Eagle Wealth Advisors LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 131,061
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 100 | 131,061 | 13F-HR | Eagle Wealth Advisors LLC |
| Q1 2026 | 4/23/2026 | 98 | 108,373 | 13F-HR | Eagle Wealth Advisors LLC |
| Q4 2025 | 1/29/2026 | 91 | 117,309 | 13F-HR | Eagle Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 104.8 K | 79.9% | 19.11 K | 0 | 19.11 K |
| ETFs | 26.29 K | 20.1% | 3.581 K | 0 | 3.581 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
131,061
Holdings
100
QoQ value change ($000)
22,688
(20.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.