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Eagle Strategies LLC - Portfolio Stock Holdings

Eagle Strategies LLC disclosed 284 stock positions in a recent SEC 13F filing. $1,030,354,905 of stock holdings were filed, with the largest holdings including SPYM, FNDX, and VUG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $32,040,850,438 and has 3190 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

284

Est. Stock Holding Value:

$1,030,354,905

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Eagle Strategies LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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