Eagle Bluffs Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Columbia, MO
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$256,673
Net value change ($000)
+9,958 (4.0%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VRT 3,805 53.4%
IDV 1,762 12.8%
EMXC 1,517 10.4%
TYG 1,425 23.3%
KLAC 1,307 21.2%
BBN 1,135 3.3%
NBB 830 6.3%
MRVL 775 21.1%
ALB 648 28.4%
WMT 499 11.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -912 -19.8%
NVDA -760 -6.7%
COF -753 -23.7%
TSLA -656 -15.7%
AVGO -594 -10.8%
SPY -584 -34.4%
GOOGL -547 -8.4%
JEPQ -350 -5.5%
META -333 -12.0%
JPM -314 -7.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type