Institutional Fund
Eagle Bluffs Wealth Management LLC
Columbia, MOCIK 19065475 filings on record
Portfolio Value
$256.67M
Q1 2026
Holdings
80
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.0%
from $246.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Blackrock Tax Municpal Bd Tr13.9%
- Ishares Inc6.3%
- Ishares Tr6.1%
- Nuveen Taxable Municpal Inm5.5%
- Vertiv Holdings Co4.3%
- Nvidia Corporation4.1%
- Other59.9%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackrock Tax Municpal Bd Tr | 2.20M | $35.61M | 13.9% | +89.8K | Added |
| 2 | Ishares Inc | 204.4K | $16.08M | 6.3% | +4.1K | Added |
| 3 | Ishares Tr | 365.5K | $15.56M | 6.1% | +15.8K | Added |
| 4 | Nuveen Taxable Municpal Inm | 891.5K | $14.05M | 5.5% | +55.1K | Added |
| 5 | Vertiv Holdings Co | 43.6K | $10.93M | 4.3% | −355 | Reduced |
| 6 | Nvidia Corporation | 60.9K | $10.62M | 4.1% | −126 | Reduced |
| 7 | Nuveen Quality Muncp Income | 741.7K | $8.58M | 3.3% | +52.3K | Added |
| 8 | Nuveen Amt Free Qlty Mun Inc | 678.4K | $7.66M | 3.0% | +33.9K | Added |
| 9 | Tortoise Energy Infra Corp | 151.2K | $7.54M | 2.9% | +1.8K | Added |
| 10 | Kla Corp | 5.1K | $7.49M | 2.9% | −1 | Reduced |
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