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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
GEV icon
51
GE Vernova
GEV
$263B
$545K 0.42%
464
-108
-19% -$110K
PG icon
52
Procter & Gamble
PG
$336B
$543K 0.41%
3,700
+204
+6% +$29.7K
IYW icon
53
iShares US Technology ETF
IYW
$24.9B
$539K 0.41%
2,136
– –
ADI icon
54
Analog Devices
ADI
$182B
$521K 0.4%
1,312
+245
+23% +$97K
PEP icon
55
PepsiCo
PEP
$195B
$506K 0.39%
3,734
+730
+24% +$109K
HD icon
56
Home Depot
HD
$343B
$504K 0.38%
1,429
+81
+6% +$26.4K
SNDK
57
Sandisk
SNDK
$230B
$496K 0.38%
+218
New +$311K
SPMO icon
58
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$491K 0.37%
3,038
-503
-14% -$70.9K
JNJ icon
59
Johnson & Johnson
JNJ
$659B
$475K 0.36%
1,872
+202
+12% +$47.1K
ORCL icon
60
Oracle
ORCL
$414B
$472K 0.36%
3,224
+113
+4% +$20.5K
CDNS icon
61
Cadence Design Systems
CDNS
$86.7B
$471K 0.36%
1,254
+34
+3% +$11.9K
WDC icon
62
Western Digital
WDC
$167B
$466K 0.36%
+730
New +$355K
GILD icon
63
Gilead Sciences
GILD
$183B
$457K 0.35%
3,619
+637
+21% +$83.9K
IVV icon
64
iShares Core S&P 500 ETF
IVV
$897B
$457K 0.35%
610
+76
+14% +$55.3K
XLI icon
65
State Street Industrial Select Sector SPDR ETF
XLI
$34.1B
$445K 0.34%
2,400
– –
STX icon
66
Seagate
STX
$189B
$438K 0.33%
+454
New +$346K
BKNG icon
67
Booking.com
BKNG
$160B
$432K 0.33%
2,422
+122
+5% +$20.8K
APP icon
68
Applovin
APP
$104B
$429K 0.33%
832
+54
+7% +$26.1K
VRTX icon
69
Vertex Pharmaceuticals
VRTX
$140B
$420K 0.32%
845
+33
+4% +$14.6K
CARR icon
70
Carrier Global
CARR
$50.4B
$418K 0.32%
5,692
– –
MCD icon
71
McDonald's
MCD
$189B
$413K 0.32%
1,529
+65
+4% +$18.6K
XOM icon
72
ExxonMobil
XOM
$678B
$407K 0.31%
2,975
+350
+13% +$52.4K
IBM icon
73
IBM
IBM
$223B
$373K 0.28%
1,327
+75
+6% +$18.9K
ABBV icon
74
AbbVie
ABBV
$470B
$331K 0.25%
1,315
+152
+13% +$32.7K
ANET icon
75
Arista Networks
ANET
$235B
$330K 0.25%
1,945
-411
-17% -$64.6K
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.