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 WEALTH STRATEGIES LLC (CIK 2009882) reported $228.1M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($51.7M, 22.66%), AVUV ($29.5M, 12.93%), FLQM ($24.1M, 10.56%), DGRW ($17.6M, 7.71%), DFEV ($17.5M, 7.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $51.7M | 22.66% | 86,475 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $29.5M | 12.93% | 266,876 | Trimmed |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | $24.1M | 10.56% | 438,625 | Added |
| 4 | DGRW | WISDOMTREE TR | $17.6M | 7.71% | 200,179 | Added |
| 5 | DFEV | DIMENSIONAL ETF TRUST | $17.5M | 7.66% | 488,464 | Added |
| 6 | XLV | SELECT SECTOR SPDR TR | $10.6M | 4.64% | 72,223 | Added |
| 7 | XOM | EXXON MOBIL CORP | $5.0M | 2.21% | 29,750 | Hold |
| 8 | AMZN | AMAZON COM INC | $3.9M | 1.71% | 18,763 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $3.8M | 1.66% | 4,126 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 1.44% | 5,050 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.8M | 1.22% | 15,964 | Added |
| 12 | PNC | PNC FINL SVCS GROUP INC | $2.8M | 1.21% | 13,269 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.5M | 1.09% | 6,686 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.05% | 8,142 | Trimmed |
| 15 | AAPL | APPLE INC | $2.3M | 1.00% | 8,991 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $2.2M | 0.95% | 10,481 | Added |
| 17 | FULT | FULTON FINL CORP PA | $1.8M | 0.78% | 86,956 | Trimmed |
| 18 | PFIS | PEOPLES FINL SVCS CORP | $1.5M | 0.67% | 28,655 | Hold |
| 19 | GOOG | ALPHABET INC | $1.4M | 0.61% | 4,875 | Trimmed |
| 20 | IWB | ISHARES TR | $1.4M | 0.60% | 3,834 | Added |
| 21 | VO | VANGUARD INDEX FDS | $1.3M | 0.57% | 4,491 | Added |
| 22 | MRK | MERCK & CO INC | $1.3M | 0.55% | 10,478 | Added |
| 23 | AJG | GALLAGHER ARTHUR J & CO | $1.2M | 0.53% | 5,535 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.52% | 5,833 | Added |
| 25 | ACN | ACCENTURE PLC IRELAND | $1.0M | 0.46% | 5,256 | Added |
Source: SEC Form 13F filings · as of 2026-03-31