Eagle Bluffs Wealth Management LLC logo

Eagle Bluffs Wealth Management LLC

RIA/Wealth

Eagle Bluffs Wealth Management LLC is a RIA/Wealth based in Columbia, MO led by Nicholas James Thurwanger, managing $231.7M across 77 long positions as of Q3 2025 with 50% concentrated in top 10 holdings.

FounderNicholas James Thurwanger
Portfolio Value
$231.7M
Positions
77
Top Holding
BBN at 14.76%
Last Reported
Q3 2025
Address2201 Old 63 South, Columbia, MO, 65201, United States

Top Holdings

Largest long holdings in Eagle Bluffs Wealth Management LLC's portfolio (50% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$34.2M
14.76%
+$2.7M
Bought
2.1M shares
Unknown
Unknown
$13.3M
5.74%
+$1.1M
Bought
815.1K shares
ETF
ETF
$13.0M
5.62%
+$212.5K
Bought
193.0K shares
ETF
ETF
$12.1M
5.21%
+$335.0K
Bought
330.2K shares
5
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$11.8M
5.10%
-$36.8K
Sold
0.00%
63.3K shares
Unknown
Unknown
$7.5M
3.24%
+$976.1
Bought
639.2K shares
Electrical Equipment & Parts
Industrials
$6.6M
2.86%
+$120.8K
Bought
0.01%
43.9K shares
ETF
ETF
$6.3M
2.72%
+$127.7K
Bought
109.7K shares
Unknown
Unknown
$5.7M
2.45%
+$493.7K
Bought
494.9K shares
Semiconductors
Technology
$5.4M
2.33%
+$18.3K
Bought
0.00%
5.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Eagle Bluffs Wealth Management LLC's latest filing

See all changes
Market Value
$231.7M
Prior: $210.2M
Q/Q Change
+10.22%
+$21.5M
Net Flows % of MV
+2.93%
Turnover Ratio
1.79%
New Purchases
2 stocks
$463.7K
Added To
49 stocks
+$6.8M
Sold Out Of
1 stocks
$200.8K
Reduced Holdings
12 stocks
-$313.1K

Increased Positions

PositionShares Δ
New
New
+13.69%
+9.54%
+9.2%

Decreased Positions

PositionShares Δ
Sold
-12.06%
-2.62%
-2.54%
5
Netflix logo
-1.47%

Analytics

Portfolio insights and performance metrics for Eagle Bluffs Wealth Management LLC

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Sector Allocation

ETF: 24.50%ETFTechnology: 15.50%TechnologyIndustrials: 7.30%IndustrialsCommunication Services: 6.50%Communication ServicesFinancial Services: 6.40%Financial ServicesConsumer Cyclical: 3.30%Healthcare: 2.20%Consumer Defensive: 1.80%Basic Materials: 1.50%Energy: 1.10%Utilities: 0.30%
ETF
24.50%
Technology
15.50%
Industrials
7.30%
Communication Services
6.50%
Financial Services
6.40%
Consumer Cyclical
3.30%
Healthcare
2.20%
Consumer Defensive
1.80%
Basic Materials
1.50%
Energy
1.10%
Utilities
0.30%

Market Cap Distribution

Mega Cap (> $200B): 27.57%Mega Cap (> $200B)Large Cap ($10B - $200B): 16.57%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.10%Small Cap ($300M - $2B): 0.56%Micro Cap ($50M - $300M): 0.18%N/A (ETF or Unknown): 54.03%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.57%
Large Cap ($10B - $200B)
16.57%
Mid Cap ($2B - $10B)
1.10%
Small Cap ($300M - $2B)
0.56%
Micro Cap ($50M - $300M)
0.18%
N/A (ETF or Unknown)
54.03%

Portfolio Concentration

Top 10 Holdings %
50.03%
Top 20 Holdings %
69.63%
Top 50 Holdings %
94.87%
Top 100 Holdings %
100.0%

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