SEC Form 13F · Q1 2026

EAGLE WEALTH STRATEGIES LLC

Institutional Holdings Report

13F-HRNJ
$228.1M
Portfolio Value
114
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
EAGLE WEALTH STRATEGIES LLC
CIK
2009882
Accession No.
0001951757-26-000565
Location
MULLICA HILL, NJ
Form Type
13F-HR
Portfolio Value
$228.1M
Holdings Reported
114
Reporting Period
Q1 2026
Filed
April 10, 2026

About this Filing

EAGLE WEALTH STRATEGIES LLC is an institutional investment manager based in MULLICA HILL, NJ reporting approximately $228.1M in 13(f) securities across 114 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.