SEC Form 13F

EAGLE WEALTH STRATEGIES LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$261,727,183
Positions118

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$59,963,13987,307
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$32,335,869259,185
FRANKLIN TEMPLETON ETF TRFLQMUS MID CP MLTFCT$27,308,906471,779
DIMENSIONAL ETF TRUSTDFEVEMERGING MKTS VA$20,637,968483,697
WISDOMTREE TRDGRWUS QTLY DIV GRT$19,012,295198,832
SELECT SECTOR SPDR TRXLVST STR CARE ETF$12,091,32776,209
ELI LILLY & COLLYCOM$4,923,0634,105
AMAZON COM INCAMZNCOM$4,476,97918,784
EXXON MOBIL CORPXOMCOM$4,069,30229,764
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,790,9885,077

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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