13F Insight
DOSSIER · 13F-HR · Q1 2026

EAGLE WEALTH STRATEGIES LLC

EAGLE WEALTH STRATEGIES's holding co. based in New York, NY — $228M in tracked AUM across 114 positions as of Q1 2026.

EW
EAGLE WEALTH STRATEGIES·New York, NY·Holding Co.
CIK 0002009882 · last filed Mar 31, 2026
Total AUM
$228M
▲ 11.2%
vs prior
Holdings
114
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

EAGLE WEALTH STRATEGIES 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
VOO
VANGUARD INDEX FDS
$52M86K22.7%
02
AVUV
AMERICAN CENTY ETF TR
$29M267K12.9%
03
FLQM
FRANKLIN TEMPLETON ETF TR
$24M439K10.6%
04
DGRW
WISDOMTREE TR
$18M200K7.7%
05
DFEV
DIMENSIONAL ETF TRUST
$17M488K7.7%
06
XLV
SELECT SECTOR SPDR TR
$11M72K4.6%
07
XOM
EXXON MOBIL CORP
$5M30K2.2%
08
AMZN
AMAZON COM INC
$4M19K1.7%
09
LLY
ELI LILLY & CO
$4M4K1.7%
10
SPY
STATE STR SPDR S&P 500 ETF T
$3M5K1.4%

Filing history

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