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 %
99.4%
Top 10 Hldgs %
55.21%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13M
2
AAPL icon
Apple
AAPL
+$10.9M
3
MSFT icon
Microsoft
MSFT
+$10.3M
4
AMZN icon
Amazon
AMZN
+$5.64M
5
AVGO icon
Broadcom
AVGO
+$5.06M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 41.42%
2 Miscellaneous 19.5%
3 Communication Services 12.21%
4 Consumer Discretionary 9.42%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
CRM icon
26
Salesforce
CRM
$193B
$903K 0.77%
+3,403
New +$846K
2025 Q4
0 quarters
SPY icon
27
State Street SPDR S&P 500 ETF Trust
SPY
$824B
$903K 0.77%
+1,324
New +$895K
2025 Q4
0 quarters
QTEC icon
28
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.14B
$864K 0.74%
+3,753
New +$875K
2025 Q4
0 quarters
VIS icon
29
Vanguard Industrials ETF
VIS
$7.78B
$860K 0.73%
+2,882
New +$856K
2025 Q4
0 quarters
DIA icon
30
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
$839K 0.72%
+1,742
New +$824K
2025 Q4
0 quarters
JPM icon
31
JPMorgan Chase
JPM
$884B
$791K 0.67%
+2,455
New +$760K
2025 Q4
0 quarters
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.08T
$639K 0.54%
+1,271
New +$632K
2025 Q4
0 quarters
LRCX icon
33
Lam Research
LRCX
$435B
$627K 0.53%
+3,660
New +$569K
2025 Q4
0 quarters
TMO icon
34
Thermo Fisher Scientific
TMO
$242B
$613K 0.52%
+1,058
New +$598K
2025 Q4
0 quarters
ISRG icon
35
Intuitive Surgical
ISRG
$138B
$605K 0.52%
+1,069
New +$569K
2025 Q4
0 quarters
INTU icon
36
Intuit
INTU
$75.1B
$603K 0.51%
+911
New +$602K
2025 Q4
0 quarters
ORCL icon
37
Oracle
ORCL
$431B
$586K 0.5%
+3,007
New +$716K
2025 Q4
0 quarters
XLF icon
38
State Street Financial Select Sector SPDR ETF
XLF
$50B
$566K 0.48%
+10,331
New +$550K
2025 Q4
0 quarters
VTI icon
39
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$553K 0.47%
+1,650
New +$549K
2025 Q4
0 quarters
GEV icon
40
GE Vernova
GEV
$263B
$550K 0.47%
+841
New +$512K
2025 Q4
0 quarters
UNH icon
41
UnitedHealth
UNH
$334B
$538K 0.46%
+1,629
New +$552K
2025 Q4
0 quarters
NOW icon
42
ServiceNow
NOW
$139B
$538K 0.46%
+3,510
New +$602K
2025 Q4
0 quarters
LIN icon
43
Linde
LIN
$221B
$521K 0.44%
+1,223
New +$524K
2025 Q4
0 quarters
MGV icon
44
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.3B
$514K 0.44%
+3,641
New +$506K
2025 Q4
0 quarters
PG icon
45
Procter & Gamble
PG
$337B
$494K 0.42%
+3,448
New +$508K
2025 Q4
0 quarters
SPGI icon
46
S&P Global
SPGI
$114B
$491K 0.42%
+940
New +$465K
2025 Q4
0 quarters
KLAC icon
47
KLA
KLAC
$270B
$485K 0.41%
+3,990
New +$468K
2025 Q4
0 quarters
UBER icon
48
Uber
UBER
$139B
$484K 0.41%
+5,923
New +$533K
2025 Q4
0 quarters
HD icon
49
Home Depot
HD
$282B
$463K 0.39%
+1,345
New +$493K
2025 Q4
0 quarters
GS icon
50
Goldman Sachs
GS
$263B
$462K 0.39%
+526
New +$429K
2025 Q4
0 quarters
1
2
3 4

Similar funds

IPS
Investors Portfolio Services Puyallup, Washington $131M AUM
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 28.22% 1-Year Est. Return
MWVC
Morgens Waterfall Vintiadis & Co New York $131M AUM 101.21% 1-Year Est. Return
ACM
Anabranch Capital Management Stamford, Connecticut $131M AUM 2.54% 1-Year Est. Return
CAM
Chesapeake Asset Management New York $131M AUM 40.89% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

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 Miscellaneous and Communication Services.

  • 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.