Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eagle Bluffs Wealth Management LLC (CIK 1906547) reported $299.2M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BBN ($38.5M, 12.88%), EMXC ($21.2M, 7.08%), IDV ($15.6M, 5.21%), KLAC ($15.4M, 5.13%), NBB ($15.0M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBN | BLACKROCK TAX MUNICPAL BD TR | $38.5M | 12.88% | 2.4M | Added |
| 2 | EMXC | ISHARES INC | $21.2M | 7.08% | 207,219 | Added |
| 3 | IDV | ISHARES TR | $15.6M | 5.21% | 376,612 | Added |
| 4 | KLAC | KLA CORP | $15.4M | 5.13% | 50,908 | Added |
| 5 | NBB | NUVEEN TAXABLE MUNICPAL INM | $15.0M | 5.01% | 944,136 | Added |
| 6 | VRT | VERTIV HOLDINGS CO | $14.8M | 4.94% | 44,150 | Added |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $13.3M | 4.45% | 44,729 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $12.2M | 4.09% | 61,199 | Added |
| 9 | NAD | NUVEEN QUALITY MUNCP INCOME | $9.2M | 3.06% | 750,650 | Added |
| 10 | NEA | NUVEEN AMT FREE QLTY MUN INC | $8.6M | 2.89% | 732,015 | Added |
| 11 | GOOGL | ALPHABET INC | $7.5M | 2.51% | 20,979 | Added |
| 12 | TYG | TORTOISE ENERGY INFRSTRCTR C | $6.6M | 2.21% | 153,967 | Added |
| 13 | AVGO | BROADCOM INC | $6.1M | 2.05% | 16,244 | Added |
| 14 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.98% | 96,228 | Trimmed |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.93% | 102,284 | Added |
| 16 | XSLV | INVESCO EXCH TRADED FD TR II | $5.4M | 1.82% | 103,862 | Added |
| 17 | GWX | SPDR INDEX SHS FDS | $4.7M | 1.56% | 106,873 | Added |
| 18 | CSCO | CISCO SYS INC | $4.6M | 1.53% | 39,031 | Added |
| 19 | WMT | WALMART INC | $4.5M | 1.50% | 39,685 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $4.3M | 1.45% | 13,277 | Added |
| 21 | TSLA | TESLA INC | $4.1M | 1.36% | 9,688 | Added |
| 22 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.32% | 42,958 | Added |
| 23 | MSFT | MICROSOFT CORP | $3.9M | 1.30% | 10,432 | Added |
| 24 | ITT | ITT INC | $3.9M | 1.29% | 19,497 | Added |
| 25 | NFLX | NETFLIX INC. | $3.1M | 1.04% | 43,388 | Added |
Source: SEC Form 13F filings · as of 2026-06-30