Eagle Bluffs Wealth Management LLC Portfolio Holdings

Eagle Bluffs Wealth Management LLC

  • $208 Million
  • Q2 2025

Eagle Bluffs Wealth Management LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $208 Million distributed in 74 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 $30.6M, Ishares Inc Msci Emerging Mkts with a value of $12M, Nuveen Taxable Municipal Income Fund with a value of $11.8M, Ishares Tr with a value of $11.1M, and Nvidia Corp with a value of $10M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $190M to 208M.

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 $208 Million
Financial Services: $75.1 Million
ETFs: $53.1 Million
Technology: $31.4 Million
Communication Services: $14.3 Million
Industrials: $12.7 Million
Consumer Cyclical: $6.37 Million
Healthcare: $4.44 Million
Consumer Defensive: $4.22 Million
Other: $6.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.6 Million 14.7% of portfolio
1,899,894
Q2 2025 Added 2.83%
$0
$12 Million 5.76% of portfolio
189,838
Q2 2025 Reduced 0.12%
$0
$11.8 Million 5.68% of portfolio
746,786
Q2 2025 Added 3.14%
$0
$11.1 Million 5.32% of portfolio
321,069
Q2 2025 Added 0.96%
$427B
$10 Million 4.82% of portfolio
63,479
Q2 2025 Reduced 0.03%
$0
$7.22 Million 3.47% of portfolio
639,085
Q2 2025 Added 2.45%
$0
$5.85 Million 2.81% of portfolio
107,473
Q2 2025 Added 3.04%
$549B
$5.54 Million 2.66% of portfolio
4,139
Q2 2025 Reduced 0.46%
$0
$5.08 Million 2.44% of portfolio
89,416
Q2 2025 Reduced 0.35%
$0
$4.93 Million 2.37% of portfolio
451,839
Q2 2025 Added 14.94%
$3.8T
$4.54 Million 2.18% of portfolio
9,126
Q2 2025 Added 1.39%
$133B
$4.48 Million 2.15% of portfolio
4,996
Q2 2025 Added 0.22%
$117B
$4.34 Million 2.08% of portfolio
15,733
Q2 2025 Reduced 0.47%
$0
$3.95 Million 1.9% of portfolio
86,617
Q2 2025 Added 0.99%
$260B
$3.8 Million 1.83% of portfolio
38,895
Q2 2025 Added 0.45%
$32.7B
$3.74 Million 1.79% of portfolio
43,104
Q2 2025 Added 1.0%
$0
$3.71 Million 1.78% of portfolio
99,895
Q2 2025 Added 0.02%
$175B
$3.65 Million 1.75% of portfolio
39,976
Q2 2025 Reduced 0.25%
$1.07T
$3.59 Million 1.72% of portfolio
20,343
Q2 2025 Added 2.16%
$853B
$3.5 Million 1.68% of portfolio
12,058
Q2 2025 Added 0.45%
$62.3B
$3.23 Million 1.55% of portfolio
41,705
Q2 2025 Reduced 1.7%
$1.62T
$3.02 Million 1.45% of portfolio
4,087
Q2 2025 Added 0.74%
$12.9B
$2.88 Million 1.38% of portfolio
18,360
Q2 2025 Added 0.31%
$0
$2.87 Million 1.38% of portfolio
56,708
Q2 2025 Reduced 3.71%
$1.04T
$2.88 Million 1.38% of portfolio
9,066
Q2 2025 Added 0.7%
$82.9B
$2.83 Million 1.36% of portfolio
13,309
Q2 2025 New
$0
$2.69 Million 1.29% of portfolio
219,302
Q2 2025 Added 0.84%
$281B
$2.54 Million 1.22% of portfolio
36,676
Q2 2025 Added 0.55%
$220B
$2.11 Million 1.01% of portfolio
17,017
Q2 2025 Added 2.3%
$84.5B
$2.07 Million 1.0% of portfolio
13,622
Q2 2025 Added 0.21%
$218B
$1.95 Million 0.94% of portfolio
14,352
Q2 2025 Added 0.02%
$2.34T
$1.95 Million 0.93% of portfolio
8,874
Q2 2025 Added 2.35%
$0
$1.84 Million 0.89% of portfolio
32,351
Q2 2025 Reduced 1.67%
$159B
$1.64 Million 0.79% of portfolio
4,045
Q2 2025 Added 1.2%
$59.3B
$1.45 Million 0.7% of portfolio
33,701
Q2 2025 Added 0.22%
$3.41T
$1.42 Million 0.68% of portfolio
6,914
Q2 2025 Reduced 0.82%
$2.55B
$1.29 Million 0.62% of portfolio
67,846
Q2 2025 Reduced 0.08%
$76.4B
$1.25 Million 0.6% of portfolio
4,632
Q2 2025 Added 0.37%
$0
$1.18 Million 0.57% of portfolio
44,611
Q2 2025 Reduced 12.06%
$0
$1.16 Million 0.56% of portfolio
8,609
Q2 2025 Added 5.98%
$0
$1.05 Million 0.5% of portfolio
1,699
Q2 2025 Added 9.33%
$1.64B
$1.03 Million 0.49% of portfolio
51,130
Q2 2025 Added 1.83%
$216B
$1.03 Million 0.49% of portfolio
2,652
Q1 2025 Reduced 1.56%
$101B
$964,000 0.46% of portfolio
16,536
Q2 2025 Added 0.1%
$293B
$885,000 0.43% of portfolio
6,186
Q2 2025 Added 2.01%
$9.04B
$883,000 0.42% of portfolio
14,101
Q2 2025 Added 16.82%
$88.4B
$865,000 0.42% of portfolio
2,522
Q4 2024 Reduced 3.0%
$0
$829,000 0.4% of portfolio
3,502
Q2 2025 Reduced 4.84%
$0
$816,000 0.39% of portfolio
16,037
Q2 2025 Added 0.78%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $208 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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