Eagle Bluffs Wealth Management LLC has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $290.8 million as of September 30, 2026. This update is significant as it reflects the company's investment strategies and positions within the competitive landscape of wealth management.
Founded in Missouri, Eagle Bluffs Wealth Management LLC operates in the financial services sector, providing investment management and advisory services. The firm is registered under the Central Index Key (CIK) number 0001906547 and has been active in filing various reports with the SEC, including its latest Form 13F-HR, which was submitted on October 20, 2026.
What the Filing Says
The recent filing indicates that Eagle Bluffs Wealth Management holds a diverse portfolio, with a total of 85 different investments. The value of these holdings amounts to $290,849,946. Chief Compliance Officer Edgerly Roberts signed the document, confirming its accuracy and completeness. The filing specifically states, "The total value of the holdings is $290,849,946," underscoring the firm's substantial investments.
Impact
This update may have implications for various stakeholders, including clients, investors, and competitors in the wealth management industry. The disclosure of such a significant portfolio value can influence investor sentiment and potentially attract new clients seeking investment management services. Additionally, the report highlights the competitive positioning of Eagle Bluffs Wealth Management against other firms in the financial services sector.
What's Next
The filing does not specify what happens next for Eagle Bluffs Wealth Management. However, it is expected that the firm will continue to monitor its investments and may provide further updates in future filings.
For more details, the full filing can be accessed through the SEC's website under accession number 0001951757-26-001683.