# Eagle Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2107271. Source: https://holderbook.com/funds/2107271-eagle-wealth-advisors-llc/

- Reported value: $131.1M
- Positions: 100
- Weight of the ten largest: 45.6%
- Filed: 2026-07-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $12.3M | 61,628 | 9.4% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.9M | 34,213 | 7.6% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.6M | 17,765 | 5.1% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.4M | 22,483 | 4.1% | 3 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $4.8M | 47,147 | 3.7% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.6M | 12,880 | 3.5% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.2M | 11,217 | 3.2% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $4.1M | 3,580 | 3.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.9M | 11,069 | 3.0% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $3.9M | 6,694 | 3.0% | 3 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $3.8M | 43,415 | 2.9% | 3 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $3.8M | 70,807 | 2.9% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.4M | 8,041 | 2.6% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.1M | 5,497 | 2.4% | 3 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $2.7M | 88,939 | 2.0% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.1M | 4,899 | 1.6% | 3 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.1M | 14,908 | 1.6% | 2 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.7M | 9,029 | 1.3% | 3 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.7M | 2,343 | 1.3% | 2 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.7M | 14,855 | 1.3% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.6M | 13,846 | 1.2% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,631 | 1.2% | 3 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.4M | 4,757 | 1.1% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.3M | 1,097 | 1.0% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [QTEC](https://holderbook.com/stocks/QTEC/) | $1.3M | 3,753 | 1.0% | 3 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.3M | 6,603 | 1.0% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.2M | 1,814 | 1.0% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.1M | 16,058 | 0.9% | 3 |
| VANGUARD WORLD FD | [VIS](https://holderbook.com/stocks/VIS/) | $1.0M | 2,882 | 0.8% | 3 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $1.0M | 30,544 | 0.8% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.0M | 8,754 | 0.8% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $951.4K | 1,274 | 0.7% | 3 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $910.0K | 1,742 | 0.7% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $907.1K | 2,660 | 0.7% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $881.2K | 2,692 | 0.7% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $877.3K | 2,557 | 0.7% | 3 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $789.8K | 1,522 | 0.6% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $757.1K | 1,513 | 0.6% | 3 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $750.5K | 2,518 | 0.6% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $747.6K | 702 | 0.6% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $628.1K | 823 | 0.5% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $610.6K | 1,650 | 0.5% | 3 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $610.2K | 1,188 | 0.5% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $605.8K | 1,673 | 0.5% | 2 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $596.8K | 1,597 | 0.5% | 3 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $595.1K | 3,641 | 0.5% | 3 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $566.3K | 1,901 | 0.4% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $563.3K | 557 | 0.4% | 3 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $553.8K | 10,331 | 0.4% | 3 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $545.9K | 2,954 | 0.4% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $545.1K | 464 | 0.4% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $542.6K | 3,700 | 0.4% | 3 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $538.8K | 2,136 | 0.4% | 3 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $521.1K | 1,312 | 0.4% | 2 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $505.6K | 3,734 | 0.4% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $504.0K | 1,429 | 0.4% | 3 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $495.7K | 218 | 0.4% | 1 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $490.8K | 3,038 | 0.4% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $475.4K | 1,872 | 0.4% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $472.5K | 3,224 | 0.4% | 3 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $470.7K | 1,254 | 0.4% | 3 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $466.3K | 730 | 0.4% | 1 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $457.2K | 3,619 | 0.3% | 2 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $456.8K | 610 | 0.3% | 3 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $444.6K | 2,400 | 0.3% | 3 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $438.4K | 454 | 0.3% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $431.7K | 2,422 | 0.3% | 3 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $428.7K | 832 | 0.3% | 3 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $419.7K | 845 | 0.3% | 3 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $417.5K | 5,692 | 0.3% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $413.3K | 1,529 | 0.3% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $406.7K | 2,975 | 0.3% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $373.2K | 1,327 | 0.3% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $330.9K | 1,315 | 0.3% | 3 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $330.4K | 1,945 | 0.3% | 3 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $330.2K | 166 | 0.3% | 1 |
| VANGUARD WORLD FD | [VFH](https://holderbook.com/stocks/VFH/) | $319.8K | 2,430 | 0.2% | 3 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $318.5K | 2,073 | 0.2% | 1 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $315.8K | 1,883 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $307.5K | 3,570 | 0.2% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $302.5K | 5,309 | 0.2% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $294.7K | 741 | 0.2% | 3 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $280.9K | 758 | 0.2% | 2 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $271.5K | 1,299 | 0.2% | 3 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $268.9K | 803 | 0.2% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $268.5K | 646 | 0.2% | 3 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $258.4K | 2,263 | 0.2% | 2 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $254.6K | 2,491 | 0.2% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $253.1K | 1,957 | 0.2% | 2 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $244.7K | 2,961 | 0.2% | 3 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $238.7K | 961 | 0.2% | 3 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $236.4K | 530 | 0.2% | 1 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $230.6K | 2,504 | 0.2% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $225.6K | 2,758 | 0.2% | 1 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $220.9K | 195 | 0.2% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $218.6K | 1,319 | 0.2% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $215.4K | 1,370 | 0.2% | 3 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $215.2K | 2,236 | 0.2% | 3 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $206.6K | 1,476 | 0.2% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $204.1K | 407 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.8% | +14.8% | +4.0% | 100% |
| Q1 2026 | -8.5% | -4.6% | -3.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $131.1M | 100 |
| Q1 2026 | $108.4M | 98 |
| Q4 2025 | $117.3M | 91 |