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 $837.1M across 258 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($71.7M, 8.56%), FNDX ($29.2M, 3.49%), IHDG ($28.3M, 3.38%), SPYG ($27.3M, 3.26%), QQQM ($25.8M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $71.7M | 8.56% | 936,608 | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $29.2M | 3.49% | 1.0M | Added |
| 3 | IHDG | WISDOMTREE TR | $28.3M | 3.38% | 586,867 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $27.3M | 3.26% | 278,883 | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $25.8M | 3.08% | 108,554 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $20.7M | 2.47% | 34,602 | Added |
| 7 | PAVE | GLOBAL X FDS | $20.0M | 2.39% | 393,120 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $18.7M | 2.23% | 42,822 | Added |
| 9 | DGRO | ISHARES TR | $15.4M | 1.84% | 218,939 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $15.0M | 1.79% | 233,603 | Added |
| 11 | STPZ | PIMCO ETF TR | $14.9M | 1.78% | 275,311 | Added |
| 12 | AGG | ISHARES TR | $14.2M | 1.69% | 142,709 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $13.5M | 1.61% | 77,461 | Added |
| 14 | VOE | VANGUARD INDEX FDS | $12.7M | 1.52% | 68,837 | Added |
| 15 | IMCG | ISHARES TR | $12.7M | 1.52% | 161,271 | Added |
| 16 | VBR | VANGUARD INDEX FDS | $12.6M | 1.51% | 58,169 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $12.2M | 1.46% | 42,651 | Added |
| 18 | GLD | SPDR GOLD TR | $11.9M | 1.42% | 27,547 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $11.9M | 1.42% | 18,322 | Trimmed |
| 20 | VOT | VANGUARD INDEX FDS | $10.6M | 1.27% | 41,344 | Trimmed |
| 21 | VYMI | VANGUARD WHITEHALL FDS | $10.6M | 1.27% | 112,772 | Added |
| 22 | IVV | ISHARES TR | $10.5M | 1.26% | 16,086 | Trimmed |
| 23 | QUS | SPDR SERIES TRUST | $10.0M | 1.19% | 58,040 | Trimmed |
| 24 | AAPL | APPLE INC | $9.5M | 1.13% | 37,339 | Added |
| 25 | EFG | ISHARES TR | $9.0M | 1.07% | 80,408 | Added |
Source: SEC Form 13F filings · as of 2026-03-31