Eagle Strategies LLC

Est. AUM

$837.1M

13F long equity, this entity only

Positions

258

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$71.7M	936608	8.56%	SOLE
2	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$29.2M	1047751	3.49%	SOLE
3	WISDOMTREE TR	ITL HDG QTLY DIV	$28.3M	586867	3.38%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$27.3M	278883	3.26%	SOLE
5	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$25.8M	108554	3.08%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$20.7M	34602	2.47%	SOLE
7	GLOBAL X FDS	US INFR DEV ETF	$20.0M	393120	2.39%	SOLE
8	VANGUARD INDEX FDS	GROWTH ETF	$18.7M	42822	2.23%	SOLE
9	ISHARES TR	CORE DIV GRWTH	$15.4M	218939	1.84%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.0M	233603	1.79%	SOLE
11	PIMCO ETF TR	1-5 US TIP IDX	$14.9M	275311	1.78%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$14.2M	142709	1.69%	SOLE
13	NVIDIA CORPORATION	COM	$13.5M	77461	1.61%	SOLE
14	ISHARES TR	MRGSTR MD CP GRW	$12.7M	161271	1.52%	SOLE
15	VANGUARD INDEX FDS	MCAP VL IDXVIP	$12.7M	68837	1.52%	SOLE
16	VANGUARD INDEX FDS	SM CP VAL ETF	$12.6M	58169	1.51%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$12.2M	42651	1.46%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.9M	18322	1.42%	SOLE
19	SPDR GOLD TR	GOLD SHS	$11.9M	27547	1.42%	SOLE
20	VANGUARD INDEX FDS	MCAP GR IDXVIP	$10.6M	41344	1.27%	SOLE
21	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$10.6M	112772	1.27%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$10.5M	16086	1.26%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$10.0M	58040	1.19%	SOLE
24	APPLE INC	COM	$9.5M	37339	1.13%	SOLE
25	ISHARES TR	EAFE GRWTH ETF	$9.0M	80408	1.07%	SOLE
26	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.9M	59923	1.06%	SOLE
27	ISHARES TR	RUSSELL 2000 ETF	$8.8M	35520	1.05%	SOLE
28	SPDR INDEX SHS FDS	STATE STREET SPD	$8.4M	90522	1.01%	SOLE
29	SCHWAB STRATEGIC TR	SHT TM US TRES	$8.4M	344704	1.00%	SOLE
30	ISHARES TR	INTERNATIONAL SL	$7.6M	181789	0.91%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$7.6M	100551	0.90%	SOLE
32	ISHARES TR	MSCI INTL QUALTY	$7.3M	157811	0.87%	SOLE
33	VANGUARD INDEX FDS	VALUE ETF	$7.1M	36214	0.85%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	226223	0.81%	SOLE
35	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.7M	132869	0.80%	SOLE
36	ISHARES TR	CORE MSCI EAFE	$6.4M	71007	0.77%	SOLE
37	ALPS ETF TR	ALERIAN MLP	$6.3M	119783	0.75%	SOLE
38	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.3M	203881	0.75%	SOLE
39	AMAZON COM INC	COM	$6.1M	29321	0.73%	SOLE
40	ISHARES TR	RUS 1000 GRW ETF	$5.9M	13895	0.71%	SOLE
41	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.4M	15934	0.64%	SOLE
42	MICROSOFT CORP	COM	$5.4M	14493	0.64%	SOLE
43	FREEPORT MCMORAN INC	CL B	$5.2M	88997	0.62%	SOLE
44	ALPHABET INC	CAP STK CL A	$5.1M	17728	0.61%	SOLE
45	ISHARES SILVER TR	ISHARES	$5.1M	74207	0.60%	SOLE
46	VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.0M	51781	0.60%	SOLE
47	ISHARES TR	U.S. TECH ETF	$4.8M	26233	0.57%	SOLE
48	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$4.7M	28517	0.56%	SOLE
49	ISHARES INC	CORE MSCI EMKT	$4.5M	64414	0.54%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$4.5M	7728	0.53%	SOLE

1–50 of 258

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.