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CIK: 0002107271
Total reported value
$136.2M
$136.2M
100 檔
28.7%
According to the latest 13F quarterly dataset, Eagle Wealth Advisors LLC managed an equity portfolio of $136.2M at the end of Q2 2026, spanning 100 distinct U.S. exchange-listed positions.
In Q2 2026, Eagle Wealth Advisors LLC displayed an active expansion posture, initiating 11 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.41% | +0.29% | -4.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.55% | +0.80% | -5.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.06% | +1.55% | -3.40% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | +0.09% | -1.73% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.68% | +0.14% | +17.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.51% | -0.19% | -3.95% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | -0.32% | -7.42% | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 3.15% | -0.18% | +19.77% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.98% | -0.19% | -1.96% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.97% | +0.09% | +2.83% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.91% | +0.04% | +392.85% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.87% | -0.03% | +28.63% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.58% | -0.48% | +0.56% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.36% | +0.62% | -1.33% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.04% | +0.09% | -10.57% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.62% | -0.41% | +3.88% | |
| 17 | INTC | Intel CORP | Stock-Tech | 1.59% | -0.20% | +24.35% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.31% | -0.01% | -0.07% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.29% | -0.39% | +10.83% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.10% | +31.34% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | -0.11% | +9.50% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.04% | +4.82% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 1.10% | -0.41% | +918.63% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.06% | -24.24% | |
| 25 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.96% | -0.06% | — | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.63% | +1.98% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.02% | -0.49% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.12% | -1.83% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 0.79% | -0.11% | — | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | -0.07% | +0.10% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.78% | +0.43% | +4.38% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.02% | -4.21% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.69% | -0.04% | — | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.11% | +9.69% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.04% | +7.55% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.01% | -24.10% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.60% | -0.06% | +3.89% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.01% | +16.47% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | -0.04% | +26.66% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | -0.13% | +5.41% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.48% | +0.19% | +6.88% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | -0.02% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | +0.01% | -29.58% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | +0.07% | +20.10% | |
| 45 | GE | General Electric | Stock-Industrials | 0.46% | -0.09% | -23.52% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.45% | -0.02% | — | |
| 47 | MRVL | Marvell Technology Inc | Stock-Tech | 0.43% | -0.04% | — | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | -0.05% | +4.70% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | -0.01% | — | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | — | +28.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +2.2% | +19.77% | Add |
| 2 | AMD | Advanced Micro Devices | +1.8% | +2.83% | Add |
| 3 | INTC | Intel CORP | +1.1% | +24.35% | Add |
| 4 | LRCX | Lam Research CORP | +0.7% | +3.88% | Add |
| 5 | AMAT | Applied Materials Inc | +0.6% | +10.83% | Add |
| 6 | KLAC | Kla CORP | +0.5% | +918.63% | Add |
| 7 | MRVL | Marvell Technology Inc | +0.4% | NEW | New buy |
| 8 | SNDK | Sandisk CORP | +0.4% | NEW | New buy |
| 9 | WDC | Western Digital CORP | +0.4% | NEW | New buy |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +9.50% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +9.69% | Add |
| 12 | STX | Seagate Technology Holdings plc | +0.3% | NEW | New buy |
| 13 | ASML | ASML Holding N.V. | +0.3% | NEW | New buy |
| 14 | FTNT | Fortinet Inc | +0.2% | NEW | New buy |
| 15 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | — | Unchanged |
| 16 | TXN | Texas Instruments Inc | +0.2% | +26.66% | Add |
| 17 | XLK | Ss Technology Select Sector | +0.2% | -0.07% | Trim |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +6.88% | Add |
| 19 | SBUX | Starbucks CORP | +0.2% | NEW | New buy |
| 20 | SNPS | Synopsys Inc | +0.2% | NEW | New buy |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +28.63% | Add |
| 22 | KO | Coca-cola Co/the | +0.2% | NEW | New buy |
| 23 | URI | United Rentals Inc | +0.2% | NEW | New buy |
| 24 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 25 | QCOM | Qualcomm Inc | +0.2% | +28.88% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | +5.41% | Add |
| 27 | ADI | Analog Devices Inc | +0.1% | +22.96% | Add |
| 28 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 29 | CDNS | Cadence Design Sys Inc | +0.1% | +2.79% | Add |
| 30 | APP | Applovin Corp-class A | 0% | +6.94% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +14.23% | Add |
| 32 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | 0% | +13.07% | Add |
| 34 | MS | Morgan Stanley | 0% | +5.61% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +16.47% | Add |
| 36 | AMGN | Amgen Inc | 0% | +20.10% | Add |
| 37 | GS | Goldman Sachs Group Inc | 0% | +4.70% | Add |
| 38 | BAC | Bank Of America CORP | 0% | +10.70% | Add |
| 39 | VRT | Vertiv Holdings Co-a | 0% | -6.63% | Trim |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | — | -14.21% | Trim |
| 41 | IBM | Intl Business Machines CORP | — | +5.99% | Add |
| 42 | MRK | Merck & Co. Inc. | — | +17.47% | Add |
| 43 | GOOG | Alphabet Inc-cl C | 0% | -1.96% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | 0% | +7.55% | Add |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 0% | +4.06% | Add |
| 46 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 47 | MAR | Marriott International -cl A | 0% | +4.84% | Add |
| 48 | SHOP | Shopify Inc - Class A | 0% | +17.99% | Add |
| 49 | WFC | Wells Fargo & Co | 0% | +7.91% | Add |
| 50 | WMT | Walmart Inc | 0% | +31.34% | Add |
According to official SEC Form 13F filings, Eagle Wealth Advisors LLC reported a total U.S. public equity portfolio value of $136.2M across 100 disclosed positions in Q2 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 28.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $566.3K
Top Position Liquidated / Trimmed
INTU
前期市值: $445.4K
During Q2 2026, Eagle Wealth Advisors LLC's top holdings by market value included NVDA (9.4%)、AAPL (7.5%)、MSFT (5.1%). The largest single position, NVDA, represented 9.4% of total portfolio value.
In Q2 2026, Eagle Wealth Advisors LLC made 99 total portfolio adjustments, initiating 11 new buys, adding to 51 positions, trimming 28 holdings, and fully liquidating 9 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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