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Filers›Holding Co.›Eagle Strategies LLC
DOSSIER · 13F-HR · Q1 2026

Eagle Strategies LLC

Eagle Strategies's holding co. based in Boston, MA — $837M in tracked AUM across 258 positions as of Q1 2026.

ES
Eagle Strategies·Boston, MA·Holding Co.
CIK 0001907666 · last filed Mar 31, 2026
Total AUM
$837M
▼ 14.2%
vs prior
Holdings
258
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: Eagle Strategies LLC
1. Portfolio Overview

Eagle Strategies LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 92.6%, growing from $406.45 million to $782.97 million. This near-doubling of assets under management (AUM) suggests substantial capital inflows or a strategic shift toward a more asset-heavy model. The portfolio consists of **247 h...

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
SPYM
SPDR SERIES TRUST
$72M937K8.6%
02
FNDX
SCHWAB STRATEGIC TR
$29M1.0M3.5%
03
IHDG
WISDOMTREE TR
$28M587K3.4%
04
SPYG
SPDR SERIES TRUST
$27M279K3.3%
05
QQQM
INVESCO EXCH TRADED FD TR II
$26M109K3.1%
06
VOO
VANGUARD INDEX FDS
$21M35K2.5%
07
PAVE
GLOBAL X FDS
$20M393K2.4%
08
VUG
VANGUARD INDEX FDS
$19M43K2.2%
09
DGRO
ISHARES TR
$15M219K1.8%
10
VEA
VANGUARD TAX-MANAGED FDS
$15M234K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Eagle
haiku-4-5 · 258 positions indexed
Sector mix
  • Tech35%
  • Financials26%
  • Health Care19%
  • Cons. Disc.9%
  • Communications6%
  • Energy9%
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