Institutions / EAGLE WEALTH STRATEGIES LLC / Holdings

Eagle Wealth Strategies LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
VANGUARD INDEX FDS	—	$41.34M	65,921	19.3%
AMERICAN CENTY ETF TR	—	$27.64M	271,024	12.9%
FRANKLIN TEMPLETON ETF TR	—	$23.56M	418,739	11.0%
WISDOMTREE TR	—	$17.57M	196,512	8.2%
DIMENSIONAL ETF TRUST	—	$16.30M	482,981	7.6%
SELECT SECTOR SPDR TR	—	$10.97M	70,852	5.1%
Amazon.com, Inc.	—	$4.52M	19,565	2.1%
ELI LILLY & Co	—	$4.44M	4,127	2.1%
EXXON MOBIL CORP	—	$3.58M	29,750	1.7%
SPDR S&P 500 ETF TR	—	$3.46M	5,075	1.6%
MICROSOFT CORP	—	$3.18M	6,569	1.5%
PNC FINANCIAL SERVICES GROUP, INC.	—	$2.78M	13,304	1.3%
NVIDIA Corporation	—	$2.74M	14,677	1.3%
JPMORGAN CHASE & CO.	—	$2.64M	8,200	1.2%
Apple Inc.	—	$2.45M	9,017	1.1%
FULTON FINANCIAL CORP	—	$1.73M	89,416	0.8%
CHEVRON CORP	—	$1.59M	10,413	0.7%
Alphabet Inc.	—	$1.56M	4,958	0.7%
Arthur J. Gallagher & Co.	—	$1.42M	5,502	0.7%
Accenture plc	—	$1.41M	5,254	0.7%
PEOPLES FINANCIAL SERVICES CORP.	—	$1.40M	28,655	0.7%
ADVANCED MICRO DEVICES INC	—	$1.23M	5,742	0.6%
ISHARES TR	—	$1.05M	2,805	0.5%
VANGUARD INDEX FDS	—	$963.3K	3,319	0.4%
Broadcom Inc.	—	$926.7K	2,678	0.4%
NEXTERA ENERGY INC	—	$895.0K	11,148	0.4%
Merck & Co., Inc.	—	$857.5K	8,146	0.4%
ORACLE CORP	—	$836.8K	4,293	0.4%
CAMECO CORP	—	$823.9K	9,005	0.4%
CARNIVAL CORP	—	$800.1K	26,200	0.4%
BOSTON SCIENTIFIC CORP	—	$793.9K	8,326	0.4%
VANGUARD ADMIRAL FDS INC	—	$701.3K	6,321	0.3%
CATERPILLAR INC	—	$670.5K	1,171	0.3%
ROCKWELL AUTOMATION INC	—	$664.1K	1,707	0.3%
Norwood Financial Corp.	—	$660.0K	23,528	0.3%
CONSTELLATION ENERGY CORP	—	$646.2K	1,829	0.3%
COHERENT CORP.	—	$626.6K	3,395	0.3%
VISA INC.	—	$601.5K	1,715	0.3%
AT&T INC.	—	$595.5K	23,975	0.3%
Meta Platforms, Inc.	—	$584.1K	885	0.3%
ARCH CAPITAL GROUP LTD.	—	$576.2K	6,007	0.3%
INTERNATIONAL BUSINESS MACHINES CORP	—	$571.1K	1,928	0.3%
NORTHROP GRUMMAN CORP /DE	—	$570.8K	1,001	0.3%
ILLINOIS TOOL WORKS INC	—	$567.0K	2,302	0.3%
Air Products & Chemicals, Inc.	—	$545.7K	2,209	0.3%
Exact Sciences Corporation	—	$507.8K	5,000	0.2%
BANK OF AMERICA CORP /DE	—	$503.0K	9,146	0.2%
Tesla, Inc.	—	$494.2K	1,099	0.2%
MICRON TECHNOLOGY INC	—	$477.2K	1,672	0.2%
OCEANFIRST FINANCIAL CORP	—	$477.1K	26,581	0.2%