# EDGAR Filing Document

**Accession Number:** 0001752045
**File Stem:** 0001752045-26-000002
**Filing Date:** 2026-4
**Character Count:** 13240
**Document Hash:** 99806e7f435aff57358d688a8722580e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752045-26-000002.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0001752045-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Exeter Financial, LLC
- **CENTRAL INDEX KEY:** 0001752045

**ORGANIZATION NAME:**
- **EIN:** 205920032
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18902
- **FILM NUMBER:** 26887038

**BUSINESS ADDRESS:**
- **STREET 1:** 7001 N. SCOTTSDALE ROAD
- **STREET 2:** SUITE 1055
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85253-3644
- **BUSINESS PHONE:** 480 588-0830

**MAIL ADDRESS:**
- **STREET 1:** 7001 N. SCOTTSDALE ROAD
- **STREET 2:** SUITE 1055
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85253-3644

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Exeter Financial LLC<br>**Address:** 7001 N. SCOTTSDALE ROAD<br>SUITE 1055<br>SCOTTSDALE, AZ 85253-3644

**Form 13F File Number:** 028-18902

**CRD Number (if applicable):** 000143420

**SEC File Number (if applicable):** 801-67719

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stephen Harrison<br>**Title:** Chief Compliance Officer<br>**Phone:** 480 588-0825

**Signature, Place, and Date of Signing:**

Stephen Harrison  Scottsdale, AZ  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 98

**Form 13F Information Table Value Total:** $244876454

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 855368 | 5890 | SH |  | SOLE |  | 0 | 0 | 5890 |
| ABBVIE INC | COM | 00287Y109 |  | 4666249 | 21455 | SH |  | SOLE |  | 0 | 0 | 21455 |
| AFLAC INC | COM | 001055102 |  | 6291010 | 57342 | SH |  | SOLE |  | 0 | 0 | 57342 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 2485595 | 8557 | SH |  | SOLE |  | 0 | 0 | 8557 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 209982 | 732 | SH |  | SOLE |  | 0 | 0 | 732 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3363014 | 11695 | SH |  | SOLE |  | 0 | 0 | 11695 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 1369244 | 20749 | SH |  | SOLE |  | 0 | 0 | 20749 |
| AMAZON COM INC | COM | 023135106 |  | 1206300 | 5792 | SH |  | SOLE |  | 0 | 0 | 5792 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 225786 | 2802 | SH |  | SOLE |  | 0 | 0 | 2802 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 362343 | 4271 | SH |  | SOLE |  | 0 | 0 | 4271 |
| AMGEN INC | COM | 031162100 |  | 4460530 | 12677 | SH |  | SOLE |  | 0 | 0 | 12677 |
| APPLE INC | COM | 037833100 |  | 10143829 | 39969 | SH |  | SOLE |  | 0 | 0 | 39969 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 1956816 | 26920 | SH |  | SOLE |  | 0 | 0 | 26920 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 202151 | 1025 | SH |  | SOLE |  | 0 | 0 | 1025 |
| AT INC | COM | 00206R102 |  | 1203020 | 41498 | SH |  | SOLE |  | 0 | 0 | 41498 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 2256961 | 11108 | SH |  | SOLE |  | 0 | 0 | 11108 |
| BANK AMERICA CORP | COM | 060505104 |  | 3160804 | 64837 | SH |  | SOLE |  | 0 | 0 | 64837 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 242661 | 4001 | SH |  | SOLE |  | 0 | 0 | 4001 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 2575811 | 12190 | SH |  | SOLE |  | 0 | 0 | 12190 |
| CATERPILLAR INC | COM | 149123101 |  | 261500 | 369 | SH |  | SOLE |  | 0 | 0 | 369 |
| CHEVRON CORPORATION | COM | 166764100 |  | 5761371 | 27846 | SH |  | SOLE |  | 0 | 0 | 27846 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 1879638 | 5767 | SH |  | SOLE |  | 0 | 0 | 5767 |
| CISCO SYS INC | COM | 17275R102 |  | 6404934 | 82548 | SH |  | SOLE |  | 0 | 0 | 82548 |
| COCA COLA CO | COM | 191216100 |  | 2302076 | 30271 | SH |  | SOLE |  | 0 | 0 | 30271 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 877857 | 10300 | SH |  | SOLE |  | 0 | 0 | 10300 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 1434277 | 91239 | SH |  | SOLE |  | 0 | 0 | 91239 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 2742651 | 20778 | SH |  | SOLE |  | 0 | 0 | 20778 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 584881 | 587 | SH |  | SOLE |  | 0 | 0 | 587 |
| CVS HEALTH CORP | COM | 126650100 |  | 2698996 | 37580 | SH |  | SOLE |  | 0 | 0 | 37580 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 |  | 252966 | 3510 | SH |  | SOLE |  | 0 | 0 | 3510 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 498818 | 9451 | SH |  | SOLE |  | 0 | 0 | 9451 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 544760 | 8723 | SH |  | SOLE |  | 0 | 0 | 8723 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1364206 | 35106 | SH |  | SOLE |  | 0 | 0 | 35106 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1402854 | 41431 | SH |  | SOLE |  | 0 | 0 | 41431 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 4282016 | 109908 | SH |  | SOLE |  | 0 | 0 | 109908 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 4545187 | 100736 | SH |  | SOLE |  | 0 | 0 | 100736 |
| EMERSON ELEC CO | COM | 291011104 |  | 4945177 | 37744 | SH |  | SOLE |  | 0 | 0 | 37744 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 3617249 | 21321 | SH |  | SOLE |  | 0 | 0 | 21321 |
| FIRST TR ENHANCED EQUITY | COM | 337318109 |  | 11812044 | 579022 | SH |  | SOLE |  | 0 | 0 | 579022 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 6316111 | 18403 | SH |  | SOLE |  | 0 | 0 | 18403 |
| GENERAL MILLS INC | COM | 370334104 |  | 1586561 | 42627 | SH |  | SOLE |  | 0 | 0 | 42627 |
| HOME DEPOT INC | COM | 437076102 |  | 540801 | 1644 | SH |  | SOLE |  | 0 | 0 | 1644 |
| HONEYWELL INTL INC | COM | 438516106 |  | 471148 | 2084 | SH |  | SOLE |  | 0 | 0 | 2084 |
| HORMEL FOODS CORP | COM | 440452100 |  | 589911 | 26045 | SH |  | SOLE |  | 0 | 0 | 26045 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 2168908 | 8333 | SH |  | SOLE |  | 0 | 0 | 8333 |
| INTEL CORP | COM | 458140100 |  | 539071 | 12216 | SH |  | SOLE |  | 0 | 0 | 12216 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 3786844 | 15623 | SH |  | SOLE |  | 0 | 0 | 15623 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 225585 | 2241 | SH |  | SOLE |  | 0 | 0 | 2241 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 12822867 | 253316 | SH |  | SOLE |  | 0 | 0 | 253316 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 6337127 | 25925 | SH |  | SOLE |  | 0 | 0 | 25925 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 555659 | 1889 | SH |  | SOLE |  | 0 | 0 | 1889 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 232266 | 2408 | SH |  | SOLE |  | 0 | 0 | 2408 |
| LAMB WESTON HLDGS INC | COM | 513272104 |  | 528137 | 12497 | SH |  | SOLE |  | 0 | 0 | 12497 |
| LINDE PLC | SHS | G54950103 |  | 2818530 | 5685 | SH |  | SOLE |  | 0 | 0 | 5685 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 2931665 | 4851 | SH |  | SOLE |  | 0 | 0 | 4851 |
| MCDONALDS CORP | COM | 580135101 |  | 5600034 | 18019 | SH |  | SOLE |  | 0 | 0 | 18019 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1012852 | 11689 | SH |  | SOLE |  | 0 | 0 | 11689 |
| META PLATFORMS INC | CL A | 30303M102 |  | 244300 | 427 | SH |  | SOLE |  | 0 | 0 | 427 |
| MICROSOFT CORP | COM | 594918104 |  | 7100105 | 19181 | SH |  | SOLE |  | 0 | 0 | 19181 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 355545 | 3828 | SH |  | SOLE |  | 0 | 0 | 3828 |
| NIKE INC | CL B | 654106103 |  | 826194 | 15642 | SH |  | SOLE |  | 0 | 0 | 15642 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 535705 | 14577 | SH |  | SOLE |  | 0 | 0 | 14577 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 721278 | 4136 | SH |  | SOLE |  | 0 | 0 | 4136 |
| ORACLE CORP | COM | 68389X105 |  | 3082840 | 20956 | SH |  | SOLE |  | 0 | 0 | 20956 |
| PAYCHEX INC | COM | 704326107 |  | 1342324 | 14571 | SH |  | SOLE |  | 0 | 0 | 14571 |
| PEPSICO INC | COM | 713448108 |  | 5092390 | 32793 | SH |  | SOLE |  | 0 | 0 | 32793 |
| PFIZER INC | COM | 717081103 |  | 489833 | 17444 | SH |  | SOLE |  | 0 | 0 | 17444 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1756730 | 10625 | SH |  | SOLE |  | 0 | 0 | 10625 |
| PHILLIPS 66 | COM | 718546104 |  | 2655274 | 14575 | SH |  | SOLE |  | 0 | 0 | 14575 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 2536540 | 28140 | SH |  | SOLE |  | 0 | 0 | 28140 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 2059612 | 14259 | SH |  | SOLE |  | 0 | 0 | 14259 |
| ROYAL BK CDA | COM | 780087102 |  | 3486035 | 21548 | SH |  | SOLE |  | 0 | 0 | 21548 |
| RTX CORPORATION | COM | 75513E101 |  | 1814382 | 9406 | SH |  | SOLE |  | 0 | 0 | 9406 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 6246923 | 203615 | SH |  | SOLE |  | 0 | 0 | 203615 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 422917 | 4385 | SH |  | SOLE |  | 0 | 0 | 4385 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 895864 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| STARBUCKS CORP | COM | 855244109 |  | 1537232 | 17159 | SH |  | SOLE |  | 0 | 0 | 17159 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 727080 | 1118 | SH |  | SOLE |  | 0 | 0 | 1118 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 277542 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| SYSCO CORP | COM | 871829107 |  | 834316 | 11697 | SH |  | SOLE |  | 0 | 0 | 11697 |
| TARGET CORP | COM | 87612E106 |  | 4884453 | 40301 | SH |  | SOLE |  | 0 | 0 | 40301 |
| TEXAS INSTRS INC | COM | 882508104 |  | 3933597 | 20262 | SH |  | SOLE |  | 0 | 0 | 20262 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 3226656 | 11062 | SH |  | SOLE |  | 0 | 0 | 11062 |
| TRINITY CAP INC | COM | 896442308 |  | 170477 | 11589 | SH |  | SOLE |  | 0 | 0 | 11589 |
| UNION PAC CORP | COM | 907818108 |  | 1305538 | 5381 | SH |  | SOLE |  | 0 | 0 | 5381 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 651768 | 6625 | SH |  | SOLE |  | 0 | 0 | 6625 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 701664 | 2593 | SH |  | SOLE |  | 0 | 0 | 2593 |
| US BANCORP | COM NEW | 902973304 |  | 3672010 | 70602 | SH |  | SOLE |  | 0 | 0 | 70602 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 958212 | 19247 | SH |  | SOLE |  | 0 | 0 | 19247 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 10819953 | 137992 | SH |  | SOLE |  | 0 | 0 | 137992 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 276130 | 861 | SH |  | SOLE |  | 0 | 0 | 861 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1295488 | 2168 | SH |  | SOLE |  | 0 | 0 | 2168 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 285249 | 3699 | SH |  | SOLE |  | 0 | 0 | 3699 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 220499 | 3441 | SH |  | SOLE |  | 0 | 0 | 3441 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 4528842 | 90216 | SH |  | SOLE |  | 0 | 0 | 90216 |
| VISA INC | COM CL A | 92826C839 |  | 325414 | 1077 | SH |  | SOLE |  | 0 | 0 | 1077 |
| WALMART INC | COM | 931142103 |  | 4788665 | 38531 | SH |  | SOLE |  | 0 | 0 | 38531 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 3275869 | 14256 | SH |  | SOLE |  | 0 | 0 | 14256 |

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