StockDriftsStockDriftsTop 50 Eagle Bluffs Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBN | BLACKROCK TAX MUNICPAL BD TR | 12.22% | 2.47M | $35.5M | +3.53%(+84.08K) | $18.55(-22.10%) | 2026-09-30 | |
| EMXC | ISHARES INC | 7.14% | 209.7K | $20.8M | +1.21%(+2.50K) | $51.61(+80.80%) | 2026-09-30 | |
| IDV | ISHARES TR | 5.73% | 394.8K | $16.7M | +4.82%(+18.16K) | $28.93(+46.02%) | 2026-09-30 | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | 5.11% | 1.03M | $14.9M | +9.52%(+89.92K) | $16.50(-14.24%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.8% | 61.1K | $14.0M | -0.20%(-124) | $28.04(+674.20%) | 2026-09-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 3.99% | 43.9K | $11.6M | -1.83%(-817) | $86.13(+175.29%) | 2026-09-30 | |
| VRT | VERTIV HOLDINGS CO | 3.65% | 44.0K | $10.6M | -0.39%(-172) | $96.26(+114.08%) | 2026-09-30 | |
| KLAC | KLA CORP | 3.4% | 50.8K | $9.9M | -0.22%(-111) | $39.90(+317.00%) | 2026-09-30 | |
| NAD | NUVEEN QUALITY MUNCP INCOME | 2.81% | 801.7K | $8.2M | +6.79%(+51.00K) | $11.57(-10.46%) | 2026-09-30 | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 2.65% | 770.7K | $7.7M | +5.28%(+38.67K) | $12.51(-20.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.21% | +48.96% | — | — | +15.49% |
| Top 20 Holdings Unweighted | +19.62% | +71.18% | — | — | +39.65% |
Eagle Bluffs Wealth Management LLC reports $290.85M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are BBN (12.2%), EMXC (7.1%) and IDV (5.7%). The top 20 holdings account for 70.48% of reported assets. Its disclosed equity book has returned +48.96% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eagle Bluffs Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906547). View Eagle Bluffs Wealth Management LLC’s 13F filings on SEC