13F Filings History of EAGLE WEALTH STRATEGIES LLC

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$214,724,293
Signature - Title
Melissa Phillips - Chief Compliance Officer
Location
West Deptford, NJ
Summary
This page shows a list of all the recent 13F filings made by EAGLE WEALTH STRATEGIES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EAGLE WEALTH STRATEGIES LLC reported 114 stock holdings with total value $214,724,293 as of Q4 2025. Top holdings included VOO, AVUV, FLQM, DGRW, and DFEV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 114 $214,724,293 +$8,999,861 -$1,908,499 +$7,091,362 VOO, AVUV, FLQM, DGRW, DFEV 13F-HR 06 Jan 2026, 15:09
Q3 2025 108 $200,978,056 +$15,297,765 -$4,676,252 +$10,621,513 VOO, AVUV, FLQM, DGRW, DFEV 13F-HR 07 Nov 2025, 09:25
Q2 2025 105 $178,772,014 +$8,010,163 -$2,577,940 +$5,432,223 VOO, AVUV, DGRW, DFEV, FLQM 13F-HR 17 Jul 2025, 17:11
Q1 2025 97 $162,923,200 +$39,920,173 -$9,281,920 +$30,638,253 VOO, AVUV, DGRW, DFEV, FLQM 13F-HR 14 Apr 2025, 09:34
Q4 2024 105 $138,046,611 +$5,047,809 -$4,238,810 +$808,999 VOO, AVUV, XLV, AMZN, XOM 13F-HR 17 Jan 2025, 11:35
Q3 2024 110 $137,094,650 +$9,484,678 -$2,762,213 +$6,722,465 VOO, AVUV, XLV, LLY, XOM 13F-HR 08 Oct 2024, 15:06
Q2 2024 89 $123,678,920 +$3,052,955 -$3,769,744 -$716,789 VOO, AVUV, XLV, LLY, XOM 13F-HR 18 Jul 2024, 12:31
Q1 2024 94 $123,074,369 +$13,723,926 -$66,266,396 -$52,542,470 VOO, AVUV, XLV, XOM, LLY 13F-HR 15 Apr 2024, 11:54
Q4 2023 98 $165,794,364 $0 $0 $0 VOO, VO, VONV, VIOO, AVUV 13F-HR 05 Feb 2024, 11:57