Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eagle Wealth Advisors LLC (CIK 2107271) reported $131.1M across 100 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($12.3M, 9.41%), AAPL ($9.9M, 7.55%), MSFT ($6.6M, 5.06%), AMZN ($5.4M, 4.09%), STIP ($4.8M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $12.3M | 9.41% | 61,628 | Trimmed |
| 2 | AAPL | APPLE INC | $9.9M | 7.55% | 34,213 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $6.6M | 5.06% | 17,765 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $5.4M | 4.09% | 22,483 | Trimmed |
| 5 | STIP | ISHARES TR | $4.8M | 3.68% | 47,147 | Added |
| 6 | GOOGL | ALPHABET INC | $4.6M | 3.51% | 12,880 | Trimmed |
| 7 | AVGO | BROADCOM INC | $4.2M | 3.23% | 11,217 | Trimmed |
| 8 | MU | MICRON TECHNOLOGY INC | $4.1M | 3.15% | 3,580 | Added |
| 9 | GOOG | ALPHABET INC | $3.9M | 2.98% | 11,069 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $3.9M | 2.97% | 6,694 | Added |
| 11 | MGK | VANGUARD WORLD FD | $3.8M | 2.91% | 43,415 | Added |
| 12 | IGIB | ISHARES TR | $3.8M | 2.87% | 70,807 | Added |
| 13 | TSLA | TESLA INC | $3.4M | 2.58% | 8,041 | Added |
| 14 | META | META PLATFORMS INC | $3.1M | 2.36% | 5,497 | Trimmed |
| 15 | SPSB | SPDR SERIES TRUST | $2.7M | 2.04% | 88,939 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORP | $2.1M | 1.62% | 4,899 | Added |
| 17 | INTC | INTEL CORP | $2.1M | 1.59% | 14,908 | Added |
| 18 | XLK | SELECT SECTOR SPDR TR | $1.7M | 1.31% | 9,029 | Trimmed |
| 19 | AMAT | APPLIED MATLS INC | $1.7M | 1.29% | 2,343 | Added |
| 20 | WMT | WALMART INC | $1.7M | 1.28% | 14,855 | Added |
| 21 | CSCO | CISCO SYS INC | $1.6M | 1.24% | 13,846 | Added |
| 22 | COST | COSTCO WHSL CORP NEW | $1.5M | 1.16% | 1,631 | Added |
| 23 | KLAC | KLA CORP | $1.4M | 1.10% | 4,757 | Added |
| 24 | LLY | ELI LILLY & CO | $1.3M | 1.00% | 1,097 | Trimmed |
| 25 | QTEC | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.96% | 3,753 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30