Eagle Bluffs Wealth Management LLC
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$256.7M
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BBN
BLACKROCK TAX MUNICPAL BD TR
Held since at least Q1 2024
13.9%
02
$EMXC
ISHARES INC
Held since at least Q1 2024
6.3%
03
$IDV
ISHARES TR
Held since at least Q1 2024
6.1%
04
$NBB
NUVEEN TAXABLE MUNICPAL INM
Held since at least Q1 2024
5.5%
05
$VRT
VERTIV HOLDINGS CO
Held since at least Q1 2024
4.3%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +2.2% (24.3k → 24.8k shares)
4.1%
07
$NAD
NUVEEN QUALITY MUNCP INCOME
Held since at least Q1 2024
3.3%
08
$NEA
NUVEEN AMT FREE QLTY MUN INC
Held since at least Q1 2024
3.0%
09
$TYG
TORTOISE ENERGY INFRSTRCTR C
Held since at least Q1 2024
2.9%
10
$KLAC
KLA CORP
Held since at least Q1 2024
2.9%
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 08:23 UTC.