Eagle Strategies
Eagle Strategies reported 267 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SPYM (6.7%), FNDX (5.7%) and VUG (4.7%). Compared with Q2 2026, the fund opened new positions in MINT and XOM, added to SPYM, FNDX and VUG, trimmed NVDA, IMCG and VBR and sold out of XOM, MBLY and FXZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $69.5M | 6.7% | 774K | +7,774 (+1%) | 8 of 8 | |
| 2 |  FNDX Schwab Fundamental U.s. Large Company ETF | $58.4M | 5.7% | 1.9M | +41K (+2%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $48M | 4.7% | 532K | +11K (+2%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $39.1M | 3.8% | 554K | +28K (+5%) | 8 of 8 | |
| 5 |  VO Vanguard Index Fds | $36.3M | 3.5% | 463K | +21K (+5%) | 8 of 8 | |
| 6 |  SPYG Spdr Series Trust | $34.6M | 3.4% | 281K | +1,559 (+1%) | 8 of 8 | |
| 7 |  QQQM Invesco Nasdaq | $33.5M | 3.3% | 110K | +5,014 (+5%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $30.3M | 2.9% | 43K | +1,621 (+4%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $17.9M | 1.7% | 79K | −270 (−0%) | 8 of 8 | |
| 10 |  DGRO Ishares TR | $16.7M | 1.6% | 222K | +5,395 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.9M | 14K |
 MBLY Mobileye Global Inc | $766K | 79K |
 FXZ First Trust | $688K | 8,658 |
 ZS Zscaler Inc | $590K | 4,178 |
 TDIV First Trust | $398K | 3,461 |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Eagle Strategies 13F FAQ
What does Eagle Strategies own?
Eagle Strategies reported 267 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SPYM (6.7%), FNDX (5.7%) and VUG (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Eagle Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 134 added to, 87 trimmed and 18 sold out. New positions include MINT and XOM. It sold all of XOM, MBLY and FXZ.
When will Eagle Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Eagle Strategies's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.