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Eagle Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    westport, CT
  • Num holdings

    98

  • Value ($000)

    $108,373

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0002107271
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.23M
10 %

64,377

A
AAPL

APPLE INC

COM
037833100
$9.17M
9 %

36,120

M
MSFT

MICROSOFT CORP

COM
594918104
$6.81M
6 %

18,390

A
AMZN

AMAZON COM INC

COM
023135106
$4.77M
4 %

22,879

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$4.15M
4 %

40,167

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.86M
4 %

13,409

A
AVGO

BROADCOM INC

COM
11135F101
$3.75M
4 %

12,116

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.24M
3 %

11,290

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$3.24M
3 %

8,809

M
META

META PLATFORMS INC

CL A
30303M102
$3.19M
3 %

5,571

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