EAGLE WEALTH STRATEGIES LLC - Portfolio overview

EAGLE WEALTH STRATEGIES LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 22.48%
2. AVUV - AMERICAN CENTY ETF TR, 12.83%
3. FLQM - FRANKLIN TEMPLETON ETF TR, 10.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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