Eagle Wealth Advisors LLC
13F Reported Value
ⓘ$131.1M
Holdings
100
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Eagle Wealth Advisors LLC disclosed 100 positions worth $131.1M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.4% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 11 new positions and exited 9 — including a new stake in $MRVL and a full exit from $INTU. The portfolio is most concentrated in Technology (53.6% of disclosed assets). All figures are sourced directly from Eagle Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2107271.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$12.3M61,628 sh - 76.1#112
Quality
$9.9M34,213 sh - 83.7#15
Quality
$6.6M17,765 sh - 74.6
Quality
$5.4M22,483 sh ISHARES TR - 0-5 YR TIPS ETF
—Quality
$4.8M47,147 sh- 80.2
Quality
$4.6M12,880 sh - 86.4
Quality
$4.2M11,217 sh - 88.4
Quality
$4.1M3,580 sh - 80.2
Quality
$3.9M11,069 sh - 78.8
Quality
$3.9M6,694 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $12.3M | 61,628 |
 Apple Inc.$AAPL | 76.1#112 | $9.9M | 34,213 |
 MICROSOFT CORP$MSFT | 83.7#15 | $6.6M | 17,765 |
 AMAZON COM INC$AMZN | 74.6 | $5.4M | 22,483 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $4.8M | 47,147 |
 Alphabet Inc.$GOOG | 80.2 | $4.6M | 12,880 |
 Broadcom Inc.$AVGO | 86.4 | $4.2M | 11,217 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $4.1M | 3,580 |
 Alphabet Inc.$GOOGL | 80.2 | $3.9M | 11,069 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $3.9M | 6,694 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Eagle Wealth Advisors LLC's 100 positions.
Showing top 10 of 100 holdings.
Sector Allocation
Technology
$70.2M
Other
$27.0M
Consumer Discretionary
$10.7M
Industrials
$8.8M
Financials
$5.2M
Healthcare
$4.4M
Communication Services
$1.7M
Consumer Staples
$1.3M
Full Holdings — Eagle Wealth Advisors LLC (Q2 2026)
All 100 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $12.3M | 9.4% | -4% | 90.2 |
| 2 | $AAPL | Apple Inc. | $9.9M | 7.5% | -5% | 76.1 |
| 3 | $MSFT | MICROSOFT CORP | $6.6M | 5.1% | -3% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $5.4M | 4.1% | -2% | 74.6 |
| 5 | — | ISHARES TR - 0-5 YR TIPS ETF | $4.8M | 3.7% | +17% | — |
| 6 | $GOOG | Alphabet Inc. | $4.6M | 3.5% | -4% | 80.2 |
| 7 | $AVGO | Broadcom Inc. | $4.2M | 3.2% | -7% | 86.4 |
| 8 | $MU | MICRON TECHNOLOGY INC | $4.1M | 3.1% | +20% | 88.4 |
| 9 | $GOOGL | Alphabet Inc. | $3.9M | 3.0% | -2% | 80.2 |
| 10 | $AMD | ADVANCED MICRO DEVICES INC | $3.9M | 3.0% | +3% | 78.8 |
| 11 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $3.8M | 2.9% | +393% | — |
| 12 | — | ISHARES TR - ISHS 5-10YR INVT | $3.8M | 2.9% | +29% | — |
| 13 |  $TSLA | Tesla, Inc. | $3.4M | 2.6% | +1% | 50.1 |
| 14 |  $META | Meta Platforms, Inc. | $3.1M | 2.4% | -1% | 80.9 |
| 15 | — | SPDR SERIES TRUST - STATE STREET SPD | $2.7M | 2.0% | -11% | — |
| 16 |  $LRCX | LAM RESEARCH CORP | $2.1M | 1.6% | +4% | 82.4 |
| 17 |  $INTC | INTEL CORP | $2.1M | 1.6% | +24% | 41.5 |
| 18 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $1.7M | 1.3% | -0% | — |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 1.3% | +11% | 74.8 |
| 20 |  $WMT | Walmart Inc. | $1.7M | 1.3% | +31% | 63.2 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 1.2% | +9% | 72.3 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 1.2% | +5% | 67 |
| 23 |  $KLAC | KLA CORP | $1.4M | 1.1% | +919% | 84.4 |
| 24 |  $LLY | ELI LILLY & Co | $1.3M | 1.0% | -24% | 89.3 |
| 25 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.3M | 1.0% | +0% | — |
| 26 |  $RTX | RTX Corp | $1.3M | 1.0% | +2% | 70 |
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.9% | -0% | — |
| 28 |  $NFLX | NETFLIX INC | $1.1M | 0.9% | -2% | 86.7 |
| 29 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $1.0M | 0.8% | +0% | — |
| 30 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.0M | 0.8% | +0% | — |
| 31 |  $PLTR | Palantir Technologies Inc. | $1.0M | 0.8% | +4% | 85.8 |
| 32 |  $SPY | SPDR S&P 500 ETF TRUST | $951,385 | 0.7% | -4% | — |
| 33 | — | SPDR DOW JONES INDL AVERAGE - UT SER 1 | $910,003 | 0.7% | +0% | — |
| 34 |  $PANW | Palo Alto Networks Inc | $907,113 | 0.7% | +10% | 66.5 |
| 35 |  $JPM | JPMORGAN CHASE & CO | $881,172 | 0.7% | +8% | 35.6 |
| 36 |  $V | VISA INC. | $877,281 | 0.7% | -24% | 83.5 |
| 37 |  $LIN | LINDE PLC | $789,827 | 0.6% | +4% | — |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $757,090 | 0.6% | +16% | 64.5 |
| 39 |  $TXN | TEXAS INSTRUMENTS INC | $750,540 | 0.6% | +27% | 70.4 |
| 40 |  $CAT | CATERPILLAR INC | $747,560 | 0.6% | +5% | 67.8 |
| 41 |  $CRWD | CrowdStrike Holdings, Inc. | $628,064 | 0.5% | +7% | 55 |
| 42 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $610,566 | 0.5% | +0% | — |
| 43 |  $MA | Mastercard Inc | $610,157 | 0.5% | -30% | 81.7 |
| 44 |  $AMGN | AMGEN INC | $605,827 | 0.5% | +20% | 79.5 |
| 45 |  $GE | GENERAL ELECTRIC CO | $596,847 | 0.5% | -24% | 74.8 |
| 46 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $595,121 | 0.5% | +0% | — |
| 47 |  $MRVL | Marvell Technology, Inc. | $566,289 | 0.4% | NEW | 77.3 |
| 48 |  $GS | GOLDMAN SACHS GROUP INC | $563,333 | 0.4% | +5% | — |
| 49 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | $553,845 | 0.4% | +0% | — |
| 50 |  $QCOM | QUALCOMM INC/DE | $545,870 | 0.4% | +29% | 81.9 |
| 51 |  $GEV | GE Vernova Inc. | $545,135 | 0.4% | -19% | 70.1 |
| 52 |  $PG | PROCTER & GAMBLE Co | $542,568 | 0.4% | +6% | 72.9 |
| 53 | — | ISHARES TR - U.S. TECH ETF | $538,763 | 0.4% | +0% | — |
| 54 |  $ADI | ANALOG DEVICES INC | $521,087 | 0.4% | +23% | 76.2 |
| 55 |  $PEP | PEPSICO INC | $505,584 | 0.4% | +24% | 62.7 |
| 56 |  $HD | HOME DEPOT, INC. | $503,980 | 0.4% | +6% | 69.2 |
| 57 |  $SNDK | Sandisk Corp | $495,673 | 0.4% | NEW | 88.8 |
| 58 |  $IVZ | Invesco Ltd. | $490,759 | 0.4% | -14% | — |
| 59 |  $JNJ | JOHNSON & JOHNSON | $475,432 | 0.4% | +12% | 72.8 |
| 60 |  $ORCL | ORACLE CORP | $472,477 | 0.4% | +4% | 67.2 |
| 61 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $470,651 | 0.4% | +3% | 74.4 |
| 62 |  $WDC | WESTERN DIGITAL CORP | $466,266 | 0.4% | NEW | 76.8 |
| 63 |  $GILD | GILEAD SCIENCES, INC. | $457,224 | 0.3% | +21% | 77.8 |
| 64 | — | ISHARES TR - CORE S&P500 ETF | $456,823 | 0.3% | +14% | — |
| 65 | — | SELECT SECTOR SPDR TR - STATE STREET IND | $444,552 | 0.3% | +0% | — |
| 66 |  $STX | Seagate Technology Holdings plc | $438,424 | 0.3% | NEW | — |
| 67 |  $BKNG | Booking Holdings Inc. | $431,697 | 0.3% | +2533% | 55.3 |
| 68 |  $APP | AppLovin Corp | $428,671 | 0.3% | +7% | 86.8 |
| 69 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $419,737 | 0.3% | +4% | 76.6 |
| 70 |  $CARR | CARRIER GLOBAL Corp | $417,508 | 0.3% | +0% | 61.5 |
| 71 |  $MCD | MCDONALDS CORP | $413,304 | 0.3% | +4% | 73.9 |
| 72 |  $XOM | EXXON MOBIL CORP | $406,742 | 0.3% | +13% | 61.8 |
| 73 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $373,166 | 0.3% | +6% | 66.7 |
| 74 |  $ABBV | AbbVie Inc. | $330,907 | 0.3% | +13% | 59.3 |
| 75 |  $ANET | Arista Networks, Inc. | $330,417 | 0.3% | -17% | 86 |
| 76 |  $ASML | ASML HOLDING NV | $330,247 | 0.3% | NEW | — |
| 77 | — | VANGUARD WORLD FD - FINANCIALS ETF | $319,788 | 0.2% | +0% | — |
| 78 |  $FTNT | Fortinet, Inc. | $318,454 | 0.2% | NEW | 78.1 |
| 79 |  $TMUS | T-Mobile US, Inc. | $315,836 | 0.2% | -18% | 72.7 |
| 80 | — | VANGUARD INDEX FDS - GROWTH ETF | $307,520 | 0.2% | +500% | — |
| 81 |  $BAC | BANK OF AMERICA CORP /DE/ | $302,507 | 0.2% | +11% | 68.4 |
| 82 |  $ISRG | INTUITIVE SURGICAL INC | $294,681 | 0.2% | -40% | 81.4 |
| 83 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $280,907 | 0.2% | +5% | 65.9 |
| 84 |  $MS | MORGAN STANLEY | $271,543 | 0.2% | +6% | — |
| 85 |  $VRT | Vertiv Holdings Co | $268,860 | 0.2% | -7% | 82.7 |
| 86 |  $UNH | UNITEDHEALTH GROUP INC | $268,497 | 0.2% | -34% | 66.8 |
| 87 |  $SHOP | SHOPIFY INC. | $258,389 | 0.2% | +18% | — |
| 88 |  $SBUX | STARBUCKS CORP | $254,555 | 0.2% | NEW | 54.6 |
| 89 |  $MRK | Merck & Co., Inc. | $253,129 | 0.2% | +17% | 70.9 |
| 90 |  $WFC | WELLS FARGO & COMPANY/MN | $244,697 | 0.2% | +8% | — |
| 91 |  $CEG | Constellation Energy Corp | $238,684 | 0.2% | +5% | 62.5 |
| 92 |  $SNPS | SYNOPSYS INC | $236,417 | 0.2% | NEW | 63.1 |
| 93 |  $ORLY | O REILLY AUTOMOTIVE INC | $230,593 | 0.2% | -2% | 72.7 |
| 94 |  $KO | COCA COLA CO | $225,617 | 0.2% | NEW | 74 |
| 95 |  $URI | UNITED RENTALS, INC. | $220,914 | 0.2% | NEW | 70.7 |
| 96 |  $CVX | CHEVRON CORP | $218,637 | 0.2% | +7% | 54.7 |
| 97 |  $CRM | Salesforce, Inc. | $215,412 | 0.2% | -40% | 75.2 |
| 98 |  $DIS | Walt Disney Co | $215,215 | 0.2% | -10% | 68.9 |
| 99 |  $C | CITIGROUP INC | $206,581 | 0.2% | NEW | 54.8 |
| 100 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $204,054 | 0.2% | -38% | 63.7 |
New Positions (11)
$MRVL Marvell Technology, Inc.$566,289$SNDK Sandisk Corp$495,673$WDC WESTERN DIGITAL CORP$466,266$STX Seagate Technology Holdings plc$438,424$ASML ASML HOLDING NV$330,247$FTNT Fortinet, Inc.$318,454$SBUX STARBUCKS CORP$254,555$SNPS SYNOPSYS INC$236,417$KO COCA COLA CO$225,617$URI UNITED RENTALS, INC.$220,914$C CITIGROUP INC$206,581
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