Eagle Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0002107271
13F-HR · 87 reported holdings · 2026-03-31
Reported long-US-equity value
$0.09B
Top-10 concentration
55.1%
Eagle Wealth Advisors LLC — $91.8M AUM allocation strategy
Eagle Wealth Advisors LLC files SEC Form 13F and reports $91.8M of long US equity value across 87 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 37.6%, followed by Communication Services 12.9% and Consumer Discretionary 8.4%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Eagle Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$91.8M
total across 87 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSCO +7.48K sh · +$583K+$WMT +7.23K sh · +$953K+$MU +2.21K sh · +$786K
Biggest trims (shares)
−$NVDA −5.68K sh · −$1.84M−$AAPL −4.63K sh · −$1.91M−$SCHW −2.49K sh · −$188K
Exited to nil (held last quarter, gone now)
$NOW ($538K last qtr)$DHR ($401K last qtr)$PGR ($335K last qtr)$ACN ($259K last qtr)$PH ($258K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors18.9%—
- Interactive Media & Services11.2%—
- Technology Hardware, Storage & Peripherals10.0%—
- Systems Software7.4%—
- Broadline Retail5.2%—
- Automobile Manufacturers3.2%—
- Consumer Staples Merchandise Retail3.2%—
- Movies & Entertainment1.7%—
- Other holdings39.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 64.4K | $11.2M | -5.68K | 12.2% |
| $AAPL | Apple Inc | 36.1K | $9.17M | -4.63K | 10.0% |
| $MSFT | Microsoft Corporation | 18.4K | $6.81M | -2.2K | 7.4% |
| $AMZN | Amazon.com Inc | 22.9K | $4.77M | -1.78K | 5.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.4K | $3.86M | -1.38K | 4.2% |
| $AVGO | Broadcom Inc | 12.1K | $3.75M | -2.03K | 4.1% |
| $GOOGL | Alphabet Inc | 11.3K | $3.24M | -716 | 3.5% |
| $META | Meta Platforms Inc | 5.57K | $3.19M | -158 | 3.5% |
| $TSLA | Tesla Inc | 8K | $2.97M | -495 | 3.2% |
| $NFLX | Netflix Inc | 16.4K | $1.57M | +2.07K | 1.7% |
…and 77 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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