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Eagle Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Eagle Wealth Advisors LLC

Investment Activity

  • Eagle Wealth Advisors LLC has $131.06 million in total holdings as of June 30, 2026.
  • Eagle Wealth Advisors LLC owns shares of 100 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 10.72% of the portfolio was purchased this quarter.
  • About 5.32% of the portfolio was sold this quarter.
  • This quarter, Eagle Wealth Advisors LLC has purchased 98 new stocks and bought additional shares in 51 stocks.
  • Eagle Wealth Advisors LLC sold shares of 28 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA
$12,331,147
Apple
$9,899,874
Microsoft
$6,626,700
Amazon.com
$5,358,598

Largest New Holdings this Quarter

573874104 - Marvell Technology
$566,289 Holding
80004C200 - SANDISK CORP
$495,673 Holding
958102105 - Western Digital
$466,266 Holding
G7997R103 - Seagate Technology
$438,424 Holding
N07059210 - ASML
$330,247 Holding

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF
34,606 shares (about $3.04M)
KLA
4,290 shares (about $1.29M)
iShares 0-5 Year TIPS Bond ETF
6,980 shares (about $713.08K)
Micron Technology
591 shares (about $682.19K)

Largest Sales this Quarter

Apple
1,907 shares (about $551.81K)
NVIDIA
2,749 shares (about $550.05K)
Eli Lilly and Company
351 shares (about $421.00K)
Broadcom
899 shares (about $339.60K)
SPDR Portfolio Short Term Corporate Bond ETF
10,516 shares (about $315.59K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEagle Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$12,331,147$550,047 â–¼-4.3%61,6289.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$9,899,874$551,810 â–¼-5.3%34,2137.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$6,626,700$233,137 â–¼-3.4%17,7655.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,358,598$94,383 â–¼-1.7%22,4834.1%Retail/Wholesale
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$4,816,538$713,077 â–²17.4%47,1473.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,602,926$189,049 â–¼-3.9%12,8803.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$4,237,222$339,597 â–¼-7.4%11,2173.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$4,132,358$682,185 â–²19.8%3,5803.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$3,911,010$78,086 â–¼-2.0%11,0693.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,888,612$106,887 â–²2.8%6,6943.0%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$3,816,636$3,042,232 â–²392.8%43,4152.9%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$3,764,808$838,065 â–²28.6%70,8072.9%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$3,382,045$18,927 â–²0.6%8,0412.6%Auto/Tires/Trucks
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,096,405$41,683 â–¼-1.3%5,4972.4%Computer and Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$2,669,059$315,585 â–¼-10.6%88,9392.0%ETF
LAM RESEARCH CORP
$2,124,150$79,347 â–²3.9%4,8991.6%COM NEW
Intel Corporation stock logo
INTC
Intel
$2,081,604$407,580 â–²24.3%14,9081.6%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,720,205$1,143 â–¼-0.1%9,0291.3%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,693,989$165,567 â–²10.8%2,3431.3%Computer and Technology
WALMART INC
$1,682,477$401,507 â–²31.3%14,8551.3%COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,626,351$141,069 â–²9.5%13,8461.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,525,752$70,160 â–²4.8%1,6311.2%Retail/Wholesale
KLA Corporation stock logo
KLAC
KLA
$1,435,234$1,294,335 â–²918.6%4,7571.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,315,775$421,000 â–¼-24.2%1,0971.0%Medical
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$1,256,0920.0%3,7531.0%Manufacturing
RTX Corporation stock logo
RTX
RTX
$1,252,787$24,285 â–²2.0%6,6031.0%Aerospace
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,245,873$6,181 â–¼-0.5%1,8141.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,146,541$21,349 â–¼-1.8%16,0580.9%Consumer Discretionary
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$1,038,6150.0%2,8820.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,033,609$981 â–²0.1%30,5440.8%ETF
PALANTIR TECHNOLOGIES INC
$1,021,329$42,818 â–²4.4%8,7540.8%CL A
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$951,385$41,819 â–¼-4.2%1,2740.7%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$910,0030.0%1,7420.7%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$907,113$80,140 â–²9.7%2,6600.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$881,172$61,865 â–²7.6%2,6920.7%Finance
Visa Inc. stock logo
V
Visa
$877,281$278,589 â–¼-24.1%2,5570.7%Business Services
LINDE PLC
$789,827$29,580 â–²3.9%1,5220.6%SHS
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$757,090$107,083 â–²16.5%1,5130.6%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$750,540$157,977 â–²26.7%2,5180.6%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$747,560$38,336 â–²5.4%7020.6%Industrials
CrowdStrike stock logo
CRWD
CrowdStrike
$628,064$40,446 â–²6.9%8230.5%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$610,5660.0%1,6500.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$610,157$256,286 â–¼-29.6%1,1880.5%Business Services
Amgen Inc. stock logo
AMGN
Amgen
$605,827$101,394 â–²20.1%1,6730.5%Medical
GE Aerospace stock logo
GE
GE Aerospace
$596,847$183,501 â–¼-23.5%1,5970.5%Aerospace
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$595,1210.0%3,6410.5%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$566,289$566,289 â–²New Holding1,9010.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$563,333$25,284 â–²4.7%5570.4%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$553,8450.0%10,3310.4%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$545,870$122,331 â–²28.9%2,9540.4%Computer and Technology
GE VERNOVA INC
$545,135$126,885 â–¼-18.9%4640.4%COM
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$542,568$29,915 â–²5.8%3,7000.4%Consumer Staples
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$538,7630.0%2,1360.4%Manufacturing
Analog Devices, Inc. stock logo
ADI
Analog Devices
$521,087$97,307 â–²23.0%1,3120.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$505,584$98,842 â–²24.3%3,7340.4%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$503,980$28,567 â–²6.0%1,4290.4%Retail/Wholesale
SANDISK CORP
$495,673$495,673 â–²New Holding2180.4%COM
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$490,759$81,255 â–¼-14.2%3,0380.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$475,432$51,302 â–²12.1%1,8720.4%Medical
Oracle Corporation stock logo
ORCL
Oracle
$472,477$16,560 â–²3.6%3,2240.4%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$470,651$12,761 â–²2.8%1,2540.4%Computer and Technology
Western Digital Corporation stock logo
WDC
Western Digital
$466,266$466,266 â–²New Holding7300.4%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$457,224$80,478 â–²21.4%3,6190.3%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$456,823$56,916 â–²14.2%6100.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$444,5520.0%2,4000.3%ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$438,424$438,424 â–²New Holding4540.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$431,697$415,299 â–²2,532.6%2,4220.3%Retail/Wholesale
APPLOVIN CORP
$428,671$27,822 â–²6.9%8320.3%COM CL A
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$419,737$16,392 â–²4.1%8450.3%Medical
Carrier Global Corporation stock logo
CARR
Carrier Global
$417,5080.0%5,6920.3%Construction
McDonald's Corporation stock logo
MCD
McDonald's
$413,304$17,570 â–²4.4%1,5290.3%Retail/Wholesale
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$406,742$47,852 â–²13.3%2,9750.3%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$373,166$21,091 â–²6.0%1,3270.3%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$330,907$38,249 â–²13.1%1,3150.3%Medical
ARISTA NETWORKS INC
$330,417$69,821 â–¼-17.4%1,9450.3%COM SHS
ASML Holding N.V. stock logo
ASML
ASML
$330,247$330,247 â–²New Holding1660.3%Computer and Technology
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$319,7880.0%2,4300.2%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$318,454$318,454 â–²New Holding2,0730.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$315,836$71,621 â–¼-18.5%1,8830.2%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$307,520$256,267 â–²500.0%3,5700.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$302,507$29,231 â–²10.7%5,3090.2%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$294,681$197,249 â–¼-40.1%7410.2%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$280,907$12,971 â–²4.8%7580.2%Consumer Discretionary
Morgan Stanley stock logo
MS
Morgan Stanley
$271,543$14,424 â–²5.6%1,2990.2%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$268,860$19,085 â–¼-6.6%8030.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$268,497$135,495 â–¼-33.5%6460.2%Medical
SHOPIFY INC
$258,389$39,392 â–²18.0%2,2630.2%CL A SUB VTG SHS
Starbucks Corporation stock logo
SBUX
Starbucks
$254,555$254,555 â–²New Holding2,4910.2%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$253,129$37,640 â–²17.5%1,9570.2%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$244,697$17,933 â–²7.9%2,9610.2%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$238,684$11,177 â–²4.9%9610.2%Energy
Synopsys, Inc. stock logo
SNPS
Synopsys
$236,417$236,417 â–²New Holding5300.2%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$230,593$4,144 â–¼-1.8%2,5040.2%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$225,617$225,617 â–²New Holding2,7580.2%Consumer Staples
United Rentals, Inc. stock logo
URI
United Rentals
$220,914$220,914 â–²New Holding1950.2%Construction
Chevron Corporation stock logo
CVX
Chevron
$218,637$14,587 â–²7.1%1,3190.2%Energy
Salesforce Inc. stock logo
CRM
Salesforce
$215,412$142,927 â–¼-39.9%1,3700.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$215,215$23,004 â–¼-9.7%2,2360.2%Consumer Discretionary
Citigroup Inc. stock logo
C
Citigroup
$206,581$206,581 â–²New Holding1,4760.2%Financial Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$204,054$125,340 â–¼-38.1%4070.2%Medical

Showing largest 100 holdings. View all holdings.
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