Top 50 Eagle Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.41% | 61.6K | $12.3M | -4.27%(-2.75K) | $186.54(+18.18%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.55% | 34.2K | $9.9M | -5.28%(-1.91K) | $263.24(+16.50%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.06% | 17.8K | $6.6M | -3.40%(-625) | $500.79(+0.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.09% | 22.5K | $5.4M | -1.73%(-396) | $225.20(+22.09%) | 2026-06-30 | |
| STIP | ISHARES TR | 3.68% | 47.1K | $4.8M | +17.38%(+6.98K) | $102.87(-2.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.51% | 12.9K | $4.6M | -3.95%(-529) | $278.05(+26.40%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.23% | 11.2K | $4.2M | -7.42%(-899) | $344.94(+21.87%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.15% | 3.6K | $4.1M | +19.77%(+591) | $363.35(+137.24%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.98% | 11.1K | $3.9M | -1.96%(-221) | $278.67(+25.77%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.97% | 6.7K | $3.9M | +2.83%(+184) | $196.39(+137.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +1.69% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +5.56% |
Eagle Wealth Advisors LLC reports $131.06M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.4%), AAPL (7.5%) and MSFT (5.1%). The top 20 holdings account for 65.48% of reported assets. Its disclosed equity book has returned +1.69% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eagle Wealth Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107271). View Eagle Wealth Advisors LLCโs 13F filings on SEC