Eagle Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Westport, CT
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$108,373
Net value change ($000)
-8,936 (-7.6%)
New positions
14
Sold out positions
7
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STIP 1,495 56.2%
IGIB 1,168 66.3%
WMT 952 208.8%
MU 786 350.9%
AMAT 723 NEW
CSCO 583 146.5%
INTC 529 NEW
AMGN 490 NEW
PEP 466 NEW
GILD 416 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,151 -31.6%
AAPL -1,911 -17.3%
NVDA -1,838 -14.1%
AVGO -1,146 -23.4%
SPSB -1,093 -26.8%
LLY -1,092 -45.0%
AMZN -927 -16.3%
V -882 -46.4%
TSLA -846 -22.2%
GOOGL -773 -16.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type