Institutional Fund
Eagle Strategies LLC
New York, NYCIK 19076665 filings on record
Portfolio Value
$837.08M
Q1 2026
Holdings
258
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+6.9%
from $782.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust8.6%
- Schwab Strategic Tr3.5%
- Wisdomtree Tr3.4%
- Spdr Series Trust3.3%
- Invesco Exch Traded Fd Tr II3.1%
- Vanguard Index Fds2.5%
- Other75.8%
Portfolio Holdings
258 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 936.6K | $71.69M | 8.6% | +44.9K | Added |
| 2 | Schwab Strategic Tr | 1.05M | $29.18M | 3.5% | +11.5K | Added |
| 3 | Wisdomtree Tr | 586.9K | $28.26M | 3.4% | −709 | Reduced |
| 4 | Spdr Series Trust | 278.9K | $27.31M | 3.3% | +2.5K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 108.6K | $25.79M | 3.1% | +97.9K | Added |
| 6 | Vanguard Index Fds | 34.6K | $20.68M | 2.5% | +11.7K | Added |
| 7 | Global X Fds | 393.1K | $19.97M | 2.4% | +9.4K | Added |
| 8 | Vanguard Index Fds | 42.8K | $18.70M | 2.2% | +4.8K | Added |
| 9 | Ishares Tr | 218.9K | $15.37M | 1.8% | −31.8K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 233.6K | $14.97M | 1.8% | +12.0K | Added |
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