Eagle Wealth Advisors LLC
Sector Allocation
- Technology56.0%$76.2M
- Other20.8%$28.3M
- Consumer Discretionary7.6%$10.4M
- Financials4.5%$6.1M
- Healthcare3.7%$5.0M
- Consumer Staples3.1%$4.3M
- Industrials1.8%$2.5M
- Communication Services1.1%$1.6M
- Energy0.6%$845,089
- Materials0.5%$731,436
AUM History
13fpro.ai/research/fund/eagle-wealth-advisors-llc-2107271
Conviction and streaks
Concentrating · top 10 = 47.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$13.2MAAPL
$11.4MMSFT
$9.0MAMZN
$5.7M- ISHARES$5.2M
GOOGL
$4.5MAMD
$4.2MMETA
$4.1MMU
$4.0M- VANGUARD$4.0M
AVGO
$4.0M- ISHARES$3.9M
GOOG
$3.8M- SPDR$2.9M
TSLA
$2.9MINTC
$1.9M- SELECT$1.8M
PLTR
$1.6MLRCX
$1.6MWMT
$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/eagle-wealth-advisors-llc-2107271
Eagle Wealth Advisors LLC 13F holdings — Q3 2026
$136.2M portfolio (+3.9% QoQ) · 102 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$13.2M
9.7% of stocks
-6%This quarter-0.2%Since filed4+ qtrsHeld$11.4M
8.3% of stocks
-0.2%This quarter+1.3%Since filed4+ qtrsHeld$9.0M
6.6% of stocks
-1%This quarter+0.1%Since filed4+ qtrsHeld$5.7M
4.2% of stocks
+2%This quarter-5.2%Since filed4+ qtrsHeld- 5
ISHARES TR - 0-5 YR TIPS ETF
$5.2M
3.8% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $4.5M
3.3% of stocks
+2%This quarter-6.6%Since filed4+ qtrsHeld$4.2M
3.1% of stocks
+2%This quarter-0.7%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$4.1M
3.0% of stocks
+2%This quarter-9.2%Since filed4+ qtrsHeld$4.0M
3.0% of stocks
+6%This quarter+0.8%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row- 10
VANGUARD WORLD FD - MEGA GRWTH IND
$4.0M
3.0% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Eagle Wealth Advisors LLC (Q3 2026)
102 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $4.0M | 2.9% | 11K | +0.4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - ISHS 5-10YR INVTetf/fund | — | $3.9M | 2.8% | 77K | +8% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $3.8M | 2.8% | 11K | +0.8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SPDR SERIES TRUST - STATE STREET SPDetf/fund | — | $2.9M | 2.1% | 98K | +10% | — | — | 13F |
| 15 | Tesla, Inc. | Consumer Discretionary | $2.9M | 2.1% | 8,065 | +0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | INTEL CORP | Technology | $1.9M | 1.4% | 16K | +6% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | SELECT SECTOR SPDR TR - STATE STREET TECetf/fund | — | $1.8M | 1.3% | 9,029 | — | — | — | 13F |
| 18 | Palantir Technologies Inc. | Technology | $1.6M | 1.2% | 8,821 | +0.8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | LAM RESEARCH CORP | Technology | $1.6M | 1.2% | 5,010 | +2% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Walmart Inc. | Consumer Staples | $1.6M | 1.2% | 15K | +4% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CISCO SYSTEMS, INC. | Technology | $1.5M | 1.1% | 14K | +3% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 1.1% | 1,669 | +2% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $1.3M | 0.9% | 1,110 | +1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.3M | 0.9% | 1,814 | — | — | — | 13F |
| 25 | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.9% | 2,407 | +3% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.2M | 0.9% | 3,714 | -1% | |||
| 27 | $PANW | Palo Alto Networks Inc | Technology | $1.1M | 0.8% | 2,739 | +3% | |||
| 28 | $NFLX | NETFLIX INC | Communication Services | $1.0M | 0.8% | 15K | -8% | |||
| 29 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $985K | 0.7% | 27K | -10% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $972K | 0.7% | 1,275 | +0.1% | |||
| 31 | $JPM | JPMORGAN CHASE & CO | Financials | $968K | 0.7% | 2,926 | +9% | |||
| 32 | $KLAC | KLA CORP | Technology | $943K | 0.7% | 4,836 | +2% | |||
| 33 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $924K | 0.7% | 2,882 | — | |||
| 34 | $V | VISA INC. | Financials | $923K | 0.7% | 2,568 | +0.4% | |||
| 35 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $918K | 0.7% | 3,469 | +322% | |||
| 36 | — | SPDR DOW JONES INDL AVERAGE - UT SER 1 | — | $888K | 0.7% | 1,742 | — | |||
| 37 | $IVZ | Invesco Ltd. | Financials | $856K | 0.6% | 5,644 | +86% | |||
| 38 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $808K | 0.6% | 1,623 | +7% | |||
| 39 | $LIN | LINDE PLC | Materials | $731K | 0.5% | 1,541 | +1% | |||
| 40 | $TXN | TEXAS INSTRUMENTS INC | Technology | $727K | 0.5% | 2,595 | +3% | |||
| 41 | $AMGN | AMGEN INC | Healthcare | $721K | 0.5% | 1,711 | +2% | |||
| 42 | $MA | Mastercard Inc | Financials | $653K | 0.5% | 1,185 | -0.3% | |||
| 43 | — | ISHARES TR - CORE S&P500 ETF | — | $633K | 0.5% | 827 | +36% | |||
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $617K | 0.5% | 1,650 | — | |||
| 45 | $CAT | CATERPILLAR INC | Industrials | $603K | 0.4% | 744 | +6% | |||
| 46 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $587K | 0.4% | 3,641 | — | |||
| 47 | $QCOM | QUALCOMM INC/DE | Technology | $567K | 0.4% | 3,080 | +4% | |||
| 48 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $556K | 0.4% | 3,730 | +3% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $552K | 0.4% | 3,392 | +14% | |||
| 50 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | — | $552K | 0.4% | 10K | — | |||
| 51 | — | ISHARES TR - U.S. TECH ETF | — | $544K | 0.4% | 2,054 | -4% | |||
| 52 | $MRVL | Marvell Technology, Inc. | Technology | $538K | 0.4% | 2,035 | +7% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $533K | 0.4% | 2,013 | +8% | |||
| 54 | $ADI | ANALOG DEVICES INC | Technology | $532K | 0.4% | 1,340 | +2% | |||
| 55 | $GS | GOLDMAN SACHS GROUP INC | Financials | $522K | 0.4% | 580 | +4% | |||
| 56 | $SNDK | Sandisk Corp | Technology | $513K | 0.4% | 295 | +35% | |||
| 57 | $GE | GENERAL ELECTRIC CO | Industrials | $501K | 0.4% | 1,603 | +0.4% | |||
| 58 | $PEP | PEPSICO INC | Consumer Staples | $485K | 0.4% | 3,826 | +2% | |||
| 59 | $ORCL | ORACLE CORP | Technology | $452K | 0.3% | 3,291 | +2% | |||
| 60 | $STX | Seagate Technology Holdings plc | Technology | $450K | 0.3% | 488 | +7% | |||
| 61 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $449K | 0.3% | 858 | +2% | |||
| 62 | $RTX | RTX Corp | Industrials | $447K | 0.3% | 2,406 | -64% | |||
| 63 | $GEV | GE Vernova Inc. | Industrials | $439K | 0.3% | 462 | -0.4% | |||
| 64 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $419K | 0.3% | 1,270 | +1% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $409K | 0.3% | 2,815 | -24% | |||
| 66 | — | SELECT SECTOR SPDR TR - STATE STREET IND | — | $401K | 0.3% | 2,400 | — | |||
| 67 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $397K | 0.3% | 2,437 | +0.6% | |||
| 68 | $ANET | Arista Networks, Inc. | Technology | $393K | 0.3% | 1,930 | -0.8% | |||
| 69 | $FTNT | Fortinet, Inc. | Technology | $389K | 0.3% | 2,174 | +5% | |||
| 70 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $374K | 0.3% | 1,313 | -8% | |||
| 71 | $ABBV | AbbVie Inc. | Healthcare | $372K | 0.3% | 1,421 | +8% | |||
| 72 | $WDC | WESTERN DIGITAL CORP | Technology | $354K | 0.3% | 778 | +7% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $350K | 0.3% | 1,149 | New | |||
| 74 | $SHOP | SHOPIFY INC. | Technology | $346K | 0.3% | 2,330 | +3% | |||
| 75 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $327K | 0.2% | 3,621 | New | |||
| 76 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $322K | 0.2% | 3,570 | — | |||
| 77 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $316K | 0.2% | 2,430 | — | |||
| 78 | $MCD | MCDONALDS CORP | Consumer Discretionary | $315K | 0.2% | 1,363 | -11% | |||
| 79 | $TMUS | T-Mobile US, Inc. | Communication Services | $314K | 0.2% | 1,928 | +2% | |||
| 80 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $312K | 0.2% | 5,736 | +8% | |||
| 81 | $ASML | ASML HOLDING NV | Technology | $310K | 0.2% | 171 | +3% | |||
| 82 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $304K | 0.2% | 747 | +0.8% | |||
| 83 | $MRK | Merck & Co., Inc. | Healthcare | $302K | 0.2% | 2,065 | +6% | |||
| 84 | $CARR | CARRIER GLOBAL Corp | Industrials | $299K | 0.2% | 5,447 | -4% | |||
| 85 | $CVX | CHEVRON CORP | Energy | $293K | 0.2% | 1,435 | +9% | |||
| 86 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $287K | 0.2% | 1,306 | -2% | |||
| 87 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $276K | 0.2% | 776 | +2% | |||
| 88 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $274K | 0.2% | 406 | -0.2% | |||
| 89 | $MS | MORGAN STANLEY | Financials | $272K | 0.2% | 1,446 | +11% | |||
| 90 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $262K | 0.2% | 3,279 | +11% | |||
| 91 | $KO | COCA COLA CO | Consumer Staples | $254K | 0.2% | 2,931 | +6% | |||
| 92 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $243K | 0.2% | 663 | +3% | |||
| 93 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $243K | 0.2% | 2,586 | +4% | |||
| 94 | $APP | AppLovin Corp | Technology | $243K | 0.2% | 836 | +0.5% | |||
| 95 | $SNPS | SYNOPSYS INC | Technology | $234K | 0.2% | 537 | +1% | |||
| 96 | $DIS | Walt Disney Co | Communication Services | $220K | 0.2% | 2,094 | -6% | |||
| 97 | $CEG | Constellation Energy Corp | Utilities | $219K | 0.2% | 862 | -10% | |||
| 98 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $216K | 0.2% | 830 | New | |||
| 99 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $214K | 0.2% | 2,505 | +0.0% | |||
| 100 | $C | CITIGROUP INC | Financials | $209K | 0.1% | 1,616 | +9% | |||
| 101 | $VRT | Vertiv Holdings Co | Technology | $204K | 0.1% | 845 | +5% | |||
| 102 | $URI | UNITED RENTALS, INC. | Industrials | $202K | 0.1% | 202 | +4% |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 69 added to, 20 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- AMERICAN CENTY ETF TR - US LARGE CAP VLU$327K
first bought this quarter
$ADPAUTOMATIC DATA PROCESSING INC$216K
first bought this quarter
Added to (69)
$CRWDCrowdStrike Holdings, Inc.+322%
now $918K · held 4+ qtrs, 3 adds in a row
- ISHARES TR - 0-5 YR TIPS ETF+11%
now $5.2M
$IVZInvesco Ltd.+86%
now $856K · held 4+ qtrs
- ISHARES TR - ISHS 5-10YR INVT+8%
now $3.9M
- SPDR SERIES TRUST - STATE STREET SPD+10%
now $2.9M
now $4.0M · held 4+ qtrs, 3 adds in a row
+63 more in the Excel export
Trimmed (20)
now $13.2M · held 4+ qtrs, 3 trims in a row
$RTXRTX Corp-64%
now $447K · held 4+ qtrs
$PGPROCTER & GAMBLE Co-24%
now $409K · held 4+ qtrs
now $9.0M · held 4+ qtrs, 3 trims in a row
- SCHWAB STRATEGIC TR - US LCAP GR ETF-10%
now $985K
$NFLXNETFLIX INC-8%
now $1.0M · held 4+ qtrs, 2 trims in a row
+14 more in the Excel export
Sold out (1)
$CRMSalesforce, Inc.was $215K
held 3+ qtrs
Holdings by quarter
Every 13F Eagle Wealth Advisors LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Eagle Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Eagle Wealth Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Eagle Wealth Advisors LLC disclosed 102 positions worth $136.2M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 9.7% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 2 new positions and exited 1 and a full exit from $CRM. The portfolio is most concentrated in Technology (56.0% of disclosed assets). All figures are sourced directly from Eagle Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2107271.
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AI-Powered Hedge Fund Analysis: Eagle Wealth Advisors LLC
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