EAGLE WEALTH STRATEGIES LLC
โขCIK: 2009882โขFiling: Q4 2025
**EAGLE WEALTH STRATEGIES LLC** manages $215M across a diversified portfolio of 114 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by the top holdings in VOO ($41.3M) and AVUV ($27.6M). Significant allocations are also directed toward sector-specific opportunities, including FLQM ($23.6M) and DGRW ($17.6M). This structure suggests a disciplined, factor-aware approach balancing core index exposure with targeted growth vectors.
Total AUM
$214.7M
QoQ Performance
+6.8%
Positions
108
Top 10 Concentration
71.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AVUV
FLQM
DGRW
DFEV
XLV
VOO19.3%
AVUV12.9%
FLQM11.0%
DGRW8.2%
DFEV7.6%
XLV5.1%
AMZN2.1%
LLY2.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other58.4%
ETF20.9%
Technology7.9%
Healthcare3.3%
Consumer2.8%
Financial2.3%
Energy1.7%
Industrial1.0%
Changes from Q3 2025
NEW8 new positions
โ41 increased
โ45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023