SEC Form 13F · Q1 2026

Eagle Strategies LLC

Institutional Holdings Report

13F-HRNY
$837.1M
Portfolio Value
258
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Eagle Strategies LLC
CIK
1907666
Accession No.
0001907666-26-000003
Location
NEW YORK, NY
Form Type
13F-HR
Portfolio Value
$837.1M
Holdings Reported
258
Reporting Period
Q1 2026
Filed
April 20, 2026

About this Filing

Eagle Strategies LLC is an institutional investment manager based in NEW YORK, NY reporting approximately $837.1M in 13(f) securities across 258 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.