account_balance
Investment manager · 13F filer · SEC CIK 1907666
Eagle Strategies LLC
Reported value$1.03Bas of Sep 30, 2026
Positions267 11 new, 17 sold out
Top 10 weight37.3%SPYM alone is 7%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.7%
FNDXSchwab Strategic Tr
5.7%Added +2%
VUGVanguard Index FDS
4.7%Added +2%
VEAVanguard Tax-Managed FDS
3.8%Added +5%
VOVanguard Index FDS
3.5%Added +5%
SPYGSPDR Series Trust
3.4%
QQQMInvesco Exch Traded Fd Tr II
3.3%Added +5%
VOOVanguard Index FDS
2.9%Added +4%
NVDANVIDIA Corp
1.7%
DGROiShares Tr
1.6%
STPZPimco ETF Tr
1.6%+8%
IMCGiShares Tr
1.4%
SPYMSPDR Series Trust
6.7%
FNDXSchwab Strategic Tr
5.7%Added +2%
VUGVanguard Index FDS
4.7%Added +2%
VEAVanguard Tax-Managed FDS
3.8%Added +5%
VOVanguard Index FDS
3.5%+5%
SPYGSPDR Series Trust
3.4%
QQQMInvesco Exch Traded Fd Tr II
3.3%
VOOVanguard Index FDS
2.9%
DGRO1.6%
STPZ1.6%
IMCG1.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 6.7% Held
FNDX Schwab Strategic Tr 5.7% Added +2%
VUG Vanguard Index FDS 4.7% Added +2%
VEA Vanguard Tax-Managed FDS 3.8% Added +5%
VO Vanguard Index FDS 3.5% Added +5%
SPYG SPDR Series Trust 3.4% Held
QQQM Invesco Exch Traded Fd Tr II 3.3% Added +5%
VOO Vanguard Index FDS 2.9% Added +4%
NVDA NVIDIA Corp 1.7% HeldDGRO iShares Tr 1.6% Added +2%
STPZ Pimco ETF Tr 1.6% Added +8%
IMCG iShares Tr 1.4% Held
What changed
Biggest moves since Jun 30, 2026
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