§ 13F · FUND PROFILE
EAGLE WEALTH STRATEGIES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.8T (13F)Positions · 105Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 66K | $41.3T | 19.3% | +1% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 271K | $27.6T | 12.9% | −1% |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | 419K | $23.6T | 11.0% | +7% |
| 4 | DGRW | WISDOMTREE TR | 197K | $17.6T | 8.2% | −2% |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 483K | $16.3T | 7.6% | +1% |
| 6 | XLV | SELECT SECTOR SPDR TR | 71K | $11.0T | 5.1% | +5% |
| 7 | AMZN | AMAZON COM INC | 20K | $4.5T | 2.1% | +3% |
| 8 | LLY | ELI LILLY & CO | 4K | $4.4T | 2.1% | ±0% |
| 9 | XOM | EXXON MOBIL CORP | 30K | $3.6T | 1.7% | +2% |
| 10 | SPY | SPDR S&P 500 ETF TR | 5K | $3.5T | 1.6% | −2% |
§ 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 $178772.0 trillion in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed