Q3 2026 13F · SEC CIK 2107271

Eagle Wealth Advisors LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.2M
Reported positions: 102
Holdings vs S&P 500, 3 yrs: —
Assets under management: $164.1M

Eagle Wealth Advisors LLC is a wealth manager that reported 102 positions worth $136.2M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Nvidia Corporation (NVDA, 9.7%), Apple Inc (AAPL, 8.3%), Microsoft Corp (MSFT, 6.6%).

Eagle Wealth Advisors LLC holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Eagle Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.7%	9.4%	57,770	-6.3%	$13.2M
AAPLApple Inc	8.3%	7.6%	34,134	-0.2%	$11.4M
MSFTMicrosoft Corp	6.6%	5.1%	17,541	-1.3%	$9.0M
AMZNAmazon Com Inc	4.2%	4.1%	22,856	+1.7%	$5.7M
STIPIshares Tr	3.8%	3.7%	52,148	+10.6%	$5.2M
GOOGLAlphabet Inc	3.3%	3.5%	13,129	+1.9%	$4.5M
AMDAdvanced Micro Devices Inc	3.1%	3.0%	6,804	+1.6%	$4.2M
METAMeta Platforms Inc	3.0%	2.4%	5,601	+1.9%	$4.1M
MUMicron Technology Inc	3.0%	3.2%	3,802	+6.2%	$4.0M
MGKVanguard World Fd	2.9%	2.9%	43,315	-0.2%	$4.0M
AVGOBroadcom Inc	2.9%	3.2%	11,264	+0.4%	$4.0M
IGIBIshares Tr	2.8%	2.9%	76,761	+8.4%	$3.9M
GOOGAlphabet Inc	2.8%	3.0%	11,163	+0.8%	$3.8M
SPSBSpdr Series Trust	2.1%	2.0%	97,838	+10.0%	$2.9M
TSLATesla Inc	2.1%	2.6%	8,065	+0.3%	$2.9M
INTCIntel Corp	1.4%	1.6%	15,734	+5.5%	$1.9M
XLKSelect Sector Spdr Tr	1.3%	1.3%	9,029	+0.0%	$1.8M
PLTRPalantir Technologies Inc	1.2%	0.8%	8,821	+0.8%	$1.6M
LRCXLam Research Corp	1.2%	1.6%	5,010	+2.3%	$1.6M
WMTWalmart Inc	1.2%	1.3%	15,403	+3.7%	$1.6M
CSCOCisco Sys Inc	1.1%	1.2%	14,249	+2.9%	$1.5M
COSTCostco Wholesale Corporation	1.1%	1.2%	1,669	+2.3%	$1.5M
LLYEli Lilly & Co	0.9%	1.0%	1,110	+1.2%	$1.3M
VOOVanguard Index Fds	0.9%	1.0%	1,814	+0.0%	$1.3M
AMATApplied Matls Inc	0.9%	1.3%	2,407	+2.7%	$1.2M
QTECFirst Tr Exchange-Traded Fd	0.9%	1.0%	3,714	-1.0%	$1.2M
PANWPalo Alto Networks Inc	0.8%	0.7%	2,739	+3.0%	$1.1M
NFLXNetflix Inc.	0.8%	0.9%	14,740	-8.2%	$1.0M
SCHGSchwab Strategic Tr	0.7%	0.8%	27,420	-10.2%	$985K
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	1,275	+0.1%	$972K
JPMJpmorgan Chase & Co	0.7%	0.7%	2,926	+8.7%	$968K
KLACKla Corp	0.7%	1.1%	4,836	+1.7%	$943K
VISVanguard Industrials ETF	0.7%	0.8%	2,882	+0.0%	$924K
VVisa Inc	0.7%	0.7%	2,568	+0.4%	$923K
CRWDCrowdstrike Hldgs Inc	0.7%	0.5%	3,469	+321.5%	$918K
DIASpdr Dow Jones Indl Average	0.7%	0.7%	1,742	+0.0%	$888K
SPMOInvesco Exch Traded Fd Tr II	0.6%	—	5,644	—	$856K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	1,623	+7.3%	$808K
LINLinde PLC	0.5%	0.6%	1,541	+1.2%	$731K
TXNTexas Instrs Inc	0.5%	0.6%	2,595	+3.1%	$727K
AMGNAmgen Inc	0.5%	0.5%	1,711	+2.3%	$721K
MAMastercard Incorporated	0.5%	0.5%	1,185	-0.3%	$653K
IVVIshares Tr	0.5%	—	827	—	$633K
VTIVanguard Index Fds	0.5%	0.5%	1,650	+0.0%	$617K
CATCaterpillar Inc	0.4%	0.6%	744	+6.0%	$603K
MGVVanguard World Fd	0.4%	0.5%	3,641	+0.0%	$587K
QCOMQualcomm Inc	0.4%	0.4%	3,080	+4.3%	$567K
GILDGilead Sciences Inc	0.4%	—	3,730	—	$556K
XOMExxon Mobil Corp	0.4%	—	3,392	—	$552K
XLFSelect Sector Spdr Tr	0.4%	0.4%	10,331	+0.0%	$552K

What Eagle Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+321.5% shares
STIP Ishares Tr+10.6% shares
SPSB Spdr Series Trust+10.0% shares
JPM Jpmorgan Chase & Co+8.7% shares
IGIB Ishares Tr+8.4% shares
BRK-B Berkshire Hathaway Inc Del+7.3% shares
MU Micron Technology Inc+6.2% shares
CAT Caterpillar Inc+6.0% shares

Reduced

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$136.2M	102
Q2 2026	$131.1M	100
Q1 2026	$108.4M	98
Q4 2025	$117.3M	91

Questions about Eagle Wealth Advisors LLC's portfolio

What stocks does Eagle Wealth Advisors LLC own?

Eagle Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 102 positions worth $136.2M. The largest are Nvidia Corporation (NVDA) at 9.7%, Apple Inc (AAPL) at 8.3%, Microsoft Corp (MSFT) at 6.6%, Amazon Com Inc (AMZN) at 4.2% and Ishares Tr (STIP) at 3.8%.

What did Eagle Wealth Advisors LLC buy last quarter?

In Q3 2026, Eagle Wealth Advisors LLC added Crowdstrike Hldgs Inc (CRWD) (+321.5% shares), Ishares Tr (STIP) (+10.6% shares) and Spdr Series Trust (SPSB) (+10.0% shares), compared with its Q2 2026 filing.

What did Eagle Wealth Advisors LLC sell last quarter?

In Q3 2026, Eagle Wealth Advisors LLC cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Marvell Technology Inc (MRVL), cut from its top 50 Goldman Sachs Group Inc (GS), Schwab Strategic Tr (SCHG) (-10.2% shares), Netflix Inc. (NFLX) (-8.2% shares) and Nvidia Corporation (NVDA) (-6.3% shares), compared with its Q2 2026 filing.

When is Eagle Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Eagle Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Eagle Wealth Advisors LLC manage?

Eagle Wealth Advisors LLC reported $164.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.2M.