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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

EAGLE WEALTH STRATEGIES LLC

Quarter ended Q4 2025 · Filed January 6, 2026 · Accession 0001951757-26-000006

Total Value
$214.7M
Positions
114
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (114)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836365,921$41.3M19.25%
2AMERICAN CENTY ETF TR025072877271,024$27.6M12.87%
3FRANKLIN TEMPLETON ETF TRFGDL418,739$23.6M10.97%
4WISDOMTREE TRWT196,512$17.6M8.18%
5DIMENSIONAL ETF TRUST25434V740482,981$16.3M7.59%
6SELECT SECTOR SPDR TR81369Y20970,852$11.0M5.11%
7AMAZON COM INCAMZN19,565$4.5M2.10%
8ELI LILLY & COLLY4,127$4.4M2.07%
9EXXON MOBIL CORPXOM29,750$3.6M1.67%
10SPDR S&P 500 ETF TRSPY5,075$3.5M1.61%
11MICROSOFT CORPMSFT6,569$3.2M1.48%
12PNC FINL SVCS GROUP INC69347510513,304$2.8M1.29%
13NVIDIA CORPORATIONNVDA14,677$2.7M1.27%
14JPMORGAN CHASE & CO.VYLD8,200$2.6M1.23%
15APPLE INCAAPL9,017$2.5M1.14%
16FULTON FINL CORP PA36027110089,416$1.7M0.80%
17CHEVRON CORP NEWCVX10,413$1.6M0.74%
18ALPHABET INCGOOG4,958$1.6M0.72%
19GALLAGHER ARTHUR J & CO3635761095,502$1.4M0.66%
20ACCENTURE PLC IRELANDACN5,254$1.4M0.66%
21PEOPLES FINL SVCS CORP71104010528,655$1.4M0.65%
22ADVANCED MICRO DEVICES INCAMD5,742$1.2M0.57%
23ISHARES TR4642876222,805$1.0M0.49%
24VANGUARD INDEX FDS9229086293,319$963,3240.45%
25BROADCOM INCAVGO2,678$926,7200.43%
26NEXTERA ENERGY INCNEE-PW11,148$894,9580.42%
27MERCK & CO INCMRK8,146$857,4760.40%
28ORACLE CORPORCL-PD4,293$836,7770.39%
29CAMECO CORPCCJ9,005$823,8670.38%
30CARNIVAL CORPCUKPF26,200$800,1480.37%
31BOSTON SCIENTIFIC CORPBSX8,326$793,8840.37%
32VANGUARD ADMIRAL FDS INC9219328286,321$701,3420.33%
33CATERPILLAR INCCAT1,171$670,5460.31%
34ROCKWELL AUTOMATION INCROK1,707$664,1420.31%
35NORWOOD FINANCIAL CORPNWFL23,528$659,9600.31%
36CONSTELLATION ENERGY CORPCEG1,829$646,1860.30%
37COHERENT CORPCOHR3,395$626,6150.29%
38VISA INCV1,715$601,5310.28%
39AT&T INCT-PC23,975$595,5410.28%
40META PLATFORMS INCMETA885$584,0550.27%
41ARCH CAP GROUP LTDG0450A1056,007$576,1910.27%
42INTERNATIONAL BUSINESS MACHSINTR1,928$571,0920.27%
43NORTHROP GRUMMAN CORPNOC1,001$570,7800.27%
44ILLINOIS TOOL WKS INC4523081092,302$566,9830.26%
45AIR PRODS & CHEMS INCAIIR2,209$545,6670.25%
46EXACT SCIENCES CORP30063P1055,000$507,8000.24%
47BANK AMERICA CORP0605051049,146$503,0320.23%
48TESLA INCTSLA1,099$494,2420.23%
49MICRON TECHNOLOGY INCMU1,672$477,2060.22%
50OCEANFIRST FINL CORP67523410826,581$477,1290.22%
51BLACKSTONE INCBX3,075$473,9810.22%
52ALPHABET INCGOOG1,503$470,5450.22%
53ISHARES TR4642876551,879$462,5350.22%
54VERIZON COMMUNICATIONS INCVZ11,086$451,5280.21%
55SCHWAB CHARLES CORPSCHW-PJ4,517$451,2930.21%
56MARVELL TECHNOLOGY INCMRVL5,297$450,1390.21%
57SPDR GOLD TRGLD1,123$445,0560.21%
58TAKE-TWO INTERACTIVE SOFTWARTTWO1,635$418,6090.19%
59JOHNSON & JOHNSONJNJ2,020$418,1180.19%
60MCDONALDS CORPMCD1,303$398,2610.19%
61DISNEY WALT CO2546871063,493$397,4130.19%
62CHENIERE ENERGY INCLNG2,032$394,9490.18%
63PEPSICO INCPEP2,639$378,7580.18%
64WALMART INCWMT3,328$370,7170.17%
65GLOBAL X FDS37954Y6737,724$369,1080.17%
66COCA COLA COKO5,259$367,6590.17%
67VANGUARD WHITEHALL FDS9219464062,494$357,9370.17%
68ADOBE INCADBE997$348,9400.16%
69SPDR SERIES TRUST78464A8702,834$345,5170.16%
70BECTON DICKINSON & COBDX1,772$343,8920.16%
71WELLS FARGO CO NEW9497461013,525$328,5300.15%
72PROCTER AND GAMBLE CO7427181092,231$319,7070.15%
73CSX CORPCSX8,793$318,7520.15%
74QUALCOMM INCQCOM1,759$300,9610.14%
75UNITEDHEALTH GROUP INCUNH911$300,6050.14%
76ABBVIE INCABBV1,314$300,3140.14%
77GE AEROSPACE369604301963$296,6590.14%
78INTUITINTU445$294,7770.14%
79ARK ETF TR00214Q2032,561$293,6500.14%
80ARK ETF TR00214Q4011,904$281,2900.13%
81ETF SER SOLUTIONS26922A2894,350$277,6580.13%
82RTX CORPORATIONRTX1,514$277,6140.13%
83HONEYWELL INTL INC4385161061,420$277,0280.13%
84SOUTHERN COSOMN3,156$275,1780.13%
85AUTOZONE INCAZO81$274,7120.13%
86PUBLIC SVC ENTERPRISE GRP IN7445731063,343$268,4760.13%
87PROSHARES TR74347R1074,593$266,0240.12%
88S&P GLOBAL INCSPGI508$265,4760.12%
89EXELON CORPEXC6,004$261,7160.12%
90CVS HEALTH CORPCVS3,204$254,2410.12%
91CROWDSTRIKE HLDGS INCCRWD540$253,1300.12%
92ISHARES TR4642872262,501$249,7520.12%
93DANAHER CORPORATION2358511021,089$249,2940.12%
94APPLIED MATLS INC038222105967$248,6120.12%
95T-MOBILE US INCTMUSZ1,224$248,5210.12%
96HCA HEALTHCARE INCHCA521$243,2340.11%
97SPX TECHNOLOGIES INCSPXC1,173$234,6700.11%
98ROYAL CARIBBEAN GROUPV7780T103812$226,3600.11%
99GE VERNOVA INCGEV342$223,4880.10%
100BRISTOL-MYERS SQUIBB COCELG-RI4,041$217,9720.10%
101LOCKHEED MARTIN CORPLMT440$212,8150.10%
102TE CONNECTIVITY PLCTEL912$207,4890.10%
103DEERE & CODE445$207,3510.10%
1043M COMMM1,278$204,6580.10%
105VANGUARD INTL EQUITY INDEX F9220428742,431$203,2560.09%
106PHILIP MORRIS INTL INC7181721091,254$201,0970.09%
107ARK ETF TR00214Q7084,217$200,8720.09%
108FORD MTR CO34537086012,369$162,2750.08%
109BLACKROCK ENHANCED EQUITY DIBLK15,090$143,0530.07%
110GABELLI EQUITY TR INCGAB-PK18,624$114,9100.05%
111GABELLI UTIL TR36240A10118,138$109,3720.05%
112CERAGON NETWORKS LTDCRNT10,000$21,0000.01%
113AKEBIA THERAPEUTICS INCAKBA10,000$16,1000.01%
114INNOVIZ TECHNOLOGIES LTDINVZW10,797$9,2110.00%