Eagle Wealth Advisors LLC

CIK

2107271

Location

WESTPORT, CT

Portfolio Value

Micro $9,494,979

Diversification

Diversified

Filing Date

Global Rank

#5,720 / 8,232 ▲ 90

Top Industry

Semiconductors 23.2%

3Y Alpha vs SPY

+1.3%

Period ended 3 months ago

Filed Apr 23, 2026 · 53d

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

7 positions · $9,494,979 total · Consumer Cyclical only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,879	-1,782	$4,765,009	−16.3%	50.18%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,996	-495	$2,972,513	−22.2%	31.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,464	-39	$454,996	−1.0%	4.79%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,348	+3	$443,343	−4.2%	4.67%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	92	+14	$387,349	−7.3%	4.08%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	723	NEW	$236,471	NEW	2.49%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	2,549	+353	$235,298	+17.5%	2.48%