Eagle Bluffs Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001906547
13F-HR · 57 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
63.0%
Eagle Bluffs Wealth Management LLC — $166M AUM allocation strategy
Eagle Bluffs Wealth Management LLC files SEC Form 13F and reports $166M of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Financials 27.6%, followed by Information Technology 20.6% and Industrials 7.9%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Eagle Bluffs Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$166M
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +89.8K sh · +$1.14M+$IYY +15.8K sh · +$1.76M+$IVZ +3.81K sh · +$91.2K
Biggest trims (shares)
−$IVV −781 sh · −$123K−$SPY −776 sh · −$584K−$VRT −355 sh · +$3.8M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks21.4%—
- Semiconductors12.0%—
- Electrical Components & Equipment6.6%—
- Interactive Media & Services5.1%—
- Semiconductor Materials & Equipment4.5%—
- Consumer Staples Merchandise Retail3.0%—
- Movies & Entertainment2.4%—
- Investment Banking & Brokerage2.4%—
- Other holdings42.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 2.2M | $35.6M | +89.8K | 21.5% |
| $VRT | Vertiv Holdings LLC | 43.6K | $10.9M | -355 | 6.6% |
| $NVDA | NVIDIA Corporation | 60.9K | $10.6M | -126 | 6.4% |
| $KLAC | KLA Corporation | 5.08K | $7.49M | -1 | 4.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 20.9K | $6M | -54 | 3.6% |
| $WMT | Walmart Inc | 39.8K | $4.95M | -110 | 3.0% |
| $AVGO | Broadcom Inc | 15.8K | $4.88M | -48 | 2.9% |
| $MRVL | Marvell Technology Inc | 44.9K | $4.45M | +1.68K | 2.7% |
| $NFLX | Netflix Inc | 42.5K | $4.09M | +1.15K | 2.5% |
…and 48 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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