Filing Research | EA SERIES TRUST Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Cache Advisors, LLC	Shares	1.9MSH	$106.6M
2	Relyea Zuckerberg Hanson LLC	Shares	339.7KSH	$19.3M
3	Ledyard National Bank	Shares	92.0KSH	$5.2M
4	Family CFO Inc	Shares	63.1KSH	$3.6M
5	Lansing Street Advisors	Shares	60.1KSH	$3.4M
6	Revolve Wealth Partners, LLC	Shares	44.5KSH	$2.5M
7	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	38.6KSH	$2.2M
8	Foundry Financial LLC	Shares	29.9KSH	$1.7M
9	Farther Finance Advisors, LLC	Shares	28.1KSH	$1.6M
10	Meredith Wealth Planning	Shares	19.6KSH	$1.1M
11	DHJJ Financial Advisors, Ltd.	Shares	10.6KSH	$605.2K
12	Rockwood Wealth Management, LLC	Shares	6.4KSH	$361.5K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.5KSH	$315.9K

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

13 / 13 loaded

#		Instrument
1	Cache Advisors, LLC unchanged	Shares	0	+$18.5M	$106.6M
2	Lansing Street Advisors new	Shares	+60.1K	+$3.4M	$3.4M
3	Relyea Zuckerberg Hanson LLC unchanged	Shares	0	+$2.7M	$19.3M
4	Revolve Wealth Partners, LLC new	Shares	+44.5K	+$2.5M	$2.5M
5	Farther Finance Advisors, LLC new	Shares	+28.1K	+$1.6M	$1.6M
6	Ledyard National Bank unchanged	Shares	0	+$734.0K	$5.2M
7	Family CFO Inc unchanged	Shares	0	+$503.9K	$3.6M
8	VOISARD ASSET MANAGEMENT GROUP, INC. unchanged	Shares	0	+$308.1K	$2.2M
9	Foundry Financial LLC unchanged	Shares	0	+$238.3K	$1.7M
10	Meredith Wealth Planning unchanged	Shares	0	+$156.1K	$1.1M
11	DHJJ Financial Advisors, Ltd. trimmed	Shares	-20	+$83.9K	$605.2K
12	Rockwood Wealth Management, LLC trimmed	Shares	-1	+$50.7K	$361.5K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$44.3K	$315.9K

Filing Research | EA SERIES TRUST Institutional Holdings