Institutions / Eagle Wealth Strategies LLC
Eagle Wealth Strategies LLC
CIK 2009882 · Institution · as of Dec 31, 2025
Portfolio value
$214.72M
Positions
114
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $41.34M | 19.3% |
| American Centy ETF Tr | $27.64M | 12.9% |
| Franklin Templeton ETF Tr | $23.56M | 11.0% |
| WisdomTree Tr | $17.57M | 8.2% |
| Dimensional ETF Trust | $16.30M | 7.6% |
| Select Sector SPDR Tr | $10.97M | 5.1% |
| Amazon.com, Inc. | $4.52M | 2.1% |
| ELI LILLY & Co | $4.44M | 2.1% |
| Exxon Mobil Corp | $3.58M | 1.7% |
| SPDR S&P 500 ETF Tr | $3.46M | 1.6% |
| Microsoft Corp | $3.18M | 1.5% |
| PNC Financial Services Group, Inc. | $2.78M | 1.3% |
| NVIDIA Corporation | $2.74M | 1.3% |
| JPMorgan Chase & Co | $2.64M | 1.2% |
| Apple Inc. | $2.45M | 1.1% |
| Fulton Financial Corp | $1.73M | 0.8% |
| Chevron Corp | $1.59M | 0.7% |
| Alphabet Inc. | $1.56M | 0.7% |
| Arthur J. Gallagher & Co. | $1.42M | 0.7% |
| Accenture plc | $1.41M | 0.7% |
| Peoples Financial Services Corp. | $1.40M | 0.7% |
| Advanced Micro Devices Inc | $1.23M | 0.6% |
| iShares Tr | $1.05M | 0.5% |
| Vanguard Index Fds | $963.3K | 0.4% |
| Broadcom Inc. | $926.7K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.