Eagle Wealth Advisors LLC
•CIK: 2107271•Filing: Q4 2025
**Eagle Wealth Advisors LLC** manages $117M across a concentrated portfolio of 91 positions. The fund exhibits significant conviction in mega-cap technology leaders, with top holdings including NVDA at $13.1M and AAPL at $11.1M. Further substantial allocations are directed toward MSFT ($10.0M), AMZN ($5.7M), and AVGO ($4.9M). This structure signals a focused, growth-oriented mandate targeting established industry leaders.
Total AUM
$117.3M
QoQ Performance
N/A
Positions
80
Top 10 Concentration
55.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
NVDA11.1%
AAPL9.4%
MSFT8.5%
AMZN4.9%
AVGO4.2%
GOOGL3.9%
SPSB3.5%
TSLA3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology48.1%
Other25.2%
Consumer11.0%
Financial5.3%
Healthcare3.9%
Industrial2.2%
ETF2.0%
Communication1.6%