Eagle Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Westport, CT
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$131,061
Net value change ($000)
+22,688 (20.9%)
New positions
11
Sold out positions
9
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 3,122 309.1%
AMD 2,565 193.7%
INTC 1,553 293.6%
LRCX 1,115 110.5%
NVDA 1,103 9.8%
AMAT 971 134.3%
IGIB 836 28.5%
KLAC 747 108.6%
GOOGL 747 19.4%
AAPL 733 8.0%
Top Reduces (Value $000, Stocks/ETFs)
INTU -445 -100.0%
NFLX -426 -27.1%
SPSB -322 -10.8%
HON -282 -100.0%
ISRG -275 -48.2%
ADBE -265 -100.0%
SPGI -249 -100.0%
UBER -249 -100.0%
FDHY -241 -100.0%
MA -233 -27.6%
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