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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
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

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 Miscellaneous 19.5%
3 Communication Services 12.21%
4 Consumer Discretionary 9.42%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.65T
$13.1M 11.14%
+70,057
New +$13M
2025 Q4
0 quarters
AAPL icon
2
Apple
AAPL
$4.87T
$11.1M 9.44%
+40,751
New +$10.9M
2025 Q4
0 quarters
MSFT icon
3
Microsoft
MSFT
$3.84T
$9.96M 8.49%
+20,590
New +$10.3M
2025 Q4
0 quarters
AMZN icon
4
Amazon
AMZN
$2.71T
$5.69M 4.85%
+24,661
New +$5.64M
2025 Q4
0 quarters
AVGO icon
5
Broadcom
AVGO
$1.7T
$4.9M 4.17%
+14,145
New +$5.06M
2025 Q4
0 quarters
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.2T
$4.63M 3.95%
+14,790
New +$4.23M
2025 Q4
0 quarters
SPSB icon
7
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.9B
$4.08M 3.48%
+135,241
New +$4.09M
2025 Q4
0 quarters
TSLA icon
8
Tesla
TSLA
$1.46T
$3.82M 3.26%
+8,491
New +$3.76M
2025 Q4
0 quarters
META icon
9
Meta Platforms (Facebook)
META
$1.85T
$3.78M 3.22%
+5,729
New +$3.83M
2025 Q4
0 quarters
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.16T
$3.77M 3.21%
+12,006
New +$3.44M
2025 Q4
0 quarters
MGK icon
11
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.9B
$3.45M 2.94%
+41,840
New +$3.44M
2025 Q4
0 quarters
STIP icon
12
iShares 0-5 Year TIPS Bond ETF
STIP
$16.4B
$2.66M 2.27%
+25,969
New +$2.67M
2025 Q4
0 quarters
LLY icon
13
Eli Lilly
LLY
$1.02T
$2.42M 2.07%
+2,256
New +$2.16M
2025 Q4
0 quarters
V icon
14
Visa
V
$677B
$1.9M 1.62%
+5,419
New +$1.85M
2025 Q4
0 quarters
IGIB icon
15
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$1.76M 1.5%
+32,690
New +$1.77M
2025 Q4
0 quarters
MA icon
16
Mastercard
MA
$484B
$1.46M 1.25%
+2,564
New +$1.43M
2025 Q4
0 quarters
NFLX icon
17
Netflix
NFLX
$279B
$1.34M 1.14%
+14,288
New +$1.54M
2025 Q4
0 quarters
XLK icon
18
State Street Technology Select Sector SPDR ETF
XLK
$130B
$1.29M 1.1%
+8,936
New +$1.29M
2025 Q4
0 quarters
AMD icon
19
Advanced Micro Devices
AMD
$1.03T
$1.19M 1.02%
+5,576
New +$1.25M
2025 Q4
0 quarters
RTX icon
20
RTX Corp
RTX
$249B
$1.17M 1%
+6,406
New +$1.11M
2025 Q4
0 quarters
PLTR icon
21
Palantir
PLTR
$454B
$1.17M 0.99%
+6,561
New +$1.19M
2025 Q4
0 quarters
VOO icon
22
Vanguard S&P 500 ETF
VOO
$1.05T
$1.14M 0.97%
+1,817
New +$1.13M
2025 Q4
0 quarters
COST icon
23
Costco
COST
$408B
$1.13M 0.97%
+1,315
New +$1.19M
2025 Q4
0 quarters
SCHG icon
24
Schwab US Large-Cap Growth ETF
SCHG
$64.6B
$1.08M 0.92%
+33,008
New +$1.07M
2025 Q4
0 quarters
GE icon
25
GE Aerospace
GE
$321B
$983K 0.84%
+3,192
New +$961K
2025 Q4
0 quarters
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 Miscellaneous and Communication Services.

  • 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.