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Filers›Family Office›Glen Eagle Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Glen Eagle Advisors, LLC

Glen Eagle's family office based in Greenwich, CT — $714M in tracked AUM across 1,023 positions as of Q1 2026.

GE
Glen Eagle·Greenwich, CT·Family Office
CIK 0002029317 · last filed Mar 31, 2026
Total AUM
$714M
▲ 19.3%
vs prior
Holdings
1,023
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Glen Eagle Advisors, 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
DGRW
WISDOMTREE TR
$45M510K6.3%
02
SPY
SPDR S&P 500 ETF TR
$36M55K5.0%
03
BKAG
BNY MELLON ETF TRUST
$30M716K4.2%
04
JNJ
JOHNSON &JOHNSON
$27M112K3.9%
05
NOBL
PROSHARES TR
$27M256K3.8%
06
NVDA
NVIDIA CORPORATION
$26M147K3.6%
07
RSP
INVESCO EXCHANGE TRADED FD T
$23M121K3.3%
08
MSFT
MICROSOFT CORP
$20M55K2.9%
09
BUFT
FIRST TR EXCHNG TRADED FD VI
$20M816K2.8%
10
SPTS
SPDR SER TR
$19M636K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Glen
haiku-4-5 · 1,023 positions indexed
Sector mix
  • Tech8%
  • Financials8%
  • Cons. Disc.40%
  • Communications26%
  • Industrials12%
  • Other6%
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