Institutional Manager · CIK 0002107271
Eagle Wealth Advisors LLC
WESTPORT, CT · File #028-26020
Latest AUM
$117.3M
Positions
91
Top-10 Concentration
62.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 70,057 | $13.1M | 12.51% |
| 2 | APPLE INC | AAPL | 40,751 | $11.1M | 10.61% |
| 3 | MICROSOFT CORP | MSFT | 20,590 | $10.0M | 9.54% |
| 4 | AMAZON COM INC | AMZN | 24,661 | $5.7M | 5.45% |
| 5 | BROADCOM INC | AVGO | 14,145 | $4.9M | 4.69% |
| 6 | ALPHABET INC | GOOG | 14,790 | $4.6M | 4.43% |
| 7 | SPDR SERIES TRUST | 78464A474 | 135,241 | $4.1M | 3.91% |
| 8 | TESLA INC | TSLA | 8,491 | $3.8M | 3.66% |
| 9 | META PLATFORMS INC | META | 5,729 | $3.8M | 3.62% |
| 10 | ALPHABET INC | GOOG | 12,006 | $3.8M | 3.61% |
| 11 | VANGUARD WORLD FD | 921910816 | 8,368 | $3.5M | 3.31% |
| 12 | ISHARES TR | 46429B747 | 25,969 | $2.7M | 2.55% |
| 13 | ELI LILLY & CO | LLY | 2,256 | $2.4M | 2.32% |
| 14 | VISA INC | V | 5,419 | $1.9M | 1.82% |
| 15 | ISHARES TR | 464288638 | 32,690 | $1.8M | 1.69% |
| 16 | MASTERCARD INCORPORATED | MA | 2,564 | $1.5M | 1.40% |
| 17 | NETFLIX INC | NFLX | 14,288 | $1.3M | 1.28% |
| 18 | SELECT SECTOR SPDR TR | 81369Y803 | 8,936 | $1.3M | 1.23% |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 5,576 | $1.2M | 1.14% |
| 20 | 5RTX CORPORATION | RTX | 6,406 | $1.2M | 1.13% |