Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Balances (Mar 31, 2026)

As of Mar 31, 2026, the Eagle Capital Management portfolio balances reported a total equity value of $253,681 across 49 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Apr 20, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight SCHWAB STRATEGIC TR (SCHD) as the single largest position, accounting for 11.2% of total equity value, followed by STATE STR SPDR S&P 500 ETF T (SPY), INVESCO QQQ TR (QQQ), VANGUARD BD INDEX FDS (VUSB), and others. Collectively, the top five holdings represent 43.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.