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Glen Eagle Advisors, LLC

hedge fundUpdated 28 days ago

Managed by Glen Eagle Advisors, Llc • Latest filing Q2 2026

Portfolio value
$792.9M
Q2 2026
Filings
39
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 24 quarters

Show data table
PeriodPortfolio value
Q1 2017$116.4M
Q2 2017$125M
Q3 2017$107M
Q1 2018$121.2M
Q2 2021$321.8M
Q3 2021$345.6M
Q4 2021$384.4M
Q1 2022$382.9M
Q2 2022$368.6M
Q3 2022$344.4M
Q4 2022$366.3M
Q1 2023$398.4M
Q2 2023$433.9M
Q3 2023$431.2M
Q4 2023$481.3M
Q2 2024$546.2M
Q3 2024$592.6M
Q4 2024$602.8M
Q1 2025$604.1M
Q2 2025$650.1M
Q3 2025$719.5M
Q4 2025$734.5M
Q1 2026$713.9M
Q2 2026$792.9M

Top holdings

1,090 positions as of Q2 2026

View filing
B

WISDOMTREE TR

Value
$51.6M
Shares
540.0K
% Port
6.51%
S
2.SPY

SPDR S&P 500 ETF TR

Value
$41.7M
Shares
55.8K
% Port
5.26%
N

NVIDIA CORPORATION

Value
$29.4M
Shares
147.0K
% Port
3.71%
?
4.N/A

BNY MELLON ETF TRUST

Value
$29.4M
Shares
699.9K
% Port
3.70%
J
5.JNJ

JOHNSON &JOHNSON

Value
$28.9M
Shares
113.7K
% Port
3.64%
K

PROSHARES TR

Value
$26.5M
Shares
471.4K
% Port
3.34%
I
7.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$25.1M
Shares
117.8K
% Port
3.16%
S

SPDR SER TR

Value
$21.7M
Shares
746.9K
% Port
2.73%
?
9.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$20.3M
Shares
786.1K
% Port
2.57%
M
10.MSFT

MICROSOFT CORP

Value
$19.8M
Shares
53.1K
% Port
2.50%
A
11.AAPL

APPLE INC

Value
$16.3M
Shares
56.3K
% Port
2.05%
?
12.N/A

INNOVATOR ETFS TRUST

Value
$16.3M
Shares
474.7K
% Port
2.05%
E
13.ETHA

ISHARES TR

Value
$14.6M
Shares
19.5K
% Port
1.84%
A
14.AMZN

AMAZON COM INC

Value
$14M
Shares
58.7K
% Port
1.76%
Q
15.QQQ

INVESCO QQQ TR

Value
$12M
Shares
16.3K
% Port
1.52%
A
16.AVGO

BROADCOM INC

Value
$11.7M
Shares
31.0K
% Port
1.48%
W
17.WMT

WALMART INC

Value
$11.1M
Shares
98.3K
% Port
1.40%
G

ALPHABET INC

Value
$10.5M
Shares
29.5K
% Port
1.33%
V
19.V

VISA INC

Value
$10.4M
Shares
30.4K
% Port
1.32%
B

BERKSHIRE HATHAWAY INC DEL

Value
$10.3M
Shares
20.7K
% Port
1.30%

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