Institutions / Eagle Wealth Advisors LLC

Eagle Wealth Advisors LLC

CIK 2107271 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$117.31M
Positions
91
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
NVIDIA Corpโ€”$13.07M70,05711.1%
Apple Inc.โ€”$11.08M40,7519.4%
Microsoft Corpโ€”$9.96M20,5908.5%
Amazon.com Incโ€”$5.69M24,6614.9%
Broadcom Inc.โ€”$4.90M14,1454.2%
Alphabet Inc.โ€”$4.63M14,7903.9%
SPDR Series Trustโ€”$4.08M135,2413.5%
Tesla Incโ€”$3.82M8,4913.3%
Meta Platforms Incโ€”$3.78M5,7293.2%
Alphabet Inc.โ€”$3.77M12,0063.2%
Vanguard World Fdโ€”$3.45M8,3682.9%
iShares MSCI UAE ETFโ€”$2.66M25,9692.3%
ELI LILLY & Coโ€”$2.42M2,2562.1%
Visa Incโ€”$1.90M5,4191.6%
iShares Trโ€”$1.76M32,6901.5%
Mastercard Incโ€”$1.46M2,5641.2%
Netflix Incโ€”$1.34M14,2881.1%
Select Sector SPDR Trโ€”$1.29M8,9361.1%
Advanced Micro Devices Incโ€”$1.19M5,5761.0%
RTX Corpโ€”$1.17M6,4061.0%
Palantir Technologies Incโ€”$1.17M6,5611.0%
Vanguard Index Fdsโ€”$1.14M1,8171.0%
Costco Wholesale Corp /Newโ€”$1.13M1,3151.0%
Schwab Strategic Trโ€”$1.08M33,0080.9%
General Electric Coโ€”$983.2K3,1920.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.