StockDriftsStockDriftsTop 50 Eagle Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.91% | 87.3K | $60.0M | +0.96%(+832) | $464.99(+52.92%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 12.35% | 259.2K | $32.3M | -2.88%(-7.69K) | $87.42(+45.81%) | 2026-06-30 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 10.43% | 471.8K | $27.3M | +7.56%(+33.15K) | $54.79(+12.30%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 7.89% | 483.7K | $20.6M | -0.98%(-4.77K) | $26.85(+54.51%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 7.26% | 198.8K | $19.0M | -0.67%(-1.35K) | $81.10(+23.68%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.62% | 76.2K | $12.1M | +5.52%(+3.99K) | $135.53(+24.83%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.88% | 4.1K | $4.9M | -0.51%(-21) | $570.79(+115.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.71% | 18.8K | $4.5M | +0.11%(+21) | $177.50(+54.90%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 1.55% | 29.8K | $4.1M | +0.05%(+14) | $108.92(+46.67%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.45% | 5.1K | $3.8M | +0.53%(+27) | $474.98(+62.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.01% |
Eagle Wealth Strategies LLC reports $261.73M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are VOO (22.9%), AVUV (12.3%) and FLQM (10.4%). The top 20 holdings account for 81.67% of reported assets. Its disclosed equity book has returned +41.95% cumulatively over 10 quarters. 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 Wealth Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009882). View Eagle Wealth Strategies LLC’s 13F filings on SEC