§ 13F · FUND PROFILE
EAGLE WEALTH STRATEGIES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201M (13F)Positions · 108Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 86K | $52M | 22.7% | +31% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 267K | $29M | 12.9% | −2% |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | 439K | $24M | 10.6% | +5% |
| 4 | DGRW | WISDOMTREE TR | 200K | $18M | 7.7% | +2% |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 488K | $17M | 7.7% | +1% |
| 6 | XLV | SELECT SECTOR SPDR TR | 72K | $11M | 4.6% | +2% |
| 7 | XOM | EXXON MOBIL CORP | 30K | $5M | 2.2% | ±0% |
| 8 | AMZN | AMAZON COM INC | 19K | $4M | 1.7% | −4% |
| 9 | LLY | ELI LILLY & CO | 4K | $4M | 1.7% | ±0% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 5K | $3M | 1.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EAGLE SIGNAL
AC read
EAGLE WEALTH STRATEGIES LLC is a Other fund managing $201 million in assets. The fund runs a portfolio of 108 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