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 Strategies LLC (CIK 1907666) reported $1.01B across 273 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($67.3M, 6.69%), FNDX ($56.4M, 5.61%), VUG ($44.9M, 4.46%), VEA ($37.5M, 3.73%), VO ($35.6M, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $67.3M | 6.69% | 766,163 | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $56.4M | 5.61% | 1.8M | Added |
| 3 | VUG | VANGUARD INDEX FDS | $44.9M | 4.46% | 521,516 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $37.5M | 3.73% | 526,378 | Added |
| 5 | VO | VANGUARD INDEX FDS | $35.6M | 3.53% | 441,470 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $33.3M | 3.31% | 279,808 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $31.8M | 3.16% | 105,037 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $28.6M | 2.84% | 41,657 | Added |
| 9 | DGRO | ISHARES TR | $16.4M | 1.63% | 216,385 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $15.8M | 1.57% | 78,783 | Added |
| 11 | IMCG | ISHARES TR | $15.7M | 1.56% | 159,643 | Trimmed |
| 12 | STPZ | PIMCO ETF TR | $15.4M | 1.53% | 289,382 | Added |
| 13 | AGG | ISHARES TR | $14.9M | 1.48% | 150,069 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $14.1M | 1.40% | 18,883 | Added |
| 15 | PAVE | GLOBAL X FDS | $14.1M | 1.40% | 239,684 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $14.0M | 1.39% | 57,636 | Trimmed |
| 17 | VOE | VANGUARD INDEX FDS | $13.9M | 1.38% | 70,524 | Added |
| 18 | IHDG | WISDOMTREE TR | $13.0M | 1.29% | 247,960 | Trimmed |
| 19 | IVV | ISHARES TR | $13.0M | 1.29% | 17,298 | Added |
| 20 | VOT | VANGUARD INDEX FDS | $12.7M | 1.26% | 41,338 | Trimmed |
| 21 | VYMI | VANGUARD WHITEHALL FDS | $11.3M | 1.13% | 115,297 | Added |
| 22 | AAPL | APPLE INC | $10.9M | 1.08% | 37,566 | Added |
| 23 | QUS | SPDR SERIES TRUST | $10.7M | 1.06% | 57,036 | Trimmed |
| 24 | GLD | SPDR GOLD TR | $10.6M | 1.06% | 28,848 | Added |
| 25 | EFG | ISHARES TR | $10.4M | 1.03% | 83,534 | Added |
Source: SEC Form 13F filings · as of 2026-06-30