EAGLE WEALTH STRATEGIES LLC

Eagle Wealth Strategies' $261.7 million book (Q2 2026, up 14.8% from $228.1 million) shows a distinct three-name pattern: Advanced Micro Devices (AMD), Micron (MU), and Marvell Technology (MRVL) each saw their position values surge — AMD up 152% to $3.0 million, Micron up 238% to $1.9 million, Marvell up 193%, nearly tripling, to $1.5 million — while the manager was trimming shares in all three (AMD -11.6%, Micron -0.9%, Marvell -2.7%). Rather than riding the rally passively, Eagle Wealth took profit into strength across its entire semiconductor sleeve. The rest of the book leans heavily on factor ETFs: Vanguard S&P 500 (VOO, 22.9%), Avantis U.S. Small Cap Value (AVUV, 12.4%), Franklin FTSE Multifactor (FLQM, 10.4%), Dimensional Emerging Markets Value (DFEV, 7.9%), and WisdomTree Quality Dividend Growth (DGRW, 7.3%) together make up 60.8% of assets — a deliberate factor-tilt structure, not a diversified index hug. The sole sector-specific bet is Health Care Select Sector SPDR (XLV) at 4.6%, grown 5.5% in shares this quarter with no offsetting sector position elsewhere in the book — a real, standalone conviction call. New stakes appeared in SPDR Gold Trust (GLD) and a position tied to Space Exploration Technologies (SPCX), while Northrop Grumman (NOC), Verizon (VZ), and Johnson & Johnson (JNJ) were exited outright.