Eagle Bluffs Wealth Management LLC

CIK 0001906547 · Q2 2026

13F Equity AUM

$299.2M

+16.6% QoQ

Positions

+6 QoQ

AUM Rank

#6,570

Top 52%

Skill Alpha (FF)

+0.8%/yr^ns

No Clear Edge

Rank #2,062 · Top 25%

vs S&P +0.2%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 35.3%Top 10: 54.8%Top 20: 73.3%

BBN12.9%

EMXC7.1%

IDV*5.2%

KLAC5.1%

NBB5.0%

VRT4.9%

MRVL4.5%

NVDA4.1%

NAD3.1%

XNEAX2.9%

Others (76)45.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.2%

Technology19.6%

Industrials9.5%

Communication Services5.1%

Consumer Cyclical2.7%

Basic Materials2.1%

Other4.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 86Median: 0.44%Avg: 1.16%

0–0.5%

46(9.2%)

0.5–1%

15(11.2%)

1–3%

16(27.7%)

3–5%

4(16.5%)

5%+

5(35.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 86vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased44Decreased13Exited0

New Positions

VGT0.1%

+2K

LLY0.1%

+203

VNQ0.1%

+2K

NDQ0.1%

+311

CGGR0.1%

+4K

VOO0.1%

+293

Increased

BBN12.9%

+181K(+8%)

XNEAX2.9%

+54K(+8%)

NBB5.0%

+53K(+6%)

KLAC5.1%

+46K(+901%)

IDV*5.2%

+11K(+3%)

NAD3.1%

+9K(+1%)

XSLV1.8%

+6K(+6%)

EMXC7.1%

+3K(+1%)

TYG2.2%

+3K(+2%)

ENR0.4%

+2K(+4%)

Decreased

JEPQ2.0%

-11,978(-11%)

CBC0.1%

-3,050(-24%)

BAB0.5%

-1,441(-3%)

JMST0.3%

-1,205(-8%)

NEAR0.3%

-238(-2%)

MCHP0.1%

-197(-4%)

MRVL4.5%

-165(-0%)

PEO0.1%

-75(-2%)

WMT1.5%

-70(-0%)

CB0.2%

-45(-3%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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