Eagle Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Eagle Wealth Advisors LLC reported 91 stock positions worth $117.3 million. Its top holding was Nvidia (NVDA) at 11.1% of the portfolio, followed by Apple (AAPL, 9.4%) and Microsoft (MSFT, 8.5%).
- Most Recent 13F
- Q2 2026
- Location
- WESTPORT, CT
- CIK
- 0002107271
- Portfolio Value
- $117.3M (Q4 2025)
- SEC Filing
- 0002107271-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 91 stocks · $117.3M
| NVDA Nvidia Corp. | 11.14% | 70,057 | $13.1M | — |
| AAPL Apple Inc. | 9.44% | 40,751 | $11.1M | — |
| MSFT Microsoft Corp. | 8.49% | 20,590 | $10.0M | — |
| AMZN Amazon.com Inc. | 4.85% | 24,661 | $5.7M | — |
| AVGO Broadcom Inc. | 4.17% | 14,145 | $4.9M | — |
| GOOGL Alphabet Inc. Class A | 3.95% | 14,790 | $4.6M | — |
| SPSB SS SPDR P St C Corp. ETF | 3.48% | 135,241 | $4.1M | — |
| TSLA Tesla Inc. | 3.26% | 8,491 | $3.8M | — |
| META Meta Platforms Inc. Class A | 3.22% | 5,729 | $3.8M | — |
| GOOG Alphabet Inc. Class C | 3.21% | 12,006 | $3.8M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.94% | 8,368 | $3.5M | — |
| STIP iShares 0-5 Year Tips Bond E | 2.27% | 25,969 | $2.7M | — |
| LLY Eli Lilly & Co. | 2.07% | 2,256 | $2.4M | — |
| V Visa Inc. Class A | 1.62% | 5,419 | $1.9M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.50% | 32,690 | $1.8M | — |
| MA Mastercard Inc. Class A | 1.25% | 2,564 | $1.5M | — |
| NFLX Netflix Inc. | 1.14% | 14,288 | $1.3M | — |
| XLK SS Technology Select Sector | 1.10% | 8,936 | $1.3M | — |
| AMD Advanced Micro Devices | 1.02% | 5,576 | $1.2M | — |
| RTX RTX Corp. | 1.00% | 6,406 | $1.2M | — |
| PLTR Palantir Technologies Inc. Class A | 0.99% | 6,561 | $1.2M | — |
| VOO Vanguard S&P 500 ETF | 0.97% | 1,817 | $1.1M | — |
| COST Costco Wholesale Corp. | 0.97% | 1,315 | $1.1M | — |
| SCHG Schwab US Large-Cap Growth | 0.92% | 33,008 | $1.1M | — |
| GE General Electric filed as GE AEROSPACE | 0.84% | 3,192 | $983K | — |
| CRM Salesforce Inc. | 0.77% | 3,403 | $903K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 1,324 | $903K | — |
| QTEC First Trust Nasdq 100 Tech I | 0.74% | 3,753 | $864K | — |
| VIS Vanguard Industrials ETF | 0.73% | 2,882 | $860K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.72% | 1,742 | $839K | — |
| JPM JPMorgan Chase & Co. | 0.67% | 2,455 | $791K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 1,271 | $639K | — |
| LRCX Lam Research Corp. | 0.53% | 3,660 | $627K | — |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 1,058 | $613K | — |
| ISRG Intuitive Surgical Inc. | 0.52% | 1,069 | $605K | — |
| INTU Intuit Inc. | 0.51% | 911 | $603K | — |
| ORCL Oracle Corp. | 0.50% | 3,007 | $586K | — |
| XLF SS Financial Select Sector | 0.48% | 10,331 | $566K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 1,650 | $553K | — |
| GEV GE Vernova Inc. | 0.47% | 841 | $550K | — |
| UNH Unitedhealth Group Inc. | 0.46% | 1,629 | $538K | — |
| NOW ServiceNow Inc. | 0.46% | 3,510 | $538K | — |
| LIN Linde PLC | 0.44% | 1,223 | $521K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.44% | 3,641 | $514K | — |
| PG The Procter & Gamble Co. | 0.42% | 3,448 | $494K | — |
| SPGI S&P Global Inc. | 0.42% | 940 | $491K | — |
| KLAC KLA Corp. | 0.41% | 399 | $485K | — |
| UBER Uber Technologies Inc. | 0.41% | 5,923 | $484K | — |
| HD Home Depot Inc. | 0.39% | 1,345 | $463K | — |
| GS Goldman Sachs Group Inc. | 0.39% | 526 | $462K | — |
| MCD McDonald's Corp. | 0.39% | 1,503 | $459K | — |
| WMT Walmart Inc. | 0.39% | 4,081 | $456K | — |
| ANET Arista Networks Inc. | 0.38% | 3,432 | $450K | — |
| IYW iShares Ustechnology ETF | 0.36% | 2,136 | $427K | — |
| BLK BlackRock Inc. | 0.36% | 392 | $420K | — |
| BKNG Booking Holdings Inc. | 0.36% | 78 | $418K | — |
| DHR Danaher Corp. | 0.34% | 1,752 | $401K | — |
| CSCO Cisco Systems Inc. | 0.34% | 5,169 | $398K | — |
| CAT Caterpillar Inc. | 0.32% | 657 | $376K | — |
| XLI SS Industrial Select Sector | 0.32% | 2,400 | $372K | — |
| PANW Palo Alto Networks Inc. | 0.31% | 1,961 | $361K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,217 | $360K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.30% | 2,943 | $351K | — |
| CDNS Cadence Design SYS Inc. | 0.29% | 1,084 | $339K | — |
| JNJ Johnson & Johnson | 0.29% | 1,635 | $338K | — |
| PGR Progressive Corp. | 0.29% | 1,472 | $335K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 716 | $325K | — |
| VFH Vanguard Financials ETF | 0.28% | 2,430 | $324K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 2,841 | $323K | — |
| XOM Exxon Mobil Corp. | 0.27% | 2,612 | $314K | — |
| ADBE Adobe Inc. | 0.27% | 890 | $311K | — |
| IVV iShares Core S&P 500 ETF | 0.26% | 444 | $304K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 647 | $303K | — |
| CARR Carrier Global Corp. | 0.26% | 5,692 | $301K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 595 | $290K | — |
| ABBV Abbvie Inc. | 0.22% | 1,151 | $263K | — |
| CEG Constellation Energy | 0.22% | 739 | $261K | — |
| ACN Accenture PLC Class A | 0.22% | 965 | $259K | — |
| PH Parker Hannifin Corp. | 0.22% | 294 | $258K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 4,658 | $256K | — |
| WFC Wells Fargo & Co. | 0.22% | 2,738 | $255K | — |
| APP AppLovin Corp. Class A | 0.22% | 376 | $253K | — |
| FDHY Fidelity Enh Hi YLD ETF | 0.21% | 4,943 | $245K | — |
| URI United Rentals Inc. | 0.21% | 303 | $245K | — |
| OTIS Otis Worldwide Corp. | 0.20% | 2,685 | $235K | — |
| MCK McKesson Corp. | 0.19% | 277 | $227K | — |
| TMUS T-Mobile US Inc. | 0.19% | 1,106 | $225K | — |
| MU Micron Technology Inc. | 0.19% | 784 | $224K | — |
| MS Morgan Stanley | 0.18% | 1,201 | $213K | — |
| CVX Chevron Corp. | 0.18% | 1,369 | $209K | — |
| ORLY O'reilly Automotive Inc. | 0.17% | 2,196 | $200K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.