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Melissa Phillips

Eagle Wealth Strategies Llc

Assets Managed
$261.727M
Holdings
118
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
14.77%(2Q avg: 10.49%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Eagle Wealth Strategies Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Eagle Wealth Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 261.727M in assets, with a quarterly growth rate of 14.77% and a 2-quarter average growth rate of 10.49%. The portfolio is managed by Melissa Phillips, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.97%
22.92%
$59.963M
87,307 shares@ $686.81 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -2.88%
12.36%
$32.336M
259,185 shares@ $124.76 avg price
FLQM
Franklin U.s. Mid Cap Multif
Recent Activity
Increased 7.56%
10.44%
$27.309M
471,779 shares@ $57.89 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Decreased -0.97%
7.89%
$20.638M
483,697 shares@ $42.67 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -0.67%
7.27%
$19.012M
198,832 shares@ $95.62 avg price
XLV
Health Care Select Sector
Recent Activity
Increased 5.52%
4.62%
$12.091M
76,209 shares@ $158.67 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.5%
1.89%
$4.923M
4,105 shares@ $1199.29 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.12%
1.72%
$4.477M
18,784 shares@ $238.35 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.05%
1.56%
$4.069M
29,764 shares@ $136.72 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.54%
1.45%
$3.791M
5,077 shares@ $746.7 avg price

1-10 of 118