13FBOX
EAGLE WEALTH STRATEGIES LLC · 13F Holdings
Options Calculator Rankings

EAGLE WEALTH STRATEGIES LLC

No.6225 Data as of 2026Q2
Latest AUM (Q2 2026)
$261.7M
QoQ Change Q1 2026
+$33.7M+14.8%
Holdings
118
New Buys
12
Adds
50
Reduces
37
Exits
8
Unchanged
19
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
22.91%22.66%$60.0M87,307$51.7M86,475+832+0.96%Add
AAVANTIS U SAVUV
12.35%12.93%$32.3M259,185$29.5M266,876-7,691-2.88%Reduce
FFRANKLIN TEMPLETON ETF TRYLDE
10.43%10.56%$27.3M471,779$24.1M438,625+33,154+7.56%Add
DDIMENSIONAL ETF TRUSTDFEV
7.89%7.66%$20.6M483,697$17.5M488,464-4,767-0.98%Reduce
WWISDOMTREE TRDGRW
7.26%7.71%$19.0M198,832$17.6M200,179-1,347-0.67%Reduce
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
4.62%4.64%$12.1M76,209$10.6M72,223+3,986+5.52%Add
ELI LILLY & COLLY
1.88%1.66%$4.9M4,105$3.8M4,126-21-0.51%Reduce
AMAZON COM INCAMZN
1.71%1.71%$4.5M18,784$3.9M18,763+21+0.11%Add
EXXON MOBIL CORPXOM
1.55%2.21%$4.1M29,764$5.0M29,750+14+0.05%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.45%1.44%$3.8M5,077$3.3M5,050+27+0.53%Add
PPNC FINL SVCS GROUP INC COMVXF
1.25%1.21%$3.3M13,280$2.8M13,269+11+0.08%Add
NVIDIA CORPORATIONNVDA
1.21%1.22%$3.2M15,809$2.8M15,964-155-0.97%Reduce
ADVANCED MICRO DEVICES INCAMD
1.14%0.52%$3.0M5,154$1.2M5,833-679-11.64%Reduce
MICROSOFT CORPMSFT
1.09%1.09%$2.9M7,672$2.5M6,686+986+14.75%Add
JPMORGAN CHASE & COJPM
1.02%1.05%$2.7M8,148$2.4M8,142+6+0.07%Add
APPLE INCAAPL
0.98%1%$2.6M8,843$2.3M8,991-148-1.65%Reduce
FULTON FINL CORP PAFULT
0.8%0.78%$2.1M86,608$1.8M86,956-348-0.40%Reduce
MICRON TECHNOLOGY INCMU
0.74%0.25%$1.9M1,669$569,2601,685-16-0.95%Reduce
PEOPLES FINL SVCS CORP COMPFIS
0.73%0.67%$1.9M28,655$1.5M28,65500.00%Unchanged
CHEVRON CORPORATIONCVX
0.66%0.95%$1.7M10,405$2.2M10,481-76-0.73%Reduce
AAlphabet Inc Class CGOOG
0.63%0.61%$1.6M4,668$1.4M4,875-207-4.25%Reduce
VVANGUARD MIDVO
0.61%0.57%$1.6M19,716$1.3M4,491+15,225+339.01%Add
IISHARES RUSSELLIWB
0.6%0.6%$1.6M3,834$1.4M3,83400.00%Unchanged
MARVELL TECHNOLOGY INCMRVL
0.59%0.23%$1.5M5,199$529,0265,341-142-2.66%Reduce
COHERENT CORPCOHR
0.51%0.35%$1.3M3,397$808,7233,395+2+0.06%Add
MERCK & CO INCMRK
0.51%0.55%$1.3M10,404$1.3M10,478-74-0.71%Reduce
GALLAGHER ARTHUR J & CO COMAJG
0.49%0.53%$1.3M5,536$1.2M5,535+1+0.02%Add
CATERPILLAR INCCAT
0.48%0.36%$1.3M1,175$829,3621,171+4+0.34%Add
NNEXTERA ENERGY INCNEE
0.38%0.45%$983,97911,211$1.0M11,172+39+0.35%Add
BROADCOM INCAVGO
0.37%0.35%$980,6952,596$803,5322,59600.00%Unchanged
ROCKWELL AUTOMATION INCROK
0.32%0.27%$845,1021,707$612,6081,70700.00%Unchanged
VVANGUARD S&P SMALL-CAP 600 ETFIVOO
0.32%0.32%$835,6486,076$724,3106,308-232-3.68%Reduce
SSPACE EXPLORATION TECHN CORPSPCX
0.29%$767,8454,494$00+4,494New Buy
CCARNIVAL CORP LTD COMMON SHARESCCL
0.29%0.3%$764,14326,746$679,67726,263+483+1.84%Add
NNORWOOD FINL CORPNWFL
0.29%0.3%$756,42523,528$692,19423,52800.00%Unchanged
IISHARES RUSSELLIWM
0.28%0.27%$740,3092,464$611,0722,46400.00%Unchanged
META PLATFORMS INCMETA
0.27%0.23%$706,3301,254$526,257920+334+36.30%Add
APPLIED MATLS INCAMAT
0.26%0.14%$687,138950$326,204954-4-0.42%Reduce
ORACLE CORPORCL
0.25%0.29%$658,7234,495$665,1594,522-27-0.60%Reduce
ACCENTURE PLC IRELANDACN
0.25%0.46%$656,1725,273$1.0M5,256+17+0.32%Add
AIR PRODUCTS AND CHEMICALS IAPD
0.25%0.28%$646,4622,205$644,8882,220-15-0.68%Reduce
ILLINOIS TOOLITW
0.24%0.26%$637,7682,358$599,1882,302+56+2.43%Add
CAMECO CORPCCJ
0.23%0.24%$606,5765,955$538,1634,955+1,000+20.18%Add
VISA INCV
0.23%0.23%$600,2541,750$522,0801,727+23+1.33%Add
SSPDR GOLD TRGLD
0.23%0.21%$591,6181,606$482,3551,121+485+43.26%Add
ALPHABET INCGOOGL
0.23%0.19%$590,6091,653$437,2371,521+132+8.68%Add
ISHARES MBSACGL
0.22%0.26%$588,5726,064$583,0436,074-10-0.16%Reduce
IISHARES TRIEFA
0.22%0.18%$575,6145,960$401,4474,434+1,526+34.42%Add
VVANGUARD SCOTTSDALE FDSVONV
0.21%0.21%$556,1135,231$476,4565,083+148+2.91%Add
AAT&T INCT
0.21%0.34%$552,88026,709$773,97426,698+11+0.04%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow