Eagle Wealth Advisors LLC

CIK 0002107271 • 4 13F filings • Jan 29, 2026 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $131.1M100 positionsView on SEC.gov

			% of Portfolio
13FORTINET INC	COM	$318K	0.2%	2,073 SH	New
5RTX CORPORATION	COM	$1.3M	1.0%Prev: 1.2%	6,603 SH	Increased+128 SH
ABBVIE INC	COM	$331K	0.3%Prev: 0.2%	1,315 SH	Increased+152 SH
ADVANCED MICRO DEVICES INC	COM	$3.9M	3.0%Prev: 1.2%	6,694 SH	Increased+184 SH
ALPHABET INC	CAP STK CL A	$4.6M	3.5%Prev: 3.6%	12,880 SH	Increased-529 SH
ALPHABET INC	CAP STK CL C	$3.9M	3.0%Prev: 3.0%	11,069 SH	Increased-221 SH
AMAZON COM INC	COM	$5.4M	4.1%Prev: 4.4%	22,483 SH	Increased-396 SH
AMGEN INC	COM	$606K	0.5%Prev: 0.5%	1,673 SH	Increased+280 SH
ANALOG DEVICES INC	COM	$521K	0.4%Prev: 0.3%	1,312 SH	Increased+245 SH
APPLE INC	COM	$9.9M	7.6%Prev: 8.5%	34,213 SH	Increased-1,907 SH
APPLIED MATLS INC	COM	$1.7M	1.3%Prev: 0.7%	2,343 SH	Increased+229 SH
APPLOVIN CORP	COM CL A	$429K	0.3%Prev: 0.3%	832 SH	Increased+54 SH
ARISTA NETWORKS INC	COM SHS	$330K	0.3%Prev: 0.3%	1,945 SH	Increased-411 SH
ASML HOLDING N V	N Y REGISTRY SHS	$330K	0.3%	166 SH	New
BANK AMERICA CORP	COM	$303K	0.2%Prev: 0.2%	5,309 SH	Increased+513 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$757K	0.6%Prev: 0.6%	1,513 SH	Increased+214 SH
BOOKING HOLDINGS INC	COM	$432K	0.3%Prev: 0.4%	2,422 SH	Increased+2,330 SH
BROADCOM INC	COM	$4.2M	3.2%Prev: 3.5%	11,217 SH	Increased-899 SH
CADENCE DESIGN SYSTEM INC	COM	$471K	0.4%Prev: 0.3%	1,254 SH	Increased+34 SH
CARRIER GLOBAL CORPORATION	COM	$418K	0.3%Prev: 0.3%	5,692 SH	Increased
CATERPILLAR INC	COM	$748K	0.6%Prev: 0.4%	702 SH	Increased+36 SH
CHEVRON CORP NEW	COM	$219K	0.2%Prev: 0.2%	1,319 SH	Decreased+88 SH
CISCO SYS INC	COM	$1.6M	1.2%Prev: 0.9%	13,846 SH	Increased+1,201 SH
CITIGROUP INC	COM NEW	$207K	0.2%	1,476 SH	New
COCA COLA CO	COM	$226K	0.2%	2,758 SH	New
CONSTELLATION ENERGY CORP	COM	$239K	0.2%Prev: 0.2%	961 SH	Decreased+45 SH
COSTCO WHSL CORP NEW	COM	$1.5M	1.2%Prev: 1.4%	1,631 SH	Decreased+75 SH
CROWDSTRIKE HLDGS INC	CL A	$628K	0.5%Prev: 0.3%	823 SH	Increased+53 SH
DISNEY WALT CO	COM	$215K	0.2%Prev: 0.2%	2,236 SH	Decreased-239 SH
ELI LILLY & CO	COM	$1.3M	1.0%Prev: 1.2%	1,097 SH	Decreased-351 SH
EXXON MOBIL CORP	COM	$407K	0.3%Prev: 0.4%	2,975 SH	Decreased+350 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.3M	1.0%Prev: 0.7%	3,753 SH	Increased
GE AEROSPACE	COM NEW	$597K	0.5%Prev: 0.5%	1,597 SH	Increased-491 SH
GE VERNOVA INC	COM	$545K	0.4%Prev: 0.5%	464 SH	Increased-108 SH
GILEAD SCIENCES INC	COM	$457K	0.3%Prev: 0.4%	3,619 SH	Increased+637 SH
GOLDMAN SACHS GROUP INC	COM	$563K	0.4%Prev: 0.4%	557 SH	Increased+25 SH
HOME DEPOT INC	COM	$504K	0.4%Prev: 0.4%	1,429 SH	Increased+81 SH
INTEL CORP	COM	$2.1M	1.6%Prev: 0.5%	14,908 SH	Increased+2,919 SH
INTERNATIONAL BUSINESS MACHS	COM	$373K	0.3%Prev: 0.3%	1,327 SH	Increased+75 SH
INTUITIVE SURGICAL INC	COM NEW	$295K	0.2%Prev: 0.5%	741 SH	Decreased-496 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$491K	0.4%Prev: 0.4%	3,038 SH	Increased-503 SH
ISHARES TR	0-5 YR TIPS ETF	$4.8M	3.7%Prev: 3.8%	47,147 SH	Increased+6,980 SH
ISHARES TR	CORE S&P500 ETF	$457K	0.3%Prev: 0.3%	610 SH	Increased+76 SH
ISHARES TR	ISHS 5-10YR INVT	$3.8M	2.9%Prev: 2.7%	70,807 SH	Increased+15,762 SH
ISHARES TR	U.S. TECH ETF	$539K	0.4%Prev: 0.4%	2,136 SH	Increased
JOHNSON & JOHNSON	COM	$475K	0.4%Prev: 0.4%	1,872 SH	Increased+202 SH
JPMORGAN CHASE & CO.	COM	$881K	0.7%Prev: 0.7%	2,692 SH	Increased+189 SH
KLA CORP	COM NEW	$1.4M	1.1%Prev: 0.6%	4,757 SH	Increased+4,290 SH
LAM RESEARCH CORP	COM NEW	$2.1M	1.6%Prev: 0.9%	4,899 SH	Increased+183 SH
LINDE PLC	SHS	$790K	0.6%Prev: 0.7%	1,522 SH	Increased+57 SH
MARRIOTT INTL INC NEW	CL A	$281K	0.2%Prev: 0.2%	758 SH	Increased+35 SH
MARVELL TECHNOLOGY INC	COM	$566K	0.4%	1,901 SH	New
MASTERCARD INCORPORATED	CL A	$610K	0.5%Prev: 0.8%	1,188 SH	Decreased-499 SH
MCDONALDS CORP	COM	$413K	0.3%Prev: 0.4%	1,529 SH	Decreased+65 SH
MERCK & CO INC	COM	$253K	0.2%Prev: 0.2%	1,957 SH	Increased+291 SH
META PLATFORMS INC	CL A	$3.1M	2.4%Prev: 2.9%	5,497 SH	Decreased-74 SH
MICRON TECHNOLOGY INC	COM	$4.1M	3.2%Prev: 0.9%	3,580 SH	Increased+591 SH
MICROSOFT CORP	COM	$6.6M	5.1%Prev: 6.3%	17,765 SH	Decreased-625 SH
MORGAN STANLEY	COM NEW	$272K	0.2%Prev: 0.2%	1,299 SH	Increased+69 SH
NETFLIX INC	COM	$1.1M	0.9%Prev: 1.5%	16,058 SH	Decreased-299 SH
NVIDIA CORPORATION	COM	$12.3M	9.4%Prev: 10.4%	61,628 SH	Increased-2,749 SH
ORACLE CORP	COM	$472K	0.4%Prev: 0.4%	3,224 SH	Increased+113 SH
OREILLY AUTOMOTIVE INC	COM	$231K	0.2%Prev: 0.2%	2,504 SH	Decreased-45 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.0M	0.8%Prev: 1.1%	8,754 SH	Decreased+367 SH
PALO ALTO NETWORKS INC	COM	$907K	0.7%Prev: 0.4%	2,660 SH	Increased+235 SH
PEPSICO INC	COM	$506K	0.4%Prev: 0.4%	3,734 SH	Increased+730 SH
PROCTER AND GAMBLE CO	COM	$543K	0.4%Prev: 0.5%	3,700 SH	Increased+204 SH
QUALCOMM INC	COM	$546K	0.4%Prev: 0.3%	2,954 SH	Increased+662 SH
SALESFORCE INC	COM	$215K	0.2%Prev: 0.4%	1,370 SH	Decreased-909 SH
SANDISK CORP	COM	$496K	0.4%	218 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.0M	0.8%Prev: 0.8%	30,544 SH	Increased+29 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$438K	0.3%	454 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$554K	0.4%Prev: 0.5%	10,331 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET IND	$445K	0.3%Prev: 0.4%	2,400 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	1.3%Prev: 1.1%	9,029 SH	Increased-6 SH
SHOPIFY INC	CL A SUB VTG SHS	$258K	0.2%Prev: 0.2%	2,263 SH	Increased+345 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$910K	0.7%Prev: 0.7%	1,742 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$951K	0.7%Prev: 0.8%	1,274 SH	Increased-56 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.7M	2.0%Prev: 2.8%	88,939 SH	Decreased-10,516 SH
STARBUCKS CORP	COM	$255K	0.2%	2,491 SH	New
SYNOPSYS INC	COM	$236K	0.2%	530 SH	New
T-MOBILE US INC	COM	$316K	0.2%Prev: 0.4%	1,883 SH	Decreased-427 SH
TESLA INC	COM	$3.4M	2.6%Prev: 2.7%	8,041 SH	Increased+45 SH
TEXAS INSTRS INC	COM	$751K	0.6%Prev: 0.4%	2,518 SH	Increased+530 SH
THERMO FISHER SCIENTIFIC INC	COM	$204K	0.2%Prev: 0.3%	407 SH	Decreased-250 SH
UNITED RENTALS INC	COM	$221K	0.2%	195 SH	New
UNITEDHEALTH GROUP INC	COM	$268K	0.2%Prev: 0.2%	646 SH	Increased-326 SH
VANGUARD INDEX FDS	GROWTH ETF	$308K	0.2%Prev: 0.2%	3,570 SH	Increased+2,975 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	1.0%Prev: 1.0%	1,814 SH	Increased-9 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$611K	0.5%Prev: 0.5%	1,650 SH	Increased
VANGUARD WORLD FD	FINANCIALS ETF	$320K	0.2%Prev: 0.3%	2,430 SH	Increased
VANGUARD WORLD FD	INDUSTRIAL ETF	$1.0M	0.8%Prev: 0.8%	2,882 SH	Increased
VANGUARD WORLD FD	MEGA CAP VAL ETF	$595K	0.5%Prev: 0.5%	3,641 SH	Increased
VANGUARD WORLD FD	MEGA GRWTH IND	$3.8M	2.9%Prev: 3.0%	43,415 SH	Increased+34,606 SH
VERTEX PHARMACEUTICALS INC	COM	$420K	0.3%Prev: 0.3%	845 SH	Increased+33 SH
VERTIV HOLDINGS CO	COM CL A	$269K	0.2%Prev: 0.2%	803 SH	Increased-57 SH
VISA INC	COM CL A	$877K	0.7%Prev: 0.9%	2,557 SH	Decreased-812 SH
WALMART INC	COM	$1.7M	1.3%Prev: 1.3%	14,855 SH	Increased+3,545 SH
WELLS FARGO CO NEW	COM	$245K	0.2%Prev: 0.2%	2,961 SH	Increased+217 SH
WESTERN DIGITAL CORP	COM	$466K	0.4%	730 SH	New

Sold (vs prior filing)

ADOBE INC — $265K
BLACKROCK INC — $225K
FIDELITY COVINGTON TRUST — $241K
HONEYWELL INTL INC — $282K
INTUIT — $445K
OTIS WORLDWIDE CORP — $207K
REGENERON PHARMACEUTICALS — $210K
S&P GLOBAL INC — $249K
UBER TECHNOLOGIES INC — $249K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0002107271-26-000004	—	View
Jan 29, 2026	Q4 2025	13F-HR	0002107271-26-000001	$117.3M	View
Jul 13, 2026	Q2 2026