Investor
Eagle Wealth Advisors LLC
CIK 0002107271 · filed 2026-04-23 · SEC filing
13F book
$108.4M
Positions
98
14 new · 7 sold
Largest name
10.4%
Nvidia Corp · NVDA
Est. mark
−$8.5M
Price effect on 84 names still held. Flow −$432.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 64.4K | $11.2M | 10.4% | −$778.3K | Cut−$1.84M |
| Apple Inc. | AAPL | 36.1K | $9.17M | 8.5% | −$652.6K | Cut−$1.91M |
| Microsoft Corp | MSFT | 18.4K | $6.81M | 6.3% | −$2.09M | Cut−$3.15M |
| Amazon Com Inc | AMZN | 22.9K | $4.77M | 4.4% | −$515.9K | Cut−$927.2K |
| Ishares Tr | — | 40.2K | $4.15M | 3.8% | $27K | Added$1.5M |
| Alphabet Inc | — | 13.4K | $3.86M | 3.6% | −$341.1K | Cut−$773.4K |
| Broadcom Inc. | AVGO | 12.1K | $3.75M | 3.5% | −$443.3K | Cut−$1.15M |
| Alphabet Inc | — | 11.3K | $3.24M | 3.0% | −$304.2K | Cut−$528.8K |
| Vanguard World Fd | — | 8.81K | $3.24M | 3.0% | −$379.3K | Added−$217.2K |
| Meta Platforms, Inc. | META | 5.57K | $3.19M | 2.9% | −$490K | Cut−$594.3K |
| Spdr Series Trust | — | 99.5K | $2.99M | 2.8% | −$12.9K | Cut−$1.09M |
| Tesla, Inc. | TSLA | 8K | $2.97M | 2.7% | −$623.4K | Cut−$846.1K |
| Ishares Tr | — | 55K | $2.93M | 2.7% | −$21.6K | Added$1.17M |
| Netflix Inc | NFLX | 16.4K | $1.57M | 1.5% | $34.1K | Added$233.1K |
| Costco Whsl Corp New | — | 1.56K | $1.55M | 1.4% | $176.3K | Added$416.5K |
| Walmart Inc. | WMT | 11.3K | $1.41M | 1.3% | $52.5K | Added$952.6K |
| Eli Lilly & Co | LLY | 1.45K | $1.33M | 1.2% | −$224.3K | Cut−$1.09M |
| Advanced Micro Devices Inc | AMD | 6.51K | $1.32M | 1.2% | −$59.8K | Added$130.2K |
| RTX Corp | RTX | 6.47K | $1.25M | 1.2% | $60.9K | Added$74.2K |
| Palantir Technologies Inc. | PLTR | 8.39K | $1.23M | 1.1% | −$206.5K | Added$60.6K |
| Select Sector Spdr Tr | — | 9.04K | $1.2M | 1.1% | −$98.9K | Added−$85.8K |
| Vanguard Index Fds | — | 1.82K | $1.09M | 1.0% | −$53.7K | Added−$50.2K |
| Visa Inc. | V | 3.37K | $1.02M | 0.9% | −$163.3K | Cut−$882.3K |
| Micron Technology Inc | MU | 2.99K | $1.01M | 0.9% | $41.2K | Added$786.5K |
| Lam Research Corp | LRCX | 4.72K | $1.01M | 0.9% | $155.4K | Added$381.3K |
| Cisco Sys Inc | — | 12.6K | $981.1K | 0.9% | $2.89K | Added$583K |
| Vanguard World Fd | — | 2.88K | $899.8K | 0.8% | $39.9K | Held |
| Schwab Strategic Tr | — | 30.5K | $888.9K | 0.8% | −$106.5K | Cut−$187.8K |
| Spdr S&P 500 Etf Tr | — | 1.33K | $865K | 0.8% | −$41.8K | Added−$37.9K |
| Mastercard Inc | MA | 1.69K | $842.9K | 0.8% | −$120.1K | Cut−$620.8K |
| First Tr Exchange-Traded Fd | — | 3.75K | $810.6K | 0.7% | −$53.4K | Held |
| Spdr Dow Jones Indl Average | — | 1.74K | $808.6K | 0.7% | −$30.4K | Held |
| Jpmorgan Chase & Co. | — | 2.5K | $736.3K | 0.7% | −$68.9K | Added−$54.8K |
| Linde Plc | LIN | 1.47K | $726.3K | 0.7% | $84.8K | Added$204.8K |
| Applied Matls Inc | — | 2.11K | $722.5K | 0.7% | — | New |
| Kla Corp | KLAC | 467 | $687.6K | 0.6% | $102.7K | Added$202.8K |
| Berkshire Hathaway Inc Del | — | 1.3K | $622.5K | 0.6% | −$29.8K | Added−$16.4K |
| Ge Aerospace | — | 2.09K | $592.5K | 0.5% | −$50.7K | Cut−$390.7K |
| Intuitive Surgical Inc | ISRG | 1.24K | $570.2K | 0.5% | −$112.6K | Added−$35.2K |
| Vanguard Index Fds | — | 1.65K | $529.3K | 0.5% | −$23.9K | Held |
| Intel Corp | INTC | 12K | $529.1K | 0.5% | — | New |
| Vanguard World Fd | — | 3.64K | $527.8K | 0.5% | $13.8K | Held |
| Select Sector Spdr Tr | — | 10.3K | $510K | 0.5% | −$55.8K | Held |
| Procter And Gamble Co | PG | 3.5K | $505K | 0.5% | $3.9K | Added$10.8K |
| GE Vernova Inc. | GEV | 572 | $499.6K | 0.5% | $125.7K | Cut−$50.1K |
| Amgen Inc | AMGN | 1.39K | $490.1K | 0.5% | — | New |
| T-Mobile Us Inc | — | 2.31K | $485.2K | 0.4% | $7.73K | Added$260.6K |
| Caterpillar Inc | CAT | 666 | $471.8K | 0.4% | $89.1K | Added$95.5K |
| Pepsico Inc | PEP | 3K | $466.5K | 0.4% | — | New |
| Oracle Corp | — | 3.11K | $457.7K | 0.4% | −$143.7K | Added−$128.4K |
| Mcdonalds Corp | MCD | 1.46K | $455K | 0.4% | $7.55K | Cut−$4.37K |
| Goldman Sachs Group Inc | — | 532 | $450.1K | 0.4% | −$17.4K | Added−$12.3K |
| Exxon Mobil Corp | — | 2.63K | $445.4K | 0.4% | $128.8K | Added$131K |
| Intuit Inc. | INTU | 1.03K | $445.4K | 0.4% | −$209.6K | Added−$158.1K |
| Home Depot, Inc. | HD | 1.35K | $443.3K | 0.4% | −$20.5K | Added−$19.5K |
| Salesforce, Inc. | CRM | 2.28K | $425.4K | 0.4% | −$179.3K | Cut−$477.5K |
| Gilead Sciences, Inc. | GILD | 2.98K | $415.6K | 0.4% | — | New |
| Johnson & Johnson | JNJ | 1.67K | $408.2K | 0.4% | $61.3K | Added$69.9K |
| Invesco Exch Traded Fd Tr Ii | — | 3.54K | $397K | 0.4% | −$21.2K | Added$45.8K |
| Palo Alto Networks Inc | PANW | 2.42K | $388.8K | 0.4% | −$46.8K | Added$27.6K |
| Select Sector Spdr Tr | — | 2.4K | $388.2K | 0.4% | $15.9K | Held |
| Ishares Tr | — | 2.14K | $387.5K | 0.4% | −$39K | Held |
| Booking Holdings Inc. | BKNG | 92 | $387.3K | 0.4% | −$89.3K | Added−$30.4K |
| Texas Instrs Inc | — | 1.99K | $385.9K | 0.4% | — | New |
| Vertex Pharmaceuticals Inc | — | 812 | $362.6K | 0.3% | −$4.88K | Added$38K |
| Ishares Tr | — | 534 | $348.8K | 0.3% | −$14.1K | Added$44.7K |
| Analog Devices Inc | ADI | 1.07K | $339.5K | 0.3% | — | New |
| Cadence Design System Inc | — | 1.22K | $339K | 0.3% | −$37.6K | Added$164 |
| Thermo Fisher Scientific Inc. | TMO | 657 | $323.3K | 0.3% | −$57.4K | Cut−$289.8K |
| CARRIER GLOBAL Corp | CARR | 5.69K | $320.5K | 0.3% | $19.8K | Held |
| Applovin Corp | APP | 778 | $309.6K | 0.3% | −$103.7K | Added$56.3K |
| International Business Machs | — | 1.25K | $303.5K | 0.3% | −$65.5K | Added−$57K |
| Crowdstrike Hldgs Inc | — | 770 | $300.6K | 0.3% | −$50.7K | Added−$2.67K |
| Qualcomm Inc | — | 2.29K | $295.2K | 0.3% | — | New |
| Vanguard World Fd | — | 2.43K | $293.6K | 0.3% | −$30.8K | Held |
| Arista Networks, Inc. | ANET | 2.36K | $289.3K | 0.3% | −$19.4K | Cut−$160.4K |
| Honeywell Intl Inc | — | 1.25K | $282.1K | 0.3% | — | New |
| Adobe Inc. | ADBE | 1.09K | $264.7K | 0.2% | −$95.1K | Added−$46.8K |
| Unitedhealth Group Inc | UNH | 972 | $263K | 0.2% | −$57.9K | Cut−$274.7K |
| Vanguard Growth Etf | — | 595 | $259.9K | 0.2% | −$30.4K | Held |
| Constellation Energy Corp | CEG | 916 | $255.8K | 0.2% | −$54.7K | Added−$5.27K |
| Chevron Corp New | CVX | 1.23K | $254.7K | 0.2% | $67.1K | Cut$46K |
| AbbVie Inc. | ABBV | 1.16K | $252.9K | 0.2% | −$12.7K | Added−$10.1K |
| Uber Technologies, Inc | UBER | 3.46K | $249.1K | 0.2% | −$33.9K | Cut−$234.9K |
| S&P Global Inc. | SPGI | 585 | $248.8K | 0.2% | −$56.9K | Cut−$242.4K |
| Fidelity Covington Trust | — | 4.94K | $241.3K | 0.2% | −$4.07K | Held |
| Disney Walt Co | — | 2.48K | $238.5K | 0.2% | −$43K | Cut−$84.7K |
| Marriott Intl Inc New | — | 723 | $236.5K | 0.2% | — | New |
| Oreilly Automotive Inc | — | 2.55K | $235.3K | 0.2% | $2.42K | Added$35K |
| Bank America Corp | — | 4.8K | $233.8K | 0.2% | −$29.1K | Added−$22.4K |
| Shopify Inc. | SHOP | 1.92K | $227.5K | 0.2% | — | New |
| BlackRock, Inc. | BLK | 234 | $225K | 0.2% | −$25.4K | Cut−$194.5K |
| Wells Fargo Co New | — | 2.74K | $218.4K | 0.2% | −$37.2K | Added−$36.7K |
| Vertiv Holdings Co | VRT | 860 | $215.5K | 0.2% | — | New |
| Regeneron Pharmaceuticals, Inc. | REGN | 272 | $210.2K | 0.2% | — | New |
| Otis Worldwide Corp | OTIS | 2.69K | $207K | 0.2% | −$27.6K | Held |
| Morgan Stanley | — | 1.23K | $202.4K | 0.2% | −$15.6K | Added−$10.8K |
| Merck & Co., Inc. | MRK | 1.67K | $201.8K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.