StockDriftsStockDriftsTop 50 Eagle Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.69% | 766.2K | $67.3M | -18.20%(-170.44K) | $65.02(+40.36%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.61% | 1.81M | $56.4M | +73.16%(+766.54K) | $25.78(+26.26%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.46% | 521.5K | $44.9M | +102.98%(+264.58K) | $69.55(+28.22%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.73% | 526.4K | $37.5M | +125.33%(+292.77K) | $63.09(+17.31%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.53% | 441.5K | $35.6M | +158.77%(+270.87K) | $73.94(+14.04%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.31% | 279.8K | $33.3M | +0.33%(+925) | $77.70(+58.13%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.16% | 105.0K | $31.8M | -3.24%(-3.52K) | $226.05(+33.35%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.84% | 41.7K | $28.6M | +20.39%(+7.05K) | $557.68(+27.79%) | 2026-06-30 | |
| DGRO | ISHARES TR | 1.63% | 216.4K | $16.4M | -1.17%(-2.55K) | $56.91(+39.85%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.57% | 78.8K | $15.8M | +1.71%(+1.32K) | $97.79(+131.17%) | 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 | +16.10% | +56.51% | — | — | +35.21% |
| Top 20 Holdings Unweighted | +15.67% | +54.76% | — | — | +33.02% |
Eagle Strategies LLC reports $1.01B in US-listed equity holdings across 273 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (6.7%), FNDX (5.6%) and VUG (4.5%). The top 20 holdings account for 50.51% of reported assets. Its disclosed equity book has returned +56.51% 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 Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907666). View Eagle Strategies LLC’s 13F filings on SEC