Eagle Strategies LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$783.0M

Holdings

247

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (247 positions)

#StockSharesValue% PortfolioType
1
SPYMSPDR SERIES TRUST
891,706$71.5M9.14%
2
SPYGSPDR SERIES TRUST
276,403$29.5M3.77%
3
IHDGWISDOMTREE TR
587,576$28.6M3.65%
4
FNDXSCHWAB STRATEGIC TR
1,036,270$28.2M3.60%
5
VUGVANGUARD INDEX FDS
38,034$18.6M2.37%
6
BCCCGLOBAL X FDS
383,744$18.3M2.34%
7
DGROISHARES TR
250,743$17.4M2.22%
8
SPHQINVESCO EXCHANGE TRADED FD T
217,882$16.4M2.09%
9
VOTVANGUARD INDEX FDS
58,276$16.3M2.08%
10
AGGISHARES TR
144,270$14.4M1.84%
11
VOOVANGUARD INDEX FDS
22,940$14.4M1.84%
12
STPZPIMCO ETF TR
266,313$14.3M1.83%
13
IVVISHARES TR
20,362$13.9M1.78%
14
VEAVANGUARD TAX-MANAGED FDS
221,638$13.8M1.77%
15
NVDANVIDIA CORPORATION
72,897$13.6M1.74%
16
SPYSPDR S&P 500 ETF TR
18,488$12.6M1.61%
17
VBRVANGUARD INDEX FDS
58,630$12.4M1.59%
18
IMCGISHARES TR
150,387$12.0M1.53%
19
GQ9SPDR GOLD TR
29,899$11.8M1.51%
20
VOEVANGUARD INDEX FDS
66,287$11.8M1.50%
21
QUSSPDR SERIES TRUST
60,602$10.6M1.35%
22
VYMIVANGUARD WHITEHALL FDS
112,341$10.1M1.29%
23
AAPLAPPLE INC
37,040$10.1M1.29%
24
EFGISHARES TR
79,274$9.0M1.15%
25
SCHOSCHWAB STRATEGIC TR
318,309$7.8M0.99%
26
QEFASPDR INDEX SHS FDS
85,316$7.7M0.99%
27
MOATVANECK ETF TRUST
72,789$7.5M0.96%
28
AMZNAMAZON COM INC
31,107$7.2M0.92%
29
ISCFISHARES TR
168,938$7.0M0.89%
30
IQLTISHARES TR
153,777$7.0M0.89%
31
VTVVANGUARD INDEX FDS
36,491$7.0M0.89%
32
MSFTMICROSOFT CORP
13,633$6.6M0.84%
33
SPSBSPDR SERIES TRUST
217,843$6.6M0.84%
34
JPSTJ P MORGAN EXCHANGE TRADED F
128,264$6.5M0.83%
35
SLVISHARES SILVER TR
96,070$6.2M0.79%
36
AQLTISHARES TR
68,400$6.1M0.78%
37
IWFISHARES TR
12,694$6.0M0.77%
38
AMLPALPS ETF TR
123,643$5.8M0.74%
39
SCHDSCHWAB STRATEGIC TR
190,844$5.2M0.67%
40
GOOGLALPHABET INC
16,206$5.1M0.65%
41
URAGLOBAL X FDS
114,449$4.9M0.62%
42
TSMTAIWAN SEMICONDUCTOR MFG LTD
15,968$4.9M0.62%
43
IYFISHARES TR
35,838$4.6M0.59%
44
VYMVANGUARD WHITEHALL FDS
31,547$4.5M0.58%
45
LLYELI LILLY & CO
4,095$4.4M0.56%
46
BLOKAMPLIFY ETF TR
77,349$4.4M0.56%
47
SPGPINVESCO EXCHANGE TRADED FD T
36,870$4.2M0.54%
48
IAU*ISHARES GOLD TR
51,552$4.2M0.53%
49
GRIDFIRST TR EXCHANGE TRADED FD
26,374$4.0M0.52%
50
CRMSALESFORCE INC
15,024$4.0M0.51%
51
VOVANGUARD INDEX FDS
13,068$3.8M0.48%
52
IWPISHARES TR
25,096$3.4M0.44%
53
FEZSPDR INDEX SHS FDS
51,765$3.3M0.43%
54
RTXRTX CORPORATION
17,971$3.3M0.42%
55
IUSGISHARES TR
19,281$3.2M0.41%
56
CEGCONSTELLATION ENERGY CORP
8,857$3.1M0.40%
57
TSLATESLA INC
6,802$3.1M0.39%
58
VIGVANGUARD SPECIALIZED FUNDS
13,806$3.0M0.39%
59
GEVGE VERNOVA INC
4,417$2.9M0.37%
60
GHCGRAHAM HLDGS CO
2,544$2.8M0.36%
61
SCZISHARES TR
35,993$2.8M0.36%
62
IUSVISHARES TR
27,016$2.8M0.35%
63
CSBVICTORY PORTFOLIOS II
46,873$2.7M0.35%
64
FCXFREEPORT-MCMORAN INC
53,847$2.7M0.35%
65
TDIVFIRST TR EXCHANGE TRADED FD
28,181$2.7M0.35%
66
QQQMINVESCO EXCH TRADED FD TR II
10,695$2.7M0.35%
67
IYWISHARES TR
13,503$2.7M0.34%
68
MGKVANGUARD WORLD FD
6,502$2.7M0.34%
69
IWDISHARES TR
12,616$2.7M0.34%
70
NDQINVESCO QQQ TR
4,239$2.6M0.33%
71
VLUEISHARES TR
18,514$2.5M0.32%
72
ADBEADOBE INC
7,126$2.5M0.32%
73
RGTIRIGETTI COMPUTING INC
111,716$2.5M0.32%
74
MGCVANGUARD WORLD FD
9,471$2.4M0.30%
75
FXIISHARES TR
60,017$2.3M0.29%
76
GOOGALPHABET INC
6,786$2.1M0.27%
77
IBBISHARES TR
12,286$2.1M0.26%
78
SDYSPDR SERIES TRUST
14,625$2.0M0.26%
79
MAMASTERCARD INCORPORATED
3,520$2.0M0.26%
80
AQLTISHARES TR
13,600$1.9M0.25%
81
IVWISHARES TR
15,548$1.9M0.24%
82
CRWDCROWDSTRIKE HLDGS INC
4,071$1.9M0.24%
83
ETNEATON CORP PLC
5,978$1.9M0.24%
84
CPERUNITED STS COMMODITY INDEX F
54,183$1.9M0.24%
85
METAMETA PLATFORMS INC
2,823$1.9M0.24%
86
ROBOEXCHANGE TRADED CONCEPTS TRU
26,869$1.9M0.24%
87
AMDADVANCED MICRO DEVICES INC
8,552$1.8M0.23%
88
NOWSERVICENOW INC
11,915$1.8M0.23%
89
IEIISHARES TR
15,213$1.8M0.23%
90
USFRWISDOMTREE TR
35,906$1.8M0.23%
91
SHMSPDR SERIES TRUST
37,492$1.8M0.23%
92
JPMJPMORGAN CHASE & CO.
5,490$1.8M0.23%
93
IWOISHARES TR
5,404$1.7M0.22%
94
IWSISHARES TR
12,356$1.7M0.22%
95
VHTVANGUARD WORLD FD
5,980$1.7M0.22%
96
IBKRINTERACTIVE BROKERS GROUP IN
26,679$1.7M0.22%
97
IUSINVESCO EXCH TRD SLF IDX FD
29,848$1.7M0.22%
98
IJRISHARES TR
13,551$1.6M0.21%
99
VVVANGUARD INDEX FDS
5,166$1.6M0.21%
100
FIWFIRST TR EXCHANGE-TRADED FD
14,687$1.6M0.20%
Page 1 of 3Next