Eagle Wealth Advisors LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Oct 2026 | $164,122,638 | Individuals and high net worth (100%) |
| Feb 2025 to Jan 2026 | $138,312,902 | Individuals and high net worth (100%) |
| Mar 2024 to Jan 2025 | $139,223,663 | Individuals and high net worth (100%) |
| May 2023 to Feb 2024 | $117,037,365 | Individuals and high net worth (100%) |
| Mar 2023 to Apr 2023 | $117,037,365 | Individuals and high net worth (100%) |
| Mar 2022 to Feb 2023 | $119,756,235 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 36.9%; sector active share 29.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
102 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.3% | $63,349,626 |
| Unclassified | 20.3% | $27,206,216 |
| Communication Services | 10.6% | $14,185,325 |
| Consumer Cyclical | 7.8% | $10,374,362 |
| Healthcare | 3.8% | $5,035,988 |
| Financial Services | 3.7% | $4,930,533 |
| Consumer Defensive | 3.2% | $4,266,129 |
| Industrials | 2.0% | $2,694,511 |
| Energy | 0.6% | $845,089 |
| Basic Materials | 0.5% | $731,435 |
| Utilities | 0.2% | $218,965 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +8,899 | 97,838 | $2,895,026 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | +5,954 | 76,761 | $3,864,916 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +5,001 | 52,148 | $5,199,155 | |
| CRWD | CrowdStrike Holdings, Inc. | +2,646 | 3,469 | $918,417 | |
| SPMO | Invesco Ltd. | +2,606 | 5,644 | $0 | |
| INTC | Intel Corp | +826 | 15,734 | $1,891,698 | |
| WMT | Walmart Inc. | +548 | 15,403 | $1,600,679 | |
| BAC | Bank Of America Corp | +427 | 5,736 | $312,210 | |
| XOM | ExxonMobil Holdings Corp | +417 | 3,392 | $552,048 | |
| CSCO | Cisco Systems, Inc. | +403 | 14,249 | $1,533,619 | |
| AMZN | Amazon Com Inc | +373 | 22,856 | $5,694,572 | |
| WFC | Wells Fargo & Company | +318 | 3,279 | $262,483 | |
| GOOGL | Alphabet Inc. | +249 | 13,129 | $4,517,426 | |
| JPM | Jpmorgan Chase & Co | +234 | 2,926 | $968,008 | |
| MU | Micron Technology Inc | +222 | 3,802 | $4,049,548 | |
| IVV | iShares Core S&P 500 ETF | +217 | 827 | $633,357 | |
| KO | Coca Cola Co | +173 | 2,931 | $252,300 | |
| MS | Morgan Stanley | +147 | 1,446 | $271,963 | |
| JNJ | Johnson & Johnson | +141 | 2,013 | $532,921 | |
| C | Citigroup Inc | +140 | 1,616 | $209,239 | |
| MRVL | Marvell Technology, Inc. | +134 | 2,035 | $537,667 | |
| QCOM | Qualcomm Inc | +126 | 3,080 | $566,843 | |
| CVX | Chevron Corp | +116 | 1,435 | $293,041 | |
| LRCX | Lam Research Corp | +111 | 5,010 | $1,645,835 | |
| GILD | Gilead Sciences, Inc. | +111 | 3,730 | $555,956 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RTX | RTX Corp | −4,197 | 2,406 | $446,673 | |
| NVDA | Nvidia Corp | −3,858 | 57,770 | $13,193,512 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | −3,124 | 27,420 | $985,200 | |
| NFLX | Netflix Inc | −1,318 | 14,740 | $1,025,609 | |
| PG | PROCTER & GAMBLE Co | −885 | 2,815 | $408,963 | |
| CARR | CARRIER GLOBAL Corp | −245 | 5,447 | $298,822 | |
| MSFT | Microsoft Corp | −224 | 17,541 | $8,996,778 | |
| MCD | Mcdonalds Corp | −166 | 1,363 | $314,771 | |
| DIS | Walt Disney Co | −142 | 2,094 | $219,660 | |
| HD | Home Depot, Inc. | −116 | 1,313 | $373,535 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | −100 | 43,315 | $4,013,134 | |
| CEG | Constellation Energy Corp | −99 | 862 | $218,965 | |
| IYW | iShares, Inc. | −82 | 2,054 | $0 | |
| AAPL | Apple Inc. | −79 | 34,134 | $11,367,304 | |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund | −39 | 3,714 | $1,224,617 | |
| IBM | International Business Machines Corp | −21 | 1,306 | $287,228 | |
| ANET | Arista Networks, Inc. | −15 | 1,930 | $392,928 | |
| MA | Mastercard Inc | −3 | 1,185 | $653,491 | |
| GEV | GE Vernova Inc. | −2 | 462 | $439,126 | |
| TMO | Thermo Fisher Scientific Inc. | −1 | 406 | $274,070 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 1,370 | $214,624 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 57,770 | $13,193,512 | 9.86% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 34,134 | $11,367,304 | 8.49% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 17,541 | $8,996,778 | 6.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 22,856 | $5,694,572 | 4.25% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Added | 52,148 | $5,199,155 | 3.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 13,129 | $4,517,426 | 3.38% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 6,804 | $4,162,415 | 3.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,601 | $4,061,733 | 3.03% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,802 | $4,049,548 | 3.03% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Reduced | 43,315 | $4,013,134 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 11,264 | $3,955,804 | 2.96% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
Added | 76,761 | $3,864,916 | 2.89% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 11,163 | $3,803,680 | 2.84% | |
| SPSB |
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF
|
Added | 97,838 | $2,895,026 | 2.16% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 8,065 | $2,861,542 | 2.14% | |
| INTC |
Intel Corp
Technology
|
Added | 15,734 | $1,891,698 | 1.41% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 9,029 | $1,767,426 | 1.32% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 8,821 | $1,649,968 | 1.23% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 5,010 | $1,645,835 | 1.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 15,403 | $1,600,679 | 1.20% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 14,249 | $1,533,619 | 1.15% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 1,669 | $1,519,357 | 1.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,110 | $1,284,358 | 0.96% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 1,814 | $1,271,360 | 0.95% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 2,407 | $1,230,891 | 0.92% | |
| QTEC |
First Trust NASDAQ-100-Technology Sector Index Fund
|
Reduced | 3,714 | $1,224,617 | 0.91% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 2,739 | $1,088,232 | 0.81% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 14,740 | $1,025,609 | 0.77% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Reduced | 27,420 | $985,200 | 0.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,275 | $972,353 | 0.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,926 | $968,008 | 0.72% | |
| KLAC |
Kla Corp
Technology
|
Added | 4,836 | $942,681 | 0.70% | |
| VIS |
VANGUARD INDUSTRIALS INDEX FUND
|
Held | 2,882 | $923,709 | 0.69% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,568 | $922,759 | 0.69% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 3,469 | $918,417 | 0.69% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,742 | $885,894 | 0.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,623 | $808,172 | 0.60% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,541 | $731,435 | 0.55% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 2,595 | $726,833 | 0.54% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,711 | $721,203 | 0.54% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,185 | $653,491 | 0.49% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 827 | $633,357 | 0.47% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 1,650 | $617,496 | 0.46% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 744 | $603,227 | 0.45% | |
| MGV |
VANGUARD MEGA CAP VALUE INDEX FUND
|
Held | 3,641 | $586,528 | 0.44% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 3,080 | $566,843 | 0.42% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 3,730 | $555,956 | 0.42% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,392 | $552,048 | 0.41% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 2,035 | $537,667 | 0.40% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,013 | $532,921 | 0.40% |
Showing the top 50 of 102 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.