Institutional Manager · CIK 0002009882
EAGLE WEALTH STRATEGIES LLC
WEST DEPTFORD, NJ · File #028-23593
Latest AUM
$214.7M
Positions
114
Top-10 Concentration
78.1%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025114 pos · $214.7M
- 13F HOLDINGS REPORTQ/E Sep 2025108 pos · $201.0M
- 13F HOLDINGS REPORTQ/E Jun 2025105 pos · $178.8M
- 13F HOLDINGS REPORTQ/E Mar 202597 pos · $162.9M
- 13F HOLDINGS REPORTQ/E Dec 2024105 pos · $138.0M
- 13F HOLDINGS REPORTQ/E Sep 2024110 pos · $137.1M
- 13F HOLDINGS REPORTQ/E Jun 202489 pos · $123.7M
- 13F HOLDINGS REPORTQ/E Mar 202494 pos · $123.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 65,921 | $41.3M | 21.04% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 271,024 | $27.6M | 14.07% |
| 3 | FRANKLIN TEMPLETON ETF TR | FGDL | 418,739 | $23.6M | 11.99% |
| 4 | WISDOMTREE TR | WT | 196,512 | $17.6M | 8.95% |
| 5 | DIMENSIONAL ETF TRUST | 25434V740 | 482,981 | $16.3M | 8.29% |
| 6 | SELECT SECTOR SPDR TR | 81369Y209 | 70,852 | $11.0M | 5.58% |
| 7 | AMAZON COM INC | AMZN | 19,565 | $4.5M | 2.30% |
| 8 | ELI LILLY & CO | LLY | 4,127 | $4.4M | 2.26% |
| 9 | EXXON MOBIL CORP | XOM | 29,750 | $3.6M | 1.82% |
| 10 | SPDR S&P 500 ETF TR | SPY | 5,075 | $3.5M | 1.76% |
| 11 | MICROSOFT CORP | MSFT | 6,569 | $3.2M | 1.62% |
| 12 | PNC FINL SVCS GROUP INC | 693475105 | 13,304 | $2.8M | 1.41% |
| 13 | NVIDIA CORPORATION | NVDA | 14,677 | $2.7M | 1.39% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 8,200 | $2.6M | 1.34% |
| 15 | APPLE INC | AAPL | 9,017 | $2.5M | 1.25% |
| 16 | FULTON FINL CORP PA | 360271100 | 89,416 | $1.7M | 0.88% |
| 17 | CHEVRON CORP NEW | CVX | 10,413 | $1.6M | 0.81% |
| 18 | ALPHABET INC | GOOG | 4,958 | $1.6M | 0.79% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 5,502 | $1.4M | 0.72% |
| 20 | ACCENTURE PLC IRELAND | ACN | 5,254 | $1.4M | 0.72% |