EAGLE WEALTH STRATEGIES LLC 13F Holdings

CIK 0002009882 · WEST DEPTFORD, NJ

As of Sep 30, 2025, EAGLE WEALTH STRATEGIES LLC reported 108 positions worth $201.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—65,576$40.2M19.98%
AVANTIS US SMALL CAP VALUE ETFAVUV—274,705$27.3M13.60%
FRANKLIN LIBERTYQ US MID CAP EQUITYFLQM—390,301$22.0M10.96%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRW—200,702 7.9M8.88%
DIMENSIONAL EMERGING MARKETS VALUE ETFDFEV—478,568 5.3M7.59%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity67,664$9.4M4.69%
AMAZON.COM INCAMZNEquity19,028$4.2M2.08%
SPDR S&P 500 ETF TRUSTSPY—5,167$3.4M1.71%
MICROSOFT CORPMSFTTechnology6,643$3.4M1.71%
EXXON MOBIL CORPXOMEnergy29,303$3.3M1.64%
ELI LILLY & COLLYHealthcare4,114$3.1M1.56%
JPMORGAN CHASE & COJPMFinancial Services8,239$2.6M1.29%
APPLE INCAAPLTechnology9,073$2.3M1.15%
NVIDIA CORPNVDATechnology11,666$2.2M1.08%
FULTON FINANCIAL CORPFULTFinancial Services95,515 .8M0.89%
ARTHUR J GALLAGHER & COAJGFinancial Services5,503 .7M0.85%
CHEVRON CORPCHVEnergy10,242 .6M0.79%
PEOPLES FINL SVCS CORP COM——28,655 .4M0.69%
ACCENTURE PLCACNTechnology5,254 .3M0.64%
ALPHABET INCGOOGEquity5,064 .2M0.61%
ORACLE CORPORCLTechnology4,253 .2M0.60%
VANGUARD MID-CAP INDEX FUNDVO—3,345$982.4K0.49%
BROADCOM INCAVGOTechnology2,770$914.0K0.45%
ADVANCED MICRO DEVICES INCAMDEquity5,592$904.7K0.45%
NEXTERA ENERGY INCNEEUtilities11,169$843.2K0.42%