Eagle Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Eagle Wealth Advisors Llc disclosed 100 stock positions valued at approximately $131.06M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 100
- Portfolio Value
- $131.06M
Holdings by Sector
Eagle Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 9.41% | 61,628 | -2,749 | -4.27% | $12,331,147 |
| APPLE INC | AAPL | Technology | 7.55% | 34,213 | -1,907 | -5.28% | $9,899,874 |
| MICROSOFT CORP | MSFT | Technology | 5.06% | 17,765 | -625 | -3.40% | $6,626,700 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.09% | 22,483 | -396 | -1.73% | $5,358,598 |
| ISHARES TR | STIP | Other | 3.68% | 47,147 | +6,980 | +17.38% | $4,816,538 |
| ALPHABET INC | GOOGL | Communication Services | 3.51% | 12,880 | -529 | -3.95% | $4,602,926 |
| BROADCOM INC | AVGO | Technology | 3.23% | 11,217 | -899 | -7.42% | $4,237,222 |
| MICRON TECHNOLOGY INC | MU | Technology | 3.15% | 3,580 | +591 | +19.77% | $4,132,358 |
| ALPHABET INC | GOOG | Communication Services | 2.98% | 11,069 | -221 | -1.96% | $3,911,010 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.97% | 6,694 | +184 | +2.83% | $3,888,612 |
| VANGUARD WORLD FD | MGK | Other | 2.91% | 43,415 | +34,606 | +392.85% | $3,816,636 |
| ISHARES TR | IGIB | Other | 2.87% | 70,807 | +15,762 | +28.63% | $3,764,808 |
| TESLA INC | TSLA | Consumer Cyclical | 2.58% | 8,041 | +45 | +0.56% | $3,382,045 |
| META PLATFORMS INC | META | Communication Services | 2.36% | 5,497 | -74 | -1.33% | $3,096,405 |
| SPDR SERIES TRUST | SPSB | Other | 2.04% | 88,939 | -10,516 | -10.57% | $2,669,059 |
| LAM RESEARCH CORP | LRCX | Technology | 1.62% | 4,899 | +183 | +3.88% | $2,124,150 |
| INTEL CORP | INTC | Technology | 1.59% | 14,908 | +2,919 | +24.35% | $2,081,604 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.31% | 9,029 | -6 | -0.07% | $1,720,205 |
| APPLIED MATLS INC | AMAT | Technology | 1.29% | 2,343 | +229 | +10.83% | $1,693,989 |
| WALMART INC | WMT | Consumer Defensive | 1.28% | 14,855 | +3,545 | +31.34% | $1,682,477 |
| CISCO SYS INC | CSCO | Technology | 1.24% | 13,846 | +1,201 | +9.50% | $1,626,351 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 1.16% | 1,631 | +75 | +4.82% | $1,525,752 |
| KLA CORP | KLAC | Technology | 1.10% | 4,757 | +4,290 | +918.63% | $1,435,234 |
| ELI LILLY & CO | LLY | Healthcare | 1.00% | 1,097 | -351 | -24.24% | $1,315,775 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.96% | 3,753 | - | - | $1,256,092 |
| 5RTX CORPORATION | RTX | Industrials | 0.96% | 6,603 | +128 | +1.98% | $1,252,787 |
| VANGUARD INDEX FDS | VOO | Other | 0.95% | 1,814 | -9 | -0.49% | $1,245,873 |
| NETFLIX INC | NFLX | Communication Services | 0.87% | 16,058 | -299 | -1.83% | $1,146,541 |
| VANGUARD WORLD FD | VIS | Other | 0.79% | 2,882 | - | - | $1,038,615 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.79% | 30,544 | +29 | +0.10% | $1,033,609 |
Showing 30 of 100 holdings in the latest reporting period.