Eagle Wealth Advisors' Q2 2026 Portfolio Activity
This report summarizes observable purchases and sales by Eagle Wealth Advisors Llc in the quarter ending June 30, 2026.
According to filings available on InsiderSet, Eagle Wealth Advisors Llc's portfolio saw changes during the quarter ending June 30, 2026.
The firm significantly increased its holdings in several Vanguard funds and investment trusts. Notably:
- MGK: Eagle purchased a substantial amount of VANGUARD WORLD FD (MGK) shares, representing a 392.85% increase in position size.
- IGIB: The firm added significantly to ISHARES TR (IGIB) shares, a 28.63% increase over the quarter.
- VUG: Eagle Wealth Advisors increased its position in VANGUARD INDEX FDS (VUG) by 500.0%, acquiring a total of 3,570 shares.
- STIP: The firm also increased its stake in ISHARES TR (STIP) by 17.38%, acquiring 6,980 shares.
- KLAC: Eagle added a new stock to its portfolio: KLA CORP (KLAC), investing in this Technology sector company.
In addition to these additions, the firm made adjustments to existing positions:
- NVDA: The position in NVIDIA CORPORATION saw a reduction of 4.27% due to share decreases (-2,749 shares).
- AAPL: Shares of APPLE INC (AAPL) decreased by 5.28%.
- MSFT: Microsoft Corporation experienced a slight reduction in allocation (-3.4%).
- STIP: The Technology fund ISHARES TR (STIP) also saw an increase of 17.38%, adding to its previous change.
- SPSB: A position in SPDR SERIES TRUST (SPSB) was significantly reduced by -10,516 shares, resulting in a 10.57% decrease.
- AVGO: Shares of BROADCOM INC (AVGO) decreased by 7.42%, impacting its allocation percentage.
Eagle Wealth Advisors also increased its position in INTEL CORP (INTC), which is categorized under Technology, acquiring 2,919 shares and boosting the allocation by 0.35 percentage points.
The firm's portfolio includes a diverse range of holdings across various sectors as of June 30, 2026. The Technology sector remains prominent, accounting for approximately 42.83% of the total value.
The overall portfolio allocation shows significant exposure to Unknown sectors (24.45%) and strong positions in Communication Services, Consumer Cyclical, and Healthcare.