account_balance

Investment manager · 13F filer · SEC CIK 2009882

Eagle Wealth Strategies LLC

Reported value$263Mas of Sep 30, 2026

Positions116 3 new, 5 sold out

Top 10 weight71.6%VOO alone is 23%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VOOVanguard Index FDS

23.4%

AVUVAmerican Centy ETF Tr

11.3%Trimmed −2%

FLQMFranklin Templeton ETF Tr

10.3%

DFEVDimensional ETF Trust

7.5%Trimmed −4%

DGRWWisdomtree Tr

7.3%

XLVSelect Sector SPDR Tr

4.8%

XOMExxonMobil Holdings Corp

1.8%

LLYELI Lilly & Co

1.8%

AMZNAmazon.com Inc

1.8%

MSFT1.5%

SPYSPDR S&P 500 ETF Trust

1.5%

NVDA1.4%

VOOVanguard Index FDS

23.4%

AVUVAmerican Centy ETF Tr

11.3%

FLQMFranklin Templeton ETF Tr

10.3%

DFEVDimensional ETF Trust

7.5%Trimmed −4%

DGRWWisdomtree Tr

7.3%

XLV4.8%

XOM1.8%LLY1.8%AMZNMSFTSPYNVDA

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

VOO Vanguard Index FDS 23.4% Held

AVUV American Centy ETF Tr 11.3% Trimmed −2%

FLQM Franklin Templeton ETF Tr 10.3% Held

DFEV Dimensional ETF Trust 7.5% Trimmed −4%

DGRW Wisdomtree Tr 7.3% Held

XLV Select Sector SPDR Tr 4.8% Held

XOM ExxonMobil Holdings Corp 1.8% Held LLY ELI Lilly & Co 1.8% Held AMZN Amazon.com Inc 1.8% Held MSFT Microsoft Corp 1.5% Held SPY SPDR S&P 500 ETF Trust 1.5% Held NVDA NVIDIA Corp 1.4% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 9, 2026 filing

add_circleNew

AGG $1.09M
CAH $355K
JIG $284K

arrow_upwardAdded

TSLA +93%
QCOM +71%
MU +17%
SPCX +15%

arrow_downwardTrimmed

META −6%
IEFA −5%
DFEV −4%
VIOO −4%

remove_circleSold out

BSX $338K
GLW $306K
RCL $243K
ADBE $231K

Eagle Wealth Strategies LLC

Where the money is

Biggest moves since Jun 30, 2026

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