DOSSIER · 13F-HR · Q2 2026
Eagle Wealth Advisors LLC
$131M in tracked AUM across 100 positions as of Q2 2026.
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CIK 0002107271 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Eagle Wealth Advisors LLC presents a portfolio with a total market value of approximately $117.31 million, comprising 91 individual holdings. The portfolio exhibits a "core and satellite" structure, combining a high-conviction allocation to specific mega-cap technology stocks with a diversified layer of ETFs and large-cap blue-chip companies. The top 10 holdings account for roughly 56% of the total portfolio value, indicating a concentrated approach toward the manager's hi...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.