13F filer

Eagle Strategies

As of Sep 30, 2026 Filed Oct 16, 2026 CIK 1907666 SEC filings ↗

13F Value

$1.03B

Positions

267

Top Position

SPYM6.7%

Top 5

24.4%

Latest filing changes

vs Jun 30, 2026

1 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +867.6%+$6.9M

2 SLYG State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF +980.3%+$6.4M

3 MU Micron Technology +57.8%+$2.3M

4 AMLP Alerian Mlp ETF +32.6%+$2.1M

5 VEA Vanguard Developed Markets Index Fund — ETF Shares +5.2%+$1.9M

Holdings267

#							Trend (4Q)
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	6.7%	$69.5M	+1.0%	773.9K	6.7%		ETF
2	FNDX Schwab Fundamental U.S. Large Company ETF	5.7%	$58.4M	+2.2%	1.86M	5.6%		ETF
3	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	4.7%	$48.0M	+2.1%	532.2K	4.5%	—	ETF
4	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.8%	$39.1M	+5.2%	553.9K	3.7%		ETF
5	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	3.5%	$36.3M	+4.8%	462.7K	3.5%		ETF
6	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	3.4%	$34.6M	+0.6%	281.4K	3.3%		ETF
7	QQQM Invesco NASDAQ 100 ETF	3.3%	$33.5M	+4.8%	110.1K	3.2%		ETF
8	VOO Vanguard 500 Index Fund — ETF Shares	2.9%	$30.3M	+3.9%	43.3K	2.8%		ETF
9	NVDA NVIDIA	1.7%	$17.9M	-0.3%	78.5K	1.6%		Common Stock
10	DGRO iShares Core Dividend Growth ETF	1.6%	$16.7M	+2.5%	221.8K	1.6%		ETF
11	STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	1.6%	$16.2M	+8.1%	312.7K	1.5%		ETF
12	IMCG iShares Morningstar Mid-Cap Growth ETF	1.4%	$14.9M	-0.7%	158.5K	1.6%		ETF
13	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.4%	$14.7M	+1.7%	19.2K	1.4%		ETF
14	VOE Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares	1.3%	$13.9M	+0.7%	71.0K	1.4%		ETF
15	VBR Vanguard Morningstar Small-Cap Value Index Fund — ETF Shares	1.3%	$13.2M	-1.2%	56.9K	1.4%		ETF
16	IVV iShares Core S&P 500 ETF	1.3%	$13.0M	-2.0%	17.0K	1.3%		ETF
17	AAPL Apple	1.2%	$12.6M	+0.8%	37.9K	1.1%		Common Stock
18	VOT Vanguard Morningstar Mid-Cap Growth Index Fund — ETF Shares	1.2%	$12.5M	+3.4%	42.7K	1.3%		ETF
19	PAVE Global X U.S. Infrastructure Development ETF	1.2%	$12.2M	-2.9%	232.7K	1.4%		ETF
20	VYMI Vanguard International High Dividend Yield Index Fund — ETF Shares	1.2%	$12.1M	+3.5%	119.3K	1.1%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing17

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.