Eagle Wealth Strategies Discloses 116 U.S. Equity Positions as of September 30, 2026

Eagle Wealth Strategies LLC has filed its Form 13F-HR, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 116 distinct positions held by the firm.

The portfolio is dominated by large-cap technology and consumer staples companies. Microsoft Corporation is the largest holding, with 7,761 shares. Other top positions include NVIDIA Corporation with 16,203 shares, ExxonMobil Holdings Corp with 29,827 shares, and Apple Inc. with 8,913 shares. The firm also holds significant stakes in Visa Inc., JPMorgan Chase & Co., and Berkshire Hathaway Inc.

A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds shares in the Vanguard S&P 500 ETF (8,79,01 shares), the SPDR S&P 500 ETF Trust (5,091 shares), and the WisdomTree U.S. Quality Dividend Growth ETF (197,088 shares). Additionally, the filing lists several thematic ETFs, including funds focused on artificial intelligence, space exploration, and emerging markets.

The filing identifies Melissa Phillips, Chief Compliance Officer, as the authorized signatory for the report.