Eagle Wealth Advisors

Eagle Wealth Advisors as of June 30, 2026

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 62k 200.09
Apple (AAPL) 7.6 $9.9M 34k 289.36
Microsoft Corporation (MSFT) 5.1 $6.6M 18k 373.02
Amazon (AMZN) 4.1 $5.4M 23k 238.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.7 $4.8M 47k 102.16
Alphabet Cap Stk Cl A (GOOGL) 3.5 $4.6M 13k 357.37
Broadcom (AVGO) 3.2 $4.2M 11k 377.75
Micron Technology (MU) 3.2 $4.1M 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 6.7k 580.91
Vanguard World Mega Grwth Ind (MGK) 2.9 $3.8M 43k 87.91
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.9 $3.8M 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 89k 30.01
Lam Research Corp Com New (LRCX) 1.6 $2.1M 4.9k 433.59
Intel Corporation (INTC) 1.6 $2.1M 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 2.3k 723.00
Wal-Mart Stores (WMT) 1.3 $1.7M 15k 113.26
Cisco Systems (CSCO) 1.2 $1.6M 14k 117.46
Costco Wholesale Corporation (COST) 1.2 $1.5M 1.6k 935.47
Kla Corp Com New (KLAC) 1.1 $1.4M 4.8k 301.71
Eli Lilly & Co. (LLY) 1.0 $1.3M 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 8.8k 116.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $951k 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 2.7k 341.02
JPMorgan Chase & Co. (JPM) 0.7 $881k 2.7k 327.33
Visa Com Cl A (V) 0.7 $877k 2.6k 343.09
Linde SHS (LIN) 0.6 $790k 1.5k 518.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $757k 1.5k 500.39
Texas Instruments Incorporated (TXN) 0.6 $751k 2.5k 298.07
Caterpillar (CAT) 0.6 $748k 702.00 1064.90
Crowdstrike Hldgs Cl A (CRWD) 0.5 $628k 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 1.2k 513.60
Amgen (AMGN) 0.5 $606k 1.7k 362.12
Ge Aerospace Com New (GE) 0.5 $597k 1.6k 373.73
Vanguard World Mega Cap Val Etf (MGV) 0.5 $595k 3.6k 163.45
Marvell Technology (MRVL) 0.4 $566k 1.9k 297.89
Goldman Sachs (GS) 0.4 $563k 557.00 1011.37
Select Sector Spdr Tr State Street Fin (XLF) 0.4 $554k 10k 53.61
Qualcomm (QCOM) 0.4 $546k 3.0k 184.79
Ge Vernova (GEV) 0.4 $545k 464.00 1174.86
Procter & Gamble Company (PG) 0.4 $543k 3.7k 146.64
Ishares Tr U.s. Tech Etf (IYW) 0.4 $539k 2.1k 252.23
Analog Devices (ADI) 0.4 $521k 1.3k 397.17
Pepsi (PEP) 0.4 $506k 3.7k 135.40
Home Depot (HD) 0.4 $504k 1.4k 352.68
Sandisk Corp (SNDK) 0.4 $496k 218.00 2273.73
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $491k 3.0k 161.54
Johnson & Johnson (JNJ) 0.4 $475k 1.9k 253.97
Oracle Corporation (ORCL) 0.4 $473k 3.2k 146.55
Cadence Design Systems (CDNS) 0.4 $471k 1.3k 375.32
Western Digital (WDC) 0.4 $466k 730.00 638.72
Gilead Sciences (GILD) 0.3 $457k 3.6k 126.34
Ishares Tr Core S&p500 Etf (IVV) 0.3 $457k 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 454.00 965.69
Booking Holdings (BKNG) 0.3 $432k 2.4k 178.24
Applovin Corp Com Cl A (APP) 0.3 $429k 832.00 515.23
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $420k 845.00 496.73
Carrier Global Corporation (CARR) 0.3 $418k 5.7k 73.35
McDonald's Corporation (MCD) 0.3 $413k 1.5k 270.31
Exxon Mobil Corporation (XOM) 0.3 $407k 3.0k 136.72
International Business Machines (IBM) 0.3 $373k 1.3k 281.21
Abbvie (ABBV) 0.3 $331k 1.3k 251.64
Arista Networks Com Shs (ANET) 0.3 $330k 1.9k 169.88
Asml Holding N V N Y Registry Shs (ASML) 0.3 $330k 166.00 1989.44
Vanguard World Financials Etf (VFH) 0.2 $320k 2.4k 131.60
Fortinet (FTNT) 0.2 $319k 2.1k 153.62
Metropcs Communications (TMUS) 0.2 $316k 1.9k 167.73
Vanguard Index Fds Growth Etf (VUG) 0.2 $308k 3.6k 86.14
Bank of America Corporation (BAC) 0.2 $303k 5.3k 56.98
Intuitive Surgical Com New (ISRG) 0.2 $295k 741.00 397.68
Marriott Intl Cl A (MAR) 0.2 $281k 758.00 370.59
Morgan Stanley Com New (MS) 0.2 $272k 1.3k 209.04
Vertiv Holdings Com Cl A (VRT) 0.2 $269k 803.00 334.82
UnitedHealth (UNH) 0.2 $269k 646.00 415.63
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $258k 2.3k 114.18
Starbucks Corporation (SBUX) 0.2 $255k 2.5k 102.19
Merck & Co (MRK) 0.2 $253k 2.0k 129.35
Wells Fargo & Company (WFC) 0.2 $245k 3.0k 82.64
Constellation Energy (CEG) 0.2 $239k 961.00 248.37
Synopsys (SNPS) 0.2 $236k 530.00 446.07
O'reilly Automotive (ORLY) 0.2 $231k 2.5k 92.09
Coca-Cola Company (KO) 0.2 $226k 2.8k 81.80
United Rentals (URI) 0.2 $221k 195.00 1132.89
Chevron Corporation (CVX) 0.2 $219k 1.3k 165.76
salesforce (CRM) 0.2 $215k 1.4k 157.24
Walt Disney Company (DIS) 0.2 $215k 2.2k 96.25
Citigroup Com New (C) 0.2 $207k 1.5k 139.96
Thermo Fisher Scientific (TMO) 0.2 $204k 407.00 501.36