Eagle Wealth Advisors
Latest statistics and disclosures from Eagle Wealth Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002107271
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Portfolio Holdings for Eagle Wealth Advisors
Eagle Wealth Advisors holds 91 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.1 | $13M | 70k | 186.50 |
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| Apple (AAPL) | 9.4 | $11M | 41k | 271.86 |
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| Microsoft Corporation (MSFT) | 8.5 | $10M | 21k | 483.62 |
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| Amazon (AMZN) | 4.9 | $5.7M | 25k | 230.82 |
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| Broadcom (AVGO) | 4.2 | $4.9M | 14k | 346.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $4.6M | 15k | 313.00 |
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| Spdr Series Trust State Street Spd (SPSB) | 3.5 | $4.1M | 135k | 30.20 |
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| Tesla Motors (TSLA) | 3.3 | $3.8M | 8.5k | 449.72 |
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| Meta Platforms Cl A (META) | 3.2 | $3.8M | 5.7k | 660.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $3.8M | 12k | 313.80 |
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| Vanguard World Mega Grwth Ind (MGK) | 2.9 | $3.5M | 8.4k | 412.76 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.3 | $2.7M | 26k | 102.39 |
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| Eli Lilly & Co. (LLY) | 2.1 | $2.4M | 2.3k | 1074.68 |
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| Visa Com Cl A (V) | 1.6 | $1.9M | 5.4k | 350.71 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.5 | $1.8M | 33k | 53.88 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $1.5M | 2.6k | 570.88 |
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| Netflix (NFLX) | 1.1 | $1.3M | 14k | 93.76 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $1.3M | 8.9k | 143.97 |
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| Advanced Micro Devices (AMD) | 1.0 | $1.2M | 5.6k | 214.16 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $1.2M | 6.4k | 183.40 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $1.2M | 6.6k | 177.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.1M | 1.8k | 627.13 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.1M | 1.3k | 862.34 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $1.1M | 33k | 32.62 |
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| Ge Aerospace Com New (GE) | 0.8 | $983k | 3.2k | 308.03 |
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| salesforce (CRM) | 0.8 | $903k | 3.4k | 265.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $903k | 1.3k | 681.92 |
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| First Tr Exchange-traded SHS (QTEC) | 0.7 | $864k | 3.8k | 230.21 |
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| Vanguard World Industrial Etf (VIS) | 0.7 | $860k | 2.9k | 298.38 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $839k | 1.7k | 481.61 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $791k | 2.5k | 322.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $639k | 1.3k | 502.65 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $628k | 3.7k | 171.44 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $613k | 1.1k | 579.45 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $605k | 1.1k | 566.36 |
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| Intuit (INTU) | 0.5 | $604k | 911.00 | 662.42 |
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| Oracle Corporation (ORCL) | 0.5 | $586k | 3.0k | 194.91 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $566k | 10k | 54.77 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $553k | 1.7k | 335.27 |
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| Ge Vernova (GEV) | 0.5 | $550k | 841.00 | 653.57 |
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| UnitedHealth (UNH) | 0.5 | $538k | 1.6k | 330.11 |
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| Servicenow (NOW) | 0.5 | $538k | 3.5k | 153.19 |
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| Linde SHS (LIN) | 0.4 | $522k | 1.2k | 426.39 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.4 | $514k | 3.6k | 141.16 |
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| Procter & Gamble Company (PG) | 0.4 | $494k | 3.4k | 143.31 |
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| S&p Global (SPGI) | 0.4 | $491k | 940.00 | 522.59 |
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| Kla Corp Com New (KLAC) | 0.4 | $485k | 399.00 | 1215.08 |
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| Uber Technologies (UBER) | 0.4 | $484k | 5.9k | 81.71 |
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| Home Depot (HD) | 0.4 | $463k | 1.3k | 344.10 |
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| Goldman Sachs (GS) | 0.4 | $462k | 526.00 | 879.00 |
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| McDonald's Corporation (MCD) | 0.4 | $459k | 1.5k | 305.63 |
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| Wal-Mart Stores (WMT) | 0.4 | $456k | 4.1k | 111.65 |
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| Arista Networks Com Shs (ANET) | 0.4 | $450k | 3.4k | 131.03 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $427k | 2.1k | 199.68 |
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| Blackrock (BLK) | 0.4 | $420k | 392.00 | 1070.34 |
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| Booking Holdings (BKNG) | 0.4 | $418k | 78.00 | 5355.33 |
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| Danaher Corporation (DHR) | 0.3 | $401k | 1.8k | 228.92 |
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| Cisco Systems (CSCO) | 0.3 | $398k | 5.2k | 77.03 |
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| Caterpillar (CAT) | 0.3 | $376k | 657.00 | 572.87 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $372k | 2.4k | 155.12 |
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| Palo Alto Networks (PANW) | 0.3 | $361k | 2.0k | 184.20 |
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| International Business Machines (IBM) | 0.3 | $361k | 1.2k | 296.21 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.3 | $351k | 2.9k | 119.32 |
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| Cadence Design Systems (CDNS) | 0.3 | $339k | 1.1k | 312.58 |
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| Johnson & Johnson (JNJ) | 0.3 | $338k | 1.6k | 206.95 |
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| Progressive Corporation (PGR) | 0.3 | $335k | 1.5k | 227.72 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $325k | 716.00 | 453.36 |
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| Vanguard World Financials Etf (VFH) | 0.3 | $324k | 2.4k | 133.49 |
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| Walt Disney Company (DIS) | 0.3 | $323k | 2.8k | 113.77 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $314k | 2.6k | 120.34 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $312k | 890.00 | 349.99 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $304k | 444.00 | 684.94 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $303k | 647.00 | 468.76 |
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| Carrier Global Corporation (CARR) | 0.3 | $301k | 5.7k | 52.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $290k | 595.00 | 487.86 |
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| Abbvie (ABBV) | 0.2 | $263k | 1.2k | 228.49 |
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| Constellation Energy (CEG) | 0.2 | $261k | 739.00 | 353.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $259k | 965.00 | 268.30 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $258k | 294.00 | 878.96 |
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| Bank of America Corporation (BAC) | 0.2 | $256k | 4.7k | 55.00 |
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| Wells Fargo & Company (WFC) | 0.2 | $255k | 2.7k | 93.20 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $253k | 376.00 | 673.82 |
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| Fidelity Covington Trust Enhanced High Yi (FDHY) | 0.2 | $245k | 4.9k | 49.63 |
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| United Rentals (URI) | 0.2 | $245k | 303.00 | 809.32 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $235k | 2.7k | 87.35 |
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| McKesson Corporation (MCK) | 0.2 | $227k | 277.00 | 821.10 |
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| Metropcs Communications (TMUS) | 0.2 | $225k | 1.1k | 203.04 |
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| Micron Technology (MU) | 0.2 | $224k | 784.00 | 285.41 |
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| Morgan Stanley Com New (MS) | 0.2 | $213k | 1.2k | 177.53 |
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| Chevron Corporation (CVX) | 0.2 | $209k | 1.4k | 152.41 |
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| O'reilly Automotive (ORLY) | 0.2 | $200k | 2.2k | 91.21 |
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Past Filings by Eagle Wealth Advisors
SEC 13F filings are viewable for Eagle Wealth Advisors going back to 2025
- Eagle Wealth Advisors 2025 Q4 filed Jan. 29, 2026