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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
ABBV icon
76
AbbVie
ABBV
$470B
$263K 0.22%
+1,151
New +$262K
CEG icon
77
Constellation Energy
CEG
$97.1B
$261K 0.22%
+739
New +$269K
ACN icon
78
Accenture
ACN
$112B
$259K 0.22%
+965
New +$245K
PH icon
79
Parker-Hannifin
PH
$129B
$258K 0.22%
+294
New +$241K
BAC icon
80
Bank of America
BAC
$442B
$256K 0.22%
+4,658
New +$246K
WFC icon
81
Wells Fargo
WFC
$260B
$255K 0.22%
+2,738
New +$238K
APP icon
82
Applovin
APP
$104B
$253K 0.22%
+376
New +$237K
FDHY icon
83
Fidelity High Yield Factor ETF
FDHY
$585M
$245K 0.21%
+4,943
New +$243K
URI icon
84
United Rentals
URI
$69.5B
$245K 0.21%
+303
New +$263K
OTIS icon
85
Otis Worldwide
OTIS
$27.4B
$235K 0.2%
+2,685
New +$240K
MCK icon
86
McKesson
MCK
$99.5B
$227K 0.19%
+277
New +$226K
TMUS icon
87
T-Mobile US
TMUS
$196B
$225K 0.19%
+1,106
New +$234K
MU icon
88
Micron Technology
MU
$1.06T
$224K 0.19%
+784
New +$180K
MS icon
89
Morgan Stanley
MS
$336B
$213K 0.18%
+1,201
New +$200K
CVX icon
90
Chevron
CVX
$404B
$209K 0.18%
+1,369
New +$209K
ORLY icon
91
O'Reilly Automotive
ORLY
$73.8B
$200K 0.17%
+2,196
New +$215K
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.