Eagle Wealth Advisors LLC

CIK

2107271

Location

WESTPORT, CT

Portfolio Value

Micro $83,042,167

Diversification

Diversified

Filing Date

Global Rank

#5,720 / 8,232 ▲ 90

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+1.3%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.5%

SPY

+9.1%

Annualised alpha

+1.3%

Max drawdown

−9.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

78 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.5%

−0.6 pts

Top 5

43.1%

−5.2 pts

Top 10

58.8%

−7.4 pts

HHI

516

Diversified−105

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	52.0%	$43,152,102	26
Communication Services	11.6%	$9,649,306	6
Consumer Cyclical	11.4%	$9,494,979	7
Healthcare	5.8%	$4,828,051	11
Financial Services	5.8%	$4,798,538	10
Consumer Defensive	4.7%	$3,927,504	4
Industrials	4.6%	$3,837,728	8
Unclassified	2.0%	$1,671,828	2
Basic Materials	0.9%	$726,288	1
Energy	0.8%	$700,050	2
Utilities	0.3%	$255,793	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+7,476	12,645	$981,125
WMT	Walmart Inc.	+7,229	11,310	$1,405,606
MU	Micron Technology Inc	+2,205	2,989	$1,009,803
NFLX	Netflix Inc	+2,069	16,357	$1,572,725
PLTR	Palantir Technologies Inc.	+1,826	8,387	$1,226,850
TMUS	T-Mobile US, Inc.	+1,204	2,310	$485,169
LRCX	Lam Research Corp	+1,056	4,716	$1,007,620
AMD	Advanced Micro Devices Inc	+934	6,510	$1,324,329
PANW	Palo Alto Networks Inc	+464	2,425	$388,776
APP	AppLovin Corp	+402	778	$309,644
ORLY	O Reilly Automotive Inc	+353	2,549	$235,298
LIN	Linde PLC	+242	1,465	$726,288
COST	Costco Wholesale Corp /New	+241	1,556	$1,550,445
ADBE	Adobe Inc.	+199	1,089	$264,714
CEG	Constellation Energy Corp	+177	916	$255,793
ISRG	Intuitive Surgical Inc	+168	1,237	$570,244
BAC	Bank Of America Corp /De/	+138	4,796	$233,805
CDNS	Cadence Design Systems Inc	+136	1,220	$339,001
CRWD	CrowdStrike Holdings, Inc.	+123	770	$300,615
INTU	Intuit Inc.	+119	1,030	$445,351
ORCL	Oracle Corp	+104	3,111	$457,659
VRTX	Vertex Pharmaceuticals Inc / Ma	+96	812	$362,590
RTX	RTX Corp	+69	6,475	$1,249,027
KLAC	Kla Corp	+68	467	$687,615
JPM	Jpmorgan Chase & Co	+48	2,503	$736,282
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−5,680	64,377	$11,227,348
AAPL	Apple Inc.	−4,631	36,120	$9,166,894
UBER	Uber Technologies, Inc	−2,460	3,463	$249,093
MSFT	Microsoft Corp	−2,200	18,390	$6,807,426
V	Visa Inc.	−2,050	3,369	$1,018,246
AVGO	Broadcom Inc.	−2,029	12,116	$3,750,023
AMZN	Amazon Com Inc	−1,782	22,879	$4,765,009
GOOGL	Alphabet Inc.	−1,381	13,409	$3,855,892
CRM	Salesforce, Inc.	−1,124	2,279	$425,420
GE	General Electric Co	−1,104	2,088	$592,511
ANET	Arista Networks, Inc.	−1,076	2,356	$289,269
MA	Mastercard Inc	−877	1,687	$842,926
LLY	ELI LILLY & Co	−808	1,448	$1,331,826
UNH	Unitedhealth Group Inc	−657	972	$263,013
TSLA	Tesla, Inc.	−495	7,996	$2,972,513
TMO	Thermo Fisher Scientific Inc.	−401	657	$322,935
DIS	Walt Disney Co	−366	2,475	$238,540
SPGI	S&P Global Inc.	−355	585	$248,823
GEV	GE Vernova Inc.	−269	572	$499,298
META	Meta Platforms, Inc.	−158	5,571	$3,187,336
BLK	BlackRock, Inc.	−158	234	$225,040
CVX	Chevron Corp	−138	1,231	$254,693
MCD	Mcdonalds Corp	−39	1,464	$454,996
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	2,114	$722,544
INTC	Intel Corp	11,989	$529,074
AMGN	Amgen Inc	1,393	$490,127
PEP	Pepsico Inc	3,004	$466,491
GILD	Gilead Sciences, Inc.	2,982	$415,601
TXN	Texas Instruments Inc	1,988	$385,950
ADI	Analog Devices Inc	1,067	$339,455
QCOM	Qualcomm Inc/De	2,292	$295,163
HON	Honeywell International Inc	1,248	$282,085
MAR	Marriott International Inc /Md/	723	$236,471
SHOP	Shopify Inc.	1,918	$227,513
VRT	Vertiv Holdings Co	860	$215,498
REGN	Regeneron Pharmaceuticals, Inc.	272	$210,158
MRK	Merck & Co., Inc.	1,666	$200,403
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	3,510	$537,696
DHR	Danaher Corp /De/	1,752	$401,067
PGR	Progressive Corp/Oh/	1,472	$335,203
ACN	Accenture plc	965	$258,909
PH	Parker-Hannifin Corp	294	$258,414
URI	United Rentals, Inc.	303	$245,223
MCK	Mckesson Corp	277	$227,220
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 positions · $83,042,167 total · as of Mar 31, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MRK	Merck & Co., Inc. Healthcare	NEW	1,666	NEW	$200,403	NEW	0.24%
MS	Morgan Stanley Financial Services	Added	1,230	+29	$202,421	−5.1%	0.24%
OTIS	Otis Worldwide Corp Industrials	Held	2,685	0	$206,959	−11.8%	0.25%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	NEW	272	NEW	$210,158	NEW	0.25%
VRT	Vertiv Holdings Co Industrials	NEW	860	NEW	$215,498	NEW	0.26%
WFC	Wells Fargo & Company/Mn Financial Services	Added	2,744	+6	$218,449	−14.4%	0.26%
BLK	BlackRock, Inc. Financial Services	Reduced	234	-158	$225,040	−46.4%	0.27%
SHOP	Shopify Inc. Technology	NEW	1,918	NEW	$227,513	NEW	0.27%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,796	+138	$233,805	−8.7%	0.28%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	2,549	+353	$235,298	+17.5%	0.28%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	723	NEW	$236,471	NEW	0.28%
DIS	Walt Disney Co Communication Services	Reduced	2,475	-366	$238,540	−26.2%	0.29%
SPGI	S&P Global Inc. Financial Services	Reduced	585	-355	$248,823	−49.3%	0.30%
UBER	Uber Technologies, Inc Technology	Reduced	3,463	-2,460	$249,093	−48.5%	0.30%
ABBV	AbbVie Inc. Healthcare	Added	1,163	+12	$252,940	−3.8%	0.30%
CVX	Chevron Corp Energy	Reduced	1,231	-138	$254,693	+22.1%	0.31%
CEG	Constellation Energy Corp Utilities	Added	916	+177	$255,793	−2.0%	0.31%
UNH	Unitedhealth Group Inc Healthcare	Reduced	972	-657	$263,013	−51.1%	0.32%
ADBE	Adobe Inc. Technology	Added	1,089	+199	$264,714	−15.0%	0.32%
HON	Honeywell International Inc Industrials	NEW	1,248	NEW	$282,085	NEW	0.34%
ANET	Arista Networks, Inc. Technology	Reduced	2,356	-1,076	$289,269	−35.7%	0.35%
QCOM	Qualcomm Inc/De Technology	NEW	2,292	NEW	$295,163	NEW	0.36%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	770	+123	$300,615	−0.9%	0.36%
IBM	International Business Machines Corp Technology	Added	1,252	+35	$303,472	−15.8%	0.37%
APP	AppLovin Corp Communication Services	Added	778	+402	$309,644	+22.2%	0.37%
CARR	CARRIER GLOBAL Corp Industrials	Held	5,692	0	$320,516	+6.6%	0.39%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	657	-401	$322,935	−47.3%	0.39%
CDNS	Cadence Design Systems Inc Technology	Added	1,220	+136	$339,001	+0.0%	0.41%
ADI	Analog Devices Inc Technology	NEW	1,067	NEW	$339,455	NEW	0.41%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	812	+96	$362,590	+11.7%	0.44%
TXN	Texas Instruments Inc Technology	NEW	1,988	NEW	$385,950	NEW	0.46%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	92	+14	$387,349	−7.3%	0.47%
PANW	Palo Alto Networks Inc Technology	Added	2,425	+464	$388,776	+7.6%	0.47%
JNJ	Johnson & Johnson Healthcare	Added	1,670	+35	$408,214	+20.6%	0.49%
GILD	Gilead Sciences, Inc. Healthcare	NEW	2,982	NEW	$415,601	NEW	0.50%
CRM	Salesforce, Inc. Technology	Reduced	2,279	-1,124	$425,420	−52.8%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,348	+3	$443,343	−4.2%	0.53%
INTU	Intuit Inc. Technology	Added	1,030	+119	$445,351	−26.2%	0.54%
XOM	Exxon Mobil Corp Energy	Added	2,625	+13	$445,357	+41.7%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Added	532	+6	$450,066	−2.7%	0.54%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,464	-39	$454,996	−1.0%	0.55%
ORCL	Oracle Corp Technology	Added	3,111	+104	$457,659	−21.9%	0.55%
PEP	Pepsico Inc Consumer Defensive	NEW	3,004	NEW	$466,491	NEW	0.56%
CAT	Caterpillar Inc Industrials	Added	666	+9	$471,834	+25.4%	0.57%
TMUS	T-Mobile US, Inc. Communication Services	Added	2,310	+1,204	$485,169	+116.1%	0.58%
AMGN	Amgen Inc Healthcare	NEW	1,393	NEW	$490,127	NEW	0.59%
GEV	GE Vernova Inc. Industrials	Reduced	572	-269	$499,298	−9.2%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,496	+48	$504,962	+2.2%	0.61%
INTC	Intel Corp Technology	NEW	11,989	NEW	$529,074	NEW	0.64%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,237	+168	$570,244	−5.8%	0.69%