EAGLE WEALTH STRATEGIES LLC - Portfolio Stock Holdings
EAGLE WEALTH STRATEGIES LLC disclosed 121 stock positions in a recent SEC 13F filing. $263,054,776 of stock holdings were filed, with the largest holdings including VOO, AVUV, and FLQM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
121Est. Stock Holding Value:
$263,054,776Top 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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