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Edgerly Roberts

Eagle Bluffs Wealth Management Llc

Assets Managed
$256.673M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
4.04%(2Q avg: 5.26%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Eagle Bluffs Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Eagle Bluffs Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 256.673M in assets, with a quarterly growth rate of 4.04% and a 2-quarter average growth rate of 5.26%. The portfolio is managed by Edgerly Roberts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBN
Blackrock Taxable Muni Bnd
Recent Activity
Increased 4.26%
13.88%
$35.607M
2.202M shares@ $16.17 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 2.03%
6.27%
$16.076M
204,375 shares@ $78.66 avg price
IDV
Ishares International Select
Recent Activity
Increased 4.53%
6.07%
$15.557M
365,531 shares@ $42.56 avg price
NBB
Nuveen Taxable Municipal Inc
Recent Activity
Increased 6.59%
5.48%
$14.046M
891,543 shares@ $15.76 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -0.8%
4.26%
$10.927M
43,608 shares@ $250.59 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.2%
4.14%
$10.617M
60,876 shares@ $174.41 avg price
NAD
Nuveen Quality Municipal Inc
Recent Activity
Increased 7.6%
3.35%
$8.582M
741,692 shares@ $11.58 avg price
XNEAX
Nuveen Amt-fr Qlty Muni Inc
Recent Activity
Increased 5.27%
2.99%
$7.664M
678,395 shares@ $11.3 avg price
TYG
Tortoise Energy Infrastruct
Recent Activity
Increased 1.18%
2.94%
$7.539M
151,236 shares@ $49.85 avg price
KLAC
Kla Corp
Recent Activity
Decreased -0.01%
2.92%
$7.486M
5,084 shares@ $1472.41 avg price

1-10 of 80