Eagle Bluffs Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Columbia, MO
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
77
Total value ($000)
$231,696
Net value change ($000)
+21,488 (10.2%)
New positions
4
Sold out positions
1
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BBN 3,586 11.7%
NVDA 1,778 17.7%
NBB 1,411 11.9%
GOOGL 1,400 39.1%
TSLA 1,172 40.7%
VRT 1,089 19.7%
EMXC 1,042 8.7%
IDV 990 8.9%
KLAC 932 20.8%
AVGO 870 20.1%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -654 -11.8%
PG -201 -100.0%
DIS -140 -6.6%
UPS -109 -14.9%
COF -75 -2.6%
XTEAX -49 -1.8%
MCHP -33 -8.9%
IBM -20 -4.3%
META -19 -0.6%
KYN -8 -2.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type