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
iShares 0-5 Year TIPS Bond ETF: $4,816,538

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 5-10 Year Investment Grade Corporate Bond ETF: 15,762 shares (about $838.07K)
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

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$12,331,147	$550,047 â–¼	-4.3%	61,628	9.4%	Technology
AAPL Apple	$9,899,874	$551,810 â–¼	-5.3%	34,213	7.6%	Technology
MSFT Microsoft	$6,626,700	$233,137 â–¼	-3.4%	17,765	5.1%	Technology
AMZN Amazon.com	$5,358,598	$94,383 â–¼	-1.7%	22,483	4.1%	Consumer Discretionary
STIP iShares 0-5 Year TIPS Bond ETF	$4,816,538	$713,077 â–²	17.4%	47,147	3.7%	ETF
GOOGL Alphabet	$4,602,926	$189,049 â–¼	-3.9%	12,880	3.5%	Communication Services
AVGO Broadcom	$4,237,222	$339,597 â–¼	-7.4%	11,217	3.2%	Technology
MU Micron Technology	$4,132,358	$682,185 â–²	19.8%	3,580	3.2%	Technology
GOOG Alphabet	$3,911,010	$78,086 â–¼	-2.0%	11,069	3.0%	Communication Services
AMD Advanced Micro Devices	$3,888,612	$106,887 â–²	2.8%	6,694	3.0%	Technology
MGK Vanguard Mega Cap Growth ETF	$3,816,636	$3,042,232 â–²	392.8%	43,415	2.9%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,764,808	$838,065 â–²	28.6%	70,807	2.9%	ETF
TSLA Tesla	$3,382,045	$18,927 â–²	0.6%	8,041	2.6%	Consumer Discretionary
META Meta Platforms	$3,096,405	$41,683 â–¼	-1.3%	5,497	2.4%	Communication Services
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,669,059	$315,585 â–¼	-10.6%	88,939	2.0%	ETF
LAM RESEARCH CORP	$2,124,150	$79,347 â–²	3.9%	4,899	1.6%	COM NEW
INTC Intel	$2,081,604	$407,580 â–²	24.3%	14,908	1.6%	Technology
XLK Technology Select Sector SPDR Fund	$1,720,205	$1,143 â–¼	-0.1%	9,029	1.3%	ETF
AMAT Applied Materials	$1,693,989	$165,567 â–²	10.8%	2,343	1.3%	Technology
WALMART INC	$1,682,477	$401,507 â–²	31.3%	14,855	1.3%	COM
CSCO Cisco Systems	$1,626,351	$141,069 â–²	9.5%	13,846	1.2%	Technology
COST Costco Wholesale	$1,525,752	$70,160 â–²	4.8%	1,631	1.2%	Consumer Staples
KLAC KLA	$1,435,234	$1,294,335 â–²	918.6%	4,757	1.1%	Technology
LLY Eli Lilly and Company	$1,315,775	$421,000 â–¼	-24.2%	1,097	1.0%	Healthcare
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	$1,256,092		0.0%	3,753	1.0%	ETF
RTX RTX	$1,252,787	$24,285 â–²	2.0%	6,603	1.0%	Industrials
VOO Vanguard S&P 500 ETF	$1,245,873	$6,181 â–¼	-0.5%	1,814	1.0%	ETF
NFLX Netflix	$1,146,541	$21,349 â–¼	-1.8%	16,058	0.9%	Communication Services
VIS Vanguard Industrials ETF	$1,038,615		0.0%	2,882	0.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$1,033,609	$981 â–²	0.1%	30,544	0.8%	ETF
PALANTIR TECHNOLOGIES INC	$1,021,329	$42,818 â–²	4.4%	8,754	0.8%	CL A
SPY SPDR S&P 500 ETF Trust	$951,385	$41,819 â–¼	-4.2%	1,274	0.7%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$910,003		0.0%	1,742	0.7%	ETF
PANW Palo Alto Networks	$907,113	$80,140 â–²	9.7%	2,660	0.7%	Technology
JPM JPMorgan Chase & Co.	$881,172	$61,865 â–²	7.6%	2,692	0.7%	Finance
V Visa	$877,281	$278,589 â–¼	-24.1%	2,557	0.7%	Finance
LINDE PLC	$789,827	$29,580 â–²	3.9%	1,522	0.6%	SHS
BRK.B Berkshire Hathaway	$757,090	$107,083 â–²	16.5%	1,513	0.6%	Finance
TXN Texas Instruments	$750,540	$157,977 â–²	26.7%	2,518	0.6%	Technology
CAT Caterpillar	$747,560	$38,336 â–²	5.4%	702	0.6%	Industrials
CRWD CrowdStrike	$628,064	$40,446 â–²	6.9%	823	0.5%	Technology
VTI Vanguard Total Stock Market ETF	$610,566		0.0%	1,650	0.5%	ETF
MA Mastercard	$610,157	$256,286 â–¼	-29.6%	1,188	0.5%	Finance
AMGN Amgen	$605,827	$101,394 â–²	20.1%	1,673	0.5%	Healthcare
GE GE Aerospace	$596,847	$183,501 â–¼	-23.5%	1,597	0.5%	Industrials
MGV Vanguard Mega Cap Value ETF	$595,121		0.0%	3,641	0.5%	ETF
MRVL Marvell Technology	$566,289	$566,289 â–²	New Holding	1,901	0.4%	Technology
GS The Goldman Sachs Group	$563,333	$25,284 â–²	4.7%	557	0.4%	Finance
XLF Financial Select Sector SPDR Fund	$553,845		0.0%	10,331	0.4%	ETF
QCOM Qualcomm	$545,870	$122,331 â–²	28.9%	2,954	0.4%	Technology
GE VERNOVA INC	$545,135	$126,885 â–¼	-18.9%	464	0.4%	COM
PG Procter & Gamble	$542,568	$29,915 â–²	5.8%	3,700	0.4%	Consumer Staples
IYW iShares U.S. Technology ETF	$538,763		0.0%	2,136	0.4%	ETF
ADI Analog Devices	$521,087	$97,307 â–²	23.0%	1,312	0.4%	Technology
PEP PepsiCo	$505,584	$98,842 â–²	24.3%	3,734	0.4%	Consumer Staples
HD Home Depot	$503,980	$28,567 â–²	6.0%	1,429	0.4%	Consumer Discretionary
SANDISK CORP	$495,673	$495,673 â–²	New Holding	218	0.4%	COM
SPMO Invesco S&P 500 Momentum ETF	$490,759	$81,255 â–¼	-14.2%	3,038	0.4%	ETF
JNJ Johnson & Johnson	$475,432	$51,302 â–²	12.1%	1,872	0.4%	Healthcare
ORCL Oracle	$472,477	$16,560 â–²	3.6%	3,224	0.4%	Technology
CDNS Cadence Design Systems	$470,651	$12,761 â–²	2.8%	1,254	0.4%	Technology
WDC Western Digital	$466,266	$466,266 â–²	New Holding	730	0.4%	Technology
GILD Gilead Sciences	$457,224	$80,478 â–²	21.4%	3,619	0.3%	Healthcare
IVV iShares Core S&P 500 ETF	$456,823	$56,916 â–²	14.2%	610	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$444,552		0.0%	2,400	0.3%	ETF
STX Seagate Technology	$438,424	$438,424 â–²	New Holding	454	0.3%	Technology
BKNG Booking	$431,697	$415,299 â–²	2,532.6%	2,422	0.3%	Consumer Discretionary
APPLOVIN CORP	$428,671	$27,822 â–²	6.9%	832	0.3%	COM CL A
VRTX Vertex Pharmaceuticals	$419,737	$16,392 â–²	4.1%	845	0.3%	Healthcare
CARR Carrier Global	$417,508		0.0%	5,692	0.3%	Industrials
MCD McDonald's	$413,304	$17,570 â–²	4.4%	1,529	0.3%	Consumer Discretionary
XOM ExxonMobil	$406,742	$47,852 â–²	13.3%	2,975	0.3%	Energy
IBM International Business Machines	$373,166	$21,091 â–²	6.0%	1,327	0.3%	Technology
ABBV AbbVie	$330,907	$38,249 â–²	13.1%	1,315	0.3%	Healthcare
ARISTA NETWORKS INC	$330,417	$69,821 â–¼	-17.4%	1,945	0.3%	COM SHS
ASML ASML	$330,247	$330,247 â–²	New Holding	166	0.3%	Technology
VFH Vanguard Financials ETF	$319,788		0.0%	2,430	0.2%	ETF
FTNT Fortinet	$318,454	$318,454 â–²	New Holding	2,073	0.2%	Technology
TMUS T-Mobile US	$315,836	$71,621 â–¼	-18.5%	1,883	0.2%	Communication Services
VUG Vanguard Growth ETF	$307,520	$256,267 â–²	500.0%	3,570	0.2%	ETF
BAC Bank of America	$302,507	$29,231 â–²	10.7%	5,309	0.2%	Finance
ISRG Intuitive Surgical	$294,681	$197,249 â–¼	-40.1%	741	0.2%	Healthcare
MAR Marriott International	$280,907	$12,971 â–²	4.8%	758	0.2%	Consumer Discretionary
MS Morgan Stanley	$271,543	$14,424 â–²	5.6%	1,299	0.2%	Finance
VRT Vertiv	$268,860	$19,085 â–¼	-6.6%	803	0.2%	Industrials
UNH UnitedHealth Group	$268,497	$135,495 â–¼	-33.5%	646	0.2%	Healthcare
SHOPIFY INC	$258,389	$39,392 â–²	18.0%	2,263	0.2%	CL A SUB VTG SHS
SBUX Starbucks	$254,555	$254,555 â–²	New Holding	2,491	0.2%	Consumer Discretionary
MRK Merck & Co., Inc.	$253,129	$37,640 â–²	17.5%	1,957	0.2%	Healthcare
WFC Wells Fargo & Company	$244,697	$17,933 â–²	7.9%	2,961	0.2%	Finance
CEG Constellation Energy	$238,684	$11,177 â–²	4.9%	961	0.2%	Utilities
SNPS Synopsys	$236,417	$236,417 â–²	New Holding	530	0.2%	Technology
ORLY O'Reilly Automotive	$230,593	$4,144 â–¼	-1.8%	2,504	0.2%	Consumer Discretionary
KO CocaCola	$225,617	$225,617 â–²	New Holding	2,758	0.2%	Consumer Staples
URI United Rentals	$220,914	$220,914 â–²	New Holding	195	0.2%	Industrials
CVX Chevron	$218,637	$14,587 â–²	7.1%	1,319	0.2%	Energy
CRM Salesforce	$215,412	$142,927 â–¼	-39.9%	1,370	0.2%	Technology
DIS Walt Disney	$215,215	$23,004 â–¼	-9.7%	2,236	0.2%	Communication Services
C Citigroup	$206,581	$206,581 â–²	New Holding	1,476	0.2%	Finance
TMO Thermo Fisher Scientific	$204,054	$125,340 â–¼	-38.1%	407	0.2%	Healthcare

Showing largest 100 holdings. View all holdings.

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

About Eagle Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Eagle Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEagle Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools