Eagle Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Westport, CT
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$136,163
Net value change ($000)
+5,102 (3.9%)
New positions
3
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,370 35.8%
AAPL 1,467 14.8%
META 966 31.2%
NVDA 877 7.1%
PLTR 629 61.6%
STIP 382 7.9%
SPMO 365 74.3%
QQQM 350 NEW
AMZN 336 6.3%
AVLV 327 NEW
Top Reduces (Value $000, Stocks/ETFs)
RTX -806 -64.3%
TSLA -520 -15.4%
KLAC -492 -34.3%
LRCX -477 -22.5%
AMAT -463 -27.3%
AVGO -281 -6.6%
CRM -215 -100.0%
INTC -190 -9.1%
APP -186 -43.4%
CAT -145 -19.4%
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