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 $256.7M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BBN ($35.6M, 13.87%), EMXC ($16.1M, 6.26%), IDV ($15.6M, 6.06%), NBB ($14.0M, 5.47%), VRT ($10.9M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBN | BLACKROCK TAX MUNICPAL BD TR | $35.6M | 13.87% | 2.2M | Added |
| 2 | EMXC | ISHARES INC | $16.1M | 6.26% | 204,375 | Added |
| 3 | IDV | ISHARES TR | $15.6M | 6.06% | 365,531 | Added |
| 4 | NBB | NUVEEN TAXABLE MUNICPAL INM | $14.0M | 5.47% | 891,543 | Added |
| 5 | VRT | VERTIV HOLDINGS CO | $10.9M | 4.26% | 43,608 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $10.6M | 4.14% | 60,876 | Trimmed |
| 7 | NAD | NUVEEN QUALITY MUNCP INCOME | $8.6M | 3.34% | 741,692 | Added |
| 8 | NEA | NUVEEN AMT FREE QLTY MUN INC | $7.7M | 2.99% | 678,395 | Added |
| 9 | TYG | TORTOISE ENERGY INFRSTRCTR C | $7.5M | 2.94% | 151,236 | Added |
| 10 | KLAC | KLA CORP | $7.5M | 2.92% | 5,084 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $6.0M | 2.34% | 20,864 | Trimmed |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.0M | 2.34% | 108,206 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.22% | 100,477 | Added |
| 14 | WMT | WALMART INC | $5.0M | 1.93% | 39,755 | Trimmed |
| 15 | AVGO | BROADCOM INC | $4.9M | 1.90% | 15,782 | Trimmed |
| 16 | XSLV | INVESCO EXCH TRADED FD TR II | $4.6M | 1.80% | 97,872 | Added |
| 17 | GWX | SPDR INDEX SHS FDS | $4.5M | 1.74% | 105,668 | Added |
| 18 | MRVL | MARVELL TECHNOLOGY INC | $4.4M | 1.73% | 44,894 | Added |
| 19 | NFLX | NETFLIX INC. | $4.1M | 1.59% | 42,509 | Added |
| 20 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.56% | 42,547 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.50% | 13,047 | Added |
| 22 | MSFT | MICROSOFT CORP | $3.7M | 1.44% | 9,954 | Added |
| 23 | ITT | ITT INC | $3.7M | 1.43% | 19,226 | Added |
| 24 | TSLA | TESLA INC | $3.5M | 1.37% | 9,458 | Added |
| 25 | CSCO | CISCO SYS INC | $3.0M | 1.17% | 38,714 | Added |
Source: SEC Form 13F filings · as of 2026-03-31