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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
–

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 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
MCD icon
51
McDonald's
MCD
$189B
$459K 0.39%
+1,503
New +$460K
WMT icon
52
Walmart Inc
WMT
$910B
$456K 0.39%
+4,081
New +$438K
ANET icon
53
Arista Networks
ANET
$235B
$450K 0.38%
+3,432
New +$472K
IYW icon
54
iShares US Technology ETF
IYW
$24.9B
$427K 0.36%
+2,136
New +$427K
BLK icon
55
Blackrock
BLK
$179B
$420K 0.36%
+392
New +$429K
BKNG icon
56
Booking.com
BKNG
$160B
$418K 0.36%
+1,950
New +$401K
DHR icon
57
Danaher
DHR
$149B
$401K 0.34%
+1,752
New +$385K
CSCO icon
58
Cisco
CSCO
$436B
$398K 0.34%
+5,169
New +$384K
CAT icon
59
Caterpillar
CAT
$375B
$376K 0.32%
+657
New +$365K
XLI icon
60
State Street Industrial Select Sector SPDR ETF
XLI
$34.1B
$372K 0.32%
+2,400
New +$369K
PANW icon
61
Palo Alto Networks
PANW
$293B
$361K 0.31%
+1,961
New +$396K
IBM icon
62
IBM
IBM
$223B
$360K 0.31%
+1,217
New +$364K
SPMO icon
63
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$351K 0.3%
+2,943
New +$353K
CDNS icon
64
Cadence Design Systems
CDNS
$86.7B
$339K 0.29%
+1,084
New +$354K
JNJ icon
65
Johnson & Johnson
JNJ
$659B
$338K 0.29%
+1,635
New +$323K
PGR icon
66
Progressive
PGR
$126B
$335K 0.29%
+1,472
New +$332K
VRTX icon
67
Vertex Pharmaceuticals
VRTX
$140B
$325K 0.28%
+716
New +$309K
VFH icon
68
Vanguard Financials ETF
VFH
$13.8B
$324K 0.28%
+2,430
New +$316K
DIS icon
69
Walt Disney
DIS
$185B
$323K 0.28%
+2,841
New +$313K
XOM icon
70
ExxonMobil
XOM
$678B
$314K 0.27%
+2,612
New +$303K
ADBE icon
71
Adobe
ADBE
$108B
$311K 0.27%
+890
New +$303K
IVV icon
72
iShares Core S&P 500 ETF
IVV
$897B
$304K 0.26%
+444
New +$302K
CRWD icon
73
CrowdStrike
CRWD
$205B
$303K 0.26%
+2,588
New +$329K
CARR icon
74
Carrier Global
CARR
$50.4B
$301K 0.26%
+5,692
New +$316K
VUG icon
75
Vanguard Morningstar Growth ETF
VUG
$227B
$290K 0.25%
+3,570
New +$290K
1 2
3
4

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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.