Sign In
test

Nabeed Zaman

Eagle Strategies Llc

Assets Managed
$1.006B
Holdings
273
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
20.23%(2Q avg: 13.57%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Eagle Strategies Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 273 positions.

Assets under management

The assets under management (AUM) of Eagle Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.006B in assets, with a quarterly growth rate of 20.23% and a 2-quarter average growth rate of 13.57%. The portfolio is managed by Nabeed Zaman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -18.19%
6.7%
$67.33M
766,163 shares@ $87.88 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 73.17%
5.61%
$56.425M
1.814M shares@ $31.1 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 1117.87%
4.47%
$44.923M
521,516 shares@ $86.15 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 125.34%
3.73%
$37.504M
526,378 shares@ $71.26 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 935.08%
3.54%
$35.569M
441,470 shares@ $80.58 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.34%
3.31%
$33.294M
279,808 shares@ $119.0 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -3.23%
3.17%
$31.823M
105,037 shares@ $302.98 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 20.39%
2.85%
$28.611M
41,657 shares@ $686.82 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -1.16%
1.63%
$16.4M
216,385 shares@ $75.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.71%
1.57%
$15.764M
78,783 shares@ $200.09 avg price

1-10 of 273