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EAGLE WEALTH STRATEGIES LLC

Q2 2026 13F Holdings

  • Location
    mullica hill, NJ
  • Num holdings

    118

  • Value ($000)

    $261,727

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$59.96M
23 %

87,307

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$32.34M
12 %

259,185

F
FLQM

FRANKLIN TEMPLETON ETF TR

US MID CP MLTFCT
35473P884
$27.31M
10 %

471,779

D
DFEV

DIMENSIONAL ETF TRUST

EMERGING MKTS VA
25434V740
$20.64M
8 %

483,697

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$19.01M
7 %

198,832

X
XLV

SELECT SECTOR SPDR TR

ST STR CARE ETF
81369Y209
$12.09M
5 %

76,209

L
LLY

ELI LILLY & CO

COM
532457108
$4.92M
2 %

4,105

A
AMZN

AMAZON COM INC

COM
023135106
$4.48M
2 %

18,784

X
XOM

EXXON MOBIL CORP

COM
30231G102
$4.07M
2 %

29,764

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$3.79M
1 %

5,077

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