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Eagle Wealth Advisors LLC

SEC CIK
0002107271
Latest filing
Jul 13, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 29, 2026. Long positions only.

Institution overview
Positions
91
No filing for Q3 2025
Portfolio value
$117.3M
No filing for Q3 2025
Filed
Jan 29, 2026
SEC

Eagle Wealth Advisors LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Eagle Wealth Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ORLYO Reilly Automotive IncStock2,196$200.3K0.2%––History
CVXChevron CorpStock1,369$208.6K0.2%––History
MSMorgan StanleyStock1,201$213.2K0.2%––History
MUMicron Technology IncStock784$223.8K0.2%––History
TMUST-Mobile US, Inc.Stock1,106$224.6K0.2%––History
MCKMcKesson CorpStock277$227.4K0.2%––History
OTISOtis Worldwide CorpStock2,685$234.5K0.2%––History
URIUnited Rentals, Inc.COM303$245.2K0.2%––History
Fidelity Covington Trust316092618ENHA HIGH YI ETF4,943$245.3K0.2%–––
APPAppLovin CorpCOM CL A376$253.4K0.2%––History
WFCWells Fargo & CompanyStock2,738$255.2K0.2%––History
BACBank of America CorpStock4,658$256.2K0.2%––History
PHParker-Hannifin CorpStock294$258.4K0.2%––History
ACNAccenture plcStock965$258.9K0.2%––History
CEGConstellation Energy CorpStock739$261.1K0.2%––History
ABBVAbbVie Inc.Stock1,151$263.0K0.2%––History
Vanguard Morningstar Growth ETF922908736ETF595$290.3K0.2%–––
CARRCarrier Global CorpStock5,692$300.8K0.3%––History
CRWDCrowdStrike Holdings, Inc.Stock647$303.3K0.3%––History
iShares Core S&P 500 ETF464287200ETF444$304.1K0.3%–––
ADBEAdobe Inc.Stock890$311.5K0.3%––History
XOMExxonMobil Holdings CorpCOM2,612$314.3K0.3%––History
DISWalt Disney CoStock2,841$323.2K0.3%––History
Vanguard Financials ETF92204A405ETF2,430$324.4K0.3%–––
VRTXVertex Pharmaceuticals IncStock716$324.6K0.3%––History
PGRProgressive CorpStock1,472$335.2K0.3%––History
JNJJohnson & JohnsonStock1,635$338.4K0.3%––History
CDNSCadence Design Systems IncStock1,084$338.8K0.3%––History
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM2,943$351.2K0.3%–––
IBMInternational Business Machines CorpStock1,217$360.5K0.3%––History
PANWPalo Alto Networks IncStock1,961$361.2K0.3%––History
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,400$372.3K0.3%–––
CATCaterpillar IncStock657$376.4K0.3%––History
CSCOCisco Systems, Inc.Stock5,169$398.2K0.3%––History
DHRDanaher CorpStock1,752$401.1K0.3%––History
BKNGBooking Holdings Inc.Stock78$417.7K0.4%––History
BLKBlackRock, Inc.Stock392$419.6K0.4%––History
iShares Tr464287721U.S. TECH ETF2,136$426.5K0.4%–––
ANETArista Networks, Inc.Stock3,432$449.7K0.4%––History
WMTWalmart Inc.Stock4,081$455.6K0.4%––History
MCDMcDonalds CorpStock1,503$459.4K0.4%––History
GSGoldman Sachs Group IncStock526$462.4K0.4%––History
HDHome Depot, Inc.Stock1,345$462.8K0.4%––History
UBERUber Technologies, IncStock5,923$484.0K0.4%––History
KLACKLA CorpCOM NEW399$484.8K0.4%––History
SPGIS&P Global Inc.Stock940$491.2K0.4%––History
PGProcter & Gamble CoStock3,448$494.1K0.4%––History
Vanguard World FD921910840MEGA CAP VAL ETF3,641$514.0K0.4%–––
LINLinde PLCStock1,223$521.5K0.4%––History
NOWServiceNow, Inc.Stock3,510$537.7K0.5%––History
UNHUnitedHealth Group IncStock1,629$537.7K0.5%––History
GEVGE Vernova Inc.Stock841$549.7K0.5%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,650$553.2K0.5%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF10,331$565.8K0.5%–––
ORCLOracle CorpStock3,007$586.1K0.5%––History
INTUIntuit Inc.Stock911$603.5K0.5%––History
ISRGIntuitive Surgical IncCOM NEW1,069$605.4K0.5%––History
TMOThermo Fisher Scientific Inc.Stock1,058$613.1K0.5%––History
LRCXLam Research CorpStock3,660$627.5K0.5%––History
BRK.BBerkshire Hathaway IncStock1,271$638.9K0.5%––History
JPMJPMorgan Chase & CoStock2,455$791.0K0.7%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,742$839.0K0.7%––History
Vanguard Industrials ETF92204A603ETF2,882$859.9K0.7%–––
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF3,753$864.0K0.7%–––
SPYSPDR S&P 500 ETF TrustETF1,324$902.9K0.8%––History
CRMSalesforce, Inc.Stock3,403$902.9K0.8%––History
GEGeneral Electric CoStock3,192$983.2K0.8%––History
Schwab U.S. Large-Cap Growth ETF808524300ETF33,008$1.08M0.9%–––
COSTCostco Wholesale CorpStock1,315$1.13M1.0%––History
Vanguard S&P 500 ETF922908363ETF1,817$1.14M1.0%–––
PLTRPalantir Technologies Inc.Stock6,561$1.17M1.0%––History
RTXRTX CorpStock6,406$1.17M1.0%––History
AMDAdvanced Micro Devices IncStock5,576$1.19M1.0%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF8,936$1.29M1.1%–––
NFLXNetflix IncStock14,288$1.34M1.1%––History
MAMastercard IncStock2,564$1.46M1.2%––History
iShares Tr464288638ISHS 5-10YR INVT32,690$1.76M1.5%–––
VVisa Inc.Stock5,419$1.90M1.6%––History
LLYEli Lilly & CoStock2,256$2.42M2.1%––History
iShares Tr46429B7470-5 YR TIPS ETF25,969$2.66M2.3%–––
Vanguard World FD921910816MEGA GRWTH IND8,368$3.45M2.9%–––
GOOGAlphabet Inc.Stock12,006$3.77M3.2%––History
METAMeta Platforms, Inc.Stock5,729$3.78M3.2%––History
TSLATesla, Inc.Stock8,491$3.82M3.3%––History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF135,241$4.08M3.5%–––
GOOGLAlphabet Inc.Stock14,790$4.63M3.9%––History
AVGOBroadcom Inc.Stock14,145$4.90M4.2%––History
AMZNAmazon Com IncStock24,661$5.69M4.9%––History
MSFTMicrosoft CorpStock20,590$9.96M8.5%––History
AAPLApple Inc.Stock40,751$11.1M9.4%––History
NVDANVIDIA CorpStock70,057$13.1M11.1%––History