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 29.78% of Eagle Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: MGK, KLAC, IGIB, STIP, MU, MRVL, SNDK, WDC, STX, BKNG.
- Started 11 new stock positions in SNPS, KO, WDC, SBUX, MRVL, SNDK, C, URI, STX, FTNT. ASML.
- Reduced shares in these 10 stocks: AAPL, NVDA, INTU, LLY, AVGO, SPSB, Honeywell International, V, , MA.
- Sold out of its positions in ADBE, BLK, FDHY, Honeywell International, INTU, OTIS, REGN, SPGI, UBER.
- Eagle Wealth Advisors was a net buyer of stock by $7.1M.
- Eagle Wealth Advisors has $131M in assets under management (AUM), dropping by 20.94%.
- Central Index Key (CIK): 0002107271
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Portfolio Holdings for Eagle Wealth Advisors
Eagle Wealth Advisors holds 100 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.4 | $12M | -4% | 62k | 200.09 |
|
| Apple (AAPL) | 7.6 | $9.9M | -5% | 34k | 289.36 |
|
| Microsoft Corporation (MSFT) | 5.1 | $6.6M | -3% | 18k | 373.02 |
|
| Amazon (AMZN) | 4.1 | $5.4M | 23k | 238.34 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.7 | $4.8M | +17% | 47k | 102.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $4.6M | -3% | 13k | 357.37 |
|
| Broadcom (AVGO) | 3.2 | $4.2M | -7% | 11k | 377.75 |
|
| Micron Technology (MU) | 3.2 | $4.1M | +19% | 3.6k | 1154.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $3.9M | 11k | 353.33 |
|
|
| Advanced Micro Devices (AMD) | 3.0 | $3.9M | +2% | 6.7k | 580.91 |
|
| Vanguard World Mega Grwth Ind (MGK) | 2.9 | $3.8M | +392% | 43k | 87.91 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.9 | $3.8M | +28% | 71k | 53.17 |
|
| Tesla Motors (TSLA) | 2.6 | $3.4M | 8.0k | 420.60 |
|
|
| Meta Platforms Cl A (META) | 2.4 | $3.1M | 5.5k | 563.29 |
|
|
| Spdr Series Trust State Street Spd (SPSB) | 2.0 | $2.7M | -10% | 89k | 30.01 |
|
| Lam Research Corp Com New (LRCX) | 1.6 | $2.1M | +3% | 4.9k | 433.59 |
|
| Intel Corporation (INTC) | 1.6 | $2.1M | +24% | 15k | 139.63 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.3 | $1.7M | 9.0k | 190.52 |
|
|
| Applied Materials (AMAT) | 1.3 | $1.7M | +10% | 2.3k | 723.00 |
|
| Wal-Mart Stores (WMT) | 1.3 | $1.7M | +31% | 15k | 113.26 |
|
| Cisco Systems (CSCO) | 1.2 | $1.6M | +9% | 14k | 117.46 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $1.5M | +4% | 1.6k | 935.47 |
|
| Kla Corp Com New (KLAC) | 1.1 | $1.4M | +918% | 4.8k | 301.71 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $1.3M | -24% | 1.1k | 1199.43 |
|
| First Tr Exchange-traded SHS (QTEC) | 1.0 | $1.3M | 3.8k | 334.69 |
|
|
| Raytheon Technologies Corp (RTX) | 1.0 | $1.3M | 6.6k | 189.73 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.2M | 1.8k | 686.81 |
|
|
| Netflix (NFLX) | 0.9 | $1.1M | 16k | 71.40 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.8 | $1.0M | 2.9k | 360.38 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.8 | $1.0M | 31k | 33.84 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.8 | $1.0M | +4% | 8.8k | 116.67 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $951k | -4% | 1.3k | 746.77 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $910k | 1.7k | 522.39 |
|
|
| Palo Alto Networks (PANW) | 0.7 | $907k | +9% | 2.7k | 341.02 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $881k | +7% | 2.7k | 327.33 |
|
| Visa Com Cl A (V) | 0.7 | $877k | -24% | 2.6k | 343.09 |
|
| Linde SHS (LIN) | 0.6 | $790k | +3% | 1.5k | 518.94 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $757k | +16% | 1.5k | 500.39 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $751k | +26% | 2.5k | 298.07 |
|
| Caterpillar (CAT) | 0.6 | $748k | +5% | 702.00 | 1064.90 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $628k | +6% | 823.00 | 763.14 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $611k | 1.7k | 370.04 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $610k | -29% | 1.2k | 513.60 |
|
| Amgen (AMGN) | 0.5 | $606k | +20% | 1.7k | 362.12 |
|
| Ge Aerospace Com New (GE) | 0.5 | $597k | -23% | 1.6k | 373.73 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.5 | $595k | 3.6k | 163.45 |
|
|
| Marvell Technology (MRVL) | 0.4 | $566k | NEW | 1.9k | 297.89 |
|
| Goldman Sachs (GS) | 0.4 | $563k | +4% | 557.00 | 1011.37 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $554k | 10k | 53.61 |
|
|
| Qualcomm (QCOM) | 0.4 | $546k | +28% | 3.0k | 184.79 |
|
| Ge Vernova (GEV) | 0.4 | $545k | -18% | 464.00 | 1174.86 |
|
| Procter & Gamble Company (PG) | 0.4 | $543k | +5% | 3.7k | 146.64 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $539k | 2.1k | 252.23 |
|
|
| Analog Devices (ADI) | 0.4 | $521k | +22% | 1.3k | 397.17 |
|
| Pepsi (PEP) | 0.4 | $506k | +24% | 3.7k | 135.40 |
|
| Home Depot (HD) | 0.4 | $504k | +6% | 1.4k | 352.68 |
|
| Sandisk Corp (SNDK) | 0.4 | $496k | NEW | 218.00 | 2273.73 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $491k | -14% | 3.0k | 161.54 |
|
| Johnson & Johnson (JNJ) | 0.4 | $475k | +12% | 1.9k | 253.97 |
|
| Oracle Corporation (ORCL) | 0.4 | $473k | +3% | 3.2k | 146.55 |
|
| Cadence Design Systems (CDNS) | 0.4 | $471k | +2% | 1.3k | 375.32 |
|
| Western Digital (WDC) | 0.4 | $466k | NEW | 730.00 | 638.72 |
|
| Gilead Sciences (GILD) | 0.3 | $457k | +21% | 3.6k | 126.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $457k | +14% | 610.00 | 748.89 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $445k | 2.4k | 185.23 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $438k | NEW | 454.00 | 965.69 |
|
| Booking Holdings (BKNG) | 0.3 | $432k | +2532% | 2.4k | 178.24 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $429k | +6% | 832.00 | 515.23 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $420k | +4% | 845.00 | 496.73 |
|
| Carrier Global Corporation (CARR) | 0.3 | $418k | 5.7k | 73.35 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $413k | +4% | 1.5k | 270.31 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $407k | +13% | 3.0k | 136.72 |
|
| International Business Machines (IBM) | 0.3 | $373k | +5% | 1.3k | 281.21 |
|
| Abbvie (ABBV) | 0.3 | $331k | +13% | 1.3k | 251.64 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $330k | -17% | 1.9k | 169.88 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $330k | NEW | 166.00 | 1989.44 |
|
| Vanguard World Financials Etf (VFH) | 0.2 | $320k | 2.4k | 131.60 |
|
|
| Fortinet (FTNT) | 0.2 | $319k | NEW | 2.1k | 153.62 |
|
| Metropcs Communications (TMUS) | 0.2 | $316k | -18% | 1.9k | 167.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $308k | +500% | 3.6k | 86.14 |
|
| Bank of America Corporation (BAC) | 0.2 | $303k | +10% | 5.3k | 56.98 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $295k | -40% | 741.00 | 397.68 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $281k | +4% | 758.00 | 370.59 |
|
| Morgan Stanley Com New (MS) | 0.2 | $272k | +5% | 1.3k | 209.04 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $269k | -6% | 803.00 | 334.82 |
|
| UnitedHealth (UNH) | 0.2 | $269k | -33% | 646.00 | 415.63 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $258k | +17% | 2.3k | 114.18 |
|
| Starbucks Corporation (SBUX) | 0.2 | $255k | NEW | 2.5k | 102.19 |
|
| Merck & Co (MRK) | 0.2 | $253k | +17% | 2.0k | 129.35 |
|
| Wells Fargo & Company (WFC) | 0.2 | $245k | +7% | 3.0k | 82.64 |
|
| Constellation Energy (CEG) | 0.2 | $239k | +4% | 961.00 | 248.37 |
|
| Synopsys (SNPS) | 0.2 | $236k | NEW | 530.00 | 446.07 |
|
| O'reilly Automotive (ORLY) | 0.2 | $231k | 2.5k | 92.09 |
|
|
| Coca-Cola Company (KO) | 0.2 | $226k | NEW | 2.8k | 81.80 |
|
| United Rentals (URI) | 0.2 | $221k | NEW | 195.00 | 1132.89 |
|
| Chevron Corporation (CVX) | 0.2 | $219k | +7% | 1.3k | 165.76 |
|
| salesforce (CRM) | 0.2 | $215k | -39% | 1.4k | 157.24 |
|
| Walt Disney Company (DIS) | 0.2 | $215k | -9% | 2.2k | 96.25 |
|
| Citigroup Com New (C) | 0.2 | $207k | NEW | 1.5k | 139.96 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $204k | -38% | 407.00 | 501.36 |
|
Past Filings by Eagle Wealth Advisors
SEC 13F filings are viewable for Eagle Wealth Advisors going back to 2025
- Eagle Wealth Advisors 2026 Q2 filed July 13, 2026
- Eagle Wealth Advisors 2026 Q1 filed April 23, 2026
- Eagle Wealth Advisors 2025 Q4 filed Jan. 29, 2026