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Portfolio (Quarterly) Guide ↗

Eagle Wealth Advisors LLC

· CIK 0002107271
13F Portfolio $117M AUM 91 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO CO NEW Financial Services 2,738.0 $255K 0.22% NEW $93.20 -20.2%
82 APP APPLOVIN CORP Technology 376.0 $253K 0.22% NEW $673.82 -28.0%
83 FDHY FIDELITY COVINGTON TRUST 4,943.0 $245K 0.21% NEW $49.63 -1.7%
84 URI UNITED RENTALS INC Industrials 303.0 $245K 0.21% NEW $809.32 +14.5%
85 OTIS OTIS WORLDWIDE CORP Industrials 2,685.0 $235K 0.20% NEW $87.35 -19.9%
86 MCK MCKESSON CORP Healthcare 277.0 $227K 0.19% NEW $821.10 -5.6%
87 TMUS T-MOBILE US INC Communication Services 1,106.0 $225K 0.19% NEW $203.04 -5.3%
88 MU MICRON TECHNOLOGY INC Technology 784.0 $224K 0.19% NEW $285.41 +141.4%
89 MS MORGAN STANLEY Financial Services 1,201.0 $213K 0.18% NEW $177.53 +7.0%
90 CVX CHEVRON CORP NEW Energy 1,369.0 $209K 0.18% NEW $152.41 +27.3%
91 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,196.0 $200K 0.17% NEW $91.21 +0.7%
Page 5 of 5  ·  91 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 51.1%
Communication Services 14.7%
Consumer Cyclical 11.6%
Financial Services 8.7%
Healthcare 6.0%
Industrials 3.7%
Consumer Defensive 2.2%
Utilities 0.8%
Energy 0.5%
Basic Materials 0.5%