Eagle Wealth Advisors LLC
Long book
$108.4M
Q1 2026
Positions
98
Top-10 weight
49%
concentration
Last quarter
+17.9%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsEagle Wealth Advisors LLC is a diversified fundamental manager, specialised in technology (62% of the long book), running a $108.4M US long book across 98 positions.
The portfolio is moderately concentrated (top 10 ≈ 49% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ISHARES 0-5 YEAR TIPS BOND E.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-8.3%
Q1 2026
+17.9%
Sector allocation
Technology 61%
Consumer discretionary 10%
Industrials 9%
Services media 5%
Healthcare 5%
Financials 3%
Other 2%
Materials 1%
Long book by quarter
What does Eagle Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 64.4K | $11.2M | 10.4% | -8.1% |
| AAPL APPLE INC | Technology | 36.1K | $9.2M | 8.5% | -11.4% |
| MSFT MICROSOFT CORP | Technology | 18.4K | $6.8M | 6.3% | -10.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 22.9K | $4.8M | 4.4% | -7.2% |
| GOOGL ALPHABET INC-CL A | Technology | 13.4K | $3.9M | 3.6% | -9.3% |
| AVGO BROADCOM INC | Technology | 12.1K | $3.8M | 3.5% | -14.3% |
| GOOG ALPHABET INC-CL C | Technology | 11.3K | $3.2M | 3.0% | -6.0% |
| META META PLATFORMS INC-CLASS A | Technology | 5.6K | $3.2M | 2.9% | -2.8% |
| TSLA TESLA INC | Industrials | 8.0K | $3.0M | 2.7% | -5.8% |
| NFLX NETFLIX INC | Services media | 16.4K | $1.6M | 1.5% | +14.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.6M | 1.4% | +18.3% |
| WMT WALMART INC | Consumer discretionary | 11.3K | $1.4M | 1.3% | +177.1% |
| LLY ELI LILLY & CO | Healthcare | 1.4K | $1.3M | 1.2% | -35.8% |
| AMD ADVANCED MICRO DEVICES | Technology | 6.5K | $1.3M | 1.2% | +16.8% |
| RTX RTX CORP | Industrials | 6.5K | $1.2M | 1.2% | +1.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 8.4K | $1.2M | 1.1% | +27.8% |
| V VISA INC-CLASS A SHARES | Services media | 3.4K | $1.0M | 0.9% | -37.8% |
| MU MICRON TECHNOLOGY INC | Technology | 3.0K | $1.0M | 0.9% | +281.3% |
| LRCX LAM RESEARCH CORP | Industrials | 4.7K | $1.0M | 0.9% | +28.9% |
| CSCO CISCO SYSTEMS INC | Technology | 12.6K | $981K | 0.9% | +144.6% |
| MA MASTERCARD INC - A | Services media | 1.7K | $843K | 0.8% | -34.2% |
| JPM JPMORGAN CHASE & CO | Financials | 2.5K | $736K | 0.7% | +2.0% |
| LIN LINDE PLC | Materials | 1.5K | $726K | 0.7% | +19.8% |
| AMAT APPLIED MATERIALS INC | Technology | 2.1K | $723K | 0.7% | New |
| KLAC KLA CORP | Other | 467 | $688K | 0.6% | +17.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.3K | $622K | 0.6% | +2.2% |
| GE GENERAL ELECTRIC | Industrials | 2.1K | $593K | 0.5% | -34.6% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.2K | $570K | 0.5% | +15.7% |
| INTC INTEL CORP | Technology | 12.0K | $529K | 0.5% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 3.5K | $505K | 0.5% | +1.4% |
| GEV GE VERNOVA INC | Industrials | 572 | $500K | 0.5% | -32.0% |
| AMGN AMGEN INC | Healthcare | 1.4K | $490K | 0.5% | New |
| TMUS T-MOBILE US INC | Communications | 2.3K | $485K | 0.4% | +108.9% |
| CAT CATERPILLAR INC | Industrials | 666 | $472K | 0.4% | +1.4% |
| PEP PEPSICO INC | Consumer staples | 3.0K | $466K | 0.4% | New |
| ORCL ORACLE CORP | Technology | 3.1K | $458K | 0.4% | +3.5% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.5K | $455K | 0.4% | -2.6% |
| GS GOLDMAN SACHS GROUP INC | Financials | 532 | $450K | 0.4% | +1.1% |
| XOM EXXON MOBIL CORP | Energy | 2.6K | $445K | 0.4% | +0.5% |
| INTU INTUIT INC | Technology | 1.0K | $445K | 0.4% | +13.1% |
| HD HOME DEPOT INC | Consumer discretionary | 1.3K | $443K | 0.4% | +0.2% |
| CRM SALESFORCE INC | Technology | 2.3K | $425K | 0.4% | -33.0% |
| GILD GILEAD SCIENCES INC | Healthcare | 3.0K | $416K | 0.4% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.7K | $408K | 0.4% | +2.1% |
| PANW PALO ALTO NETWORKS INC | Technology | 2.4K | $389K | 0.4% | +23.7% |
| BKNG BOOKING HOLDINGS INC | Industrials | 92 | $387K | 0.4% | +17.9% |
| TXN TEXAS INSTRUMENTS INC | Technology | 2.0K | $386K | 0.4% | New |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 812 | $363K | 0.3% | +13.4% |
| ADI ANALOG DEVICES INC | Technology | 1.1K | $339K | 0.3% | New |
| CDNS CADENCE DESIGN SYS INC | Technology | 1.2K | $339K | 0.3% | +12.5% |