Eagle Bluffs Wealth Management LLC
•CIK: 1906547•Filing: Q4 2025
**Eagle Bluffs Wealth Management LLC** manages $247M across a diversified portfolio of 80 positions. The firm exhibits significant concentration in technology and defensive sectors, highlighted by a $34.5M holding in BBN and substantial allocations to EMXC ($14.6M) and IDV* ($13.8M). Notable exposures also include NBB ($13.2M) and NVDA ($11.4M), indicating a tactical overweighting toward established growth and defensive compounders.
Total AUM
$246.7M
QoQ Performance
+6.5%
Positions
72
Top 10 Concentration
49.9%
Latest Filing
Q4 2025
Top Holdings Allocation
BBN
EMXC
IDV*
NBB
BBN14.0%
EMXC5.9%
IDV*5.6%
NBB5.4%
NVDA4.6%
NAD3.4%
XNEAX3.0%
VRT2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.1%
Technology14.8%
Financial5.0%
Consumer4.8%
Healthcare2.4%
Communication2.4%
Industrial2.2%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑53 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023