEALTH trimmed	Shares	-44.0K	+$937.8K	$17.0M
31	Financial Guidance Group, Inc. added	Shares	+1.6K	+$909.7K	$3.3M
32	Wealthcare Advisory Partners LLC added	Shares	+129	+$839.6K	$3.3M
33	Valeo Financial Advisors, LLC new	Shares	+10.5K	+$764.6K	$764.6K
34	Xena Financial Planning, LLC trimmed	Shares	-966	+$745.6K	$3.2M
35	Ares Financial Consulting, LLC added	Shares	+3.9K	+$712.1K	$2.1M
36	VISTA INVESTMENT PARTNERS II, LLC added	Shares	+7.7K	+$694.1K	$1.1M
37	Lord & Richards Wealth Management, LLC added	Shares	+311	+$657.2K	$2.6M
38	SteelPeak Wealth, LLC added	Shares	+117	+$509.1K	$2.0M
39	SEAVIEW INVESTMENT MANAGERS LLC trimmed	Shares	-773	+$506.2K	$2.2M
40	Innova Wealth Partners added	Shares	+3.9K	+$437.4K	$906.8K
41	TCFG Investment Advisors, LLC new	Shares	+5.0K	+$362.1K	$362.1K
42	Composition Wealth, LLC new	Shares	+4.8K	+$352.4K	$352.4K
43	Prism Advisors, Inc. trimmed	Shares	-1.4K	+$326.7K	$1.6M
44	Telos Capital Management, Inc. new	Shares	+4.3K	+$310.0K	$310.0K
45	Fermata Advisors, LLC added	Shares	+1.2K	+$302.5K	$948.1K
46	Legend Financial Advisors, Inc. added	Shares	+253	+$302.5K	$1.2M
47	QRG CAPITAL MANAGEMENT, INC. new	Shares	+4.1K	+$300.9K	$300.9K
48	BENJAMIN EDWARDS INC added	Shares	+419	+$299.8K	$1.1M
49	William Howard & Co Financial Advisors Inc added	Shares	+29	+$291.5K	$1.2M
50	Castleview Partners, LLC new	Shares	+3.8K	+$278.5K	$278.5K

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