§ 13F · FUND PROFILE
Eagle Strategies LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $747M (13F)Positions · 239Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 937K | $72M | 8.6% | +5% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 1.05M | $29M | 3.5% | +1% |
| 3 | IHDG | WISDOMTREE TR | 587K | $28M | 3.4% | ±0% |
| 4 | SPYG | SPDR SERIES TRUST | 279K | $27M | 3.3% | +1% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 109K | $26M | 3.1% | +915% |
| 6 | VOO | VANGUARD INDEX FDS | 35K | $21M | 2.5% | +51% |
| 7 | PAVE | GLOBAL X FDS | 393K | $20M | 2.4% | +2% |
| 8 | VUG | VANGUARD INDEX FDS | 43K | $19M | 2.2% | +13% |
| 9 | DGRO | ISHARES TR | 219K | $15M | 1.8% | −13% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 234K | $15M | 1.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EAGLE SIGNAL
AC read
Eagle Strategies LLC is a Other fund managing $747 million in assets. The fund runs a broad portfolio of 239 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed