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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
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CDNS CADENCE DESIGN SYSTEM INC Technology 1,254.0 $471K 0.36% +34.0 +2.8% $375.32 -9.3%
62 WDC WESTERN DIGITAL CORP Technology 730.0 $466K 0.36% NEW $638.72 -28.1%
63 GILD GILEAD SCIENCES INC Healthcare 3,619.0 $457K 0.35% +637.0 +21.4% $126.34 +15.3%
64 IVV ISHARES TR 610.0 $457K 0.35% +76.0 +14.2% $748.89 +3.2%
65 XLI SELECT SECTOR SPDR TR 2,400.0 $445K 0.34% $185.23 -4.4%
66 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 454.0 $438K 0.34% NEW $965.69 -14.1%
67 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,422.0 $432K 0.33% +2K +2532.6% $178.24 +15.4%
68 APP APPLOVIN CORP Technology 832.0 $429K 0.33% +54.0 +6.9% $515.23 -38.3%
69 VRTX VERTEX PHARMACEUTICALS INC Healthcare 845.0 $420K 0.32% +33.0 +4.1% $496.73 +9.1%
70 CARR CARRIER GLOBAL CORPORATION Industrials 5,692.0 $418K 0.32% $73.35 -19.8%
71 MCD MCDONALDS CORP Consumer Cyclical 1,529.0 $413K 0.32% +65.0 +4.4% $270.31 -2.0%
72 XOM EXXON MOBIL CORP Energy 2,975.0 $407K 0.31% +350.0 +13.3% $136.72 +14.6%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 1,327.0 $373K 0.28% +75.0 +6.0% $281.21 -16.2%
74 ABBV ABBVIE INC Healthcare 1,315.0 $331K 0.25% +152.0 +13.1% $251.64 +1.5%
75 ANET ARISTA NETWORKS INC Technology 1,945.0 $330K 0.25% -411.0 -17.4% $169.88 +15.0%
76 ASML ASML HOLDING N V Technology 166.0 $330K 0.25% NEW $1989.44 -14.7%
77 VFH VANGUARD WORLD FD 2,430.0 $320K 0.24% $131.60 +7.9%
78 13FORTINET INC 2,073.0 $318K 0.24% NEW $153.62
79 TMUS T-MOBILE US INC Communication Services 1,883.0 $316K 0.24% -427.0 -18.5% $167.73 +8.1%
80 VUG VANGUARD INDEX FDS 3,570.0 $308K 0.23% +3K +500.0% $86.14 +2.8%
Page 4 of 5  ·  100 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 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%