DOSSIER · 13F-HR · Q2 2026

Eagle Bluffs Wealth Management LLC

$299M in tracked AUM across 86 positions as of Q2 2026.

EB
CIK 0001906547 · last filed Jun 30, 2026
Total AUM
$299M
as of Q2 2026
Holdings
86
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Eagle Bluffs Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BBN
BLACKROCK TAX MUNICPAL BD TR
$39M2.4M12.9%
02
EMXC
ISHARES INC
$21M207K7.1%
03
IDV
ISHARES TR
$16M377K5.2%
04
KLAC
KLA CORP
$15M51K5.1%
05
NBB
NUVEEN TAXABLE MUNICPAL INM
$15M944K5.0%
06
VRT
VERTIV HOLDINGS CO
$15M44K4.9%
07
MRVL
MARVELL TECHNOLOGY INC
$13M45K4.5%
08
NVDA
NVIDIA CORPORATION
$12M61K4.1%
09
NAD
NUVEEN QUALITY MUNCP INCOME
$9M751K3.1%
10
XNEAX
NUVEEN AMT FREE QLTY MUN INC
$9M732K2.9%

Filing history

2026Q2Jun 30
$299M 16.6%
86 positionsView →
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
Showing 12 of 19