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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
% of AUM
99.4%
Top 10 Holdings %
Top 10 Hldgs %
55.21%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$13M |
| 2 |
Apple
AAPL
|
+$10.9M |
| 3 |
Microsoft
MSFT
|
+$10.3M |
| 4 |
Amazon
AMZN
|
+$5.64M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.27T
| $13.1M | 11.14% |
+70,057
| New | +$13M |
|
|
2
Apple
AAPL
$4.62T
| $11.1M | 9.44% |
+40,751
| New | +$10.9M |
|
|
3
Microsoft
MSFT
$3.6T
| $9.96M | 8.49% |
+20,590
| New | +$10.3M |
|
|
4
Amazon
AMZN
$2.87T
| $5.69M | 4.85% |
+24,661
| New | +$5.64M |
|
|
5
Broadcom
AVGO
$1.72T
| $4.9M | 4.17% |
+14,145
| New | +$5.06M |
|
6
Alphabet (Google) Class A
GOOGL
$4.22T
| $4.63M | 3.95% |
+14,790
| New | +$4.23M |
|
7
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
| $4.08M | 3.48% |
+135,241
| New | +$4.09M |
|
8
Tesla
TSLA
$1.39T
| $3.82M | 3.26% |
+8,491
| New | +$3.76M |
|
9
Meta Platforms (Facebook)
META
$1.39T
| $3.78M | 3.22% |
+5,729
| New | +$3.83M |
|
|
10
Alphabet (Google) Class C
GOOG
$4.18T
| $3.77M | 3.21% |
+12,006
| New | +$3.44M |
|
11
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.4B
| $3.45M | 2.94% |
+41,840
| New | +$3.44M |
|
12
iShares 0-5 Year TIPS Bond ETF
STIP
$16B
| $2.66M | 2.27% |
+25,969
| New | +$2.67M |
|
13
Eli Lilly
LLY
$1.14T
| $2.42M | 2.07% |
+2,256
| New | +$2.16M |
|
14
Visa
V
$682B
| $1.9M | 1.62% |
+5,419
| New | +$1.85M |
|
15
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
| $1.76M | 1.5% |
+32,690
| New | +$1.77M |
|
16
Mastercard
MA
$503B
| $1.46M | 1.25% |
+2,564
| New | +$1.43M |
|
17
Netflix
NFLX
$334B
| $1.34M | 1.14% |
+14,288
| New | +$1.54M |
|
18
State Street Technology Select Sector SPDR ETF
XLK
$120B
| $1.29M | 1.1% |
+8,936
| New | +$1.29M |
|
19
Advanced Micro Devices
AMD
$761B
| $1.19M | 1.02% |
+5,576
| New | +$1.25M |
|
20
RTX Corp
RTX
$297B
| $1.17M | 1% |
+6,406
| New | +$1.11M |
|
21
Palantir
PLTR
$421B
| $1.17M | 0.99% |
+6,561
| New | +$1.19M |
|
22
Vanguard S&P 500 ETF
VOO
$1.03T
| $1.14M | 0.97% |
+1,817
| New | +$1.13M |
|
23
Costco
COST
$424B
| $1.13M | 0.97% |
+1,315
| New | +$1.19M |
|
24
Schwab US Large-Cap Growth ETF
SCHG
$62.2B
| $1.08M | 0.92% |
+33,008
| New | +$1.07M |
|
25
GE Aerospace
GE
$370B
| $983K | 0.84% |
+3,192
| New | +$961K |
|
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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.