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EWA

Eagle Wealth Advisors Portfolio holdings

AUM $131M
This Fund
S&P 500
This Quarter Est. Return
+36.33%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$22.7M
Cap. Flow
+$844K
Cap. Flow %
0.64%
Top 10 Hldgs %
45.63%
Holding
109
New
11
Increased
49
Reduced
29
Closed
9

Top Buys

Rank Stock Value
1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$838K
2
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$720K
3
MU icon
Micron Technology
MU
+$443K
4
WMT icon
Walmart Inc
WMT
+$440K
5
MRVL icon
Marvell Technology
MRVL
+$381K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$565K
2
AAPL icon
Apple
AAPL
+$545K
3
INTU icon
Intuit
INTU
+$445K
4
AVGO icon
Broadcom
AVGO
+$360K
5
LLY icon
Eli Lilly
LLY
+$359K

Sector Composition

Rank Sector Weight
1 Technology 45.34%
2 Communication Services 10.47%
3 Consumer Discretionary 8.28%
4 Financials 3.6%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
26
RTX Corp
RTX
$297B
$1.25M 0.96%
6,603
+128
+2% +$23.5K
VOO icon
27
Vanguard S&P 500 ETF
VOO
$1.03T
$1.25M 0.95%
1,814
-9
-0.5% -$6K
NFLX icon
28
Netflix
NFLX
$334B
$1.15M 0.87%
16,058
-299
-2% -$26.3K
VIS icon
29
Vanguard Industrials ETF
VIS
$8.3B
$1.04M 0.79%
2,882
– –
SCHG icon
30
Schwab US Large-Cap Growth ETF
SCHG
$62.2B
$1.03M 0.79%
30,544
+29
+0.1% +$961
PLTR icon
31
Palantir
PLTR
$421B
$1.02M 0.78%
8,754
+367
+4% +$50.1K
SPY icon
32
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$951K 0.73%
1,274
-56
-4% -$40.6K
DIA icon
33
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.6B
$910K 0.69%
1,742
– –
PANW icon
34
Palo Alto Networks
PANW
$293B
$907K 0.69%
2,660
+235
+10% +$53.8K
JPM icon
35
JPMorgan Chase
JPM
$950B
$881K 0.67%
2,692
+189
+8% +$58.7K
V icon
36
Visa
V
$682B
$877K 0.67%
2,557
-812
-24% -$261K
LIN icon
37
Linde
LIN
$222B
$790K 0.6%
1,522
+57
+4% +$28.9K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.07T
$757K 0.58%
1,513
+214
+16% +$103K
TXN icon
39
Texas Instruments
TXN
$244B
$751K 0.57%
2,518
+530
+27% +$147K
CAT icon
40
Caterpillar
CAT
$375B
$748K 0.57%
702
+36
+5% +$31.6K
CRWD icon
41
CrowdStrike
CRWD
$205B
$628K 0.48%
3,292
+212
+7% +$30.1K
VTI icon
42
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$611K 0.47%
1,650
– –
MA icon
43
Mastercard
MA
$503B
$610K 0.47%
1,188
-499
-30% -$249K
AMGN icon
44
Amgen
AMGN
$239B
$606K 0.46%
1,673
+280
+20% +$95.8K
GE icon
45
GE Aerospace
GE
$370B
$597K 0.46%
1,597
-491
-24% -$154K
MGV icon
46
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$595K 0.45%
3,641
– –
MRVL icon
47
Marvell Technology
MRVL
$213B
$566K 0.43%
+1,901
New +$381K
GS icon
48
Goldman Sachs
GS
$297B
$563K 0.43%
557
+25
+5% +$24.4K
XLF icon
49
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$554K 0.42%
10,331
– –
QCOM icon
50
Qualcomm
QCOM
$170B
$546K 0.42%
2,954
+662
+29% +$124K
1
2
3 4 5

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Eagle Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Eagle Wealth Advisors held 109 positions worth $131M, up 21% from $108M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Eagle Wealth Advisors's Q2 2026 filing shows 11 new, 49 increased, 29 reduced and 9 closed positions. Its largest new stake was Marvell Technology: 1,901 shares worth $566K. The largest sale was NVIDIA, an estimated $565K.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 40% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Eagle Wealth Advisors's largest Q2 2026 buy was Marvell Technology: 1,901 shares worth $566K.
  • Eagle Wealth Advisors added most to iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2026, an estimated $838K increase.
  • Eagle Wealth Advisors's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $565K.
  • Eagle Wealth Advisors fully exited Intuit in Q2 2026, selling an estimated $445K.
  • Eagle Wealth Advisors's ten largest holdings make up 46% of its $131M portfolio in Q2 2026.
  • Eagle Wealth Advisors opened 11 new positions and closed 9 in Q2 2026.
  • Eagle Wealth Advisors's portfolio value rose 21% quarter-over-quarter to $131M.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.