Eagle Strategies LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1907666
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.0B
Holdings
273
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Eagle Strategies LLC disclosed 273 positions worth $1.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 9. The portfolio is most concentrated in Other (73.7% of disclosed assets). All figures are sourced directly from Eagle Strategies LLC’s Form 13F-HR filing with the SEC under CIK 1907666.
AI Fund Analysis
ConcentratingSPDR SERIES TRUST - ST STR
6.7% weight
Held 10 quarters
SCHWAB STRATEGIC TR - FUND
5.6% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
4.5% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
3.7% weight
Held 10 quarters
VANGUARD INDEX FDS - MID C
3.5% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
8 quarters accumulating
VANGUARD WHITEHALL FDS - I
8 quarters accumulating
$GOOG8 quarters accumulating
GLOBAL X FDS - GLOBX SUPDV
8 quarters accumulating
$IVZ8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$67.3M766,163 shSCHWAB STRATEGIC TR - FUNDAMENTAL US L
—Quality
$56.4M1,814,296 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$44.9M521,516 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$37.5M526,378 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$35.6M441,470 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$33.3M279,808 sh- —
Quality
$31.8M105,037 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$28.6M41,657 shISHARES TR - CORE DIV GRWTH
—Quality
$16.4M216,385 sh- 85.9
Quality
$15.8M78,783 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $67.3M | 766,163 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $56.4M | 1,814,296 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $44.9M | 521,516 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $37.5M | 526,378 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $35.6M | 441,470 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $33.3M | 279,808 |
| Invesco Ltd.$IVZ | — | $31.8M | 105,037 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $28.6M | 41,657 |
| ISHARES TR - CORE DIV GRWTH | — | $16.4M | 216,385 |
 NVIDIA CORP$NVDA | 85.9 | $15.8M | 78,783 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Eagle Strategies LLC's 273 positions.
Showing top 10 of 273 holdings.
Sector Allocation
Other
$741.8M
Financials
$106.2M
Technology
$97.2M
Industrials
$16.1M
Consumer Discretionary
$13.8M
Healthcare
$10.1M
Materials
$8.2M
Utilities
$6.0M
Top Holdings — Eagle Strategies LLC (Q2 2026)
Top 150 of 273 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $67.3M | 6.7% | -18% | — |
| 2 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $56.4M | 5.6% | +73% | — |
| 3 | — | VANGUARD INDEX FDS - GROWTH ETF | $44.9M | 4.5% | +1118% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $37.5M | 3.7% | +125% | — |
| 5 | — | VANGUARD INDEX FDS - MID CAP ETF | $35.6M | 3.5% | +935% | — |
| 6 | — | SPDR SERIES TRUST - ST STR P500GRW | $33.3M | 3.3% | +0% | — |
| 7 | $IVZ | Invesco Ltd. | $31.8M | 3.2% | -3% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $28.6M | 2.8% | +20% | — |
| 9 | — | ISHARES TR - CORE DIV GRWTH | $16.4M | 1.6% | -1% | — |
| 10 | $NVDA | NVIDIA CORP | $15.8M | 1.6% | +2% | 85.9 |
| 11 | — | ISHARES TR - MRGSTR MD CP GRW | $15.7M | 1.6% | -1% | — |
| 12 | — | PIMCO ETF TR - 1-5 US TIP IDX | $15.4M | 1.5% | +5% | — |
| 13 | — | ISHARES TR - CORE US AGGBD ET | $14.9M | 1.5% | +5% | — |
| 14 | — | GLOBAL X FDS - US INFR DEV ETF | $14.1M | 1.4% | -39% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $14.1M | 1.4% | +3% | — |
| 16 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $14.0M | 1.4% | -1% | — |
| 17 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $13.9M | 1.4% | +2% | — |
| 18 |  $WT | WisdomTree, Inc. | $13.0M | 1.3% | -58% | 59.9 |
| 19 | — | ISHARES TR - CORE S&P500 ETF | $13.0M | 1.3% | +8% | — |
| 20 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $12.7M | 1.3% | -0% | — |
| 21 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $11.3M | 1.1% | +2% | — |
| 22 |  $AAPL | Apple Inc. | $10.9M | 1.1% | +1% | 76.4 |
| 23 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $10.7M | 1.1% | -2% | — |
| 24 |  $GLD | SPDR GOLD TRUST | $10.6M | 1.1% | +5% | — |
| 25 | — | ISHARES TR - EAFE GRWTH ETF | $10.4M | 1.0% | +4% | — |
| 26 | — | VANGUARD INDEX FDS - VALUE ETF | $9.7M | 1.0% | +23% | — |
| 27 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $9.2M | 0.9% | -3% | — |
| 28 | — | ISHARES TR - RUSSELL 2000 ETF | $9.2M | 0.9% | -14% | — |
| 29 | $IVZ | Invesco Ltd. | $9.2M | 0.9% | +1% | — |
| 30 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | $8.4M | 0.8% | -3% | — |
| 31 | — | ISHARES TR - MSCI INTL QUALTY | $7.8M | 0.8% | +0% | — |
| 32 | — | ISHARES TR - INTERNATIONAL SL | $7.8M | 0.8% | -1% | — |
| 33 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.7M | 0.8% | +1% | — |
| 34 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | $7.4M | 0.7% | NEW | — |
| 35 | — | ISHARES TR - CORE MSCI EAFE | $7.2M | 0.7% | +4% | — |
| 36 |  $AMZN | AMAZON COM INC | $7.0M | 0.7% | +0% | 68.7 |
| 37 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.0M | 0.7% | +8% | — |
| 38 | — | ISHARES TR - RUS 1000 GRW ETF | $6.9M | 0.7% | +300% | — |
| 39 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.6M | 0.7% | +15% | — |
| 40 | $GOOG | Alphabet Inc. | $6.5M | 0.7% | +3% | 78.2 |
| 41 | — | ALPS ETF TR - ALERIAN MLP | $6.4M | 0.6% | +2% | — |
| 42 | — | ISHARES TR - U.S. TECH ETF | $6.1M | 0.6% | -7% | — |
| 43 |  $MSFT | MICROSOFT CORP | $5.9M | 0.6% | +9% | 79.8 |
| 44 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $5.6M | 0.6% | +3% | — |
| 45 | — | GLOBAL X FDS - DATA CTR DIG ETF | $5.6M | 0.6% | +1% | — |
| 46 |  $LLY | ELI LILLY & Co | $5.1M | 0.5% | +3% | 87.5 |
| 47 | — | ISHARES TR - US INFRASTRUC | $5.0M | 0.5% | +2% | — |
| 48 | — | ISHARES TR - U.S. FINLS ETF | $4.8M | 0.5% | +3% | — |
| 49 |  $CRWD | CrowdStrike Holdings, Inc. | $4.7M | 0.5% | +1% | 67.7 |
| 50 |  $MU | MICRON TECHNOLOGY INC | $4.4M | 0.4% | -26% | 86.2 |
| 51 | $IVZ | Invesco Ltd. | $4.2M | 0.4% | -2% | — |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $4.2M | 0.4% | -16% | 79.8 |
| 53 | — | ISHARES TR - ISHARES BIOTECH | $4.2M | 0.4% | +5% | — |
| 54 |  $SLV | iShares Silver Trust | $4.2M | 0.4% | +5% | — |
| 55 |  $GEV | GE Vernova Inc. | $4.1M | 0.4% | -1% | 81.1 |
| 56 |  $FCX | FREEPORT-MCMORAN INC | $4.0M | 0.4% | -28% | 62 |
| 57 |  $STT | STATE STREET CORP | $4.0M | 0.4% | +9% | 71.5 |
| 58 | — | ISHARES INC - CORE MSCI EMKT | $4.0M | 0.4% | -25% | — |
| 59 | — | ISHARES TR - RUS MD CP GR ETF | $4.0M | 0.4% | +1% | — |
| 60 |  $AMAT | APPLIED MATERIALS INC /DE | $3.9M | 0.4% | +87% | 72.3 |
| 61 |  $IAU | ISHARES GOLD TRUST | $3.9M | 0.4% | +15% | — |
| 62 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.7M | 0.4% | +5% | — |
| 63 |  $GHC | Graham Holdings Co | $3.6M | 0.4% | +0% | 55.9 |
| 64 | — | GLOBAL X FDS - ARTIFICIAL ETF | $3.6M | 0.4% | -6% | — |
| 65 | — | ISHARES TR - CORE S&P US GWT | $3.6M | 0.4% | -1% | — |
| 66 | — | ISHARES TR - MSCI USA VALUE | $3.6M | 0.4% | +1% | — |
| 67 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $3.5M | 0.3% | +3% | — |
| 68 |  $RTX | RTX Corp | $3.5M | 0.3% | +0% | 73.2 |
| 69 |  $TSLA | Tesla, Inc. | $3.3M | 0.3% | +13% | 53.9 |
| 70 | — | ISHARES TR - EAFE SML CP ETF | $3.3M | 0.3% | +4% | — |
| 71 | — | ISHARES TR - RUS 1000 VAL ETF | $3.3M | 0.3% | -2% | — |
| 72 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $3.2M | 0.3% | +6% | — |
| 73 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $3.1M | 0.3% | +417% | — |
| 74 |  $YMM | Full Truck Alliance Co. Ltd. | $3.1M | 0.3% | -15% | — |
| 75 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $3.1M | 0.3% | -63% | — |
| 76 | — | ISHARES TR - CORE S&P US VLU | $3.1M | 0.3% | +1% | — |
| 77 | — | VICTORY PORTFOLIOS II - VCSHS US SMCP HG | $3.0M | 0.3% | -4% | — |
| 78 |  $GOOGL | Alphabet Inc. | $2.9M | 0.3% | +15% | 78.2 |
| 79 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.9M | 0.3% | +2% | 70 |
| 80 |  $KLAC | KLA CORP | $2.7M | 0.3% | +902% | 78.6 |
| 81 | — | ISHARES TR - CORE S&P SCP ETF | $2.6M | 0.3% | +27% | — |
| 82 | — | ISHARES TR - SELECT DIVID ETF | $2.5M | 0.3% | +24% | — |
| 83 |  $AVGO | Broadcom Inc. | $2.4M | 0.2% | +3% | 84.5 |
| 84 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $2.4M | 0.2% | +2% | — |
| 85 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | +9% | — |
| 86 | — | ISHARES TR - 3 7 YR TREAS BD | $2.4M | 0.2% | -0% | — |
| 87 |  $ETN | Eaton Corp plc | $2.4M | 0.2% | +3% | — |
| 88 | — | ISHARES TR - CHINA LG-CAP ETF | $2.3M | 0.2% | +15% | — |
| 89 | — | SPDR SERIES TRUST - ST STR SP DIV | $2.3M | 0.2% | -0% | — |
| 90 | — | ISHARES TR - S&P 500 GRWT ETF | $2.3M | 0.2% | +1% | — |
| 91 |  $NEM | NEWMONT Corp /DE/ | $2.3M | 0.2% | +207% | 86.8 |
| 92 |  $CEG | Constellation Energy Corp | $2.1M | 0.2% | +3% | 59.4 |
| 93 | — | ISHARES TR - RUS 2000 GRW ETF | $2.1M | 0.2% | -0% | — |
| 94 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.2% | +14% | 70.7 |
| 95 |  $PANW | Palo Alto Networks Inc | $2.1M | 0.2% | -12% | 65.5 |
| 96 |  $META | Meta Platforms, Inc. | $2.1M | 0.2% | +8% | 79.6 |
| 97 |  $NOW | ServiceNow, Inc. | $2.0M | 0.2% | +9% | 72.9 |
| 98 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $2.0M | 0.2% | -4% | — |
| 99 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $2.0M | 0.2% | +9% | — |
| 100 | — | ISHARES TR - RUS MDCP VAL ETF | $1.9M | 0.2% | -3% | — |
| 101 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.9M | 0.2% | +26% | — |
| 102 |  $C | CITIGROUP INC | $1.9M | 0.2% | +2% | 65 |
| 103 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.2% | +8% | 57.9 |
| 104 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.8M | 0.2% | +0% | — |
| 105 | $WT | WisdomTree, Inc. | $1.8M | 0.2% | -3% | 59.9 |
| 106 |  $CRM | Salesforce, Inc. | $1.7M | 0.2% | +7% | 77 |
| 107 |  $ANET | Arista Networks, Inc. | $1.7M | 0.2% | +63% | 81.9 |
| 108 |  $RGTI | Rigetti Computing, Inc. | $1.7M | 0.2% | +2% | 14.3 |
| 109 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1.7M | 0.2% | -7% | — |
| 110 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | $1.7M | 0.2% | +0% | — |
| 111 | — | ISHARES TR - RUS 1000 ETF | $1.6M | 0.2% | -1% | — |
| 112 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $1.6M | 0.2% | -77% | — |
| 113 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.5M | 0.1% | -77% | — |
| 114 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.5M | 0.1% | +3% | — |
| 115 | $WT | WisdomTree, Inc. | $1.5M | 0.1% | -5% | 59.9 |
| 116 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $1.5M | 0.1% | -18% | — |
| 117 |  $MP | MP Materials Corp. / DE | $1.4M | 0.1% | +5% | 34.2 |
| 118 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.4M | 0.1% | +4% | — |
| 119 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.4M | 0.1% | +1% | — |
| 120 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.4M | 0.1% | +1% | — |
| 121 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $1.4M | 0.1% | +4% | — |
| 122 | — | ISHARES TR - NATIONAL MUN ETF | $1.3M | 0.1% | +0% | — |
| 123 |  $NOTV | Inotiv, Inc. | $1.3M | 0.1% | -11% | 27.2 |
| 124 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.1% | +31% | 73.8 |
| 125 |  $V | VISA INC. | $1.3M | 0.1% | +5% | 82.9 |
| 126 | — | VANGUARD WORLD FD - INF TECH ETF | $1.3M | 0.1% | +815% | — |
| 127 | — | GLOBAL X FDS - CYBRSCURTY ETF | $1.3M | 0.1% | -3% | — |
| 128 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $1.2M | 0.1% | -4% | — |
| 129 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.2M | 0.1% | NEW | 61.7 |
| 130 | — | ISHARES TR - ISHARES SEMICDTR | $1.2M | 0.1% | +8% | — |
| 131 | — | VANECK ETF TRUST - URANI NUCLE ETF | $1.2M | 0.1% | +20% | — |
| 132 | — | ISHARES TR - INTL SEL DIV ETF | $1.2M | 0.1% | +116% | — |
| 133 |  $HOOD | Robinhood Markets, Inc. | $1.2M | 0.1% | +70% | 82.1 |
| 134 | — | ISHARES TR - CORE S&P MCP ETF | $1.2M | 0.1% | +105% | — |
| 135 | $WT | WisdomTree, Inc. | $1.2M | 0.1% | +5% | 59.9 |
| 136 |  $IBIT | iShares Bitcoin Trust ETF | $1.2M | 0.1% | +24% | — |
| 137 | — | ISHARES TR - EXPANDED TECH | $1.2M | 0.1% | +4% | — |
| 138 | — | ISHARES TR - MSCI EAFE ETF | $1.2M | 0.1% | +15% | — |
| 139 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $1.1M | 0.1% | +0% | — |
| 140 | — | ISHARES TR - S&P 500 VAL ETF | $1.1M | 0.1% | +3% | — |
| 141 | — | RBB FD INC - F/M US TREASURY | $1.0M | 0.1% | NEW | — |
| 142 | — | ISHARES TR - MSCI USA MMENTM | $1.0M | 0.1% | -0% | — |
| 143 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $1.0M | 0.1% | -3% | — |
| 144 | — | INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT | $998,789 | 0.1% | +4% | — |
| 145 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $991,557 | 0.1% | +10% | — |
| 146 |  $QBTS | D-Wave Quantum Inc. | $980,903 | 0.1% | +3% | 27.9 |
| 147 |  $KO | COCA COLA CO | $974,657 | 0.1% | -3% | 69.5 |
| 148 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $953,039 | 0.1% | -3% | — |
| 149 |  $IBKR | Interactive Brokers Group, Inc. | $949,692 | 0.1% | -36% | 77 |
| 150 | $WT | WisdomTree, Inc. | $946,949 | 0.1% | +119% | 59.9 |
New Positions (23)
TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE$7.4M
$MAR MARRIOTT INTERNATIONAL INC /MD/$1.2M RBB FD INC - F/M US TREASURY$1.0M
FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH$687,783
$RKLB Rocket Lab Corp$679,327 ISHARES TR - US AER DEF ETF$519,619
SPDR SERIES TRUST - ST STR CONV ETF$497,659
$AXP AMERICAN EXPRESS CO$495,233 SELECT SECTOR SPDR TR - ST STR DISCR ETF$452,573
$INTC INTEL CORP$428,717 VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$419,677
$CSCO CISCO SYSTEMS, INC.$281,540
$CSX CSX CORP$269,851
$HONA Honeywell Aerospace Inc.$269,054 ISHARES TR - US HOME CONS ETF$268,231
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