Filing Research | EA SERIES TRUST Institutional Holdings

Snapshot holdings

50 / 105 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4MSH	$162.4M
2	True Wealth Design, LLC	Shares	486.1KSH	$56.9M
3	Whitcomb & Hess, Inc.	Shares	273.0KSH	$32.0M
4	Amplius Wealth Advisors, LLC	Shares	227.8KSH	$26.7M
5	TITLEIST ASSET MANAGEMENT, LLC	Shares	206.4KSH	$24.2M
6	Avondale Wealth Management	Shares	195.0KSH	$22.8M
7	Castellan Group	Shares	175.0KSH	$20.5M
8	Investment Planning Advisors, Inc.	Shares	160.6KSH	$18.8M
9	Client First Investment Management LLC	Shares	154.2KSH	$18.1M
10	Optimus Capital Advisors, LLC	Shares	151.4KSH	$17.7M
11	Well Done, LLC	Shares	141.9KSH	$16.6M
12	Gradient Investments LLC	Shares	117.1KSH	$13.7M
13	Farther Finance Advisors, LLC	Shares	106.2KSH	$12.4M
14	Teamwork Financial Advisors, LLC	Shares	105.7KSH	$12.4M
15	FISCHER INVESTMENT STRATEGIES, LLC	Shares	97.6KSH	$11.4M
16	Longview Financial Advisors, Inc.	Shares	94.7KSH	$11.1M
17	Innova Wealth Partners	Shares	90.9KSH	$10.6M
18	BEACON FINANCIAL GROUP	Shares	83.8KSH	$9.8M
19	Aspect Partners, LLC	Shares	79.4KSH	$9.3M
20	NWAM LLC	Shares	79.2KSH	$9.3M
21	Ferguson Shapiro LLC	Shares	75.3KSH	$8.8M
22	Commonwealth Financial Services, LLC	Shares	66.7KSH	$7.8M
23	Apeiron RIA LLC	Shares	58.0KSH	$6.8M
24	D.A. DAVIDSON & CO.	Shares	56.8KSH	$6.7M
25	Kings Path Partners LLC	Shares	55.8KSH	$6.5M
26	LifeGoal Investments, LLC	Shares	54.1KSH	$6.3M
27	Accurate Wealth Management, LLC	Shares	53.7KSH	$6.3M
28	Brookstone Capital Management	Shares	53.7KSH	$6.3M
29	Moisand Fitzgerald Tamayo, LLC	Shares	53.2KSH	$6.2M
30	ATLas Financial Planning LLC	Shares	49.9KSH	$5.8M
31	ENZI WEALTH	Shares	49.4KSH	$5.8M
32	TopTier Wealth Management, LLC	Shares	47.2KSH	$5.5M
33	WEST MICHIGAN ADVISORS, LLC	Shares	43.1KSH	$5.0M
34	Pearl Planning LLC	Shares	39.2KSH	$4.6M
35	Freedom Day Solutions, LLC	Shares	37.5KSH	$4.4M
36	TCFG Investment Advisors, LLC	Shares	36.7KSH	$4.3M
37	Prospera Financial Services Inc	Shares	35.2KSH	$4.1M
38	Main Street Group, LTD	Shares	32.3KSH	$3.8M
39	BWM Planning, LLC	Shares	31.6KSH	$3.7M
40	Altium Investment Strategies LLC	Shares	29.7KSH	$3.5M
41	Friedenthal Financial	Shares	29.2KSH	$3.4M
42	GK Wealth Management LLC	Shares	27.9KSH	$3.3M
43	Revolve Wealth Partners, LLC	Shares	26.1KSH	$3.1M
44	STAPP WEALTH MANAGEMENT, PLLC	Shares	23.9KSH	$2.8M
45	Dynamic Advisor Solutions LLC	Shares	23.1KSH	$2.7M
46	Focus Financial Network, Inc.	Shares	21.9KSH	$2.6M
47	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	21.7KSH	$2.5M
48	Elevated Financial Group LLC	Shares	21.5KSH	$2.5M
49	Nicholas Wealth, LLC.	Shares	21.3KSH	$2.5M
50	Sherman Wealth Management LLC	Shares	20.6KSH	$2.4M

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

50 / 110 loaded

#		Instrument
1	Investment Planning Advisors, Inc. new	Shares	+160.6K	+$18.8M	$18.8M
2	Avondale Wealth Management added	Shares	+131.6K	+$15.5M	$22.8M
3	Kings Path Partners LLC added	Shares	+35.9K	+$4.2M	$6.5M
4	Accurate Wealth Management, LLC added	Shares	+33.6K	+$4.0M	$6.3M
5	Commonwealth Financial Services, LLC added	Shares	+29.7K	+$3.5M	$7.8M
6	GK Wealth Management LLC new	Shares	+27.9K	+$3.3M	$3.3M
7	Gradient Investments LLC added	Shares	+27.2K	+$3.3M	$13.7M
8	STAPP WEALTH MANAGEMENT, PLLC new	Shares	+23.9K	+$2.8M	$2.8M
9	Well Done, LLC added	Shares	+20.4K	+$2.5M	$16.6M
10	Teamwork Financial Advisors, LLC added	Shares	+19.6K	+$2.4M	$12.4M
11	Amplius Wealth Advisors, LLC added	Shares	+15.8K	+$2.0M	$26.7M
12	BEACON FINANCIAL GROUP added	Shares	+14.8K	+$1.8M	$9.8M
13	Longview Financial Advisors, Inc. added	Shares	+13.8K	+$1.7M	$11.1M
14	IFP Advisors, Inc added	Shares	+11.5K	+$1.4M	$1.7M
15	Altium Investment Strategies LLC added	Shares	+11.2K	+$1.3M	$3.5M
16	Optimus Capital Advisors, LLC added	Shares	+10.1K	+$1.3M	$17.7M
17	Innova Wealth Partners added	Shares	+9.7K	+$1.2M	$10.6M
18	FISCHER INVESTMENT STRATEGIES, LLC added	Shares	+8.6K	+$1.1M	$11.4M
19	Fermata Advisors, LLC added	Shares	+9.1K	+$1.1M	$1.8M
20	Freedom Day Solutions, LLC added	Shares	+8.7K	+$1.0M	$4.4M
21	BIRCH FINANCIAL GROUP, LLC new	Shares	+8.5K	+$1.0M	$1.0M
22	CPR Investments Inc. new	Shares	+8.5K	+$1.0M	$1.0M
23	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+8.4K	+$983.7K	$983.7K
24	NWAM LLC added	Shares	+7.4K	+$925.0K	$9.3M
25	ENZI WEALTH added	Shares	+7.0K	+$864.9K	$5.8M
26	LifeGoal Investments, LLC added	Shares	+6.9K	+$852.1K	$6.3M
27	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+5.8K	+$692.6K	$2.5M
28	ATLas Financial Planning LLC added	Shares	+5.4K	+$671.4K	$5.8M
29	Nicholas Wealth, LLC. added	Shares	+5.4K	+$650.5K	$2.5M
30	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+4.5K	+$528.7K	$528.7K
31	Prospera Financial Services Inc added	Shares	+4.1K	+$502.8K	$4.1M
32	MOTIVE WEALTH ADVISORS new	Shares	+4.3K	+$501.7K	$501.7K
33	Friedenthal Financial added	Shares	+4.0K	+$483.6K	$3.4M
34	Abacus Wealth Partners, LLC new	Shares	+4.1K	+$480.0K	$480.0K
35	Wealthcare Advisory Partners LLC added	Shares	+3.6K	+$428.9K	$2.2M
36	ACCESS FINANCIAL SERVICES, INC. new	Shares	+3.2K	+$379.3K	$379.3K
37	New Perspectives, Inc new	Shares	+2.8K	+$323.3K	$323.3K
38	Moisand Fitzgerald Tamayo, LLC added	Shares	+2.2K	+$296.9K	$6.2M
39	Balance Wealth Partners LLC added	Shares	+2.4K	+$280.2K	$645.7K
40	OFS Enterprise LLC new	Shares	+2.4K	+$280.0K	$280.0K
41	GoalVest Advisory LLC added	Shares	+2.2K	+$260.7K	$263.3K
42	TopTier Wealth Management, LLC added	Shares	+1.8K	+$248.8K	$5.5M
43	Sound Income Strategies, LLC added	Shares	+2.1K	+$247.5K	$305.6K
44	Brookstone Capital Management added	Shares	+1.7K	+$236.0K	$6.3M
45	RFG Advisory, LLC added	Shares	+1.6K	+$199.5K	$1.2M
46	Dynamic Advisor Solutions LLC added	Shares	+1.4K	+$178.9K	$2.7M
47	Revolve Wealth Partners, LLC added	Shares	+1.2K	+$156.8K	$3.1M
48	Kesler, Norman & Wride, LLC added	Shares	+1.2K	+$155.1K	$1.5M
49	TITLEIST ASSET MANAGEMENT, LLC trimmed	Shares	-90	+$154.6K	$24.2M
50	BWM Planning, LLC added	Shares	+1.0K	+$144.5K	$3.7M

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