Eagle Wealth Advisors
Eagle Wealth Advisors reported 102 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are NVDA (9.7%), AAPL (8.3%) and MSFT (6.6%). Compared with Q2 2026, the fund opened new positions in QQQM, AVLV and ADP, added to AMZN, STIP and GOOGL, trimmed NVDA, AAPL and MSFT and sold out of CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $13.2M | 9.7% | 58K | −3,858 (−6%) | 4 of 4 | |
| 2 |  AAPL Apple Inc | $11.4M | 8.3% | 34K | −79 (−0%) | 4 of 4 | |
| 3 |  MSFT Microsoft Corp | $9M | 6.6% | 18K | −224 (−1%) | 4 of 4 | |
| 4 |  AMZN Amazon Com Inc | $5.7M | 4.2% | 23K | +373 (+2%) | 4 of 4 | |
| 5 |  STIP Ishares 0-5 | $5.2M | 3.8% | 52K | +5,001 (+11%) | 4 of 4 | |
| 6 |  GOOGL Alphabet Inc | $4.5M | 3.3% | 13K | +249 (+2%) | 4 of 4 | |
| 7 |  AMD Advanced Micro Devices Inc | $4.2M | 3.1% | 6,804 | +110 (+2%) | 4 of 4 | |
| 8 |  META Meta Platforms Inc | $4.1M | 3.0% | 5,601 | +104 (+2%) | 4 of 4 | |
| 9 |  MU Micron Technology Inc | $4M | 3.0% | 3,802 | +222 (+6%) | 4 of 4 | |
| 10 |  MGK Vanguard Mega Cap Growth | $4M | 3.0% | 43K | −100 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CRM Salesforce Inc | $215K | 1,370 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Eagle Wealth Advisors 13F FAQ
What does Eagle Wealth Advisors own?
Eagle Wealth Advisors reported 102 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are NVDA (9.7%), AAPL (8.3%) and MSFT (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Eagle Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 67 added to, 20 trimmed and 1 sold out. New positions include QQQM, AVLV and ADP. It sold all of CRM.
When will Eagle Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Eagle Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $136M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.