Eagle Wealth Advisors LLC portfolio

Latest available portfolio: Q3 2026 · Holdings as of 30 Sep 2026 · Filed 20 Oct 2026 ·

$136.16M

Full value: $136,162,848 · USD · 30 Sep 2026

in Form 13F holdings

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter	Holdings	SEC-reported value	Est. additions	Est. reductions	Est. net	Top Holdings	Form Type	Accepted by SEC
Q3 2026	102	$136,162,848	+$5,129,819	-$2,530,927	+$2,598,892	NVDA, AAPL, MSFT, AMZN, STIP	13F-HR	19 Oct 2026, 17:34
Q2 2026	100	$131,061,492	+$14,043,440	-$6,973,560	+$7,069,880	NVDA, AAPL, MSFT, AMZN, STIP	13F-HR	13 Jul 2026, 15:14
Q1 2026	98	$108,373,472	+$12,595,822	-$11,891,092	+$704,730	NVDA, AAPL, MSFT, AMZN, STIP	13F-HR	23 Apr 2026, 13:11
Q4 2025	91	$117,308,921	$0	$0	$0	NVDA, AAPL, MSFT, AMZN, AVGO	13F-HR	29 Jan 2026, 16:50

Showing 1-4 of 4 filings.

Manager details and filing context

Latest 13F filing: Q3 2026 - 20 Oct 2026
Latest reported 13F value: $136,162,848
Largest 13F holdings: NVDA AAPL MSFT AMZN STIP GOOGL AMD META MU MGK AVGO IGIB
+8 more
GOOG SPSB TSLA INTC XLK PLTR LRCX WMT
Form 13F summary: Eagle Wealth Advisors LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Eagle Wealth Advisors LLC reported 102 equity holdings with a total reported market value of $136,162,848 for Q3 2026. Top reported holdings included NVDA, AAPL, MSFT, AMZN, and STIP.
Manager signature: Joseph Anthony Romano - Owner/CEO/CCO
Manager location: Westport, CT

Holdings Value