EAGLE WEALTH STRATEGIES LLC
All 13F Filings
- Location
- Mullica Hill, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 228,063
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 114 | 228,063 | 13F-HR | EAGLE WEALTH STRATEGIES LLC |
| Q4 2025 | 1/6/2026 | 114 | 214,724 | 13F-HR | EAGLE WEALTH STRATEGIES LLC |
| Q3 2025 | 11/7/2025 | 108 | 200,978 | 13F-HR | EAGLE WEALTH STRATEGIES LLC |
| Q2 2025 | 7/17/2025 | 105 | 178,772 | 13F-HR | EAGLE WEALTH STRATEGIES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 82.97 K | 36.4% | 0 | 87.38 K | -87.38 K |
| ETFs | 145.1 K | 63.6% | 100.7 K | 0 | 100.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
228,063
Holdings
114
QoQ value change ($000)
13,339
(6.2%)
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.