EAGLE WEALTH STRATEGIES LLC
Q3 2025 13F Holdings
- Locationwest deptford, NJ
- Num holdings
108
- Value ($000)
$200,978
- Date Filed11/07/2025
- Form type13F-HR
- CIK0002009882
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $40.16 M | 20 % | 65,576 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $27.34 M | 14 % | 274,705 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $22.03 M | 11 % | 390,301 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $17.85 M | 9 % | 200,702 | ||
DFEV DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | $15.26 M | 8 % | 478,568 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $9.42 M | 5 % | 67,664 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.18 M | 2 % | 19,028 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.44 M | 2 % | 5,167 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.44 M | 2 % | 6,643 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $3.30 M | 2 % | 29,303 |
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