Eagle Wealth Advisors LLC

WESTPORT, CT · CIK 2107271 · 13F filing filed 2026-07-13

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$164.1m
Staff3 · 3 in investment roles
Main clients (by assets)High net worth individuals 79%, Individuals 21%
Websiteeaglewealthadvisor.com
Form ADV · 2026-05-28SEC adviser record

$131.1m reported value +20.9% vs Q1 2026

100positions

45.6%in top 10

11 new 49 added 29 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	61,628	$12.3m9.41%	9.41%	Reduced -2.7k	-2,749 -4.3%
2	APPLE INC COM AAPL	AAPL	34,213	$9.9m7.55%	7.55%	Reduced -1.9k	-1,907 -5.3%
3	MICROSOFT CORP COM MSFT	MSFT	17,765	$6.6m5.06%	5.06%	Reduced -625	-625 -3.4%
4	AMAZON COM INC COM AMZN	AMZN	22,483	$5.4m4.09%	4.09%	Reduced -396	-396 -1.7%
5	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	47,147	$4.8m3.68%	3.68%	Added +7.0k	+6,980 17.4%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,880	$4.6m3.51%	3.51%	Reduced -529	-529 -4.0%
7	BROADCOM INC COM AVGO	AVGO	11,217	$4.2m3.23%	3.23%	Reduced -899	-899 -7.4%
8	MICRON TECHNOLOGY INC COM MU	MU	3,580	$4.1m3.15%	3.15%	Added +591	+591 19.8%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	11,069	$3.9m2.98%	2.98%	Reduced -221	-221 -2.0%
10	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,694	$3.9m2.97%	2.97%	Added +184	+184 2.8%
11	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	43,415	$3.8m2.91%	2.91%	Reduced -630	-630 -1.4%
12	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	70,807	$3.8m2.87%	2.87%	Added +15.8k	+15,762 28.6%
13	TESLA INC COM TSLA	TSLA	8,041	$3.4m2.58%	2.58%	Added +45	+45 0.6%
14	META PLATFORMS INC CL A META	META	5,497	$3.1m2.36%	2.36%	Reduced -74	-74 -1.3%
15	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	88,939	$2.7m2.04%	2.04%	Reduced -10.5k	-10,516 -10.6%
16	LAM RESEARCH CORP COM NEW LRCX	LRCX	4,899	$2.1m1.62%	1.62%	Added +183	+183 3.9%
17	INTEL CORP COM INTC	INTC	14,908	$2.1m1.59%	1.59%	Added +2.9k	+2,919 24.4%
18	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,029	$1.7m1.31%	1.31%	Reduced -6	-6 -0.1%
19	APPLIED MATLS INC COM AMAT	AMAT	2,343	$1.7m1.29%	1.29%	Added +229	+229 10.8%
20	WALMART INC COM WMT	WMT	14,855	$1.7m1.28%	1.28%	Added +3.5k	+3,545 31.3%
21	CISCO SYS INC COM CSCO	CSCO	13,846	$1.6m1.24%	1.24%	Added +1.2k	+1,201 9.5%
22	COSTCO WHSL CORP NEW COM COST	COST	1,631	$1.5m1.16%	1.16%	Added +75	+75 4.8%
23	KLA CORP COM NEW KLAC	KLAC	4,757	$1.4m1.10%	1.10%	Added +87	+87 1.9%
24	ELI LILLY & CO COM LLY	LLY	1,097	$1.3m1.00%	1.00%	Reduced -351	-351 -24.2%
25	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	3,753	$1.3m0.96%	0.96%	Unchanged
26	RTX CORPORATION COM RTX	RTX	6,603	$1.3m0.96%	0.96%	Added +128	+128 2.0%
27	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,814	$1.2m0.95%	0.95%	Reduced -9	-9 -0.5%
28	NETFLIX INC COM NFLX	NFLX	16,058	$1.1m0.87%	0.87%	Reduced -299	-299 -1.8%
29	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	2,882	$1.0m0.79%	0.79%	Unchanged
30	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	30,544	$1.0m0.79%	0.79%	Added +29	+29 0.1%
31	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	8,754	$1.0m0.78%	0.78%	Added +367	+367 4.4%
32	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,274	$951.4k0.73%	0.73%	Reduced -56	-56 -4.2%
33	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,742	$910.0k0.69%	0.69%	Unchanged
34	PALO ALTO NETWORKS INC COM PANW	PANW	2,660	$907.1k0.69%	0.69%	Added +235	+235 9.7%
35	JPMORGAN CHASE & CO COM JPM	JPM	2,692	$881.2k0.67%	0.67%	Added +189	+189 7.5%
36	VISA INC COM CL A V	V	2,557	$877.3k0.67%	0.67%	Reduced -812	-812 -24.1%
37	LINDE PLC SHS LIN	LIN	1,522	$789.8k0.60%	0.60%	Added +57	+57 3.9%
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,513	$757.1k0.58%	0.58%	Added +214	+214 16.5%
39	TEXAS INSTRS INC COM TXN	TXN	2,518	$750.5k0.57%	0.57%	Added +530	+530 26.7%
40	CATERPILLAR INC COM CAT	CAT	702	$747.6k0.57%	0.57%	Added +36	+36 5.4%
41	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	823	$628.1k0.48%	0.48%	Added +53	+53 6.9%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,650	$610.6k0.47%	0.47%	Unchanged
43	MASTERCARD INCORPORATED CL A MA	MA	1,188	$610.2k0.47%	0.47%	Reduced -499	-499 -29.6%
44	AMGEN INC COM AMGN	AMGN	1,673	$605.8k0.46%	0.46%	Added +280	+280 20.1%
45	GE AEROSPACE COM NEW GE	GE	1,597	$596.8k0.46%	0.46%	Reduced -491	-491 -23.5%
46	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	3,641	$595.1k0.45%	0.45%	Unchanged
47	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,901	$566.3k0.43%	0.43%	New
48	GOLDMAN SACHS GROUP INC COM GS	GS	557	$563.3k0.43%	0.43%	Added +25	+25 4.7%
49	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	10,331	$553.8k0.42%	0.42%	Unchanged
50	QUALCOMM INC COM QCOM	QCOM	2,954	$545.9k0.42%	0.42%	Added +662	+662 28.9%
51	GE VERNOVA INC COM GEV	GEV	464	$545.1k0.42%	0.42%	Reduced -108	-108 -18.9%
52	PROCTER AND GAMBLE CO COM PG	PG	3,700	$542.6k0.41%	0.41%	Added +204	+204 5.8%
53	ISHARES TR U.S. TECH ETF IYW	IYW	2,136	$538.8k0.41%	0.41%	Unchanged
54	ANALOG DEVICES INC COM ADI	ADI	1,312	$521.1k0.40%	0.40%	Added +245	+245 23.0%
55	PEPSICO INC COM PEP	PEP	3,734	$505.6k0.39%	0.39%	Added +730	+730 24.3%
56	HOME DEPOT INC COM HD	HD	1,429	$504.0k0.38%	0.38%	Added +81	+81 6.0%
57	SANDISK CORP COM SNDK	SNDK	218	$495.7k0.38%	0.38%	New
58	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	3,038	$490.8k0.37%	0.37%	Reduced -503	-503 -14.2%
59	JOHNSON & JOHNSON COM JNJ	JNJ	1,872	$475.4k0.36%	0.36%	Added +202	+202 12.1%
60	ORACLE CORP COM ORCL	ORCL	3,224	$472.5k0.36%	0.36%	Added +113	+113 3.6%
61	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,254	$470.7k0.36%	0.36%	Added +34	+34 2.8%
62	WESTERN DIGITAL CORP COM WDC	WDC	730	$466.3k0.36%	0.36%	New
63	GILEAD SCIENCES INC COM GILD	GILD	3,619	$457.2k0.35%	0.35%	Added +637	+637 21.4%
64	ISHARES TR CORE S&P500 ETF IVV	IVV	610	$456.8k0.35%	0.35%	Added +76	+76 14.2%
65	SELECT SECTOR SPDR TR INDL XLI	XLI	2,400	$444.6k0.34%	0.34%	Unchanged
66	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	454	$438.4k0.33%	0.33%	New
67	BOOKING HOLDINGS INC COM BKNG	BKNG	2,422	$431.7k0.33%	0.33%	Added +122	+122 5.3%
68	APPLOVIN CORP COM CL A APP	APP	832	$428.7k0.33%	0.33%	Added +54	+54 6.9%
69	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	845	$419.7k0.32%	0.32%	Added +33	+33 4.1%
70	CARRIER GLOBAL CORPORATION COM CARR	CARR	5,692	$417.5k0.32%	0.32%	Unchanged
71	MCDONALDS CORP COM MCD	MCD	1,529	$413.3k0.32%	0.32%	Added +65	+65 4.4%
72	EXXON MOBIL CORP COM XOM	XOM	2,975	$406.7k0.31%	0.31%	Added +350	+350 13.3%
73	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,327	$373.2k0.28%	0.28%	Added +75	+75 6.0%
74	ABBVIE INC COM ABBV	ABBV	1,315	$330.9k0.25%	0.25%	Added +152	+152 13.1%
75	ARISTA NETWORKS INC COM SHS ANET	ANET	1,945	$330.4k0.25%	0.25%	Reduced -411	-411 -17.4%
76	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	166	$330.2k0.25%	0.25%	New
77	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	2,430	$319.8k0.24%	0.24%	Unchanged
78	FORTINET INC COM FTNT	FTNT	2,073	$318.5k0.24%	0.24%	New
79	T-MOBILE US INC COM TMUS	TMUS	1,883	$315.8k0.24%	0.24%	Reduced -427	-427 -18.5%
80	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,570	$307.5k0.23%	0.23%	Unchanged
81	BANK AMERICA CORP COM BAC	BAC	5,309	$302.5k0.23%	0.23%	Added +513	+513 10.7%
82	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	741	$294.7k0.22%	0.22%	Reduced -496	-496 -40.1%
83	MARRIOTT INTL INC NEW CL A MAR	MAR	758	$280.9k0.21%	0.21%	Added +35	+35 4.8%
84	MORGAN STANLEY COM NEW MS	MS	1,299	$271.5k0.21%	0.21%	Added +69	+69 5.6%
85	VERTIV HOLDINGS CO COM CL A VRT	VRT	803	$268.9k0.21%	0.21%	Reduced -57	-57 -6.6%
86	UNITEDHEALTH GROUP INC COM UNH	UNH	646	$268.5k0.20%	0.20%	Reduced -326	-326 -33.5%
87	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,263	$258.4k0.20%	0.20%	Added +345	+345 18.0%
88	STARBUCKS CORP COM SBUX	SBUX	2,491	$254.6k0.19%	0.19%	New
89	MERCK & CO INC COM MRK	MRK	1,957	$253.1k0.19%	0.19%	Added +291	+291 17.5%
90	WELLS FARGO CO NEW COM WFC	WFC	2,961	$244.7k0.19%	0.19%	Added +217	+217 7.9%
91	CONSTELLATION ENERGY CORP COM CEG	CEG	961	$238.7k0.18%	0.18%	Added +45	+45 4.9%
92	SYNOPSYS INC COM SNPS	SNPS	530	$236.4k0.18%	0.18%	New
93	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	2,504	$230.6k0.18%	0.18%	Reduced -45	-45 -1.8%
94	COCA COLA CO COM KO	KO	2,758	$225.6k0.17%	0.17%	New
95	UNITED RENTALS INC COM URI	URI	195	$220.9k0.17%	0.17%	New
96	CHEVRON CORP NEW COM CVX	CVX	1,319	$218.6k0.17%	0.17%	Added +88	+88 7.2%
97	SALESFORCE INC COM CRM	CRM	1,370	$215.4k0.16%	0.16%	Reduced -909	-909 -39.9%
98	DISNEY WALT CO COM DIS	DIS	2,236	$215.2k0.16%	0.16%	Reduced -239	-239 -9.7%
99	CITIGROUP INC COM NEW C	C	1,476	$206.6k0.16%	0.16%	New
100	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	407	$204.1k0.16%	0.16%	Reduced -250	-250 -38.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	1,030	$445.4k1.0k shares
HONEYWELL INTL INC		624	$282.1k624 shares
ADOBE INC ADBE	ADBE	1,089	$264.7k1.1k shares
UBER TECHNOLOGIES INC UBER	UBER	3,463	$249.1k3.5k shares
S&P GLOBAL INC SPGI	SPGI	585	$248.8k585 shares
FIDELITY COVINGTON TRUST FDHY	FDHY	4,943	$241.3k4.9k shares
BLACKROCK INC BLK	BLK	234	$225.0k234 shares
REGENERON PHARMACEUTICALS REGN	REGN	272	$210.2k272 shares
OTIS WORLDWIDE CORP OTIS	OTIS	2,685	$207.0k2.7k shares