Eagle Wealth Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$108.4M
Q ending 2026-03-31
Prior quarter
$117.3M
Q ending 2025-12-31
Change
-7.6% QoQ
Positions
98
reported holdings

Largest positions

All 98 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$11.2M64K
Apple IncAAPLShares$9.2M36K
Microsoft CorpMSFTShares$6.8M18K
Amazon Com IncAMZNShares$4.8M23K
Ishares TrSTIPShares$4.2M40K
Alphabet IncGOOGLShares$3.9M13K
Broadcom IncAVGOShares$3.8M12K
Alphabet IncGOOGShares$3.2M11K
Vanguard World FdMGKShares$3.2M9K
Meta Platforms IncMETAShares$3.2M6K
Spdr Series TrustSPSBShares$3.0M99K
Tesla IncTSLAShares$3.0M8K
Ishares TrIGIBShares$2.9M55K
Netflix IncNFLXShares$1.6M16K
Costco Whsl Corp NewCOSTShares$1.6M2K
Walmart IncWMTShares$1.4M11K
Eli Lilly & CoLLYShares$1.3M1K
Advanced Micro Devices IncAMDShares$1.3M7K
5Rtx CorporationRTXShares$1.2M6K
Palantir Technologies IncPLTRShares$1.2M8K
Select Sector Spdr TrXLKShares$1.2M9K
Vanguard Index FdsVOOShares$1.1M2K
Visa IncVShares$1.0M3K
Micron Technology IncMUShares$1.0M3K
Lam Research CorpLRCXShares$1.0M5K
Cisco Sys IncCSCOShares$981K13K
Vanguard World FdVISShares$900K3K
Schwab Strategic TrSCHGShares$889K31K
Spdr S&P 500 Etf TrSPYShares$865K1K
Mastercard IncorporatedMAShares$843K2K
First Tr Exchange-Traded FdQTECShares$811K4K
Spdr Dow Jones Indl AverageDIAShares$809K2K
Jpmorgan Chase & Co.JPMShares$736K3K
Linde PlcShares$726K1K
Applied Matls IncAMATShares$723K2K
Kla CorpKLACShares$688K467
Berkshire Hathaway Inc DelBRK/BShares$622K1K
Ge AerospaceGEShares$593K2K
Intuitive Surgical IncISRGShares$570K1K
Vanguard Index FdsVTIShares$529K2K
Intel CorpINTCShares$529K12K
Vanguard World FdMGVShares$528K4K
Select Sector Spdr TrXLFShares$510K10K
Procter And Gamble CoPGShares$505K3K
Ge Vernova IncGEVShares$500K572
Amgen IncAMGNShares$490K1K
T-Mobile Us IncTMUSShares$485K2K
Caterpillar IncCATShares$472K666
Pepsico IncPEPShares$466K3K
Oracle CorpORCLShares$458K3K
Mcdonalds CorpMCDShares$455K1K
Goldman Sachs Group IncGSShares$450K532
Exxon Mobil CorpXOMShares$445K3K
IntuitINTUShares$445K1K
Home Depot IncHDShares$443K1K
Salesforce IncCRMShares$425K2K
Gilead Sciences IncGILDShares$416K3K
Johnson & JohnsonJNJShares$408K2K
Invesco Exch Traded Fd Tr IiSPMOShares$397K4K
Palo Alto Networks IncPANWShares$389K2K
Select Sector Spdr TrXLIShares$388K2K
Ishares TrIYWShares$388K2K
Booking Holdings IncBKNGShares$387K92
Texas Instrs IncTXNShares$386K2K
Vertex Pharmaceuticals IncVRTXShares$363K812
Ishares TrIVVShares$349K534
Analog Devices IncADIShares$339K1K
Cadence Design System IncCDNSShares$339K1K
Thermo Fisher Scientific IncTMOShares$323K657
Carrier Global CorporationCARRShares$321K6K
Applovin CorpAPPShares$310K778
International Business MachsIBMShares$303K1K
Crowdstrike Hldgs IncCRWDShares$301K770
Qualcomm IncQCOMShares$295K2K
Vanguard World FdVFHShares$294K2K
Arista Networks IncANETShares$289K2K
Honeywell Intl IncHONGBPShares$282K1K
Adobe IncADBEShares$265K1K
Unitedhealth Group IncUNHShares$263K972
Vanguard Index FdsVUGShares$260K595
Constellation Energy CorpCEGShares$256K916
Chevron Corp NewCVXShares$255K1K
Abbvie IncABBVShares$253K1K
Uber Technologies IncUBERShares$249K3K
S&P Global IncSPGIShares$249K585
Fidelity Covington TrustFDHYShares$241K5K
Disney Walt CoDISShares$239K2K
Marriott Intl Inc NewMARShares$236K723
Oreilly Automotive IncORLYShares$235K3K
Bank America CorpBACShares$234K5K
Shopify IncSHOPShares$228K2K
Blackrock IncBLKShares$225K234
Wells Fargo Co NewWFCShares$218K3K
Vertiv Holdings CoVRTShares$215K860
Regeneron PharmaceuticalsREGNShares$210K272
Otis Worldwide CorpOTISShares$207K3K
Morgan StanleyMSShares$202K1K
Merck & Co IncMRKShares$202K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.