Eagle Wealth Advisors LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Eagle Wealth Advisors LLC reported 98 stock positions worth $108.4 million. Its top holding was Nvidia (NVDA) at 10.4% of the portfolio, followed by Apple (AAPL, 8.5%) and Microsoft (MSFT, 6.3%). Compared with Q4 2025, it opened 14 new positions, sold out of 7, added to 45 and reduced 26. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +55%) and the biggest sale Microsoft (MSFT, shares −11%).

Most Recent 13F
Q2 2026
Location
WESTPORT, CT
CIK
0002107271
Portfolio Value
$108.4M (Q1 2026)
SEC Filing
0002107271-26-000002 ↗ filed Apr 23, 2026

Holdings Value

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

Holdings 98 stocks · $108.4M
NVDA Nvidia Corp. 10.36% 64,377 $11.2M Reduce -8.1%
AAPL Apple Inc. 8.46% 36,120 $9.2M Reduce -11.4%
MSFT Microsoft Corp. 6.28% 18,390 $6.8M Reduce -10.7%
AMZN Amazon.com Inc. 4.40% 22,879 $4.8M Reduce -7.2%
STIP iShares 0-5 Year Tips Bond E 3.83% 40,167 $4.2M Add +54.7%
GOOGL Alphabet Inc. Class A 3.56% 13,409 $3.9M Reduce -9.3%
AVGO Broadcom Inc. 3.46% 12,116 $3.8M Reduce -14.3%
GOOG Alphabet Inc. Class C 2.99% 11,290 $3.2M Reduce -6.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 2.99% 8,809 $3.2M Add +5.3%
META Meta Platforms Inc. Class A 2.94% 5,571 $3.2M Reduce -2.8%
SPSB SS SPDR P St C Corp. ETF 2.76% 99,455 $3.0M Reduce -26.5%
TSLA Tesla Inc. 2.74% 7,996 $3.0M Reduce -5.8%
IGIB iShares 5-10Y Inv Grade Corp. 2.70% 55,045 $2.9M Add +68.4%
NFLX Netflix Inc. 1.45% 16,357 $1.6M Add +14.5%
COST Costco Wholesale Corp. 1.43% 1,556 $1.6M Add +18.3%
WMT Walmart Inc. 1.30% 11,310 $1.4M Add +177.1%
LLY Eli Lilly & Co. 1.23% 1,448 $1.3M Reduce -35.8%
AMD Advanced Micro Devices 1.22% 6,510 $1.3M Add +16.8%
RTX RTX Corp. 1.15% 6,475 $1.2M Add +1.1%
PLTR Palantir Technologies Inc. Class A 1.13% 8,387 $1.2M Add +27.8%
XLK SS Technology Select Sector 1.11% 9,035 $1.2M Add +1.1%
VOO Vanguard S&P 500 ETF 1.01% 1,823 $1.1M Add +0.3%
V Visa Inc. Class A 0.94% 3,369 $1.0M Reduce -37.8%
MU Micron Technology Inc. 0.93% 2,989 $1.0M Add +281.3%
LRCX Lam Research Corp. 0.93% 4,716 $1.0M Add +28.9%
CSCO Cisco Systems Inc. 0.91% 12,645 $981K Add +144.6%
VIS Vanguard Industrials ETF 0.83% 2,882 $900K No change
SCHG Schwab US Large-Cap Growth 0.82% 30,515 $889K Reduce -7.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.80% 1,330 $865K Add +0.5%
MA Mastercard Inc. Class A 0.78% 1,687 $843K Reduce -34.2%
QTEC First Trust Nasdq 100 Tech I 0.75% 3,753 $811K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.75% 1,742 $809K No change
JPM JPMorgan Chase & Co. 0.68% 2,503 $736K Add +2.0%
LIN Linde PLC 0.67% 1,465 $726K Add +19.8%
AMAT Applied Materials Inc. 0.67% 2,114 $723K New
KLAC KLA Corp. 0.63% 467 $688K Add +17.0%
BRK.B Berkshire Hathaway Inc. Class B 0.57% 1,299 $622K Add +2.2%
GE General Electric filed as GE AEROSPACE 0.55% 2,088 $593K Reduce -34.6%
ISRG Intuitive Surgical Inc. 0.53% 1,237 $570K Add +15.7%
VTI VG Morningstar TS MKT ETF-US 0.49% 1,650 $529K No change
INTC Intel Corp. 0.49% 11,989 $529K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.49% 3,641 $528K No change
XLF SS Financial Select Sector 0.47% 10,331 $510K No change
PG The Procter & Gamble Co. 0.47% 3,496 $505K Add +1.4%
GEV GE Vernova Inc. 0.46% 572 $500K Reduce -32.0%
AMGN Amgen Inc. 0.45% 1,393 $490K New
TMUS T-Mobile US Inc. 0.45% 2,310 $485K Add +108.9%
CAT Caterpillar Inc. 0.44% 666 $472K Add +1.4%
PEP Pepsico Inc. 0.43% 3,004 $466K New
ORCL Oracle Corp. 0.42% 3,111 $458K Add +3.5%
MCD McDonald's Corp. 0.42% 1,464 $455K Reduce -2.6%
GS Goldman Sachs Group Inc. 0.42% 532 $450K Add +1.1%
XOM Exxon Mobil Corp. 0.41% 2,625 $445K Add +0.5%
INTU Intuit Inc. 0.41% 1,030 $445K Add +13.1%
HD Home Depot Inc. 0.41% 1,348 $443K Add +0.2%
CRM Salesforce Inc. 0.39% 2,279 $425K Reduce -33.0%
GILD Gilead Sciences Inc. 0.38% 2,982 $416K New
JNJ Johnson & Johnson 0.38% 1,670 $408K Add +2.1%
SPMO Invesco S&P 500 Momentum ETF 0.37% 3,541 $397K Add +20.3%
PANW Palo Alto Networks Inc. 0.36% 2,425 $389K Add +23.7%
XLI SS Industrial Select Sector 0.36% 2,400 $388K No change
IYW iShares Ustechnology ETF 0.36% 2,136 $388K No change
BKNG Booking Holdings Inc. 0.36% 92 $387K Add +17.9%
TXN Texas Instruments Inc. 0.36% 1,988 $386K New
VRTX Vertex Pharmaceuticals Inc. 0.33% 812 $363K Add +13.4%
IVV iShares Core S&P 500 ETF 0.32% 534 $349K Add +20.3%
ADI Analog Devices Inc. 0.31% 1,067 $339K New
CDNS Cadence Design SYS Inc. 0.31% 1,220 $339K Add +12.6%
TMO Thermo Fisher Scientific Inc. 0.30% 657 $323K Reduce -37.9%
CARR Carrier Global Corp. 0.30% 5,692 $321K No change
APP AppLovin Corp. Class A 0.29% 778 $310K Add +106.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 1,252 $303K Add +2.9%
CRWD CrowdStrike Holdings Inc. Class A 0.28% 770 $301K Add +19.0%
QCOM Qualcomm Inc. 0.27% 2,292 $295K New
VFH Vanguard Financials ETF 0.27% 2,430 $294K No change
ANET Arista Networks Inc. 0.27% 2,356 $289K Reduce -31.4%
HON Honeywell International Inc. 0.26% 1,248 $282K New
ADBE Adobe Inc. 0.24% 1,089 $265K Add +22.4%
UNH Unitedhealth Group Inc. 0.24% 972 $263K Reduce -40.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.24% 595 $260K No change
CEG Constellation Energy 0.24% 916 $256K Add +23.9%
CVX Chevron Corp. 0.23% 1,231 $255K Reduce -10.1%
ABBV Abbvie Inc. 0.23% 1,163 $253K Add +1.0%
UBER Uber Technologies Inc. 0.23% 3,463 $249K Reduce -41.5%
SPGI S&P Global Inc. 0.23% 585 $249K Reduce -37.8%
FDHY Fidelity Enh Hi YLD ETF 0.22% 4,943 $241K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 2,475 $239K Reduce -12.9%
MAR Marriott International Class A 0.22% 723 $236K New
ORLY O'reilly Automotive Inc. 0.22% 2,549 $235K Add +16.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 4,796 $234K Add +3.0%
SHOP Shopify Inc. Class A 0.21% 1,918 $228K New
BLK BlackRock Inc. 0.21% 234 $225K Reduce -40.3%
WFC Wells Fargo & Co. 0.20% 2,744 $218K Add +0.2%
VRT Vertiv Holdings Co. Class A 0.20% 860 $215K New
REGN Regeneron Pharmaceuticals 0.19% 272 $210K New
OTIS Otis Worldwide Corp. 0.19% 2,685 $207K No change
MS Morgan Stanley 0.19% 1,230 $202K Add +2.4%
MRK Merck & Co. Inc. 0.19% 1,666 $202K New

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -10.7% 6.28% −2.21
AAPL Apple Inc. Reduce -11.4% 8.46% −0.99
LLY Eli Lilly & Co. Reduce -35.8% 1.23% −0.84
NVDA Nvidia Corp. Reduce -8.1% 10.36% −0.78
SPSB SS SPDR P St C Corp. ETF Reduce -26.5% 2.76% −0.72
AVGO Broadcom Inc. Reduce -14.3% 3.46% −0.71
V Visa Inc. Class A Reduce -37.8% 0.94% −0.68
TSLA Tesla Inc. Reduce -5.8% 2.74% −0.51
MA Mastercard Inc. Class A Reduce -34.2% 0.78% −0.47
NOW ServiceNow Inc. Sold out 0.00% −0.46
AMZN Amazon.com Inc. Reduce -7.2% 4.40% −0.46
GOOGL Alphabet Inc. Class A Reduce -9.3% 3.56% −0.39
CRM Salesforce Inc. Reduce -33.0% 0.39% −0.38
DHR Danaher Corp. Sold out 0.00% −0.34
GE General Electric Reduce -34.6% 0.55% −0.29
PGR Progressive Corp. Sold out 0.00% −0.29
META Meta Platforms Inc. Class A Reduce -2.8% 2.94% −0.28
TMO Thermo Fisher Scientific Inc. Reduce -37.9% 0.30% −0.22
GOOG Alphabet Inc. Class C Reduce -6.0% 2.99% −0.22
ACN Accenture PLC Class A Sold out 0.00% −0.22
PH Parker Hannifin Corp. Sold out 0.00% −0.22
UNH Unitedhealth Group Inc. Reduce -40.3% 0.24% −0.22
URI United Rentals Inc. Sold out 0.00% −0.21
MCK McKesson Corp. Sold out 0.00% −0.19
SPGI S&P Global Inc. Reduce -37.8% 0.23% −0.19
UBER Uber Technologies Inc. Reduce -41.5% 0.23% −0.18
BLK BlackRock Inc. Reduce -40.3% 0.21% −0.15
ANET Arista Networks Inc. Reduce -31.4% 0.27% −0.12
SCHG Schwab US Large-Cap Growth Reduce -7.5% 0.82% −0.10
DIS The Walt Disney Co. Reduce -12.9% 0.22% −0.06
GEV GE Vernova Inc. Reduce -32.0% 0.46% −0.01
MCD McDonald's Corp. Reduce -2.6% 0.42% +0.03
CVX Chevron Corp. Reduce -10.1% 0.23% +0.06

Portfolio Buys Q4 2025 → Q1 2026
STIP iShares 0-5 Year Tips Bond E Add +54.7% 3.83% +1.57
IGIB iShares 5-10Y Inv Grade Corp. Add +68.4% 2.70% +1.20
WMT Walmart Inc. Add +177.1% 1.30% +0.91
MU Micron Technology Inc. Add +281.3% 0.93% +0.74
AMAT Applied Materials Inc. New 0.67% +0.67
CSCO Cisco Systems Inc. Add +144.6% 0.91% +0.57
INTC Intel Corp. New 0.49% +0.49
COST Costco Wholesale Corp. Add +18.3% 1.43% +0.46
AMGN Amgen Inc. New 0.45% +0.45
PEP Pepsico Inc. New 0.43% +0.43
LRCX Lam Research Corp. Add +28.9% 0.93% +0.40
GILD Gilead Sciences Inc. New 0.38% +0.38
TXN Texas Instruments Inc. New 0.36% +0.36
ADI Analog Devices Inc. New 0.31% +0.31
NFLX Netflix Inc. Add +14.5% 1.45% +0.31
QCOM Qualcomm Inc. New 0.27% +0.27
HON Honeywell International Inc. New 0.26% +0.26
TMUS T-Mobile US Inc. Add +108.9% 0.45% +0.26
LIN Linde PLC Add +19.8% 0.67% +0.23
KLAC KLA Corp. Add +17.0% 0.63% +0.22
MAR Marriott International Class A New 0.22% +0.22
SHOP Shopify Inc. Class A New 0.21% +0.21
AMD Advanced Micro Devices Add +16.8% 1.22% +0.20
VRT Vertiv Holdings Co. Class A New 0.20% +0.20
REGN Regeneron Pharmaceuticals New 0.19% +0.19
MRK Merck & Co. Inc. New 0.19% +0.19
RTX RTX Corp. Add +1.1% 1.15% +0.15
XOM Exxon Mobil Corp. Add +0.5% 0.41% +0.14
PLTR Palantir Technologies Inc. Class A Add +27.8% 1.13% +0.14
CAT Caterpillar Inc. Add +1.4% 0.44% +0.11
JNJ Johnson & Johnson Add +2.1% 0.38% +0.09
APP AppLovin Corp. Class A Add +106.9% 0.29% +0.07
SPMO Invesco S&P 500 Momentum ETF Add +20.3% 0.37% +0.07
IVV iShares Core S&P 500 ETF Add +20.3% 0.32% +0.06
VRTX Vertex Pharmaceuticals Inc. Add +13.4% 0.33% +0.06
PANW Palo Alto Networks Inc. Add +23.7% 0.36% +0.05
ORLY O'reilly Automotive Inc. Add +16.1% 0.22% +0.05
PG The Procter & Gamble Co. Add +1.4% 0.47% +0.04
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +5.3% 2.99% +0.04
VOO Vanguard S&P 500 ETF Add +0.3% 1.01% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +2.2% 0.57% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +0.5% 0.80% +0.03
CDNS Cadence Design SYS Inc. Add +12.6% 0.31% +0.02
GS Goldman Sachs Group Inc. Add +1.1% 0.42% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +19.0% 0.28% +0.02
HD Home Depot Inc. Add +0.2% 0.41% +0.01
CEG Constellation Energy Add +23.9% 0.24% +0.01
XLK SS Technology Select Sector Add +1.1% 1.11% +0.01
ISRG Intuitive Surgical Inc. Add +15.7% 0.53% +0.01
ABBV Abbvie Inc. Add +1.0% 0.23% +0.01

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