Eagle Bluffs Wealth Management LLC holds a focused book of 86 stocks worth $299.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Marvell Technology Inc. Their largest long position is BlackRock Taxable Muni BND at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
49% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Eagle Bluffs Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $562.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $157.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $156.2B |
| UBS Group AG | 80 / 80 | $147.8B |
| Integrated Wealth Concepts LLC | 80 / 80 | $3.0B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $383.5B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $84.3B |
| LPL Financial LLC | 79 / 80 | $61.6B |
Ranked by how many of Eagle Bluffs Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock Tax Municpal BD TR SHS | $38.5M | 2.38M | 12.9% | ▲+8.2% Added · +181K sh | |
| 2 | Ishares Inc MSCI EMRG CHN | $21.2M | 207.2K | 7.1% | ▲+1.4% Added · +3K sh | |
| 3 | Ishares TR INTL SEL DIV ETF | $15.6M | 376.6K | 5.2% | ▲+3.0% Added · +11K sh | |
| 4 | Kla Corp COM NEW | $15.4M | 50.9K | 5.1% | ▲10× Added · +46K sh | |
| 5 | Nuveen Taxable Municpal Inm COM | $15.0M | 944.1K | 5.0% | ▲+5.9% Added · +53K sh | |
| 6 | Vertiv Holdings Co COM CL A | $14.8M | 44.1K | 4.9% | ▲+1.2% Added · +542 sh | |
| 7 | Marvell Technology Inc COM | $13.3M | 44.7K | 4.5% | ▼−0.4% Reduced · −165 sh | |
| 8 | Nvidia Corporation COM | $12.2M | 61.2K | 4.1% | ▲+0.5% Added · +323 sh | |
| 9 | Nuveen Quality Muncp Income COM | $9.2M | 750.6K | 3.1% | ▲+1.2% Added · +9K sh | |
| 10 | Nuveen Amt Free Qlty Mun Inc COM | $8.6M | 732.0K | 2.9% | ▲+7.9% Added · +54K sh | |
| 11 | Alphabet Inc CAP STK CL A | $7.5M | 21.0K | 2.5% | ▲+0.6% Added · +115 sh | |
| 12 | Tortoise Energy Infrstrctr C COM | $6.6M | 154.0K | 2.2% | ▲+1.8% Added · +3K sh | |
| 13 | Broadcom Inc COM | $6.1M | 16.2K | 2.1% | ▲+2.9% Added · +462 sh | |
| 14 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $5.9M | 96.2K | 2.0% | ▼−11% Reduced · −12K sh | |
| 15 | J P Morgan Exchange Traded F EQUITY PREMIUM | $5.8M | 102.3K | 1.9% | ▲+1.8% Added · +2K sh | |
| 16 | Invesco Exch Traded FD TR II S&P SMLCP LOW | $5.4M | 103.9K | 1.8% | ▲+6.1% Added · +6K sh | |
| 17 | SPDR Index SHS FDS ST INTL CAP ETF | $4.7M | 106.9K | 1.6% | ▲+1.1% Added · +1K sh | |
| 18 | Cisco Sys Inc COM | $4.6M | 39.0K | 1.5% | ▲+0.8% Added · +317 sh | |
| 19 | Walmart Inc COM | $4.5M | 39.7K | 1.5% | ▼−0.2% Reduced · −70 sh | |
| 20 | JPMorgan Chase & Co COM | $4.3M | 13.3K | 1.5% | ▲+1.8% Added · +230 sh | |
| 21 | Tesla Inc COM | $4.1M | 9.7K | 1.4% | ▲+2.4% Added · +230 sh | |
| 22 | Schwab Charles Corp COM | $4.0M | 43.0K | 1.3% | ▲+1.0% Added · +411 sh | |
| 23 | Microsoft Corp COM | $3.9M | 10.4K | 1.3% | ▲+4.8% Added · +478 sh | |
| 24 | Itt Inc COM | $3.9M | 19.5K | 1.3% | ▲+1.4% Added · +271 sh | |
| 25 | Netflix Inc. COM | $3.1M | 43.4K | 1.0% | ▲+2.1% Added · +879 sh | |
| 26 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.0M | 58.9K | 1.0% | ▲+0.8% Added · +450 sh | |
| 27 | Caterpillar Inc COM | $2.8M | 2.6K | 0.9% | ▼−1.2% Reduced · −32 sh | |
| 28 | Capital One Finl Corp COM | $2.7M | 13.4K | 0.9% | ▲+0.9% Added · +118 sh | |
| 29 | 3M Co COM | $2.5M | 15.4K | 0.8% | ▲+3.1% Added · +464 sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.5M | 34.5K | 0.8% | ▲+0.7% Added · +242 sh | |
| 31 | Meta Platforms Inc CL A | $2.4M | 4.3K | 0.8% | ▲+2.0% Added · +85 sh | |
| 32 | Amazon Com Inc COM | $2.4M | 10.1K | 0.8% | ▲+5.3% Added · +514 sh | |
| 33 | Albemarle Corp COM | $2.3M | 17.1K | 0.8% | ▲+5.0% Added · +813 sh | |
| 34 | Thermo Fisher Scientific Inc COM | $2.3M | 4.5K | 0.8% | ▲+2.8% Added · +125 sh | |
| 35 | Apple Inc COM | $2.1M | 7.4K | 0.7% | ▲+1.9% Added · +139 sh | |
| 36 | Truist Finl Corp COM | $1.9M | 37.4K | 0.6% | ▲+1.6% Added · +601 sh | |
| 37 | Disney Walt Co COM | $1.8M | 18.7K | 0.6% | ▲+2.1% Added · +379 sh | |
| 38 | Rio Tinto PLC SPONSORED ADR | $1.7M | 18.1K | 0.6% | ▲+1.5% Added · +261 sh | |
| 39 | Simmons First Natl Corp CL A $1 PAR | $1.6M | 67.8K | 0.5% | —Held | |
| 40 | Ishares TR CORE S&P TTL STK | $1.5M | 9.4K | 0.5% | ▲+2.2% Added · +200 sh | |
| 41 | Abbott Laboratories COM | $1.5M | 16.1K | 0.5% | ▲+3.6% Added · +565 sh | |
| 42 | Ecolab Inc COM | $1.4M | 5.2K | 0.5% | ▲+2.0% Added · +101 sh | |
| 43 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $1.3M | 50.1K | 0.4% | ▼−2.8% Reduced · −1K sh | |
| 44 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.7K | 0.4% | —Held | |
| 45 | Energizer Hldgs Inc COM | $1.3M | 59.5K | 0.4% | ▲+4.2% Added · +2K sh | |
| 46 | Chevron Corporation COM | $1.2M | 7.4K | 0.4% | ▲+1.4% Added · +101 sh | |
| 47 | Marathon Pete Corp COM | $1.1M | 4.3K | 0.4% | —Held | |
| 48 | Vanguard Index FDS SMALL CP ETF | $1.1M | 3.5K | 0.4% | ▼−0.4% Reduced · −14 sh | |
| 49 | Exxon Mobil Corp COM | $972K | 7.1K | 0.3% | ▲+0.5% Added · +33 sh | |
| 50 | Cummins Inc COM | $921K | 1.3K | 0.3% | ▼−0.1% Reduced · −2 sh |
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Use Arkolith to show Eagle Bluffs Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.