StockDriftsStockDriftsTop 50 Eagle Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.74% | 773.9K | $69.5M | +1.01%(+7.77K) | $65.26(+38.27%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.66% | 1.86M | $58.4M | +2.24%(+40.71K) | $25.90(+25.26%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.65% | 532.2K | $48.0M | +2.05%(+10.71K) | $69.93(+27.02%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.79% | 553.9K | $39.1M | +5.24%(+27.56K) | $63.48(+9.27%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.52% | 462.7K | $36.3M | +4.82%(+21.27K) | $74.20(+7.94%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.36% | 281.4K | $34.6M | +0.56%(+1.56K) | $77.94(+55.68%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.25% | 110.1K | $33.5M | +4.77%(+5.01K) | $228.91(+29.21%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.94% | 43.3K | $30.3M | +3.89%(+1.62K) | $562.78(+25.20%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.74% | 78.5K | $17.9M | -0.34%(-270) | $97.79(+121.99%) | 2026-09-30 | |
| DGRO | ISHARES TR | 1.62% | 221.8K | $16.7M | +2.49%(+5.39K) | $57.36(+36.83%) | 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 | +17.42% | +61.90% | — | — | +35.92% |
| Top 20 Holdings Unweighted | +16.65% | +58.72% | — | — | +32.64% |
Eagle Strategies LLC reports $1.03B in US-listed equity holdings across 267 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (6.7%), FNDX (5.7%) and VUG (4.7%). The top 20 holdings account for 50.37% of reported assets. Its disclosed equity book has returned +61.90% 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 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