Eagle Strategies LLC

CIK 0001907666 • 7 13F filings • Apr 23, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $575.1M213 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$369K	0.1%	1,763 SH
ADOBE INC	COM	$641K	0.1%	1,672 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.3%	9,673 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.3%	10,871 SH
ALPS ETF TR	ALERIAN MLP	$5.3M	0.9%	102,179 SH
AMAZON COM INC	COM	$4.2M	0.7%	22,258 SH
AMERICAN ELEC PWR CO INC	COM	$592K	0.1%	5,421 SH
AMPLIFY ETF TR	BLOCKCHAIN LDR	$2.1M	0.4%	57,234 SH
ANALOG DEVICES INC	COM	$690K	0.1%	3,424 SH
APPLE INC	COM	$8.2M	1.4%	37,107 SH
APPLIED MATLS INC	COM	$311K	0.1%	2,143 SH
AT&T INC	COM	$279K	0.0%	9,874 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.3%	2,900 SH
BROADCOM INC	COM	$371K	0.1%	2,219 SH
CHEVRON CORP NEW	COM	$309K	0.1%	1,848 SH
COCA COLA CO	COM	$820K	0.1%	11,443 SH
CONSTELLATION ENERGY CORP	COM	$2.8M	0.5%	13,924 SH
CROWDSTRIKE HLDGS INC	CL A	$1.6M	0.3%	4,442 SH
DEERE & CO	COM	$708K	0.1%	1,508 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.4M	0.2%	23,120 SH
DOMINION ENERGY INC	COM	$223K	0.0%	3,969 SH
DUKE ENERGY CORP NEW	COM NEW	$305K	0.1%	2,504 SH
EATON CORP PLC	SHS	$953K	0.2%	3,505 SH
ELI LILLY & CO	COM	$889K	0.2%	1,076 SH
EXXON MOBIL CORP	COM	$1.5M	0.3%	12,327 SH
FAIR ISAAC CORP	COM	$358K	0.1%	194 SH
FEDEX CORP	COM	$205K	0.0%	842 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$291K	0.1%	2,850 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$2.2M	0.4%	19,500 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$322K	0.1%	1,451 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.9M	0.3%	19,117 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$288K	0.1%	6,628 SH
FREEPORT-MCMORAN INC	CL B	$3.3M	0.6%	87,925 SH
GILEAD SCIENCES INC	COM	$347K	0.1%	3,095 SH
GLOBAL X FDS	CONSCIOUS COS	$226K	0.0%	6,075 SH
GLOBAL X FDS	CYBRSCURTY ETF	$711K	0.1%	21,993 SH
GLOBAL X FDS	GLBL X MLP ETF	$355K	0.1%	6,678 SH
GLOBAL X FDS	GLOBAL X URANIUM	$9.6M	1.7%	418,642 SH
GLOBAL X FDS	GLOBX SUPDV US	$693K	0.1%	36,782 SH
GLOBAL X FDS	LITHIUM BTRY ETF	$233K	0.0%	5,997 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$804K	0.1%	28,260 SH
GLOBAL X FDS	US INFR DEV ETF	$13.3M	2.3%	353,368 SH
GLOBAL X FDS	US PFD ETF	$1.0M	0.2%	54,872 SH
GRAHAM HLDGS CO	COM CL B	$1.7M	0.3%	1,786 SH
HOME DEPOT INC	COM	$230K	0.0%	627 SH
HONEYWELL INTL INC	COM	$209K	0.0%	986 SH
HOST HOTELS & RESORTS INC	COM	$391K	0.1%	27,483 SH
ILLINOIS TOOL WKS INC	COM	$286K	0.0%	1,153 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.1M	0.2%	6,434 SH
INTERNATIONAL BUSINESS MACHS	COM	$561K	0.1%	2,258 SH
INTUIT	COM	$282K	0.0%	459 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.7M	0.3%	8,754 SH
INVESCO EXCH TRADED FD TR II	S&P MDCP 400 REV	$4.9M	0.9%	45,407 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$291K	0.1%	7,263 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$563K	0.1%	12,188 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$366K	0.1%	7,285 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$241K	0.0%	11,649 SH
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$969K	0.2%	50,788 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$5.8M	1.0%	58,234 SH
INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$320K	0.1%	6,381 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$12.9M	2.2%	194,876 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.3%	4,268 SH
ISHARES GOLD TR	ISHARES NEW	$3.2M	0.5%	53,439 SH
ISHARES INC	CORE MSCI EMKT	$677K	0.1%	12,548 SH
ISHARES INC	EM MKTS DIV ETF	$1.0M	0.2%	37,471 SH
ISHARES SILVER TR	ISHARES	$4.7M	0.8%	150,091 SH
ISHARES TR	1 3 YR TREAS BD	$427K	0.1%	5,164 SH
ISHARES TR	3 7 YR TREAS BD	$1.6M	0.3%	13,597 SH
ISHARES TR	CHINA LG-CAP ETF	$1.4M	0.2%	37,685 SH
ISHARES TR	CORE DIV GRWTH	$14.3M	2.5%	230,672 SH
ISHARES TR	CORE HIGH DV ETF	$527K	0.1%	4,354 SH
ISHARES TR	CORE MSCI EAFE	$5.1M	0.9%	67,834 SH
ISHARES TR	CORE S&P MCP ETF	$472K	0.1%	8,085 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.2%	12,918 SH
ISHARES TR	CORE S&P US GWT	$2.5M	0.4%	19,537 SH
ISHARES TR	CORE S&P US VLU	$2.4M	0.4%	26,498 SH
ISHARES TR	CORE S&P500 ETF	$8.0M	1.4%	14,224 SH
ISHARES TR	CORE US AGGBD ET	$10.1M	1.7%	101,610 SH
ISHARES TR	EAFE GRWTH ETF	$215K	0.0%	2,147 SH
ISHARES TR	EAFE SML CP ETF	$2.2M	0.4%	35,042 SH
ISHARES TR	EAFE VALUE ETF	$320K	0.1%	5,429 SH
ISHARES TR	IBONDS 27 ETF	$314K	0.1%	12,982 SH
ISHARES TR	IBONDS DEC2026	$335K	0.1%	13,837 SH
ISHARES TR	IBONDS DEC25 ETF	$270K	0.0%	10,721 SH
ISHARES TR	INTERNATIONAL SL	$4.4M	0.8%	129,856 SH
ISHARES TR	INTL SEL DIV ETF	$622K	0.1%	20,042 SH
ISHARES TR	ISHARES BIOTECH	$1.6M	0.3%	12,800 SH
ISHARES TR	MRGSTR MD CP GRW	$8.9M	1.5%	124,753 SH
ISHARES TR	MSCI ACWI ETF	$249K	0.0%	2,138 SH
ISHARES TR	MSCI ACWI EX US	$346K	0.1%	6,241 SH
ISHARES TR	MSCI INDIA ETF	$2.7M	0.5%	52,674 SH
ISHARES TR	MSCI INTL QUALTY	$5.9M	1.0%	149,794 SH
ISHARES TR	MSCI USA ESG SLC	$221K	0.0%	1,921 SH
ISHARES TR	MSCI USA MMENTM	$613K	0.1%	3,033 SH
ISHARES TR	MSCI USA VALUE	$1.9M	0.3%	18,252 SH
ISHARES TR	PFD AND INCM SEC	$5.0M	0.9%	163,956 SH
ISHARES TR	RUS 1000 ETF	$1.2M	0.2%	3,857 SH
ISHARES TR	RUS 1000 GRW ETF	$4.6M	0.8%	12,642 SH
ISHARES TR	RUS 1000 VAL ETF	$1.4M	0.3%	7,646 SH
ISHARES TR	RUS 2000 GRW ETF	$1.4M	0.3%	5,635 SH
ISHARES TR	RUS 2000 VAL ETF	$510K	0.1%	3,377 SH
ISHARES TR	RUS MD CP GR ETF	$3.1M	0.5%	26,514 SH
ISHARES TR	RUS MDCP VAL ETF	$1.6M	0.3%	12,628 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.2%	15,386 SH
ISHARES TR	S&P 500 VAL ETF	$684K	0.1%	3,589 SH
ISHARES TR	S&P MC 400VL ETF	$419K	0.1%	3,498 SH
ISHARES TR	S&P SML 600 GWT	$317K	0.1%	2,547 SH
ISHARES TR	SELECT DIVID ETF	$2.1M	0.4%	15,828 SH
ISHARES TR	SHRT NAT MUN ETF	$218K	0.0%	2,067 SH
ISHARES TR	U.S. FINLS ETF	$2.7M	0.5%	24,067 SH
ISHARES TR	U.S. INSRNCE ETF	$1.9M	0.3%	13,593 SH
ISHARES TR	U.S. TECH ETF	$2.0M	0.3%	14,131 SH
ISHARES U S ETF TR	IT RT HDG HGYL	$578K	0.1%	6,783 SH
JABIL INC	COM	$207K	0.0%	1,521 SH
JOHNSON & JOHNSON	COM	$654K	0.1%	3,942 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.2%	5,460 SH
KROGER CO	COM	$614K	0.1%	9,070 SH
LATTICE STRATEGIES TR	HARTFORD MLT ETF	$389K	0.1%	12,544 SH
LOWES COS INC	COM	$279K	0.0%	1,195 SH
LULULEMON ATHLETICA INC	COM	$879K	0.2%	3,105 SH
MASTERCARD INCORPORATED	CL A	$276K	0.0%	504 SH
META PLATFORMS INC	CL A	$1.6M	0.3%	2,769 SH
METLIFE INC	COM	$207K	0.0%	2,578 SH
MICROSOFT CORP	COM	$4.4M	0.8%	11,625 SH
MOOG INC	CL A	$244K	0.0%	1,408 SH
MORGAN STANLEY	COM NEW	$253K	0.0%	2,172 SH
NETFLIX INC	COM	$339K	0.1%	363 SH
NEXTERA ENERGY INC	COM	$1.9M	0.3%	27,205 SH
NOVARTIS AG	SPONSORED ADR	$286K	0.0%	2,570 SH
NVIDIA CORPORATION	COM	$8.2M	1.4%	76,018 SH
PALO ALTO NETWORKS INC	COM	$854K	0.1%	5,005 SH
PFIZER INC	COM	$337K	0.1%	13,279 SH
PIMCO ETF TR	1-5 US TIP IDX	$1.0M	0.2%	18,793 SH
PROCTER AND GAMBLE CO	COM	$865K	0.2%	5,074 SH
QUALCOMM INC	COM	$217K	0.0%	1,412 SH
RIO TINTO PLC	SPONSORED ADR	$309K	0.1%	5,135 SH
RTX CORPORATION	COM	$2.4M	0.4%	17,760 SH
SALESFORCE INC	COM	$2.5M	0.4%	9,479 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.2M	0.2%	34,530 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$12.8M	2.2%	541,118 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.0M	0.2%	42,142 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.0M	0.2%	41,246 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.3M	2.5%	513,149 SH
SELECT SECTOR SPDR TR	ENERGY	$492K	0.1%	5,263 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$662K	0.1%	8,106 SH
SERVICENOW INC	COM	$736K	0.1%	925 SH
SNOWFLAKE INC	CL A	$1.9M	0.3%	12,923 SH
SOUTHERN CO	COM	$865K	0.2%	9,405 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$475K	0.1%	1,132 SH
SPDR GOLD TR	GOLD SHS	$6.1M	1.1%	21,106 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$1.4M	0.2%	26,387 SH
SPDR INDEX SHS FDS	MSCI EAFE STRTGC	$6.3M	1.1%	79,948 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.2M	0.2%	33,833 SH
SPDR S&P 500 ETF TR	TR UNIT	$9.3M	1.6%	16,682 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$512K	0.1%	960 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$1.0M	0.2%	11,399 SH
SPDR SER TR	BLOOMBERG SHT TE	$302K	0.1%	12,007 SH
SPDR SER TR	DJ REIT ETF	$210K	0.0%	2,119 SH
SPDR SER TR	MSCI USA STRTGIC	$9.7M	1.7%	61,736 SH
SPDR SER TR	NUVEEN BLMBRG MU	$1.3M	0.2%	29,688 SH
SPDR SER TR	NUVEEN BLMBRG SH	$2.0M	0.3%	41,393 SH
SPDR SER TR	PORTFOLIO S&P500	$49.3M	8.6%	750,285 SH
SPDR SER TR	PRTFLO S&P500 GW	$22.3M	3.9%	276,976 SH
SPDR SER TR	S&P 600 SMCP GRW	$457K	0.1%	5,502 SH
SPDR SER TR	S&P DIVID ETF	$2.1M	0.4%	15,711 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.7M	0.3%	10,073 SH
TESLA INC	COM	$1.5M	0.3%	5,794 SH
TEXAS INSTRS INC	COM	$201K	0.0%	1,118 SH
THE CIGNA GROUP	COM	$386K	0.1%	1,173 SH
TJX COS INC NEW	COM	$218K	0.0%	1,793 SH
TRACTOR SUPPLY CO	COM	$206K	0.0%	3,743 SH
TRUIST FINL CORP	COM	$318K	0.1%	7,727 SH
UNILEVER PLC	SPON ADR NEW	$253K	0.0%	4,254 SH
UNITED RENTALS INC	COM	$234K	0.0%	373 SH
UNITEDHEALTH GROUP INC	COM	$282K	0.0%	538 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$10.9M	1.9%	123,440 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.4M	0.2%	18,311 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$594K	0.1%	7,583 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$411K	0.1%	2,384 SH
VANGUARD INDEX FDS	GROWTH ETF	$12.3M	2.1%	33,043 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.4M	0.2%	5,486 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$13.3M	2.3%	54,251 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$10.3M	1.8%	64,300 SH
VANGUARD INDEX FDS	MID CAP ETF	$694K	0.1%	2,684 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$500K	0.1%	5,524 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.7M	1.9%	20,740 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$7.5M	1.3%	40,211 SH
VANGUARD INDEX FDS	SMALL CP ETF	$568K	0.1%	2,560 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$480K	0.1%	1,906 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$958K	0.2%	3,486 SH
VANGUARD INDEX FDS	VALUE ETF	$6.0M	1.0%	34,742 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$669K	0.1%	5,789 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$350K	0.1%	4,612 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$259K	0.0%	4,488 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$691K	0.1%	11,774 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.2%	5,168 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$299K	0.1%	5,889 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.0M	1.4%	61,798 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.4M	0.2%	16,701 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$6.9M	1.2%	93,567 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.7M	0.3%	6,593 SH
VANGUARD WORLD FD	INF TECH ETF	$637K	0.1%	1,175 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$1.6M	0.3%	7,849 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.9M	0.3%	6,171 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.2%	31,575 SH
VICTORY PORTFOLIOS II	VCSHS US SMCP HG	$3.4M	0.6%	58,385 SH
VISA INC	COM CL A	$961K	0.2%	2,743 SH
WALMART INC	COM	$475K	0.1%	5,413 SH
WISDOMTREE TR	EMER MKT HIGH FD	$6.4M	1.1%	152,010 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$424K	0.1%	8,925 SH
WISDOMTREE TR	FLOATNG RAT TREA	$13.2M	2.3%	261,720 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$29.8M	5.2%	685,569 SH
WISDOMTREE TR	JAPN HEDGE EQT	$347K	0.1%	3,152 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001907666-26-000008	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001907666-26-000001	$783.0M	View
Oct 21, 2025	Q3 2025