StockDriftsStockDriftsTop 50 Eagle Bluffs Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBN | BLACKROCK TAX MUNICPAL BD TR | 12.88% | 2.38M | $38.5M | +8.24%(+181.39K) | $18.67(-15.08%) | 2026-06-30 | |
| EMXC | ISHARES INC | 7.08% | 207.2K | $21.2M | +1.39%(+2.84K) | $51.02(+94.88%) | 2026-06-30 | |
| IDV | ISHARES TR | 5.21% | 376.6K | $15.6M | +3.03%(+11.08K) | $28.31(+57.92%) | 2026-06-30 | |
| KLAC | KLA CORP | 5.13% | 50.9K | $15.4M | +0.13%(+68) | $39.90(+397.67%) | 2026-06-30 | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | 5.01% | 944.1K | $15.0M | +5.90%(+52.59K) | $16.64(-6.72%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 4.94% | 44.1K | $14.8M | +1.24%(+542) | $96.26(+207.38%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.45% | 44.7K | $13.3M | -0.37%(-165) | $86.13(+172.33%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.09% | 61.2K | $12.2M | +0.53%(+323) | $28.04(+706.21%) | 2026-06-30 | |
| NAD | NUVEEN QUALITY MUNCP INCOME | 3.06% | 750.6K | $9.2M | +1.21%(+8.96K) | $11.60(+2.23%) | 2026-06-30 | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 2.89% | 732.0K | $8.6M | +7.90%(+53.62K) | $12.60(-9.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.38% | +53.61% | — | — | +25.76% |
| Top 20 Holdings Unweighted | +20.72% | +75.95% | — | — | +50.31% |
Eagle Bluffs Wealth Management LLC reports $299.25M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are BBN (12.9%), EMXC (7.1%) and IDV (5.2%). The top 20 holdings account for 73.28% of reported assets. Its disclosed equity book has returned +53.61% on a three-year cumulative basis. Figures reflect the Q2 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