Eagle Wealth Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Eagle Wealth Advisors LLC reported 100 stock positions worth $131.1 million. Its top holding was Nvidia (NVDA) at 9.4% of the portfolio, followed by Apple (AAPL, 7.6%) and Microsoft (MSFT, 5.1%). Compared with Q1 2026, it opened 11 new positions, sold out of 9, added to 49 and reduced 29. The biggest buy was Micron Technology (MU, shares +20%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
WESTPORT, CT
CIK
0002107271
Portfolio Value
$131.1M (Q2 2026)
SEC Filing
0002107271-26-000003 ↗ filed Jul 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $117.3M Q4 2025 Q1 2026: $108.4M Q1 2026 Q2 2026: $131.1M $131.1M Q2 2026

Holdings 100 stocks · $131.1M
NVDA Nvidia Corp. 9.41% 61,628 $12.3M Reduce -4.3%
AAPL Apple Inc. 7.55% 34,213 $9.9M Reduce -5.3%
MSFT Microsoft Corp. 5.06% 17,765 $6.6M Reduce -3.4%
AMZN Amazon.com Inc. 4.09% 22,483 $5.4M Reduce -1.7%
STIP iShares 0-5 Year Tips Bond E 3.67% 47,147 $4.8M Add +17.4%
GOOGL Alphabet Inc. Class A 3.51% 12,880 $4.6M Reduce -4.0%
AVGO Broadcom Inc. 3.23% 11,217 $4.2M Reduce -7.4%
MU Micron Technology Inc. 3.15% 3,580 $4.1M Add +19.8%
GOOG Alphabet Inc. Class C 2.98% 11,069 $3.9M Reduce -2.0%
AMD Advanced Micro Devices 2.97% 6,694 $3.9M Add +2.8%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.91% 43,415 $3.8M Reduce -1.4%
IGIB iShares 5-10Y Inv Grade Corp. 2.87% 70,807 $3.8M Add +28.6%
TSLA Tesla Inc. 2.58% 8,041 $3.4M Add +0.6%
META Meta Platforms Inc. Class A 2.36% 5,497 $3.1M Reduce -1.3%
SPSB SS SPDR P St C Corp. ETF 2.04% 88,939 $2.7M Reduce -10.6%
LRCX Lam Research Corp. 1.62% 4,899 $2.1M Add +3.9%
INTC Intel Corp. 1.59% 14,908 $2.1M Add +24.4%
XLK SS Technology Select Sector 1.31% 9,029 $1.7M Reduce -0.1%
AMAT Applied Materials Inc. 1.29% 2,343 $1.7M Add +10.8%
WMT Walmart Inc. 1.28% 14,855 $1.7M Add +31.3%
CSCO Cisco Systems Inc. 1.24% 13,846 $1.6M Add +9.5%
COST Costco Wholesale Corp. 1.16% 1,631 $1.5M Add +4.8%
KLAC KLA Corp. 1.10% 4,757 $1.4M Add +1.9%
LLY Eli Lilly & Co. 1.00% 1,097 $1.3M Reduce -24.2%
QTEC First Trust Nasdq 100 Tech I 0.96% 3,753 $1.3M No change
RTX RTX Corp. 0.96% 6,603 $1.3M Add +2.0%
VOO Vanguard S&P 500 ETF 0.95% 1,814 $1.2M Reduce -0.5%
NFLX Netflix Inc. 0.87% 16,058 $1.1M Reduce -1.8%
VIS Vanguard Industrials ETF 0.79% 2,882 $1.0M No change
SCHG Schwab US Large-Cap Growth 0.79% 30,544 $1.0M Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.78% 8,754 $1.0M Add +4.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.73% 1,274 $951K Reduce -4.2%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.69% 1,742 $910K No change
PANW Palo Alto Networks Inc. 0.69% 2,660 $907K Add +9.7%
JPM JPMorgan Chase & Co. 0.67% 2,692 $881K Add +7.5%
V Visa Inc. Class A 0.67% 2,557 $877K Reduce -24.1%
LIN Linde PLC 0.60% 1,522 $790K Add +3.9%
BRK.B Berkshire Hathaway Inc. Class B 0.58% 1,513 $757K Add +16.5%
TXN Texas Instruments Inc. 0.57% 2,518 $751K Add +26.7%
CAT Caterpillar Inc. 0.57% 702 $748K Add +5.4%
CRWD CrowdStrike Holdings Inc. Class A 0.48% 823 $628K Add +6.9%
VTI VG Morningstar TS MKT ETF-US 0.47% 1,650 $611K No change
MA Mastercard Inc. Class A 0.47% 1,188 $610K Reduce -29.6%
AMGN Amgen Inc. 0.46% 1,673 $606K Add +20.1%
GE General Electric filed as GE AEROSPACE 0.46% 1,597 $597K Reduce -23.5%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.45% 3,641 $595K No change
MRVL Marvell Technology Inc. 0.43% 1,901 $566K New
GS Goldman Sachs Group Inc. 0.43% 557 $563K Add +4.7%
XLF SS Financial Select Sector 0.42% 10,331 $554K No change
QCOM Qualcomm Inc. 0.42% 2,954 $546K Add +28.9%
GEV GE Vernova Inc. 0.42% 464 $545K Reduce -18.9%
PG The Procter & Gamble Co. 0.41% 3,700 $543K Add +5.8%
IYW iShares Ustechnology ETF 0.41% 2,136 $539K No change
ADI Analog Devices Inc. 0.40% 1,312 $521K Add +23.0%
PEP Pepsico Inc. 0.39% 3,734 $506K Add +24.3%
HD Home Depot Inc. 0.38% 1,429 $504K Add +6.0%
SNDK Sandisk Corp. 0.38% 218 $496K New
SPMO Invesco S&P 500 Momentum ETF 0.37% 3,038 $491K Reduce -14.2%
JNJ Johnson & Johnson 0.36% 1,872 $475K Add +12.1%
ORCL Oracle Corp. 0.36% 3,224 $472K Add +3.6%
CDNS Cadence Design SYS Inc. 0.36% 1,254 $471K Add +2.8%
WDC Western Digital Corp. 0.36% 730 $466K New
GILD Gilead Sciences Inc. 0.35% 3,619 $457K Add +21.4%
IVV iShares Core S&P 500 ETF 0.35% 610 $457K Add +14.2%
XLI SS Industrial Select Sector 0.34% 2,400 $445K No change
STX Seagate Technology Holdings 0.33% 454 $438K New
BKNG Booking Holdings Inc. 0.33% 2,422 $432K Add +5.3%
APP AppLovin Corp. Class A 0.33% 832 $429K Add +6.9%
VRTX Vertex Pharmaceuticals Inc. 0.32% 845 $420K Add +4.1%
CARR Carrier Global Corp. 0.32% 5,692 $418K No change
MCD McDonald's Corp. 0.32% 1,529 $413K Add +4.4%
XOM Exxon Mobil Corp. 0.31% 2,975 $407K Add +13.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 1,327 $373K Add +6.0%
ABBV Abbvie Inc. 0.25% 1,315 $331K Add +13.1%
ANET Arista Networks Inc. 0.25% 1,945 $330K Reduce -17.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.25% 166 $330K New
VFH Vanguard Financials ETF 0.24% 2,430 $320K No change
FTNT Fortinet Inc. 0.24% 2,073 $318K New
TMUS T-Mobile US Inc. 0.24% 1,883 $316K Reduce -18.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 3,570 $308K No change
BAC Bank of America Corp. 0.23% 5,309 $303K Add +10.7%
ISRG Intuitive Surgical Inc. 0.22% 741 $295K Reduce -40.1%
MAR Marriott International Class A 0.21% 758 $281K Add +4.8%
MS Morgan Stanley 0.21% 1,299 $272K Add +5.6%
VRT Vertiv Holdings Co. Class A 0.21% 803 $269K Reduce -6.6%
UNH Unitedhealth Group Inc. 0.20% 646 $268K Reduce -33.5%
SHOP Shopify Inc. Class A 0.20% 2,263 $258K Add +18.0%
SBUX Starbucks Corp. 0.19% 2,491 $255K New
MRK Merck & Co. Inc. 0.19% 1,957 $253K Add +17.5%
WFC Wells Fargo & Co. 0.19% 2,961 $245K Add +7.9%
CEG Constellation Energy 0.18% 961 $239K Add +4.9%
SNPS Synopsys Inc. 0.18% 530 $236K New
ORLY O'reilly Automotive Inc. 0.18% 2,504 $231K Reduce -1.8%
KO The Coca-Cola Co. 0.17% 2,758 $226K New
URI United Rentals Inc. 0.17% 195 $221K New
CVX Chevron Corp. 0.17% 1,319 $219K Add +7.2%
CRM Salesforce Inc. 0.16% 1,370 $215K Reduce -39.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 2,236 $215K Reduce -9.7%
C Citigroup Inc. 0.16% 1,476 $207K New
TMO Thermo Fisher Scientific Inc. 0.16% 407 $204K Reduce -38.0%

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -3.4% 5.06% −1.23
NVDA Nvidia Corp. Reduce -4.3% 9.41% −0.95
AAPL Apple Inc. Reduce -5.3% 7.55% −0.91
SPSB SS SPDR P St C Corp. ETF Reduce -10.6% 2.04% −0.72
META Meta Platforms Inc. Class A Reduce -1.3% 2.36% −0.58
NFLX Netflix Inc. Reduce -1.8% 0.87% −0.58
INTU Intuit Inc. Sold out 0.00% −0.41
MA Mastercard Inc. Class A Reduce -29.6% 0.47% −0.31
AMZN Amazon.com Inc. Reduce -1.7% 4.09% −0.31
ISRG Intuitive Surgical Inc. Reduce -40.1% 0.22% −0.30
V Visa Inc. Class A Reduce -24.1% 0.67% −0.27
HON Honeywell International Inc. Sold out 0.00% −0.26
ADBE Adobe Inc. Sold out 0.00% −0.24
UBER Uber Technologies Inc. Sold out 0.00% −0.23
SPGI S&P Global Inc. Sold out 0.00% −0.23
CRM Salesforce Inc. Reduce -39.9% 0.16% −0.23
AVGO Broadcom Inc. Reduce -7.4% 3.23% −0.23
LLY Eli Lilly & Co. Reduce -24.2% 1.00% −0.23
FDHY Fidelity Enh Hi YLD ETF Sold out 0.00% −0.22
BLK BlackRock Inc. Sold out 0.00% −0.21
TMUS T-Mobile US Inc. Reduce -18.5% 0.24% −0.21
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.19
OTIS Otis Worldwide Corp. Sold out 0.00% −0.19
TMO Thermo Fisher Scientific Inc. Reduce -38.0% 0.16% −0.14
GE General Electric Reduce -23.5% 0.46% −0.09
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -1.4% 2.91% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.2% 0.73% −0.07
DIS The Walt Disney Co. Reduce -9.7% 0.16% −0.06
VOO Vanguard S&P 500 ETF Reduce -0.5% 0.95% −0.05
GOOGL Alphabet Inc. Class A Reduce -4.0% 3.51% −0.05
GEV GE Vernova Inc. Reduce -18.9% 0.42% −0.04
ORLY O'reilly Automotive Inc. Reduce -1.8% 0.18% −0.04
UNH Unitedhealth Group Inc. Reduce -33.5% 0.20% −0.04
ANET Arista Networks Inc. Reduce -17.4% 0.25% −0.01
GOOG Alphabet Inc. Class C Reduce -2.0% 2.98% −0.00
VRT Vertiv Holdings Co. Class A Reduce -6.6% 0.21% +0.01
SPMO Invesco S&P 500 Momentum ETF Reduce -14.2% 0.37% +0.01
XLK SS Technology Select Sector Reduce -0.1% 1.31% +0.20

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +19.8% 3.15% +2.22
AMD Advanced Micro Devices Add +2.8% 2.97% +1.75
INTC Intel Corp. Add +24.4% 1.59% +1.10
LRCX Lam Research Corp. Add +3.9% 1.62% +0.69
AMAT Applied Materials Inc. Add +10.8% 1.29% +0.63
KLAC KLA Corp. Add +1.9% 1.10% +0.46
MRVL Marvell Technology Inc. New 0.43% +0.43
SNDK Sandisk Corp. New 0.38% +0.38
WDC Western Digital Corp. New 0.36% +0.36
CSCO Cisco Systems Inc. Add +9.5% 1.24% +0.34
STX Seagate Technology Holdings New 0.33% +0.33
PANW Palo Alto Networks Inc. Add +9.7% 0.69% +0.33
ASML ASML Holding NV-NY Reg SHS New 0.25% +0.25
FTNT Fortinet Inc. New 0.24% +0.24
TXN Texas Instruments Inc. Add +26.7% 0.57% +0.22
CRWD CrowdStrike Holdings Inc. Class A Add +6.9% 0.48% +0.20
SBUX Starbucks Corp. New 0.19% +0.19
SNPS Synopsys Inc. New 0.18% +0.18
KO The Coca-Cola Co. New 0.17% +0.17
IGIB iShares 5-10Y Inv Grade Corp. Add +28.6% 2.87% +0.17
URI United Rentals Inc. New 0.17% +0.17
C Citigroup Inc. New 0.16% +0.16
QCOM Qualcomm Inc. Add +28.9% 0.42% +0.14
CAT Caterpillar Inc. Add +5.4% 0.57% +0.14
ADI Analog Devices Inc. Add +23.0% 0.40% +0.08
CDNS Cadence Design SYS Inc. Add +2.8% 0.36% +0.05
APP AppLovin Corp. Class A Add +6.9% 0.33% +0.04
IVV iShares Core S&P 500 ETF Add +14.2% 0.35% +0.03
MS Morgan Stanley Add +5.6% 0.21% +0.02
ABBV Abbvie Inc. Add +13.1% 0.25% +0.02
BAC Bank of America Corp. Add +10.7% 0.23% +0.02
GS Goldman Sachs Group Inc. Add +4.7% 0.43% +0.01
AMGN Amgen Inc. Add +20.1% 0.46% +0.01
MRK Merck & Co. Inc. Add +17.5% 0.19% +0.01
IBM Intl Business Machines Corp. Add +6.0% 0.28% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +16.5% 0.58% +0.00
MAR Marriott International Class A Add +4.8% 0.21% −0.00
JPM JPMorgan Chase & Co. Add +7.5% 0.67% −0.01
SHOP Shopify Inc. Class A Add +18.0% 0.20% −0.01
JNJ Johnson & Johnson Add +12.1% 0.36% −0.01
VRTX Vertex Pharmaceuticals Inc. Add +4.1% 0.32% −0.01
WFC Wells Fargo & Co. Add +7.9% 0.19% −0.01
WMT Walmart Inc. Add +31.3% 1.28% −0.02
HD Home Depot Inc. Add +6.0% 0.38% −0.02
BKNG Booking Holdings Inc. Add +5.3% 0.33% −0.03
SCHG Schwab US Large-Cap Growth Add +0.1% 0.79% −0.03
GILD Gilead Sciences Inc. Add +21.4% 0.35% −0.03
PEP Pepsico Inc. Add +24.3% 0.39% −0.04
PG The Procter & Gamble Co. Add +5.8% 0.41% −0.05
CEG Constellation Energy Add +4.9% 0.18% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 100$131.1MNVDA, AAPL, MSFT, AMZN, STIP
Q1 2026 98$108.4MNVDA, AAPL, MSFT, AMZN, STIP
Q4 2025 91$117.3MNVDA, AAPL, MSFT, AMZN, AVGO