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Eagle Bluffs Wealth Management LLC

Portfolio Manager
Eagle Bluffs Wealth Management LLC
Performance
+0.01% (2026 Q1)
AUM (13F)
$256.67M
# of Holdings
80
Performance Rank
Allocation (Top 20)
71.4%

Eagle Bluffs Wealth Management LLC Holdings Map

Top 50 Eagle Bluffs Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BBN
BLACKROCK TAX MUNICPAL BD TR
13.87%2.20M$35.6M
+4.25%(+89.79K)
2025-Q1: 1.85M shares2025-Q2: 1.90M shares2025-Q3: 2.06M shares2025-Q4: 2.11M shares2026-Q1: 2.20M shares
$18.89(-15.41%)
2026-03-31
EMXC
ISHARES INC
6.26%204.4K$16.1M
+2.02%(+4.06K)
2025-Q1: 190.1K shares2025-Q2: 189.8K shares2025-Q3: 193.0K shares2025-Q4: 200.3K shares2026-Q1: 204.4K shares
$50.49(+90.42%)
2026-03-31
IDV
ISHARES TR
6.06%365.5K$15.6M
+4.53%(+15.84K)
2025-Q1: 318.0K shares2025-Q2: 321.1K shares2025-Q3: 330.2K shares2025-Q4: 349.7K shares2026-Q1: 365.5K shares
$27.91(+60.96%)
2026-03-31
NBB
NUVEEN TAXABLE MUNICPAL INM
5.47%891.5K$14.0M
+6.59%(+55.10K)
2025-Q1: 724.0K shares2025-Q2: 746.8K shares2025-Q3: 815.1K shares2025-Q4: 836.4K shares2026-Q1: 891.5K shares
$16.70(-4.69%)
2026-03-31
VRT
VERTIV HOLDINGS CO
4.26%43.6K$10.9M
-0.81%(-355)
2025-Q1: 42.7K shares2025-Q2: 43.1K shares2025-Q3: 43.9K shares2025-Q4: 44.0K shares2026-Q1: 43.6K shares
$93.92(+293.93%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.14%60.9K$10.6M
-0.21%(-126)
2025-Q1: 63.5K shares2025-Q2: 63.5K shares2025-Q3: 63.3K shares2025-Q4: 61.0K shares2026-Q1: 60.9K shares
$27.22(+729.64%)
2026-03-31
NAD
NUVEEN QUALITY MUNCP INCOME
3.34%741.7K$8.6M
+7.59%(+52.34K)
2025-Q1: 623.8K shares2025-Q2: 639.1K shares2025-Q3: 639.2K shares2025-Q4: 689.3K shares2026-Q1: 741.7K shares
$11.60(+2.33%)
2026-03-31
NEA
NUVEEN AMT FREE QLTY MUN INC
2.99%678.4K$7.7M
+5.26%(+33.93K)
2025-Q1: 393.1K shares2025-Q2: 451.8K shares2025-Q3: 494.9K shares2025-Q4: 644.5K shares2026-Q1: 678.4K shares
$12.70(-8.95%)
2026-03-31
TYG
TORTOISE ENERGY INFRSTRCTR C
2.94%151.2K$7.5M
+1.17%(+1.75K)
2025-Q1: 83.6K shares2025-Q2: 84.3K shares2025-Q3: 85.9K shares2025-Q4: 149.5K shares2026-Q1: 151.2K shares
$35.02(+31.57%)
2026-03-31
KLAC
KLA CORP
2.92%5.1K$7.5M
-0.02%(-1)
2025-Q1: 5.0K shares2025-Q2: 5.0K shares2025-Q3: 5.0K shares2025-Q4: 5.1K shares2026-Q1: 5.1K shares
$396.63(+366.35%)
2026-03-31

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