Portfolio (Quarterly) Guide ↗

Eagle Wealth Advisors LLC

· CIK 0002107271

13F Portfolio $131M AUM 100 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 50 Added 26 Reduced 9 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTU	INTUIT	Technology	1,030	$445K	0.41%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,248	$282K	0.26%	SOLD
3	ADBE	ADOBE INC	Technology	1,089	$265K	0.24%	SOLD
4	UBER	UBER TECHNOLOGIES INC	Technology	3,463	$249K	0.23%	SOLD
5	SPGI	S&P GLOBAL INC	Financial Services	585	$249K	0.23%	SOLD
6	FDHY	FIDELITY COVINGTON TRUST	—	4,943	$241K	0.22%	SOLD
7	BLK	BLACKROCK INC	Financial Services	234	$225K	0.21%	SOLD
8	REGN	REGENERON PHARMACEUTICALS	Healthcare	272	$210K	0.19%	SOLD
9	OTIS	OTIS WORLDWIDE CORP	Industrials	2,685	$207K	0.19%	SOLD

Sector Allocation

Technology 59.3%

Consumer Cyclical 10.8%

Communication Services 9.3%

Financial Services 5.8%

Healthcare 4.6%

Consumer Defensive 4.5%

Industrials 3.5%

Utilities 0.8%

Basic Materials 0.8%

Energy 0.6%