EAGLE WEALTH STRATEGIES LLC
All 13F Filings
- Location
- Mullica Hill, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 261,727
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 118 | 261,727 | 13F-HR | EAGLE WEALTH STRATEGIES LLC |
| 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 | 95.08 K | 36.3% | 12.11 K | 0 | 12.11 K |
| ETFs | 166.7 K | 63.7% | 21.55 K | 0 | 21.55 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
261,727
Holdings
118
QoQ value change ($000)
33,664
(14.8%)
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.