Loading…
CIK 0002107271 • 4 13F filings • Jan 29, 2026 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("eagle-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 5RTX CORPORATION | COM | $1.2M | 1.2% | 6,475 SH | |
| ABBVIE INC | COM | $253K | 0.2% | 1,163 SH | |
| ADOBE INC | COM | $265K | 0.2% | 1,089 SH | |
| ADVANCED MICRO DEVICES INC | COM | $1.3M | 1.2% | 6,510 SH | |
| ALPHABET INC | CAP STK CL A | $3.9M | 3.6% | 13,409 SH | |
| ALPHABET INC | CAP STK CL C | $3.2M | 3.0% | 11,290 SH | |
| AMAZON COM INC | COM | $4.8M | 4.4% | 22,879 SH | |
| AMGEN INC | COM | $490K | 0.5% | 1,393 SH | |
| ANALOG DEVICES INC | COM | $339K | 0.3% | 1,067 SH | |
| APPLE INC | COM | $9.2M | 8.5% | 36,120 SH | |
| APPLIED MATLS INC | COM | $723K | 0.7% | 2,114 SH | |
| APPLOVIN CORP | COM CL A | $310K | 0.3% | 778 SH | |
| ARISTA NETWORKS INC | COM SHS | $289K | 0.3% | 2,356 SH | |
| BANK AMERICA CORP | COM | $234K | 0.2% | 4,796 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $622K | 0.6% | 1,299 SH | |
| BLACKROCK INC | COM | $225K | 0.2% | 234 SH | |
| BOOKING HOLDINGS INC | COM | $387K | 0.4% | 92 SH | |
| BROADCOM INC | COM | $3.8M | 3.5% | 12,116 SH | |
| CADENCE DESIGN SYSTEM INC | COM | $339K | 0.3% | 1,220 SH | |
| CARRIER GLOBAL CORPORATION | COM | $321K | 0.3% | 5,692 SH | |
| CATERPILLAR INC | COM | $472K | 0.4% | 666 SH | |
| CHEVRON CORP NEW | COM | $255K | 0.2% | 1,231 SH | |
| CISCO SYS INC | COM | $981K | 0.9% | 12,645 SH | |
| CONSTELLATION ENERGY CORP | COM | $256K | 0.2% | 916 SH | |
| COSTCO WHSL CORP NEW | COM | $1.6M | 1.4% | 1,556 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $301K | 0.3% | 770 SH | |
| DISNEY WALT CO | COM | $239K | 0.2% | 2,475 SH | |
| ELI LILLY & CO | COM | $1.3M | 1.2% | 1,448 SH | |
| EXXON MOBIL CORP | COM | $445K | 0.4% | 2,625 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | $241K | 0.2% | 4,943 SH | |
| FIRST TR EXCHANGE-TRADED FD | SHS | $811K | 0.7% | 3,753 SH | |
| GE AEROSPACE | COM NEW | $593K | 0.5% | 2,088 SH | |
| GE VERNOVA INC | COM | $500K | 0.5% | 572 SH | |
| GILEAD SCIENCES INC | COM | $416K | 0.4% | 2,982 SH | |
| GOLDMAN SACHS GROUP INC | COM | $450K | 0.4% | 532 SH | |
| HOME DEPOT INC | COM | $443K | 0.4% | 1,348 SH | |
| HONEYWELL INTL INC | COM | $282K | 0.3% | 1,248 SH | |
| INTEL CORP | COM | $529K | 0.5% | 11,989 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $303K | 0.3% | 1,252 SH | |
| INTUIT | COM | $445K | 0.4% | 1,030 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $570K | 0.5% | 1,237 SH | |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $397K | 0.4% | 3,541 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $4.2M | 3.8% | 40,167 SH | |
| ISHARES TR | CORE S&P500 ETF | $349K | 0.3% | 534 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $2.9M | 2.7% | 55,045 SH | |
| ISHARES TR | U.S. TECH ETF | $388K | 0.4% | 2,136 SH | |
| JOHNSON & JOHNSON | COM | $408K | 0.4% | 1,670 SH | |
| JPMORGAN CHASE & CO. | COM | $736K | 0.7% | 2,503 SH | |
| KLA CORP | COM NEW | $688K | 0.6% | 467 SH | |
| LAM RESEARCH CORP | COM NEW | $1.0M | 0.9% | 4,716 SH | |
| LINDE PLC | SHS | $726K | 0.7% | 1,465 SH | |
| MARRIOTT INTL INC NEW | CL A | $236K | 0.2% | 723 SH | |
| MASTERCARD INCORPORATED | CL A | $843K | 0.8% | 1,687 SH | |
| MCDONALDS CORP | COM | $455K | 0.4% | 1,464 SH | |
| MERCK & CO INC | COM | $202K | 0.2% | 1,666 SH | |
| META PLATFORMS INC | CL A | $3.2M | 2.9% | 5,571 SH | |
| MICRON TECHNOLOGY INC | COM | $1.0M | 0.9% | 2,989 SH | |
| MICROSOFT CORP | COM | $6.8M | 6.3% | 18,390 SH | |
| MORGAN STANLEY | COM NEW | $202K | 0.2% | 1,230 SH | |
| NETFLIX INC | COM | $1.6M | 1.5% | 16,357 SH | |
| NVIDIA CORPORATION | COM | $11.2M | 10.4% | 64,377 SH | |
| ORACLE CORP | COM | $458K | 0.4% | 3,111 SH | |
| OREILLY AUTOMOTIVE INC | COM | $235K | 0.2% | 2,549 SH | |
| OTIS WORLDWIDE CORP | COM | $207K | 0.2% | 2,685 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.2M | 1.1% | 8,387 SH | |
| PALO ALTO NETWORKS INC | COM | $389K | 0.4% | 2,425 SH | |
| PEPSICO INC | COM | $466K | 0.4% | 3,004 SH | |
| PROCTER AND GAMBLE CO | COM | $505K | 0.5% | 3,496 SH | |
| QUALCOMM INC | COM | $295K | 0.3% | 2,292 SH | |
| REGENERON PHARMACEUTICALS | COM | $210K | 0.2% | 272 SH | |
| S&P GLOBAL INC | COM | $249K | 0.2% | 585 SH | |
| SALESFORCE INC | COM | $425K | 0.4% | 2,279 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $889K | 0.8% | 30,515 SH | |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $510K | 0.5% | 10,331 SH | |
| SELECT SECTOR SPDR TR | STATE STREET IND | $388K | 0.4% | 2,400 SH | |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.2M | 1.1% | 9,035 SH | |
| SHOPIFY INC | CL A SUB VTG SHS | $228K | 0.2% | 1,918 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $809K | 0.7% | 1,742 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $865K | 0.8% | 1,330 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $3.0M | 2.8% | 99,455 SH | |
| T-MOBILE US INC | COM | $485K | 0.4% | 2,310 SH | |
| TESLA INC | COM | $3.0M | 2.7% | 7,996 SH | |
| TEXAS INSTRS INC | COM | $386K | 0.4% | 1,988 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $323K | 0.3% | 657 SH | |
| UBER TECHNOLOGIES INC | COM | $249K | 0.2% | 3,463 SH | |
| UNITEDHEALTH GROUP INC | COM | $263K | 0.2% | 972 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $260K | 0.2% | 595 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 1.0% | 1,823 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $529K | 0.5% | 1,650 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $294K | 0.3% | 2,430 SH | |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $900K | 0.8% | 2,882 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $528K | 0.5% | 3,641 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $3.2M | 3.0% | 8,809 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $363K | 0.3% | 812 SH | |
| VERTIV HOLDINGS CO | COM CL A | $215K | 0.2% | 860 SH | |
| VISA INC | COM CL A | $1.0M | 0.9% | 3,369 SH | |
| WALMART INC | COM | $1.4M | 1.3% | 11,310 SH | |
| WELLS FARGO CO NEW | COM | $218K | 0.2% | 2,744 SH |
| 13F-HR |
| 0002107271-26-000003 |
| $131.1M |
| View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002107271-26-000002 | $108.4M | View |