Eagle Bluffs Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Columbia, MO
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$299,249
Net value change ($000)
+42,576 (16.6%)
New positions
6
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MRVL 8,877 199.6%
KLAC 7,873 105.2%
EMXC 5,123 31.9%
VRT 3,855 35.3%
BBN 2,933 8.2%
NVDA 1,628 15.3%
CSCO 1,581 52.6%
GOOGL 1,497 25.0%
AVGO 1,251 25.6%
NEA 978 12.8%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -989 -24.2%
TYG -938 -12.4%
ALB -614 -21.0%
WMT -455 -9.2%
CVX -284 -18.8%
XOM -229 -19.1%
ABT -134 -8.4%
JEPQ -94 -1.6%
JMST -61 -7.6%
MCD -53 -13.0%
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