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CIK: 0001907666
Total reported value
$1.0B
$1.0B
247 檔
17.5%
As reported in its official Q4 2025 Form 13F filing, Eagle Strategies LLC's tracked investment portfolio stood at $1.0B with 247 total positions.
In Q4 2025, Eagle Strategies LLC displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.14% | -1.87% | +0.04% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.77% | +0.05% | -1.32% | |
| 3 | IHDG | Wisdomtree International Hed | ETF-Other | 3.65% | -2.09% | +2.11% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.60% | +2.12% | +1.07% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.37% | +2.23% | -1.27% | |
| 6 | PAVE | Global X US Infrastructure | ETF-Other | 2.34% | -0.99% | +0.08% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.22% | -0.21% | +3.47% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 2.09% | +0.01% | +4.73% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.08% | -0.01% | +3.07% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.84% | -0.21% | +41.95% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | +0.37% | +6.33% | |
| 12 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.83% | -0.25% | +6.45% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.03% | +6.60% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | +1.94% | +10.04% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.04% | -5.48% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | -0.02% | +7.50% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.59% | -0.12% | +3.12% | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.53% | +0.04% | +8.52% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.51% | -0.36% | +8.04% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.50% | -0.14% | -1.56% | |
| 21 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 1.35% | -0.13% | -2.51% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.29% | -0.15% | +7.19% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.05% | -2.79% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.15% | -0.04% | +7.71% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.99% | -0.69% | +0.68% | |
| 26 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.99% | -0.18% | +3.56% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.96% | -0.60% | EXIT | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.03% | +15.16% | |
| 29 | ISCF | Ishares International Small | ETF-Other | 0.89% | -0.13% | +4.64% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.89% | -0.09% | +0.23% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | +0.11% | +2.00% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.06% | +7.16% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.84% | -0.65% | +0.03% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.83% | -0.65% | +0.01% | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.79% | -0.19% | +8.16% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | -0.06% | -0.66% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.77% | -0.02% | +2.39% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.74% | -0.12% | +9.56% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | -0.06% | +1.72% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.04% | +0.86% | |
| 41 | URA | Global X Uranium ETF | ETF-Other | 0.62% | -0.18% | -24.75% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.12% | -2.13% | |
| 43 | IYF | Ishares US Financials ETF | ETF-Other | 0.59% | -0.04% | -10.85% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.14% | -34.83% | |
| 45 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.56% | +0.04% | +8.24% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.06% | +3.88% | |
| 47 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.54% | -0.04% | -2.66% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | -0.09% | +3.38% | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.52% | — | +5.81% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.06% | -1.98% |
According to official SEC Form 13F filings, Eagle Strategies LLC reported a total U.S. public equity portfolio value of $1.0B across 247 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPYG, IHDG) accounted for 17.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
GTOP
市值: $1.3M
Top Position Liquidated / Trimmed
FISV
前期市值: $1.6M
During Q4 2025, Eagle Strategies LLC's top holdings by market value included SPYM (9.1%)、SPYG (3.8%)、IHDG (3.6%). The largest single position, SPYM, represented 9.1% of total portfolio value.
In Q4 2025, Eagle Strategies LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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