EAGLE WEALTH STRATEGIES LLC - Portfolio Stock Holdings
EAGLE WEALTH STRATEGIES LLC disclosed 124 stock positions in a recent SEC 13F filing. $260,723,325 of stock holdings were filed, with the largest holdings including VOO, AVUV, and FLQM. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $653,846,028 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
124Est. Stock Holding Value:
$260,723,325Top Stock Holdings By Sector
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Portfolio Stock Holdings - EAGLE WEALTH STRATEGIES LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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