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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
ASML icon
76
ASML
ASML
$673B
$330K 0.25%
+166
New +$264K
VFH icon
77
Vanguard Financials ETF
VFH
$13.8B
$320K 0.24%
2,430
– –
FTNT icon
78
Fortinet
FTNT
$112B
$318K 0.24%
+2,073
New +$240K
TMUS icon
79
T-Mobile US
TMUS
$196B
$316K 0.24%
1,883
-427
-18% -$80.9K
VUG icon
80
Vanguard Morningstar Growth ETF
VUG
$227B
$308K 0.23%
3,570
– –
BAC icon
81
Bank of America
BAC
$442B
$303K 0.23%
5,309
+513
+11% +$27.3K
ISRG icon
82
Intuitive Surgical
ISRG
$141B
$295K 0.22%
741
-496
-40% -$217K
MAR icon
83
Marriott International
MAR
$93.9B
$281K 0.21%
758
+35
+5% +$12.9K
MS icon
84
Morgan Stanley
MS
$336B
$272K 0.21%
1,299
+69
+6% +$13.7K
VRT icon
85
Vertiv
VRT
$100B
$269K 0.21%
803
-57
-7% -$18.1K
UNH icon
86
UnitedHealth
UNH
$349B
$268K 0.2%
646
-326
-34% -$121K
SHOP icon
87
Shopify
SHOP
$189B
$258K 0.2%
2,263
+345
+18% +$39.4K
SBUX icon
88
Starbucks
SBUX
$120B
$255K 0.19%
+2,491
New +$251K
MRK icon
89
Merck
MRK
$376B
$253K 0.19%
1,957
+291
+17% +$34.1K
WFC icon
90
Wells Fargo
WFC
$260B
$245K 0.19%
2,961
+217
+8% +$17.4K
CEG icon
91
Constellation Energy
CEG
$97.1B
$239K 0.18%
961
+45
+5% +$12.7K
SNPS icon
92
Synopsys
SNPS
$76.8B
$236K 0.18%
+530
New +$249K
ORLY icon
93
O'Reilly Automotive
ORLY
$73.8B
$231K 0.18%
2,504
-45
-2% -$4.11K
KO icon
94
Coca-Cola
KO
$389B
$226K 0.17%
+2,758
New +$218K
URI icon
95
United Rentals
URI
$69.5B
$221K 0.17%
+195
New +$186K
CVX icon
96
Chevron
CVX
$404B
$219K 0.17%
1,319
+88
+7% +$16.4K
CRM icon
97
Salesforce
CRM
$169B
$215K 0.16%
1,370
-909
-40% -$160K
DIS icon
98
Walt Disney
DIS
$185B
$215K 0.16%
2,236
-239
-10% -$24.4K
C icon
99
Citigroup
C
$223B
$207K 0.16%
+1,476
New +$192K
TMO icon
100
Thermo Fisher Scientific
TMO
$227B
$204K 0.16%
407
-250
-38% -$120K
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.