Eagle Wealth Advisors
Latest statistics and disclosures from Eagle Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, STIP, and represent 33.33% of Eagle Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: STIP, IGIB, WMT, MU, AMAT, CSCO, INTC, AMGN, PEP, GILD.
- Started 14 new stock positions in MRK, INTC, PEP, ADI, MAR, GILD, VRT, QCOM, SHOP, TXN. HON, AMGN, AMAT, REGN.
- Reduced shares in these 10 stocks: AAPL, SPSB, NVDA, MSFT, LLY, AVGO, V, , MA, DHR.
- Sold out of its positions in DHR, MCK, PH, PGR, NOW, URI, ACN.
- Eagle Wealth Advisors was a net buyer of stock by $705k.
- Eagle Wealth Advisors has $108M in assets under management (AUM), dropping by -7.62%.
- Central Index Key (CIK): 0002107271
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Portfolio Holdings for Eagle Wealth Advisors
Eagle Wealth Advisors holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.4 | $11M | -8% | 64k | 174.41 |
|
| Apple (AAPL) | 8.5 | $9.2M | -11% | 36k | 253.79 |
|
| Microsoft Corporation (MSFT) | 6.3 | $6.8M | -10% | 18k | 370.17 |
|
| Amazon (AMZN) | 4.4 | $4.8M | -7% | 23k | 208.27 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.8 | $4.2M | +54% | 40k | 103.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $3.9M | -9% | 13k | 287.56 |
|
| Broadcom (AVGO) | 3.5 | $3.8M | -14% | 12k | 309.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $3.2M | -5% | 11k | 286.86 |
|
| Vanguard World Mega Grwth Ind (MGK) | 3.0 | $3.2M | +5% | 8.8k | 367.43 |
|
| Meta Platforms Cl A (META) | 2.9 | $3.2M | -2% | 5.6k | 572.13 |
|
| Spdr Series Trust State Street Spd (SPSB) | 2.8 | $3.0M | -26% | 100k | 30.07 |
|
| Tesla Motors (TSLA) | 2.7 | $3.0M | -5% | 8.0k | 371.75 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.7 | $2.9M | +68% | 55k | 53.22 |
|
| Netflix (NFLX) | 1.5 | $1.6M | +14% | 16k | 96.15 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $1.6M | +18% | 1.6k | 996.43 |
|
| Wal-Mart Stores (WMT) | 1.3 | $1.4M | +177% | 11k | 124.51 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $1.3M | -35% | 1.4k | 919.77 |
|
| Advanced Micro Devices (AMD) | 1.2 | $1.3M | +16% | 6.5k | 203.43 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $1.2M | 6.5k | 192.90 |
|
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $1.2M | +27% | 8.4k | 146.28 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $1.2M | 9.0k | 132.90 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.1M | 1.8k | 597.55 |
|
|
| Visa Com Cl A (V) | 0.9 | $1.0M | -37% | 3.4k | 302.24 |
|
| Micron Technology (MU) | 0.9 | $1.0M | +281% | 3.0k | 337.99 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $1.0M | +28% | 4.7k | 213.90 |
|
| Cisco Systems (CSCO) | 0.9 | $981k | +144% | 13k | 77.59 |
|
| Vanguard World Industrial Etf (VIS) | 0.8 | $900k | 2.9k | 312.22 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $889k | -7% | 31k | 29.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $865k | 1.3k | 650.34 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $843k | -34% | 1.7k | 499.66 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.7 | $811k | 3.8k | 215.98 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $809k | 1.7k | 464.18 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $736k | 2.5k | 294.16 |
|
|
| Linde SHS (LIN) | 0.7 | $726k | +19% | 1.5k | 495.76 |
|
| Applied Materials (AMAT) | 0.7 | $723k | NEW | 2.1k | 341.79 |
|
| Kla Corp Com New (KLAC) | 0.6 | $688k | +17% | 467.00 | 1472.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $623k | +2% | 1.3k | 479.20 |
|
| Ge Aerospace Com New (GE) | 0.5 | $593k | -34% | 2.1k | 283.77 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $570k | +15% | 1.2k | 460.99 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $529k | 1.7k | 320.81 |
|
|
| Intel Corporation (INTC) | 0.5 | $529k | NEW | 12k | 44.13 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.5 | $528k | 3.6k | 144.95 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.5 | $510k | 10k | 49.37 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $505k | 3.5k | 144.44 |
|
|
| Ge Vernova (GEV) | 0.5 | $500k | -31% | 572.00 | 873.40 |
|
| Amgen (AMGN) | 0.5 | $490k | NEW | 1.4k | 351.85 |
|
| Metropcs Communications (TMUS) | 0.4 | $485k | +108% | 2.3k | 210.03 |
|
| Caterpillar (CAT) | 0.4 | $472k | 666.00 | 708.46 |
|
|
| Pepsi (PEP) | 0.4 | $467k | NEW | 3.0k | 155.29 |
|
| Oracle Corporation (ORCL) | 0.4 | $458k | +3% | 3.1k | 147.11 |
|
| McDonald's Corporation (MCD) | 0.4 | $455k | -2% | 1.5k | 310.79 |
|
| Goldman Sachs (GS) | 0.4 | $450k | 532.00 | 845.99 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $445k | 2.6k | 169.66 |
|
|
| Intuit (INTU) | 0.4 | $445k | +13% | 1.0k | 432.38 |
|
| Home Depot (HD) | 0.4 | $443k | 1.3k | 328.89 |
|
|
| salesforce (CRM) | 0.4 | $425k | -33% | 2.3k | 186.67 |
|
| Gilead Sciences (GILD) | 0.4 | $416k | NEW | 3.0k | 139.37 |
|
| Johnson & Johnson (JNJ) | 0.4 | $408k | +2% | 1.7k | 244.44 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $397k | +20% | 3.5k | 112.11 |
|
| Palo Alto Networks (PANW) | 0.4 | $389k | +23% | 2.4k | 160.32 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $388k | 2.4k | 161.73 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $388k | 2.1k | 181.42 |
|
|
| Booking Holdings (BKNG) | 0.4 | $387k | +17% | 92.00 | 4210.32 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $386k | NEW | 2.0k | 194.14 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $363k | +13% | 812.00 | 446.54 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $349k | +20% | 534.00 | 653.21 |
|
| Analog Devices (ADI) | 0.3 | $340k | NEW | 1.1k | 318.14 |
|
| Cadence Design Systems (CDNS) | 0.3 | $339k | +12% | 1.2k | 277.87 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $323k | -37% | 657.00 | 492.02 |
|
| Carrier Global Corporation (CARR) | 0.3 | $321k | 5.7k | 56.31 |
|
|
| Applovin Corp Com Cl A (APP) | 0.3 | $310k | +106% | 778.00 | 398.00 |
|
| International Business Machines (IBM) | 0.3 | $304k | +2% | 1.3k | 242.39 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $301k | +19% | 770.00 | 390.41 |
|
| Qualcomm (QCOM) | 0.3 | $295k | NEW | 2.3k | 128.78 |
|
| Vanguard World Financials Etf (VFH) | 0.3 | $294k | 2.4k | 120.81 |
|
|
| Arista Networks Com Shs (ANET) | 0.3 | $289k | -31% | 2.4k | 122.78 |
|
| Honeywell International (HON) | 0.3 | $282k | NEW | 1.2k | 226.03 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $265k | +22% | 1.1k | 243.08 |
|
| UnitedHealth (UNH) | 0.2 | $263k | -40% | 972.00 | 270.59 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $260k | 595.00 | 436.79 |
|
|
| Constellation Energy (CEG) | 0.2 | $256k | +23% | 916.00 | 279.25 |
|
| Chevron Corporation (CVX) | 0.2 | $255k | -10% | 1.2k | 206.90 |
|
| Abbvie (ABBV) | 0.2 | $253k | 1.2k | 217.49 |
|
|
| Uber Technologies (UBER) | 0.2 | $249k | -41% | 3.5k | 71.93 |
|
| S&p Global (SPGI) | 0.2 | $249k | -37% | 585.00 | 425.34 |
|
| Fidelity Covington Trust Enhanced High Yi (FDHY) | 0.2 | $241k | 4.9k | 48.81 |
|
|
| Walt Disney Company (DIS) | 0.2 | $239k | -12% | 2.5k | 96.38 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $237k | NEW | 723.00 | 327.07 |
|
| O'reilly Automotive (ORLY) | 0.2 | $235k | +16% | 2.5k | 92.31 |
|
| Bank of America Corporation (BAC) | 0.2 | $234k | +2% | 4.8k | 48.75 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $228k | NEW | 1.9k | 118.62 |
|
| Blackrock (BLK) | 0.2 | $225k | -40% | 234.00 | 961.71 |
|
| Wells Fargo & Company (WFC) | 0.2 | $219k | 2.7k | 79.61 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $216k | NEW | 860.00 | 250.58 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $210k | NEW | 272.00 | 772.64 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $207k | 2.7k | 77.08 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $202k | +2% | 1.2k | 164.57 |
|
| Merck & Co (MRK) | 0.2 | $202k | NEW | 1.7k | 121.14 |
|
Past Filings by Eagle Wealth Advisors
SEC 13F filings are viewable for Eagle Wealth Advisors going back to 2025
- Eagle Wealth Advisors 2026 Q1 filed April 23, 2026
- Eagle Wealth Advisors 2025 Q4 filed Jan. 29, 2026