EAGLE WEALTH STRATEGIES LLC: 13F holdings
CIK 20098822026Q2
| Positions | 118 |
|---|
| Reported value | $234.4m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 118 (+4 vs prior quarter) |
|---|
| Reported value | $234.4m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 87,307 | $60.0m | 25.6% |
| AVUV AMERICAN CENTY ETF TR | 259,185 | $32.3m | 13.8% |
| DFEV DIMENSIONAL ETF TRUST | 483,697 | $20.6m | 8.8% |
| DGRW WISDOMTREE TR | 198,832 | $19.0m | 8.1% |
| XLV SELECT SECTOR SPDR TR | 76,209 | $12.1m | 5.2% |
| LLY ELI LILLY & CO | 4,105 | $4.9m | 2.1% |
| AMZN AMAZON COM INC | 18,784 | $4.5m | 1.9% |
| EXXON MOBIL CORP | 29,764 | $4.1m | 1.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,077 | $3.8m | 1.6% |
| PNC PNC FINL SVCS GROUP INC | 13,280 | $3.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009882")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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