EAGLE WEALTH STRATEGIES LLC
EAGLE WEALTH STRATEGIES LLC reported 118 positions worth $261.7M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VOO (22.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $60.0M | 22.91% | 87,307 | — | — | |
| ▸ 2 | AVUV | SH | $32.3M | 12.35% | 259,185 | — | — | |
| ▸ 3 | FLQM | SH | $27.3M | 10.43% | 471,779 | — | — | |
| ▸ 4 | DFEV | SH | $20.6M | 7.89% | 483,697 | — | — | |
| ▸ 5 | DGRW | SH | $19.0M | 7.26% | 198,832 | — | — | |
| ▸ 6 | XLV | SH | $12.1M | 4.62% | 76,209 | — | — | |
| ▸ 7 | LLY | SH | $4.9M | 1.88% | 4,105 | — | — | |
| ▸ 8 | AMZN | SH | $4.5M | 1.71% | 18,784 | — | — | |
| ▸ 9 | EXMOC | SH | $4.1M | 1.55% | 29,764 | — | — | |
| ▸ 10 | SPY | SH | $3.8M | 1.45% | 5,077 | — | — |
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Frequently Asked Questions
What stocks does EAGLE WEALTH STRATEGIES LLC hold as of Q2 2026?
EAGLE WEALTH STRATEGIES LLC reported 118 positions worth $261.7M in its Q2 2026 13F filing. Largest positions: VOO (22.9%), AVUV (12.4%), FLQM (10.4%), DFEV (7.9%) and DGRW (7.3%).
What did EAGLE WEALTH STRATEGIES LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did EAGLE WEALTH STRATEGIES LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.