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Portfolio (Quarterly) Guide ↗

Eagle Wealth Advisors LLC

· CIK 0002107271
13F Portfolio $108M AUM 98 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 40 Added 26 Reduced 7 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 666.0 $472K 0.43% +9.0 +1.4% $708.46 +21.9%
22 ORCL ORACLE CORP Technology 3,111.0 $458K 0.42% +104.0 +3.5% $147.11 +31.2%
23 GS GOLDMAN SACHS GROUP INC Financial Services 532.0 $450K 0.41% +6.0 +1.1% $845.99 +12.1%
24 INTU INTUIT Technology 1,030.0 $445K 0.41% +119.0 +13.1% $432.38 -9.1%
25 JNJ JOHNSON & JOHNSON Healthcare 1,670.0 $408K 0.38% +35.0 +2.1% $244.44 -7.3%
26 SPMO INVESCO EXCH TRADED FD TR II 3,541.0 $397K 0.37% +598.0 +20.3% $112.11 +26.1%
27 PANW PALO ALTO NETWORKS INC Technology 2,425.0 $389K 0.36% +464.0 +23.7% $160.32 +51.5%
28 BKNG BOOKING HOLDINGS INC Consumer Cyclical 92.0 $387K 0.36% +14.0 +17.9% $4210.32 -96.3%
29 VRTX VERTEX PHARMACEUTICALS INC Healthcare 812.0 $363K 0.34% +96.0 +13.4% $446.54 -2.1%
30 IVV ISHARES TR 534.0 $349K 0.32% +90.0 +20.3% $653.21 +13.6%
31 CDNS CADENCE DESIGN SYSTEM INC Technology 1,220.0 $339K 0.31% +136.0 +12.6% $277.87 +24.5%
32 APP APPLOVIN CORP Technology 778.0 $310K 0.29% +402.0 +106.9% $398.00 +23.7%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 1,252.0 $303K 0.28% +35.0 +2.9% $242.39 -9.5%
34 CRWD CROWDSTRIKE HLDGS INC Technology 770.0 $301K 0.28% +123.0 +19.0% $390.41 +52.2%
35 ADBE ADOBE INC Technology 1,089.0 $265K 0.24% +199.0 +22.4% $243.08 +5.2%
36 CEG CONSTELLATION ENERGY CORP Utilities 916.0 $256K 0.24% +177.0 +23.9% $279.25 -6.2%
37 ABBV ABBVIE INC Healthcare 1,163.0 $253K 0.23% +12.0 +1.0% $217.49 -3.7%
38 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,549.0 $235K 0.22% +353.0 +16.1% $92.31 -4.1%
39 BAC BANK AMERICA CORP Financial Services 4,796.0 $234K 0.22% +138.0 +3.0% $48.75 +2.1%
40 MS MORGAN STANLEY Financial Services 1,230.0 $202K 0.19% +29.0 +2.4% $164.57 +17.0%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.7%
Communication Services 14.7%
Consumer Cyclical 11.1%
Financial Services 6.8%
Healthcare 5.6%
Consumer Defensive 4.6%
Industrials 3.9%
Utilities 0.9%
Energy 0.8%
Basic Materials 0.8%