1y return+19.5%S&P 500 +20.9%
3y return+53.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $133 against $157 in the S&P 500.2
Eagle Bluffs Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BBNBlackrock Tax Municpal Bd Tr | $38.5M | 12.9% | +8.2% |
| EMXCIshares Inc | $21.2M | 7.1% | +1.4% |
| IDVIshares Tr | $15.6M | 5.2% | +3.0% |
| KLACKla Corp | $15.4M | 5.1% | +901.3% |
| NBBNuveen Taxable Municpal Inm | $15.0M | 5.0% | +5.9% |
| VRTVertiv Holdings Co | $14.8M | 4.9% | +1.2% |
| MRVLMarvell Technology Inc | $13.3M | 4.5% | |
| NVDANvidia Corporation | $12.2M | 4.1% | |
| NADNuveen Quality Muncp Income | $9.2M | 3.1% | +1.2% |
| XNEAXNuveen Amt Free Qlty Mun Inc | $8.6M | 2.9% | +7.9% |
| GOOGLAlphabet Inc | $7.5M | 2.5% | |
| TYGTortoise Energy Infrstrctr C | $6.6M | 2.2% | +1.8% |
| AVGOBroadcom Inc | $6.1M | 2.1% | +2.9% |
| JEPQJ P Morgan Exchange Traded F | $5.9M | 2.0% | −11.1% |
| JEPIJ P Morgan Exchange Traded F | $5.8M | 1.9% | +1.8% |
| XSLVInvesco Exch Traded Fd Tr II | $5.4M | 1.8% | +6.1% |
| GWXSpdr Index Shs Fds | $4.7M | 1.6% | +1.1% |
| CSCOCisco Sys Inc | $4.6M | 1.5% | |
| WMTWalmart Inc | $4.5M | 1.5% | |
| JPMJpmorgan Chase & Co | $4.3M | 1.5% | +1.8% |
| TSLATesla Inc | $4.1M | 1.4% | +2.4% |
| SCHWSchwab Charles Corp | $4.0M | 1.3% | |
| MSFTMicrosoft Corp | $3.9M | 1.3% | +4.8% |
| ITTItt Inc | $3.9M | 1.3% | +1.4% |
| NFLXNetflix Inc. | $3.1M | 1.0% | +2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $12.2M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $2.8M |
| VRTVertiv Holdings Co | March 31, 2025 | +363.7% | $14.8M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $7.5M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $4.5M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $6.1M |
| EMXCIshares Inc | December 31, 2022 | +115.5% | $21.2M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $4.3M |
| ITOTIshares Tr | June 30, 2022 | +96.1% | $1.5M |
| ITTItt Inc | December 31, 2021 | +93.5% | $3.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | +1.7% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −8.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Eagle Bluffs Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1906547&type=13F-HR&dateb=&owner=include&count=40CIK 1906547
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1906547/000195175726001101/Filed August 6, 2026 · accession 0001951757-26-001101