We are live on
!
Find out more
EWA
Eagle Wealth Advisors Portfolio holdings
AUM
$131M
This Fund
S&P 500
This Quarter
Est. Return
+3.95%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
99.4%
Top 10 Holdings %
Top 10 Hldgs %
55.21%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$13M |
| 2 |
Apple
AAPL
|
+$10.9M |
| 3 |
Microsoft
MSFT
|
+$10.3M |
| 4 |
Amazon
AMZN
|
+$5.64M |
| 5 |
Broadcom
AVGO
|
+$5.06M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 41.42% |
| 2 | Communication Services | 12.21% |
| 3 | Consumer Discretionary | 9.42% |
| 4 | Financials | 6.16% |
| 5 | Healthcare | 4.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$169B
| $903K | 0.77% |
+3,403
| New | +$846K |
|
27
State Street SPDR S&P 500 ETF Trust
SPY
$812B
| $903K | 0.77% |
+1,324
| New | +$895K |
|
28
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.7B
| $864K | 0.74% |
+3,753
| New | +$875K |
|
29
Vanguard Industrials ETF
VIS
$8.3B
| $860K | 0.73% |
+2,882
| New | +$856K |
|
30
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.6B
| $839K | 0.72% |
+1,742
| New | +$824K |
|
31
JPMorgan Chase
JPM
$950B
| $791K | 0.67% |
+2,455
| New | +$760K |
|
32
Berkshire Hathaway Class B
BRK.B
$1.07T
| $639K | 0.54% |
+1,271
| New | +$632K |
|
33
Lam Research
LRCX
$384B
| $627K | 0.53% |
+3,660
| New | +$569K |
|
34
Thermo Fisher Scientific
TMO
$227B
| $613K | 0.52% |
+1,058
| New | +$598K |
|
35
Intuitive Surgical
ISRG
$141B
| $605K | 0.52% |
+1,069
| New | +$569K |
|
36
Intuit
INTU
$99.1B
| $603K | 0.51% |
+911
| New | +$602K |
|
37
Oracle
ORCL
$414B
| $586K | 0.5% |
+3,007
| New | +$716K |
|
38
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
| $566K | 0.48% |
+10,331
| New | +$550K |
|
39
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
| $553K | 0.47% |
+1,650
| New | +$549K |
|
40
GE Vernova
GEV
$263B
| $550K | 0.47% |
+841
| New | +$512K |
|
41
UnitedHealth
UNH
$349B
| $538K | 0.46% |
+1,629
| New | +$552K |
|
42
ServiceNow
NOW
$132B
| $538K | 0.46% |
+3,510
| New | +$602K |
|
43
Linde
LIN
$222B
| $521K | 0.44% |
+1,223
| New | +$524K |
|
44
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
| $514K | 0.44% |
+3,641
| New | +$506K |
|
45
Procter & Gamble
PG
$336B
| $494K | 0.42% |
+3,448
| New | +$508K |
|
46
S&P Global
SPGI
$126B
| $491K | 0.42% |
+940
| New | +$465K |
|
47
KLA
KLAC
$245B
| $485K | 0.41% |
+3,990
| New | +$468K |
|
48
Uber
UBER
$159B
| $484K | 0.41% |
+5,923
| New | +$533K |
|
49
Home Depot
HD
$343B
| $463K | 0.39% |
+1,345
| New | +$493K |
|
50
Goldman Sachs
GS
$297B
| $462K | 0.39% |
+526
| New | +$429K |
|
Similar funds
IPS
JRFS
RIG
MWVC
ACM
CAM
FWA
LMFP
Eagle Wealth Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Eagle Wealth Advisors, which disclosed 91 positions worth $117M. Its ten largest holdings account for 55% of the portfolio.
Its largest position is NVIDIA: 70,057 shares worth $13.1M.
By sector, the portfolio is most concentrated in Technology at 41% of assets, followed by Communication Services and Consumer Discretionary.
- Eagle Wealth Advisors's largest Q4 2025 buy was NVIDIA: 70,057 shares worth $13.1M.
- Eagle Wealth Advisors's ten largest holdings make up 55% of its $117M portfolio in Q4 2025.
- Eagle Wealth Advisors disclosed 91 positions in Q4 2025, its first 13F filing on record.
Based on Eagle Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.