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CIK: 0002107271
Total reported value
$131.1M
$131.1M
98 檔
27.6%
The Q1 2026 SEC filing reveals that Eagle Wealth Advisors LLC held a total portfolio value of $131.1M, covering 98 public equity positions.
In Q1 2026, Eagle Wealth Advisors LLC displayed an active expansion posture, initiating 14 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.36% | -0.95% | -8.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.46% | -0.91% | -11.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -1.22% | -10.68% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.40% | -0.31% | -7.23% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.83% | -0.15% | +54.67% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | -0.05% | -9.34% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.46% | -0.23% | -14.34% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | -0.01% | -5.96% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.99% | -0.08% | +5.27% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.94% | -0.58% | -2.76% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.76% | -0.72% | -26.46% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.74% | -0.16% | -5.83% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.70% | +0.17% | +68.38% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.45% | -0.58% | +14.48% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.27% | +18.33% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.02% | +177.14% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | -0.23% | -35.82% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.22% | +1.75% | +16.75% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 1.15% | -0.19% | +1.08% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.13% | -0.35% | +27.83% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.11% | +0.20% | +1.11% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.06% | +0.33% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.27% | -37.83% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.93% | +2.22% | +281.25% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.93% | +0.69% | +28.85% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.33% | +144.63% | |
| 27 | VIS | Vanguard Industrials ETF | ETF-Other | 0.83% | -0.04% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.82% | -0.03% | -7.55% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.07% | +0.45% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.31% | -34.20% | |
| 31 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.75% | +0.21% | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.75% | -0.06% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | +1.96% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.67% | -0.07% | +19.79% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +0.62% | — | |
| 36 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.47% | +17.04% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | +0.01% | +2.20% | |
| 38 | GE | General Electric | Stock-Industrials | 0.55% | -0.09% | -34.59% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.53% | -0.31% | +15.72% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.02% | — | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.49% | +1.10% | — | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.49% | -0.04% | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | -0.05% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.06% | +1.39% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.46% | -0.04% | -31.99% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | +0.01% | — | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | -0.21% | +108.86% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.44% | +0.13% | +1.37% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.04% | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.06% | +3.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +1.6% | +54.67% | Add |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | +1.2% | +68.38% | Add |
| 3 | WMT | Walmart Inc | +0.9% | +177.14% | Add |
| 4 | MU | Micron Technology Inc | +0.7% | +281.25% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.6% | +144.63% | Add |
| 6 | COST | Costco Wholesale CORP | +0.5% | +18.33% | Add |
| 7 | LRCX | Lam Research CORP | +0.4% | +28.85% | Add |
| 8 | NFLX | Netflix Inc | +0.3% | +14.48% | Add |
| 9 | TMUS | T-mobile US Inc | +0.3% | +108.86% | Add |
| 10 | LIN | Linde plc | +0.2% | +19.79% | Add |
| 11 | KLAC | Kla CORP | +0.2% | +17.04% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +16.75% | Add |
| 13 | RTX | Rtx CORP | +0.2% | +1.08% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.50% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +27.83% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +1.37% | Add |
| 17 | VIS | Vanguard Industrials ETF | +0.1% | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | +0.1% | +2.14% | Add |
| 19 | APP | Applovin Corp-class A | +0.1% | +106.91% | Add |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +20.32% | Add |
| 21 | CVX | Chevron CORP | +0.1% | -10.08% | Trim |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +20.27% | Add |
| 23 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +5.27% | Add |
| 24 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +13.41% | Add |
| 25 | ORLY | O'reilly Automotive Inc | +0.1% | +16.07% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +23.66% | Add |
| 27 | MGV | Vanguard Mega Cap Value ETF | +0.1% | — | Unchanged |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +1.39% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +0.33% | Add |
| 30 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 31 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.45% | Add |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.20% | Add |
| 35 | GS | Goldman Sachs Group Inc | 0% | +1.14% | Add |
| 36 | MCD | Mcdonald's CORP | 0% | -2.59% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 38 | HD | Home Depot Inc | 0% | +0.22% | Add |
| 39 | CEG | Constellation Energy | 0% | +23.95% | Add |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | +19.01% | Add |
| 41 | CDNS | Cadence Design Sys Inc | 0% | +12.55% | Add |
| 42 | XLK | Ss Technology Select Sector | 0% | +1.11% | Add |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +1.96% | Add |
| 44 | QTEC | First Trust Nasdq 100 Tech I | 0% | — | Unchanged |
| 45 | ISRG | Intuitive Surgical Inc | 0% | +15.72% | Add |
| 46 | MS | Morgan Stanley | 0% | +2.41% | Add |
| 47 | ABBV | Abbvie Inc | 0% | +1.04% | Add |
| 48 | FDHY | Fidelity Enh Hi Yld ETF | 0% | — | Unchanged |
| 49 | IYW | Ishares Ustechnology ETF | — | — | Unchanged |
| 50 | BKNG | Booking Holdings Inc | — | +17.95% | Add |
According to official SEC Form 13F filings, Eagle Wealth Advisors LLC reported a total U.S. public equity portfolio value of $131.1M across 98 disclosed positions in Q1 2026.
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 27.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMAT
市值: $722.5K
Top Position Liquidated / Trimmed
NOW
前期市值: $537.7K
During Q1 2026, Eagle Wealth Advisors LLC's top holdings by market value included NVDA (10.4%)、AAPL (8.5%)、MSFT (6.3%). The largest single position, NVDA, represented 10.4% of total portfolio value.
In Q1 2026, Eagle Wealth Advisors LLC made 92 total portfolio adjustments, initiating 14 new buys, adding to 45 positions, trimming 26 holdings, and fully liquidating 7 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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