Eagle Wealth Advisors LLC

CIK

2107271

Location

WESTPORT, CT

Portfolio Value

Small $100,994,729

Diversification

Diversified

Filing Date

Global Rank

#6,092 / 8,633 ▲ 265

Top Industry

Semiconductors 29.3%

3Y Alpha vs SPY

+58.5%

Period ended 51 days ago

Filed Jul 13, 2026 · 38d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+36.4%

SPY

+12.8%

Annualised alpha

+56.7%

Max drawdown

−9.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.2%

−0.8 pts

Top 5

38.4%

−6.8 pts

Top 10

57.0%

−3.4 pts

HHI

448

Diversified−78

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	58.4%	$58,950,100	30
Consumer Cyclical	10.7%	$10,855,676	8
Communication Services	9.7%	$9,805,592	6
Financial Services	4.7%	$4,714,357	9
Healthcare	4.6%	$4,623,600	10
Consumer Defensive	4.4%	$4,480,521	5
Industrials	4.0%	$4,049,608	7
Unclassified	1.8%	$1,861,387	2
Basic Materials	0.8%	$789,826	1
Energy	0.6%	$625,379	2
Utilities	0.2%	$238,683	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+4,290	4,757	$1,435,234
WMT	Walmart Inc.	+3,545	14,855	$1,682,477
INTC	Intel Corp	+2,919	14,908	$2,081,604
BKNG	Booking Holdings Inc.	+2,330	2,422	$431,697
CSCO	Cisco Systems, Inc.	+1,201	13,846	$1,626,351
PEP	Pepsico Inc	+730	3,734	$505,583
QCOM	Qualcomm Inc/De	+662	2,954	$545,869
GILD	Gilead Sciences, Inc.	+637	3,619	$457,224
MU	Micron Technology Inc	+591	3,580	$4,132,358
TXN	Texas Instruments Inc	+530	2,518	$750,540
BAC	Bank Of America Corp /De/	+513	5,309	$302,506
PLTR	Palantir Technologies Inc.	+367	8,754	$1,021,329
XOM	ExxonMobil Holdings Corp	+350	2,975	$406,742
SHOP	Shopify Inc.	+345	2,263	$258,389
MRK	Merck & Co., Inc.	+291	1,957	$251,474
AMGN	Amgen Inc	+280	1,673	$605,826
ADI	Analog Devices Inc	+245	1,312	$521,087
PANW	Palo Alto Networks Inc	+235	2,660	$907,113
AMAT	Applied Materials Inc /De	+229	2,343	$1,693,989
WFC	Wells Fargo & Company/Mn	+217	2,961	$244,697
BRK-B	Berkshire Hathaway Inc	+214	1,513	$757,090
PG	PROCTER & GAMBLE Co	+204	3,700	$542,568
JNJ	Johnson & Johnson	+202	1,872	$475,431
JPM	Jpmorgan Chase & Co	+189	2,692	$881,172
AMD	Advanced Micro Devices Inc	+184	6,694	$3,888,611
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−11,819	12,880	$4,602,925
NVDA	Nvidia Corp	−2,749	61,628	$12,331,146
AAPL	Apple Inc.	−1,907	34,213	$9,899,873
CRM	Salesforce, Inc.	−909	1,370	$214,624
AVGO	Broadcom Inc.	−899	11,217	$4,237,221
V	Visa Inc.	−812	2,557	$877,281
MSFT	Microsoft Corp	−625	17,765	$6,626,700
MA	Mastercard Inc	−499	1,188	$610,156
ISRG	Intuitive Surgical Inc	−496	741	$294,680
GE	General Electric Co	−491	1,597	$596,846
TMUS	T-Mobile US, Inc.	−427	1,883	$315,835
ANET	Arista Networks, Inc.	−411	1,945	$330,416
AMZN	Amazon Com Inc	−396	22,483	$5,358,598
LLY	ELI LILLY & Co	−351	1,097	$1,315,774
UNH	Unitedhealth Group Inc	−326	646	$268,496
NFLX	Netflix Inc	−299	16,058	$1,146,541
TMO	Thermo Fisher Scientific Inc.	−250	407	$204,053
DIS	Walt Disney Co	−239	2,236	$215,215
GEV	GE Vernova Inc.	−108	464	$545,135
META	Meta Platforms, Inc.	−74	5,497	$3,096,405
VRT	Vertiv Holdings Co	−57	803	$268,860
SPY	Spdr S&P 500 ETF Trust	−56	1,274	$951,384
ORLY	O Reilly Automotive Inc	−45	2,504	$230,593
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,901	$566,288
SNDK	Sandisk Corp	218	$495,673
WDC	Western Digital Corp	730	$466,265
STX	Seagate Technology Holdings plc	454	$438,110
ASML	Asml Holding NV	166	$330,247
FTNT	Fortinet, Inc.	2,073	$318,454
SBUX	Starbucks Corp	2,491	$254,555
SNPS	Synopsys Inc	530	$236,417
KO	Coca Cola Co	2,758	$224,142
URI	United Rentals, Inc.	195	$220,913
C	Citigroup Inc	1,476	$206,580
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	1,030	$445,351
HON	Honeywell International Inc	1,248	$282,085
ADBE	Adobe Inc.	1,089	$264,714
UBER	Uber Technologies, Inc	3,463	$249,093
SPGI	S&P Global Inc.	585	$248,823
BLK	BlackRock, Inc.	234	$225,040
REGN	Regeneron Pharmaceuticals, Inc.	272	$210,158
OTIS	Otis Worldwide Corp	2,685	$206,959
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $100,994,729 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	61,628	-2,749	$12,331,146	+9.8%	12.21%
AAPL	Apple Inc. Technology	Reduced	34,213	-1,907	$9,899,873	+8.0%	9.80%
MSFT	Microsoft Corp Technology	Reduced	17,765	-625	$6,626,700	−2.7%	6.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,483	-396	$5,358,598	+12.5%	5.31%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,880	-11,819	$4,602,925	−35.1%	4.56%
AVGO	Broadcom Inc. Technology	Reduced	11,217	-899	$4,237,221	+13.0%	4.20%
MU	Micron Technology Inc Technology	Added	3,580	+591	$4,132,358	+309.2%	4.09%
AMD	Advanced Micro Devices Inc Technology	Added	6,694	+184	$3,888,611	+193.6%	3.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,041	+45	$3,382,044	+13.8%	3.35%
META	Meta Platforms, Inc. Communication Services	Reduced	5,497	-74	$3,096,405	−2.9%	3.07%
LRCX	Lam Research Corp Technology	Added	4,899	+183	$2,122,883	+110.7%	2.10%
INTC	Intel Corp Technology	Added	14,908	+2,919	$2,081,604	+293.4%	2.06%
AMAT	Applied Materials Inc /De Technology	Added	2,343	+229	$1,693,989	+134.4%	1.68%
WMT	Walmart Inc. Consumer Defensive	Added	14,855	+3,545	$1,682,477	+19.7%	1.67%
CSCO	Cisco Systems, Inc. Technology	Added	13,846	+1,201	$1,626,351	+65.8%	1.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,631	+75	$1,525,751	−1.6%	1.51%
KLAC	Kla Corp Technology	Added	4,757	+4,290	$1,435,234	+108.7%	1.42%
LLY	ELI LILLY & Co Healthcare	Reduced	1,097	-351	$1,315,774	−1.2%	1.30%
RTX	RTX Corp Industrials	Added	6,603	+128	$1,252,787	+0.3%	1.24%
NFLX	Netflix Inc Communication Services	Reduced	16,058	-299	$1,146,541	−27.1%	1.14%
PLTR	Palantir Technologies Inc. Technology	Added	8,754	+367	$1,021,329	−16.8%	1.01%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,274	-56	$951,384	+10.0%	0.94%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,742	0	$910,003	+12.8%	0.90%
PANW	Palo Alto Networks Inc Technology	Added	2,660	+235	$907,113	+133.3%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,692	+189	$881,172	+19.7%	0.87%
V	Visa Inc. Financial Services	Reduced	2,557	-812	$877,281	−13.8%	0.87%
LIN	Linde PLC Basic Materials	Added	1,522	+57	$789,826	+8.7%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,513	+214	$757,090	+21.6%	0.75%
TXN	Texas Instruments Inc Technology	Added	2,518	+530	$750,540	+94.5%	0.74%
CAT	Caterpillar Inc Industrials	Added	702	+36	$747,559	+58.4%	0.74%
MA	Mastercard Inc Financial Services	Reduced	1,188	-499	$610,156	−27.6%	0.60%
AMGN	Amgen Inc Healthcare	Added	1,673	+280	$605,826	+23.6%	0.60%
GE	General Electric Co Industrials	Reduced	1,597	-491	$596,846	+0.7%	0.59%
MRVL	Marvell Technology, Inc. Technology	NEW	1,901	NEW	$566,288	NEW	0.56%
GS	Goldman Sachs Group Inc Financial Services	Added	557	+25	$563,333	+25.2%	0.56%
QCOM	Qualcomm Inc/De Technology	Added	2,954	+662	$545,869	+84.9%	0.54%
GEV	GE Vernova Inc. Industrials	Reduced	464	-108	$545,135	+9.2%	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,700	+204	$542,568	+7.4%	0.54%
ADI	Analog Devices Inc Technology	Added	1,312	+245	$521,087	+53.5%	0.52%
PEP	Pepsico Inc Consumer Defensive	Added	3,734	+730	$505,583	+8.4%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,429	+81	$503,979	+13.7%	0.50%
SNDK	Sandisk Corp Technology	NEW	218	NEW	$495,673	NEW	0.49%
JNJ	Johnson & Johnson Healthcare	Added	1,872	+202	$475,431	+16.5%	0.47%
ORCL	Oracle Corp Technology	Added	3,224	+113	$472,477	+3.2%	0.47%
CDNS	Cadence Design Systems Inc Technology	Added	1,254	+34	$470,651	+38.8%	0.47%
WDC	Western Digital Corp Technology	NEW	730	NEW	$466,265	NEW	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Added	3,619	+637	$457,224	+10.0%	0.45%
STX	Seagate Technology Holdings plc Technology	NEW	454	NEW	$438,110	NEW	0.43%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	2,422	+2,330	$431,697	+11.4%	0.43%
APP	AppLovin Corp Communication Services	Added	832	+54	$428,671	+38.4%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.