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Eagle Bluffs Wealth Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001906547

$299.2M

disclosed book value

86

positions

12.9%

largest position share

Positions, as of 2026-06-30

top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BBNBLACKROCK TAX MUNICPAL BD TR2.4M$38.5M12.9%
2EMXCISHARES INC207,219$21.2M7.1%
3IDVISHARES TR376,612$15.6M5.2%
4KLACKLA CORP50,908$15.4M5.1%
5NBBNUVEEN TAXABLE MUNICPAL INM944,136$15.0M5%
6VRTVERTIV HOLDINGS CO44,150$14.8M4.9%
7MRVLMARVELL TECHNOLOGY INC44,729$13.3M4.5%
8NVDANVIDIA CORPORATION61,199$12.2M4.1%
9NADNUVEEN QUALITY MUNCP INCOME750,650$9.2M3.1%
10XNEAXNUVEEN AMT FREE QLTY MUN INC732,015$8.6M2.9%
11GOOGLALPHABET INC20,979$7.5M2.5%
12TYGTORTOISE ENERGY INFRSTRCTR C153,967$6.6M2.2%
13AVGOBROADCOM INC16,244$6.1M2.1%
14JEPQJ P MORGAN EXCHANGE TRADED F96,228$5.9M2%
15JEPIJ P MORGAN EXCHANGE TRADED F102,284$5.8M1.9%
16XSLVINVESCO EXCH TRADED FD TR II103,862$5.4M1.8%
17GWXSPDR INDEX SHS FDS106,873$4.7M1.6%
18CSCOCISCO SYS INC39,031$4.6M1.5%
19WMTWALMART INC39,685$4.5M1.5%
20JPMJPMORGAN CHASE & CO13,277$4.3M1.5%
21TSLATESLA INC9,688$4.1M1.4%
22SCHWSCHWAB CHARLES CORP42,958$4.0M1.3%
23MSFTMICROSOFT CORP10,432$3.9M1.3%
24ITTITT INC19,497$3.9M1.3%
25NFLXNETFLIX INC.43,388$3.1M1%
26JPSTJ P MORGAN EXCHANGE TRADED F58,874$3.0M1%
27CATCATERPILLAR INC2,609$2.8M0.9%
28COFCAPITAL ONE FINL CORP13,438$2.7M0.9%
29MMM3M CO15,401$2.5M0.8%
30VEAVANGUARD TAX-MANAGED FDS34,517$2.5M0.8%
31METAMETA PLATFORMS INC4,342$2.4M0.8%
32AMZNAMAZON COM INC10,131$2.4M0.8%
33ALBALBEMARLE CORP17,081$2.3M0.8%
34TMOTHERMO FISHER SCIENTIFIC INC4,541$2.3M0.8%
35AAPLAPPLE INC7,387$2.1M0.7%
36TFCTRUIST FINL CORP37,366$1.9M0.6%
37DISDISNEY WALT CO18,656$1.8M0.6%
38RIORIO TINTO PLC18,080$1.7M0.6%
39SFNCSIMMONS FIRST NATL CORP67,846$1.6M0.5%
40ITOTISHARES TR9,391$1.5M0.5%
41ABTABBOTT LABORATORIES16,123$1.5M0.5%
42ECLECOLAB INC5,169$1.4M0.5%
43BABINVESCO EXCH TRADED FD TR II50,084$1.3M0.4%
44SPYSTATE STR SPDR S&P 500 ETF T1,707$1.3M0.4%
45ENRENERGIZER HLDGS INC59,452$1.3M0.4%
46CVXCHEVRON CORPORATION7,403$1.2M0.4%
47MPCMARATHON PETE CORP4,305$1.1M0.4%
48VBVANGUARD INDEX FDS3,498$1.1M0.4%
49EXMOCEXXON MOBIL CORP7,112$972,3530.3%
50CMICUMMINS INC1,292$921,4670.3%
51UPSUNITED PARCEL SVCS INC8,215$883,1130.3%
52SHWSHERWIN WILLIAMS CO2,371$816,3830.3%
53NEARISHARES U S ETF TR14,628$741,0540.2%
54JMSTJ P MORGAN EXCHANGE TRADED F14,442$736,5420.2%
55HDHOME DEPOT INC1,893$667,6230.2%
56KYNKAYNE ANDERSON ENERGY INFRST46,543$643,6900.2%
57JNJJOHNSON & JOHNSON2,510$637,5920.2%
58ABBVABBVIE INC2,504$630,1070.2%
59TJXTJX COS INC NEW3,870$586,3050.2%
60HWBKHAWTHORN BANCSHARES INC13,747$543,1440.2%
61CHUBB LIMITED1,586$542,0770.2%
62MRKMERCK & CO INC3,990$514,6040.2%
63DVYEISHARES INC15,879$511,7800.2%
64GSGOLDMAN SACHS GROUP INC468$473,3210.2%
65IBMINTERNATIONAL BUSINESS MACHS1,576$443,1870.1%
66MCHPMICROCHIP TECHNOLOGY INC.4,850$442,3200.1%
67BABOEING CO2,025$438,3520.1%
68CEGCONSTELLATION ENERGY CORP1,665$413,5360.1%
69RTXRTX CORPORATION2,061$391,0340.1%
70GOOGALPHABET INC1,100$388,6630.1%
71MCDMCDONALDS CORP1,311$354,4110.1%
72BNYBANK OF NY MELLON CORP2,450$354,2950.1%
73LUVSOUTHWEST AIRLS CO6,000$309,6000.1%
74CBCCENTRAL BANCOMPANY9,450$287,0910.1%
75UNPUNION PAC CORP1,040$282,8800.1%
76KOCOCA COLA CO3,158$258,3070.1%
77VGTVANGUARD WORLD FD2,086$249,3050.1%
78LLYELI LILLY & CO203$243,0790.1%
79VIGVANGUARD SPECIALIZED FUNDS994$235,1730.1%
80MDYSTATE STR SPDR S&P MIDCAP 40327$230,5490.1%
81QQQINVESCO QQQ TR311$229,3040.1%
82EXCEXELON CORP4,866$226,8530.1%
83VNQVANGUARD INDEX FDS2,348$226,4180.1%
84CGGRCAPITAL GROUP GROWTH ETF4,457$210,4930.1%
85VOOVANGUARD INDEX FDS293$201,1330.1%
86XSHDINVESCO EXCH TRADED FD TR II10,549$148,9520%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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