Filed: 4/10/2026ACC: 0001951757-26-000565
📋 What this filing means
EAGLE WEALTH STRATEGIES LLC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $228.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$228.06M
Total AUM (reported)
2.28M
Total Shares
Allocation by class
COM$59.18M25.9%
S&P 500 ETF SHS$51.67M22.7%
US SML CP VALU$29.48M12.9%
US MID CP MLTFCT$24.09M10.6%
US QTLY DIV GRT$17.58M7.7%
EMERGING MKTS VA$17.48M7.7%
STATE STREET HEA$10.59M4.6%
Portfolio Concentration
Top 3$105.25M46.1%
4–10$61.68M27.0%
11–25$26.91M11.8%
Rest$34.22M15.0%
Top 3 weight
46.1%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 2.28M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.28M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings114
Rows:
VANGUARD INDEX FDS
SOLEShares86.47K
TypeSH
Market value$51.67M
22.66%
Sole
0.00
Shared
0.00
None
86.47K
AMERICAN CENTY ETF TR
SOLEShares266.88K
TypeSH
Market value$29.48M
12.93%
Sole
0.00
Shared
0.00
None
266.88K
FRANKLIN TEMPLETON ETF TR
SOLEShares438.63K
TypeSH
Market value$24.09M
10.56%
Sole
0.00
Shared
0.00
None
438.63K
WISDOMTREE TR
SOLEShares200.18K
TypeSH
Market value$17.58M
7.71%
Sole
0.00
Shared
0.00
None
200.18K
DIMENSIONAL ETF TRUST
SOLEShares488.46K
TypeSH
Market value$17.48M
7.66%
Sole
0.00
Shared
0.00
None
488.46K
SELECT SECTOR SPDR TR
SOLEShares72.22K
TypeSH
Market value$10.59M
4.64%
Sole
0.00
Shared
0.00
None
72.22K
EXXON MOBIL CORP
SOLEShares29.75K
TypeSH
Market value$5.05M
2.21%
Sole
0.00
Shared
0.00
None
29.75K
AMAZON COM INC
SOLEShares18.76K
TypeSH
Market value$3.91M
1.71%
Sole
0.00
Shared
0.00
None
18.76K
ELI LILLY & CO
SOLEShares4.13K
TypeSH
Market value$3.80M
1.66%
Sole
0.00
Shared
0.00
None
4.13K
STATE STR SPDR S&P 500 ETF T
SOLEShares5.05K
TypeSH
Market value$3.28M
1.44%
Sole
0.00
Shared
0.00
None
5.05K
NVIDIA CORPORATION
SOLEShares15.96K
TypeSH
Market value$2.78M
1.22%
Sole
0.00
Shared
0.00
None
15.96K
PNC FINL SVCS GROUP INC
SOLEShares13.27K
TypeSH
Market value$2.76M
1.21%
Sole
0.00
Shared
0.00
None
13.27K
MICROSOFT CORP
SOLEShares6.69K
TypeSH
Market value$2.48M
1.09%
Sole
0.00
Shared
0.00
None
6.69K
JPMORGAN CHASE & CO
SOLEShares8.14K
TypeSH
Market value$2.40M
1.05%
Sole
0.00
Shared
0.00
None
8.14K
APPLE INC
SOLEShares8.99K
TypeSH
Market value$2.28M
1.00%
Sole
0.00
Shared
0.00
None
8.99K
CHEVRON CORPORATION
SOLEShares10.48K
TypeSH
Market value$2.17M
0.95%
Sole
0.00
Shared
0.00
None
10.48K
FULTON FINL CORP PA
SOLEShares86.96K
TypeSH
Market value$1.77M
0.78%
Sole
0.00
Shared
0.00
None
86.96K
PEOPLES FINL SVCS CORP
SOLEShares28.66K
TypeSH
Market value$1.53M
0.67%
Sole
0.00
Shared
0.00
None
28.66K
ALPHABET INC
SOLEShares4.88K
TypeSH
Market value$1.40M
0.61%
Sole
0.00
Shared
0.00
None
4.88K
ISHARES TR
SOLEShares3.83K
TypeSH
Market value$1.37M
0.60%
Sole
0.00
Shared
0.00
None
3.83K
VANGUARD INDEX FDS
SOLEShares4.49K
TypeSH
Market value$1.29M
0.57%
Sole
0.00
Shared
0.00
None
4.49K
MERCK & CO INC
SOLEShares10.48K
TypeSH
Market value$1.26M
0.55%
Sole
0.00
Shared
0.00
None
10.48K
GALLAGHER ARTHUR J & CO
SOLEShares5.54K
TypeSH
Market value$1.20M
0.53%
Sole
0.00
Shared
0.00
None
5.54K
ADVANCED MICRO DEVICES INC
SOLEShares5.83K
TypeSH
Market value$1.19M
0.52%
Sole
0.00
Shared
0.00
None
5.83K
ACCENTURE PLC IRELAND
SOLEShares5.26K
TypeSH
Market value$1.04M
0.46%
Sole
0.00
Shared
0.00
None
5.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 86.47K | SH | $51.67M 22.66% | 0.00 | 0.00 | 86.47K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 266.88K | SH | $29.48M 12.93% | 0.00 | 0.00 | 266.88K |
FRANKLIN TEMPLETON ETF TRSOLE | US MID CP MLTFCT | 438.63K | SH | $24.09M 10.56% | 0.00 | 0.00 | 438.63K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 200.18K | SH | $17.58M 7.71% | 0.00 | 0.00 | 200.18K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS VA | 488.46K | SH | $17.48M 7.66% | 0.00 | 0.00 | 488.46K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 72.22K | SH | $10.59M 4.64% | 0.00 | 0.00 | 72.22K |
EXXON MOBIL CORPSOLE | COM | 29.75K | SH | $5.05M 2.21% | 0.00 | 0.00 | 29.75K |
AMAZON COM INCSOLE | COM | 18.76K | SH | $3.91M 1.71% | 0.00 | 0.00 | 18.76K |
ELI LILLY & COSOLE | COM | 4.13K | SH | $3.80M 1.66% | 0.00 | 0.00 | 4.13K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.05K | SH | $3.28M 1.44% | 0.00 | 0.00 | 5.05K |
NVIDIA CORPORATIONSOLE | COM | 15.96K | SH | $2.78M 1.22% | 0.00 | 0.00 | 15.96K |
PNC FINL SVCS GROUP INCSOLE | COM | 13.27K | SH | $2.76M 1.21% | 0.00 | 0.00 | 13.27K |
MICROSOFT CORPSOLE | COM | 6.69K | SH | $2.48M 1.09% | 0.00 | 0.00 | 6.69K |
JPMORGAN CHASE & COSOLE | COM | 8.14K | SH | $2.40M 1.05% | 0.00 | 0.00 | 8.14K |
APPLE INCSOLE | COM | 8.99K | SH | $2.28M 1.00% | 0.00 | 0.00 | 8.99K |
CHEVRON CORPORATIONSOLE | COM | 10.48K | SH | $2.17M 0.95% | 0.00 | 0.00 | 10.48K |
FULTON FINL CORP PASOLE | COM | 86.96K | SH | $1.77M 0.78% | 0.00 | 0.00 | 86.96K |
PEOPLES FINL SVCS CORPSOLE | COM | 28.66K | SH | $1.53M 0.67% | 0.00 | 0.00 | 28.66K |
ALPHABET INCSOLE | CAP STK CL C | 4.88K | SH | $1.40M 0.61% | 0.00 | 0.00 | 4.88K |
ISHARES TRSOLE | RUS 1000 ETF | 3.83K | SH | $1.37M 0.60% | 0.00 | 0.00 | 3.83K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.49K | SH | $1.29M 0.57% | 0.00 | 0.00 | 4.49K |
MERCK & CO INCSOLE | COM | 10.48K | SH | $1.26M 0.55% | 0.00 | 0.00 | 10.48K |
GALLAGHER ARTHUR J & COSOLE | COM | 5.54K | SH | $1.20M 0.53% | 0.00 | 0.00 | 5.54K |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.83K | SH | $1.19M 0.52% | 0.00 | 0.00 | 5.83K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 5.26K | SH | $1.04M 0.46% | 0.00 | 0.00 | 5.26K |
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