13F Filings History of Eagle Bluffs Wealth Management LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Eagle Bluffs Wealth Management LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Eagle Bluffs Wealth Management LLC reported 86 equity holdings with a total reported market value of $299,248,583 for Q2 2026. Top reported holdings included BBN, EMXC, IDV, KLAC, and NBB.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Edgerly Roberts - Chief Compliance Officer
Manager location
Columbia, MO

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$299,248,583
Quarter delta
+$42,575,856
Accepted
06 Aug 2026, 09:40
Rows shown
1-19 of 19
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 86 $299,248,583 +$23,133,942 -$1,074,685 +$22,059,257 BBN, EMXC, IDV, KLAC, NBB 13F-HR 06 Aug 2026, 09:40
Q1 2026 80 $256,672,727 +$7,227,811 -$1,597,923 +$5,629,888 BBN, EMXC, IDV, NBB, VRT 13F-HR 24 Apr 2026, 15:45
Q4 2025 80 $246,714,740 +$16,544,430 -$4,092,418 +$12,452,012 BBN, EMXC, IDV, NBB, NVDA 13F-HR 13 Feb 2026, 10:37
Q3 2025 77 $231,696,021 +$7,766,728 -$513,865 +$7,252,863 BBN, NBB, EMXC, IDV, NVDA 13F-HR 06 Nov 2025, 16:40
Q2 2025 74 $210,208,093 +$6,027,447 -$3,390,600 +$2,636,847 BBN, EMXC, NBB, IDV, NVDA 13F-HR 17 Jul 2025, 17:10
Q1 2025 77 $189,257,633 +$13,641,886 -$8,941,756 +$4,700,130 BBN, NBB, EMXC, IDV, NAD 13F-HR 07 May 2025, 12:32
Q4 2024 74 $186,258,259 +$12,987,783 -$9,242,734 +$3,745,049 BBN, IDV, EMXC, NBB, NVDA 13F-HR 24 Jan 2025, 11:15
Q3 2024 73 $185,688,560 +$3,890,416 -$605,944 +$3,284,472 BBN, IDV, EMXC, NVDA, JEPI 13F-HR 04 Nov 2024, 08:42
Q2 2024 73 $171,937,728 +$16,811,416 -$2,332,819 +$14,478,597 BBN, IDV, EMXC, NVDA, JEPI 13F-HR 19 Jul 2024, 19:46
Q1 2024 69 $161,119,432 +$9,585,225 -$3,341,515 +$6,243,710 BBN, IDV, EMXC, JEPI, NAD 13F-HR 22 Apr 2024, 09:52
Q4 2023 66 $146,777,881 +$7,744,223 -$3,194,004 +$4,550,219 BBN, IDV, EMXC, JEPI, NAD 13F-HR 30 Jan 2024, 11:04
Q3 2023 65 $130,236,214 +$31,128,261 -$24,342,804 +$6,785,457 BBN, IDV, EMXC, JEPI, NBB 13F-HR 30 Oct 2023, 09:33
Q2 2023 67 $129,751,422 +$2,763,006 -$408,673 +$2,354,333 BBN, VEA, JEPI, EMXC, NBB 13F-HR 18 Jul 2023, 16:45
Q1 2023 66 $121,993,963 +$23,036,956 -$2,829,557 +$20,207,399 BBN, VEA, JEPI, EMXC, NBB 13F-HR 04 May 2023, 16:44
Q4 2022 61 $95,351,529 +$11,060,848 -$8,025,416 +$3,035,432 BBN, VEA, JEPI, EMXC, NBB 13F-HR 25 Jan 2023, 14:50
Q3 2022 58 $86,610,000 +$6,157,038 -$2,941,143 +$3,215,895 BBN, VEA, NEA, VWO, JEPI 13F-HR 14 Nov 2022, 13:26
Q2 2022 62 $92,851,000 +$13,500,400 -$9,695,253 +$3,805,147 BBN, VEA, NEA, VWO, JEPI 13F-HR 12 Aug 2022, 11:52
Q1 2022 64 $103,624,000 +$25,265,950 -$9,303,448 +$15,962,502 BBN, VEA, JEPI, NEA, VWO 13F-HR 16 May 2022, 15:45
Q4 2021 61 $95,753,000 $0 $0 $0 BBN, JEPI, VEA, NEA, VWO 13F-HR 14 Feb 2022, 20:50
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