Eagle Bluffs Wealth Management LLC Portfolio Holdings

Eagle Bluffs Wealth Management LLC

  • $229 Million
  • Q3 2025

Eagle Bluffs Wealth Management LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Black Rock Taxable Municipal Bond Trust with a value of $34.2M, Nuveen Taxable Municipal Income Fund with a value of $13.2M, Ishares Inc Msci Emerging Mkts with a value of $13M, Ishares Tr with a value of $12.1M, and Nvidia Corp with a value of $11.8M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $208M to 229M.

Eagle Bluffs Wealth Management LLC is based out at Columbia, MO

Below you can find more details about Eagle Bluffs Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
Financial Services: $82 Million
ETFs: $56.8 Million
Technology: $35.9 Million
Communication Services: $15.1 Million
Industrials: $14 Million
Consumer Cyclical: $7.74 Million
Healthcare: $5 Million
Basic Materials: $4.49 Million
Other: $7.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.2 Million 14.96% of portfolio
2,059,825
Q3 2025 Added 8.42%
$0
$13.2 Million 5.78% of portfolio
815,129
Q3 2025 Added 9.15%
$0
$13 Million 5.7% of portfolio
192,986
Q3 2025 Added 1.66%
$0
$12.1 Million 5.28% of portfolio
330,235
Q3 2025 Added 2.85%
$465B
$11.8 Million 5.16% of portfolio
63,282
Q3 2025 Reduced 0.31%
$0
$7.47 Million 3.27% of portfolio
639,168
Q3 2025 Added 0.01%
$0
$6.31 Million 2.76% of portfolio
109,693
Q3 2025 Added 2.07%
$0
$5.64 Million 2.47% of portfolio
494,936
Q3 2025 Added 9.54%
$161B
$5.41 Million 2.37% of portfolio
5,013
Q3 2025 Added 0.34%
$0
$5.24 Million 2.29% of portfolio
91,762
Q3 2025 Added 2.62%
$139B
$5.21 Million 2.28% of portfolio
15,782
Q3 2025 Added 0.31%
$1.65T
$4.98 Million 2.18% of portfolio
20,504
Q3 2025 Added 0.79%
$49.1B
$4.89 Million 2.14% of portfolio
4,078
Q3 2025 Reduced 1.47%
$3.78T
$4.81 Million 2.1% of portfolio
9,292
Q3 2025 Added 1.82%
$0
$4.14 Million 1.81% of portfolio
89,436
Q3 2025 Added 3.25%
$0
$4.08 Million 1.79% of portfolio
101,575
Q3 2025 Added 1.68%
$1.29T
$4.05 Million 1.77% of portfolio
9,112
Q3 2025 Added 0.51%
$881B
$3.97 Million 1.74% of portfolio
12,577
Q3 2025 Added 4.3%
$167B
$3.87 Million 1.69% of portfolio
40,494
Q3 2025 Added 1.3%
$32.7B
$3.8 Million 1.66% of portfolio
43,905
Q3 2025 Added 1.86%
$0
$3.7 Million 1.62% of portfolio
85,894
Q3 2025 Added 1.9%
$73.7B
$3.57 Million 1.56% of portfolio
42,415
Q3 2025 Added 1.7%
$15.3B
$3.31 Million 1.45% of portfolio
18,518
Q3 2025 Added 0.86%
$1.37T
$3 Million 1.31% of portfolio
4,082
Q3 2025 Reduced 0.12%
$0
$2.93 Million 1.28% of portfolio
57,750
Q3 2025 Added 1.84%
$77.2B
$2.76 Million 1.21% of portfolio
12,971
Q3 2025 Reduced 2.54%
$0
$2.61 Million 1.14% of portfolio
224,145
Q3 2025 Added 2.21%
$319B
$2.55 Million 1.11% of portfolio
37,207
Q3 2025 Added 1.45%
$91.4B
$2.16 Million 0.95% of portfolio
13,930
Q3 2025 Added 2.26%
$222B
$2 Million 0.88% of portfolio
4,132
Q3 2025 Added 2.15%
$193B
$1.98 Million 0.87% of portfolio
17,285
Q3 2025 Added 1.57%
$2.39T
$1.97 Million 0.86% of portfolio
8,980
Q3 2025 Added 1.19%
$228B
$1.95 Million 0.85% of portfolio
14,566
Q3 2025 Added 1.49%
$0
$1.95 Million 0.85% of portfolio
32,523
Q3 2025 Added 0.53%
$4.3T
$1.79 Million 0.78% of portfolio
7,024
Q3 2025 Added 1.59%
$59.5B
$1.58 Million 0.69% of portfolio
34,567
Q3 2025 Added 2.57%
$2.19B
$1.3 Million 0.57% of portfolio
67,846
Q2 2025 Reduced 0.08%
$73.7B
$1.29 Million 0.57% of portfolio
4,724
Q3 2025 Added 1.99%
$1.7B
$1.31 Million 0.57% of portfolio
52,508
Q3 2025 Added 2.7%
$0
$1.27 Million 0.56% of portfolio
8,726
Q3 2025 Added 1.36%
$291B
$1.25 Million 0.55% of portfolio
2,617
Q3 2025 Reduced 1.32%
$0
$1.21 Million 0.53% of portfolio
44,521
Q3 2025 Reduced 0.2%
$13.5B
$1.22 Million 0.53% of portfolio
15,081
Q3 2025 Added 6.95%
$114B
$1.12 Million 0.49% of portfolio
16,901
Q3 2025 Added 2.21%
$0
$1.13 Million 0.49% of portfolio
1,699
Q2 2025 Added 9.33%
$303B
$1.05 Million 0.46% of portfolio
6,755
Q3 2025 Added 9.2%
$0
$900,000 0.39% of portfolio
3,540
Q3 2025 Added 1.09%
$86.1B
$862,000 0.38% of portfolio
2,492
Q3 2025 Reduced 1.19%
$99.7B
$829,000 0.36% of portfolio
4,305
Q3 2025 Added 4.87%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $229 Million
  • Prior Value $208 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
Track This Portfolio

Track Eagle Bluffs Wealth Management LLC Portfolio

Follow Eagle Bluffs Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Bluffs Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Bluffs Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email