EAGLE WEALTH STRATEGIES LLC

Q3 2025 13F Holdings

  • Location
    west deptford, NJ
  • Num holdings

    108

  • Value ($000)

    $200,978

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0002009882
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$40.16M
20 %

65,576

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$27.34M
14 %

274,705

F
FLQM

FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT
35473P884
$22.03M
11 %

390,301

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$17.85M
9 %

200,702

D
DFEV

DIMENSIONAL ETF TRUST

EMERGING MKTS VA
25434V740
$15.26M
8 %

478,568

X
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$9.42M
5 %

67,664

A
AMZN

AMAZON COM INC

COM
023135106
$4.18M
2 %

19,028

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.44M
2 %

5,167

M
MSFT

MICROSOFT CORP

COM
594918104
$3.44M
2 %

6,643

X
XOM

EXXON MOBIL CORP

COM
30231G102
$3.30M
2 %

29,303

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