Institutional Fund
Eagle Wealth Advisors LLC
Westport, CTCIK 21072712 filings on record
Portfolio Value
$108.37M
Q1 2026
Holdings
98
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-7.6%
from $117.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation10.4%
- Apple Inc8.5%
- Microsoft Corp6.3%
- Amazon Com Inc4.4%
- Ishares Tr3.8%
- Alphabet Inc3.6%
- Other63.1%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 64.4K | $11.23M | 10.4% | −5.7K | Reduced |
| 2 | Apple Inc | 36.1K | $9.17M | 8.5% | −4.6K | Reduced |
| 3 | Microsoft Corp | 18.4K | $6.81M | 6.3% | −2.2K | Reduced |
| 4 | Amazon Com Inc | 22.9K | $4.77M | 4.4% | −1.8K | Reduced |
| 5 | Ishares Tr | 40.2K | $4.15M | 3.8% | +14.2K | Added |
| 6 | Alphabet Inc | 13.4K | $3.86M | 3.6% | −1.4K | Reduced |
| 7 | Broadcom Inc | 12.1K | $3.75M | 3.5% | −2.0K | Reduced |
| 8 | Alphabet Inc | 11.3K | $3.24M | 3.0% | −716 | Reduced |
| 9 | Vanguard World Fd | 8.8K | $3.24M | 3.0% | +441 | Added |
| 10 | Meta Platforms Inc | 5.6K | $3.19M | 2.9% | −158 | Reduced |
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