Eldridge Investment Advisors, Inc.

DOSSIER · 13F-HR · Q1 2026

Eldridge Investment Advisors, Inc.

$456M in tracked AUM across 154 positions as of Q1 2026.

EI

CIK 0001727993 · last filed Mar 31, 2026

Total AUM

$456M

as of Q1 2026

Holdings

154

—

positions

Whale Score

53

53

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Eldridge Investment Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ITOT

Ishares Core S&p Total U S Stock Market Etf

$47M328K10.2%02

SPYM

State Street Spdr Port S&p 500 Etf

$34M448K7.5%03

IVV

Ishares Core S&p 500 Etf

$25M39K5.6%04

DYNF

Ishares U S Equity Factor Rotation Active Etf

$19M333K4.2%05

JBND

Jpmorgan Active Bond Etf

$16M298K3.5%06

RLY

State Street Multi Asset Real Return Etf

$14M382K3.0%07

SPTI

State Street Spdr Portfolio Intermediate Term Treasury Etf

$13M444K2.8%08

BBJP

Jpmorgan Betabuilders Japan Etf

$13M182K2.8%09

JHMM

John Hancock Multifactor Mid Cap Etf