Eagle Strategies LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$837.1M
Holdings
257
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 891.3k shares)
8.6%
02
$FNDX
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.03M shares)
3.5%
03
$IHDG
WISDOMTREE TR
Q4 2025: Exited (was 575.5k shares)
3.4%
04
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 280.1k shares)
3.3%
05
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 11.1k shares)
3.1%
06
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 21.6k shares)
2.5%
07
$PAVE
GLOBAL X FDS
Q4 2025: Exited (was 383.5k shares)
2.4%
08
$VUG
VANGUARD INDEX FDS
Q1 2026: Increased +12.3% (831 → 933 shares)
2.2%
09
$DGRO
ISHARES TR
Q4 2025: Exited (was 242.3k shares)
1.8%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 201.4k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:07 UTC.