Eagle Strategies LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 782,965
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 247 | 782,965 | 13F-HR | Eagle Strategies LLC |
| Q3 2025 | 10/21/2025 | 239 | 747,337 | 13F-HR | Eagle Strategies LLC |
| Q2 2025 | 7/23/2025 | 226 | 656,197 | 13F-HR | Eagle Strategies LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 578.8 K | 73.9% | 29.55 K | 0 | 29.55 K |
| ETFs | 202.8 K | 25.9% | 6.926 K | 0 | 6.926 K |
| Debt | 1.367 K | 0.2% | 0 | 280 | -280 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
782,965
Holdings
247
QoQ value change ($000)
35,628
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.