Eagle Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Eagle Wealth Advisors LLC held in its portfolio 91 assets valued at $117,308,921 (i.e. $117.31M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($13.07M), APPLE INC ($11.08M), and MICROSOFT CORP ($9.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 91 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Eagle Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 70057 | 13065631 | COM |
| APPLE INC | 40751 | 11078465 | COM |
| MICROSOFT CORP | 20590 | 9957736 | COM |
| AMAZON COM INC | 24661 | 5692252 | COM |
| BROADCOM INC | 14145 | 4895585 | COM |
| ALPHABET INC | 14790 | 4629270 | CAP STK CL A |
| SPDR SERIES TRUST | 135241 | 4084278 | STATE STREET SPD |
| TESLA INC | 8491 | 3818573 | COM |
| META PLATFORMS INC | 5729 | 3781656 | CL A |
| ALPHABET INC | 12006 | 3767483 | CAP STK CL C |
| VANGUARD WORLD FD | 8368 | 3453937 | MEGA GRWTH IND |
| ISHARES TR | 25969 | 2658966 | 0-5 YR TIPS ETF |
| ELI LILLY & CO | 2256 | 2424478 | COM |
| VISA INC | 5419 | 1900497 | COM CL A |
| ISHARES TR | 32690 | 1761337 | ISHS 5-10YR INVT |
| MASTERCARD INCORPORATED | 2564 | 1463736 | CL A |
| NETFLIX INC | 14288 | 1339643 | COM |
| SELECT SECTOR SPDR TR | 8936 | 1286516 | STATE STREET TEC |
| ADVANCED MICRO DEVICES INC | 5576 | 1194156 | COM |
| 5RTX CORPORATION | 6406 | 1174860 | COM |
| PALANTIR TECHNOLOGIES INC | 6561 | 1166218 | CL A |
| VANGUARD INDEX FDS | 1817 | 1139495 | S&P 500 ETF SHS |
| COSTCO WHSL CORP NEW | 1315 | 1133977 | COM |
| SCHWAB STRATEGIC TR | 33008 | 1076721 | US LCAP GR ETF |
| GE AEROSPACE | 3192 | 983232 | COM NEW |
| SALESFORCE INC | 3403 | 902904 | COM |
| SPDR S&P 500 ETF TR | 1324 | 902862 | TR UNIT |
| FIRST TR EXCHANGE-TRADED FD | 3753 | 863978 | SHS |
| VANGUARD WORLD FD | 2882 | 859931 | INDUSTRIAL ETF |
| SPDR DOW JONES INDL AVERAGE | 1742 | 838972 | UT SER 1 |
| JPMORGAN CHASE & CO. | 2455 | 791050 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1271 | 638868 | CL B NEW |
| LAM RESEARCH CORP | 3660 | 627467 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 1058 | 613058 | COM |
| INTUITIVE SURGICAL INC | 1069 | 605439 | COM NEW |
| INTUIT | 911 | 603465 | COM |
| ORACLE CORP | 3007 | 586094 | COM |
| SELECT SECTOR SPDR TR | 10331 | 565829 | STATE STREET FIN |
| VANGUARD INDEX FDS | 1650 | 553196 | TOTAL STK MKT |
| GE VERNOVA INC | 841 | 549652 | COM |
| UNITEDHEALTH GROUP INC | 1629 | 537749 | COM |
| SERVICENOW INC | 3510 | 537697 | COM |
| LINDE PLC | 1223 | 521475 | SHS |
| VANGUARD WORLD FD | 3641 | 513964 | MEGA CAP VAL ETF |
| PROCTER AND GAMBLE CO | 3448 | 494133 | COM |
| S&P GLOBAL INC | 940 | 491235 | COM |
| KLA CORP | 399 | 484817 | COM NEW |
| UBER TECHNOLOGIES INC | 5923 | 483968 | COM |
| HOME DEPOT INC | 1345 | 462815 | COM |
| GOLDMAN SACHS GROUP INC | 526 | 462354 | COM |
| MCDONALDS CORP | 1503 | 459362 | COM |
| WALMART INC | 4081 | 455624 | COM |
| ARISTA NETWORKS INC | 3432 | 449695 | COM SHS |
| ISHARES TR | 2136 | 426516 | U.S. TECH ETF |
| BLACKROCK INC | 392 | 419573 | COM |
| BOOKING HOLDINGS INC | 78 | 417716 | COM |
| DANAHER CORPORATION | 1752 | 401068 | COM |
| CISCO SYS INC | 5169 | 398168 | COM |
| CATERPILLAR INC | 657 | 376376 | COM |
| SELECT SECTOR SPDR TR | 2400 | 372288 | STATE STREET IND |
| PALO ALTO NETWORKS INC | 1961 | 361216 | COM |
| INTERNATIONAL BUSINESS MACHS | 1217 | 360488 | COM |
| INVESCO EXCH TRADED FD TR II | 2943 | 351159 | S&P 500 MOMNTM |
| CADENCE DESIGN SYSTEM INC | 1084 | 338837 | COM |
| JOHNSON & JOHNSON | 1635 | 338363 | COM |
| PROGRESSIVE CORP | 1472 | 335204 | COM |
| VERTEX PHARMACEUTICALS INC | 716 | 324606 | COM |
| VANGUARD WORLD FD | 2430 | 324381 | FINANCIALS ETF |
| DISNEY WALT CO | 2841 | 323221 | COM |
| EXXON MOBIL CORP | 2612 | 314328 | COM |
| ADOBE INC | 890 | 311491 | COM |
| ISHARES TR | 444 | 304113 | CORE S&P500 ETF |
| CROWDSTRIKE HLDGS INC | 647 | 303288 | CL A |
| CARRIER GLOBAL CORPORATION | 5692 | 300765 | COM |
| VANGUARD INDEX FDS | 595 | 290277 | GROWTH ETF |
| ABBVIE INC | 1151 | 262992 | COM |
| CONSTELLATION ENERGY CORP | 739 | 261067 | COM |
| ACCENTURE PLC IRELAND | 965 | 258910 | SHS CLASS A |
| PARKER-HANNIFIN CORP | 294 | 258414 | COM |
| BANK AMERICA CORP | 4658 | 256190 | COM |
| WELLS FARGO CO NEW | 2738 | 255182 | COM |
| APPLOVIN CORP | 376 | 253356 | COM CL A |
| FIDELITY COVINGTON TRUST | 4943 | 245331 | ENHANCED HIGH YI |
| UNITED RENTALS INC | 303 | 245224 | COM |
| OTIS WORLDWIDE CORP | 2685 | 234535 | COM |
| MCKESSON CORP | 277 | 227444 | COM |
| T-MOBILE US INC | 1106 | 224562 | COM |
| MICRON TECHNOLOGY INC | 784 | 223761 | COM |
| MORGAN STANLEY | 1201 | 213214 | COM NEW |
| CHEVRON CORP NEW | 1369 | 208649 | COM |
| OREILLY AUTOMOTIVE INC | 2196 | 200297 | COM |
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