DOSSIER · 13F-HR · Q1 2026

Eagle Bluffs Wealth Management LLC

$257M in tracked AUM across 80 positions as of Q1 2026.

EB
CIK 0001906547 · last filed Mar 31, 2026
Total AUM
$257M
as of Q1 2026
Holdings
80
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Eagle Bluffs Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BBN
BLACKROCK TAX MUNICPAL BD TR
$36M2.2M13.9%
02
EMXC
ISHARES INC
$16M204K6.3%
03
IDV
ISHARES TR
$16M366K6.1%
04
NBB
NUVEEN TAXABLE MUNICPAL INM
$14M892K5.5%
05
VRT
VERTIV HOLDINGS CO
$11M44K4.3%
06
NVDA
NVIDIA CORPORATION
$11M61K4.1%
07
NAD
NUVEEN QUALITY MUNCP INCOME
$9M742K3.3%
08
XNEAX
NUVEEN AMT FREE QLTY MUN INC
$8M678K3.0%
09
TYG
TORTOISE ENERGY INFRSTRCTR C
$8M151K2.9%
10
KLAC
KLA CORP
$7M5K2.9%

Filing history

2026Q1Mar 31
$257M 4.0%
80 positionsView →
2025Q4Dec 31
$247M 6.5%
80 positionsView →
2025Q3Sep 30
$232M 10.2%
77 positionsView →
2025Q2Jun 30
$210M 11.1%
74 positionsLocked
2025Q1Mar 31
$189M 1.6%
77 positionsLocked
2024Q4Dec 31
$186M 0.3%
74 positionsLocked
2024Q3Sep 30
$186M 8.0%
73 positionsLocked
2024Q2Jun 30
$172M 6.7%
73 positionsLocked
2024Q1Mar 31
$161M 9.8%
69 positionsLocked
2023Q4Dec 31
$147M 12.7%
66 positionsLocked
2023Q3Sep 30
$130M 0.4%
65 positionsLocked
2023Q2Jun 30
$130M 6.4%
67 positionsLocked
Showing 12 of 18