Eagle Strategies LLC
259 holdingsFiling period: 2026-03-31Current AUM: $938.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 936.6K | $71.7M | $82.3M | 8.78% | +44.9K | 2026-03-31 |
| 2 | FNDX | SCHWAB STRATEGIC TR | 1.05M | $29.2M | $33.3M | 3.54% | +11.5K | 2026-03-31 |
| 3 | IHDG | WISDOMTREE TR | 586.9K | $28.3M | $30.9M | 3.30% | -709 | 2026-03-31 |
| 4 | SPYG | SPDR SERIES TRUST | 278.9K | $27.3M | $32.7M | 3.48% | +2.5K | 2026-03-31 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 108.6K | $25.8M | $30.8M | 3.28% | +97.9K | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 34.6K | $20.7M | $23.8M | 2.53% | +11.7K | 2026-03-31 |
| 7 | PAVE | GLOBAL X FDS | 393.1K | $20.0M | $22.2M | 2.36% | +9.4K | 2026-03-31 |
| 8 | VUG | VANGUARD INDEX FDS | 42.8K | $18.7M | $21.9M | 2.33% | +4.8K | 2026-03-31 |
| 9 | DGRO | ISHARES TR | 218.9K | $15.4M | $17.1M | 1.82% | -31,804 | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 233.6K | $15.0M | $16.5M | 1.76% | +12.0K | 2026-03-31 |
| 11 | STPZ | PIMCO ETF TR | 275.3K | $14.9M | $14.6M | 1.55% | +9.0K | 2026-03-31 |
| 12 | AGG | ISHARES TR | 142.7K | $14.2M | $13.9M | 1.48% | -1,561 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 77.5K | $13.5M | $15.6M | 1.66% | +4.6K | 2026-03-31 |
| 14 | IMCG | ISHARES TR | 161.3K | $12.7M | $15.3M | 1.64% | +10.9K | 2026-03-31 |
| 15 | VOE | VANGUARD INDEX FDS | 68.8K | $12.7M | $14.1M | 1.50% | +2.5K | 2026-03-31 |
| 16 | VBR | VANGUARD INDEX FDS | 58.2K | $12.6M | $14.2M | 1.52% | -461 | 2026-03-31 |
| 17 | VO | VANGUARD INDEX FDS | 42.7K | $12.2M | $13.8M | 1.47% | +29.6K | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 18.3K | $11.9M | $13.7M | 1.46% | -166 | 2026-03-31 |
| 19 | GLD | SPDR GOLD TR | 27.5K | $11.9M | $10.2M | 1.09% | -2,352 | 2026-03-31 |
| 20 | VOT | VANGUARD INDEX FDS | 41.3K | $10.6M | $12.2M | 1.30% | -16,932 | 2026-03-31 |
| 21 | VYMI | VANGUARD WHITEHALL FDS | 112.8K | $10.6M | $11.7M | 1.24% | +431 | 2026-03-31 |
| 22 | IVV | ISHARES TR | 16.1K | $10.5M | $12.1M | 1.29% | -4,276 | 2026-03-31 |
| 23 | QUS | SPDR SERIES TRUST | 58.0K | $10.0M | $11.0M | 1.17% | -2,562 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 37.3K | $9.5M | $11.5M | 1.23% | +299 | 2026-03-31 |
| 25 | EFG | ISHARES TR | 80.4K | $9.0M | $9.8M | 1.04% | +1.1K | 2026-03-31 |
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