EAGLE WEALTH STRATEGIES LLC
CIK: 0002009882SEC EDGAR →
Portfolio Value
$214.7M
Holdings
114
As of
Q4 2025
New Positions
6
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 65,921 | $41.3M | 19.25% |
| 2 | AMERICAN CENTY ETF TR | 271,024 | $27.6M | 12.87% |
| 3 | FRANKLIN TEMPLETON ETF TR | 418,739 | $23.6M | 10.97% |
| 4 | WISDOMTREE TR | 196,512 | $17.6M | 8.18% |
| 5 | DIMENSIONAL ETF TRUST | 482,981 | $16.3M | 7.59% |
| 6 | SELECT SECTOR SPDR TR | 70,852 | $11.0M | 5.11% |
| 7 | AMAZON COM INC | 19,565 | $4.5M | 2.10% |
| 8 | ELI LILLY & CO | 4,127 | $4.4M | 2.07% |
| 9 | EXXON MOBIL CORP | 29,750 | $3.6M | 1.67% |
| 10 | SPDR S&P 500 ETF TR | 5,075 | $3.5M | 1.61% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $160.9M | 75.0% |
| Technology | 22 | $17.2M | 8.0% |
| Healthcare | 13 | $8.9M | 4.2% |
| Consumer Cyclical | 8 | $6.9M | 3.2% |
| Energy | 3 | $5.6M | 2.6% |
| Communication Services | 8 | $5.1M | 2.4% |
| Industrials | 12 | $4.5M | 2.1% |
| Utilities | 5 | $2.3M | 1.1% |
| Consumer Defensive | 4 | $1.4M | 0.7% |
| Unknown | 4 | $1.3M | 0.6% |
| Basic Materials | 1 | $545K | 0.3% |