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CIK: 0002107271
Total reported value
$131.1M
$131.1M
91 檔
34.1%
In Q4 2025, Eagle Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $131.1M, distributed across 91 disclosed stock positions.
During Q4 2025, Eagle Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.14% | -0.95% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.44% | -0.91% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.49% | -1.22% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.85% | -0.31% | — | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.17% | -0.23% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.95% | -0.05% | — | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.48% | -0.72% | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.26% | -0.16% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.22% | -0.58% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.21% | -0.01% | — | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.94% | -0.08% | — | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.27% | -0.15% | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.07% | -0.23% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | -0.27% | — | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.50% | +0.17% | — | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | -0.31% | — | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.14% | -0.58% | — | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | +0.20% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | +1.75% | — | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.19% | — | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.99% | -0.35% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.06% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.27% | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.92% | -0.03% | — | |
| 25 | GE | General Electric | Stock-Industrials | 0.84% | -0.09% | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.23% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.07% | — | |
| 28 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.74% | +0.21% | — | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 0.73% | -0.04% | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.72% | -0.06% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | +0.01% | — | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.69% | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.14% | — | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | -0.31% | — | |
| 36 | INTU | Intuit Inc | Stock-Tech | 0.51% | -0.41% | EXIT | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.06% | — | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.05% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | -0.02% | — | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.47% | -0.04% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | -0.04% | — | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.46% | — | — | |
| 43 | LIN | Linde plc | Stock-Materials | 0.44% | -0.07% | — | |
| 44 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.44% | -0.04% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.06% | — | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.42% | -0.23% | EXIT | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.41% | +0.47% | — | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | -0.23% | EXIT | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.03% | — | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.39% | +0.01% | — |
According to official SEC Form 13F filings, Eagle Wealth Advisors LLC reported a total U.S. public equity portfolio value of $131.1M across 91 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 34.1% of total reported equity market value during Q4 2025.
During Q4 2025, Eagle Wealth Advisors LLC's top holdings by market value included NVDA (11.1%)、AAPL (9.4%)、MSFT (8.5%). The largest single position, NVDA, represented 11.1% of total portfolio value.
In Q4 2025, Eagle Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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