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Eagle Bluffs Wealth Management LLC

Q2 2026 13F filing

Updated 35 days ago

86 disclosed positions worth $299.2M

Portfolio value
$299.2M
Total holdings
86
New positions
6
Closed positions
0
Increased
44
Decreased
13
Turnover
7.0%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

B

BLACKROCK TAX MUNICPAL BD TR

+8.2%
Value
$38.5M
Shares
2.38M
% Port
12.88%
E

ISHARES INC

+1.4%
Value
$21.2M
Shares
207.2K
% Port
7.08%
E

ISHARES TR

+3.0%
Value
$15.6M
Shares
376.6K
% Port
5.21%
K

KLA CORP

+901.3%
Value
$15.4M
Shares
50.9K
% Port
5.13%
N
5.NBB

NUVEEN TAXABLE MUNICPAL INM

+5.9%
Value
$15M
Shares
944.1K
% Port
5.01%
V
6.VRT

VERTIV HOLDINGS CO

+1.2%
Value
$14.8M
Shares
44.1K
% Port
4.94%
M

MARVELL TECHNOLOGY INC

-0.4%
Value
$13.3M
Shares
44.7K
% Port
4.45%
N

NVIDIA CORPORATION

+0.5%
Value
$12.2M
Shares
61.2K
% Port
4.09%
N
9.NAD

NUVEEN QUALITY MUNCP INCOME

+1.2%
Value
$9.2M
Shares
750.6K
% Port
3.06%
N
10.NEA

NUVEEN AMT FREE QLTY MUN INC

+7.9%
Value
$8.6M
Shares
732.0K
% Port
2.89%
G

ALPHABET INC

+0.6%
Value
$7.5M
Shares
21.0K
% Port
2.51%
T
12.TYG

TORTOISE ENERGY INFRSTRCTR C

+1.8%
Value
$6.6M
Shares
154.0K
% Port
2.21%
A
13.AVGO

BROADCOM INC

+2.9%
Value
$6.1M
Shares
16.2K
% Port
2.05%
J

J P MORGAN EXCHANGE TRADED F

-11.1%
Value
$5.9M
Shares
96.2K
% Port
1.98%
J

J P MORGAN EXCHANGE TRADED F

+1.8%
Value
$5.8M
Shares
102.3K
% Port
1.93%
?
16.N/A

INVESCO EXCH TRADED FD TR II

+6.1%
Value
$5.4M
Shares
103.9K
% Port
1.82%
M
17.MDY

SPDR INDEX SHS FDS

+1.1%
Value
$4.7M
Shares
106.9K
% Port
1.56%
C
18.CSCO

CISCO SYS INC

+0.8%
Value
$4.6M
Shares
39.0K
% Port
1.53%
W
19.WMT

WALMART INC

-0.2%
Value
$4.5M
Shares
39.7K
% Port
1.50%
J

JPMORGAN CHASE & CO

+1.8%
Value
$4.3M
Shares
13.3K
% Port
1.45%
T
21.TSLA

TESLA INC

+2.4%
Value
$4.1M
Shares
9.7K
% Port
1.36%
S

SCHWAB CHARLES CORP

+1.0%
Value
$4M
Shares
43.0K
% Port
1.32%
M
23.MSFT

MICROSOFT CORP

+4.8%
Value
$3.9M
Shares
10.4K
% Port
1.30%
?
24.N/A

ITT INC

+1.4%
Value
$3.9M
Shares
19.5K
% Port
1.29%
N
25.NFLX

NETFLIX INC.

+2.1%
Value
$3.1M
Shares
43.4K
% Port
1.04%
J

J P MORGAN EXCHANGE TRADED F

+0.8%
Value
$3M
Shares
58.9K
% Port
0.99%
C
27.CAT

CATERPILLAR INC

-1.2%
Value
$2.8M
Shares
2.6K
% Port
0.93%
C

CAPITAL ONE FINL CORP

+0.9%
Value
$2.7M
Shares
13.4K
% Port
0.90%
M
29.MMM

3M CO

+3.1%
Value
$2.5M
Shares
15.4K
% Port
0.83%
V
30.VGES

VANGUARD TAX-MANAGED FDS

+0.7%
Value
$2.5M
Shares
34.5K
% Port
0.82%
M
31.META

META PLATFORMS INC

+2.0%
Value
$2.4M
Shares
4.3K
% Port
0.82%
A
32.AMZN

AMAZON COM INC

+5.3%
Value
$2.4M
Shares
10.1K
% Port
0.81%
A

ALBEMARLE CORP

+5.0%
Value
$2.3M
Shares
17.1K
% Port
0.77%
T
34.TMO

THERMO FISHER SCIENTIFIC INC

+2.8%
Value
$2.3M
Shares
4.5K
% Port
0.76%
A
35.AAPL

APPLE INC

+1.9%
Value
$2.1M
Shares
7.4K
% Port
0.71%
T

TRUIST FINL CORP

+1.6%
Value
$1.9M
Shares
37.4K
% Port
0.62%
D
37.DIS

DISNEY WALT CO

+2.1%
Value
$1.8M
Shares
18.7K
% Port
0.60%
R

RIO TINTO PLC

+1.5%
Value
$1.7M
Shares
18.1K
% Port
0.57%
S
39.SFNC

SIMMONS FIRST NATL CORP

Unchanged
Value
$1.6M
Shares
67.8K
% Port
0.52%
E
40.ETHA

ISHARES TR

+2.2%
Value
$1.5M
Shares
9.4K
% Port
0.52%
A
41.ABT

ABBOTT LABORATORIES

+3.6%
Value
$1.5M
Shares
16.1K
% Port
0.49%
E
42.ECL

ECOLAB INC

+2.0%
Value
$1.4M
Shares
5.2K
% Port
0.48%
I
43.IVZ

INVESCO EXCH TRADED FD TR II

-2.8%
Value
$1.3M
Shares
50.1K
% Port
0.45%
S
44.SPY

STATE STR SPDR S&P 500 ETF T

Unchanged
Value
$1.3M
Shares
1.7K
% Port
0.43%
E
45.ENR

ENERGIZER HLDGS INC

+4.2%
Value
$1.3M
Shares
59.5K
% Port
0.43%
C
46.CVX

CHEVRON CORPORATION

+1.4%
Value
$1.2M
Shares
7.4K
% Port
0.41%
M
47.MPC

MARATHON PETE CORP

Unchanged
Value
$1.1M
Shares
4.3K
% Port
0.37%
V
48.VGES

VANGUARD INDEX FDS

-0.4%
Value
$1.1M
Shares
3.5K
% Port
0.35%
X
49.XOM

EXXON MOBIL CORP

+0.5%
Value
$972K
Shares
7.1K
% Port
0.32%
C
50.CMI

CUMMINS INC

-0.1%
Value
$921K
Shares
1.3K
% Port
0.31%