Fund Universe

Eagle Wealth Advisors LLC

CIK 0002107271 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.212
AUM ($M)
131
Positions
100
Turnover
0.12
Top-10 wt
46%
Herfindahl
0.032
History (qtrs)
3
Excess Return
not eligible

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Holdings · 109 positions · portfolio value $131M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION TRIM 9.4% -1.0% 12.3 61,628 -2,749 2
AAPL funds › APPLE INC TRIM 7.6% -0.9% 9.9 34,213 -1,907 2
MSFT funds › MICROSOFT CORP TRIM 5.1% -1.2% 6.6 17,765 -625 2
AMZN funds › AMAZON COM INC TRIM 4.1% -0.3% 5.4 22,483 -396 2
STIP funds › ISHARES TR ADD 3.7% -0.2% 4.8 47,147 +6,980 2
GOOGL funds › ALPHABET INC TRIM 3.5% -0.0% 4.6 12,880 -529 2
AVGO funds › BROADCOM INC TRIM 3.2% -0.2% 4.2 11,217 -899 2
MU funds › MICRON TECHNOLOGY INC ADD 3.2% +2.2% 4.1 3,580 +591 2
GOOG funds › ALPHABET INC TRIM 3.0% -0.0% 3.9 11,069 -221 2
AMD funds › ADVANCED MICRO DEVICES INC ADD 3.0% +1.7% 3.9 6,694 +184 2
MGK funds › VANGUARD WORLD FD ADD 2.9% -0.1% 3.8 43,415 +34,606 2
IGIB funds › ISHARES TR ADD 2.9% +0.2% 3.8 70,807 +15,762 2
TSLA funds › TESLA INC ADD 2.6% -0.2% 3.4 8,041 +45 2
META funds › META PLATFORMS INC TRIM 2.4% -0.6% 3.1 5,497 -74 2
SPSB funds › SPDR SERIES TRUST TRIM 2.0% -0.7% 2.7 88,939 -10,516 2
LRCX funds › LAM RESEARCH CORP ADD 1.6% +0.7% 2.1 4,899 +183 2
INTC funds › INTEL CORP ADD 1.6% +1.1% 2.1 14,908 +2,919 2
XLK funds › SELECT SECTOR SPDR TR TRIM 1.3% +0.2% 1.7 9,029 -6 2
AMAT funds › APPLIED MATLS INC ADD 1.3% +0.6% 1.7 2,343 +229 2
WMT funds › WALMART INC ADD 1.3% -0.0% 1.7 14,855 +3,545 2
CSCO funds › CISCO SYS INC ADD 1.2% +0.3% 1.6 13,846 +1,201 2
COST funds › COSTCO WHSL CORP NEW ADD 1.2% -0.3% 1.5 1,631 +75 2
KLAC funds › KLA CORP ADD 1.1% +0.5% 1.4 4,757 +4,290 2
LLY funds › ELI LILLY & CO TRIM 1.0% -0.2% 1.3 1,097 -351 2
QTEC funds › FIRST TR EXCHANGE-TRADED FD HOLD 1.0% +0.2% 1.3 3,753 +0 2
RTX funds › 5RTX CORPORATION ADD 1.0% -0.2% 1.3 6,603 +128 2
VOO funds › VANGUARD INDEX FDS TRIM 1.0% -0.1% 1.2 1,814 -9 2
NFLX funds › NETFLIX INC TRIM 0.9% -0.6% 1.1 16,058 -299 2
VIS funds › VANGUARD WORLD FD HOLD 0.8% -0.0% 1.0 2,882 +0 2
SCHG funds › SCHWAB STRATEGIC TR ADD 0.8% -0.0% 1.0 30,544 +29 2
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.8% -0.4% 1.0 8,754 +367 2
SPY funds › SPDR S&P 500 ETF TR TRIM 0.7% -0.1% 1.0 1,274 -56 2
DIA funds › SPDR DOW JONES INDL AVERAGE HOLD 0.7% -0.1% 0.9 1,742 +0 2
PANW funds › PALO ALTO NETWORKS INC ADD 0.7% +0.3% 0.9 2,660 +235 2
JPM funds › JPMORGAN CHASE & CO. ADD 0.7% -0.0% 0.9 2,692 +189 2
V funds › VISA INC TRIM 0.7% -0.3% 0.9 2,557 -812 2
LIN funds › LINDE PLC ADD 0.6% -0.1% 0.8 1,522 +57 2
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.6% +0.0% 0.8 1,513 +214 2
TXN funds › TEXAS INSTRS INC ADD 0.6% +0.2% 0.8 2,518 +530 2
CAT funds › CATERPILLAR INC ADD 0.6% +0.1% 0.7 702 +36 2
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.5% +0.2% 0.6 823 +53 2
VTI funds › VANGUARD INDEX FDS HOLD 0.5% -0.0% 0.6 1,650 +0 2
MA funds › MASTERCARD INCORPORATED TRIM 0.5% -0.3% 0.6 1,188 -499 2
AMGN funds › AMGEN INC ADD 0.5% +0.0% 0.6 1,673 +280 2
GE funds › GE AEROSPACE TRIM 0.5% -0.1% 0.6 1,597 -491 2
MGV funds › VANGUARD WORLD FD HOLD 0.5% -0.0% 0.6 3,641 +0 2
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.4% +0.4% 0.6 1,901 +1,901 1
GS funds › GOLDMAN SACHS GROUP INC ADD 0.4% +0.0% 0.6 557 +25 2
XLF funds › SELECT SECTOR SPDR TR HOLD 0.4% -0.0% 0.6 10,331 +0 2
QCOM funds › QUALCOMM INC ADD 0.4% +0.1% 0.5 2,954 +662 2
GEV funds › GE VERNOVA INC TRIM 0.4% -0.0% 0.5 464 -108 2
PG funds › PROCTER AND GAMBLE CO ADD 0.4% -0.1% 0.5 3,700 +204 2
IYW funds › ISHARES TR HOLD 0.4% +0.1% 0.5 2,136 +0 2
ADI funds › ANALOG DEVICES INC ADD 0.4% +0.1% 0.5 1,312 +245 2
PEP funds › PEPSICO INC ADD 0.4% -0.0% 0.5 3,734 +730 2
HD funds › HOME DEPOT INC ADD 0.4% -0.0% 0.5 1,429 +81 2
SNDK funds › SANDISK CORP NEW 0.4% +0.4% 0.5 218 +218 1
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.4% +0.0% 0.5 3,038 -503 2
JNJ funds › JOHNSON & JOHNSON ADD 0.4% -0.0% 0.5 1,872 +202 2
ORCL funds › ORACLE CORP ADD 0.4% -0.1% 0.5 3,224 +113 2
CDNS funds › CADENCE DESIGN SYSTEM INC ADD 0.4% +0.0% 0.5 1,254 +34 2
WDC funds › WESTERN DIGITAL CORP NEW 0.4% +0.4% 0.5 730 +730 1
GILD funds › GILEAD SCIENCES INC ADD 0.3% -0.0% 0.5 3,619 +637 2
IVV funds › ISHARES TR ADD 0.3% +0.0% 0.5 610 +76 2
XLI funds › SELECT SECTOR SPDR TR HOLD 0.3% -0.0% 0.4 2,400 +0 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.3% +0.3% 0.4 454 +454 1
BKNG funds › BOOKING HOLDINGS INC ADD 0.3% -0.0% 0.4 2,422 +2,330 2
APP funds › APPLOVIN CORP ADD 0.3% +0.0% 0.4 832 +54 2
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.3% -0.0% 0.4 845 +33 2
CARR funds › CARRIER GLOBAL CORPORATION HOLD 0.3% +0.0% 0.4 5,692 +0 2
MCD funds › MCDONALDS CORP ADD 0.3% -0.1% 0.4 1,529 +65 2
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 0.4 2,975 +350 2
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.3% +0.0% 0.4 1,327 +75 2
ABBV funds › ABBVIE INC ADD 0.3% +0.0% 0.3 1,315 +152 2
ANET funds › ARISTA NETWORKS INC TRIM 0.3% -0.0% 0.3 1,945 -411 2
ASML funds › ASML HOLDING N V NEW 0.3% +0.3% 0.3 166 +166 1
VFH funds › VANGUARD WORLD FD HOLD 0.2% -0.0% 0.3 2,430 +0 2
FTNT funds › 13FORTINET INC NEW 0.2% +0.2% 0.3 2,073 +2,073 1
TMUS funds › T-MOBILE US INC TRIM 0.2% -0.2% 0.3 1,883 -427 2
VUG funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 0.3 3,570 +2,975 2
BAC funds › BANK AMERICA CORP ADD 0.2% +0.0% 0.3 5,309 +513 2
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.2% -0.3% 0.3 741 -496 2
MAR funds › MARRIOTT INTL INC NEW ADD 0.2% -0.0% 0.3 758 +35 2
MS funds › MORGAN STANLEY ADD 0.2% +0.0% 0.3 1,299 +69 2
VRT funds › VERTIV HOLDINGS CO TRIM 0.2% +0.0% 0.3 803 -57 2
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.2% -0.0% 0.3 646 -326 2
SHOP funds › SHOPIFY INC ADD 0.2% -0.0% 0.3 2,263 +345 2
SBUX funds › STARBUCKS CORP NEW 0.2% +0.2% 0.3 2,491 +2,491 1
MRK funds › MERCK & CO INC ADD 0.2% +0.0% 0.3 1,957 +291 2
WFC funds › WELLS FARGO CO NEW ADD 0.2% -0.0% 0.2 2,961 +217 2
CEG funds › CONSTELLATION ENERGY CORP ADD 0.2% -0.1% 0.2 961 +45 2
SNPS funds › SYNOPSYS INC NEW 0.2% +0.2% 0.2 530 +530 1
ORLY funds › OREILLY AUTOMOTIVE INC TRIM 0.2% -0.0% 0.2 2,504 -45 2
KO funds › COCA COLA CO NEW 0.2% +0.2% 0.2 2,758 +2,758 1
URI funds › UNITED RENTALS INC NEW 0.2% +0.2% 0.2 195 +195 1
CVX funds › CHEVRON CORP NEW ADD 0.2% -0.1% 0.2 1,319 +88 2
CRM funds › SALESFORCE INC TRIM 0.2% -0.2% 0.2 1,370 -909 2
DIS funds › DISNEY WALT CO TRIM 0.2% -0.1% 0.2 2,236 -239 2
C funds › CITIGROUP INC NEW 0.2% +0.2% 0.2 1,476 +1,476 1
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.2% -0.1% 0.2 407 -250 2
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.3% 0.0 0 -1,248 0
UBER funds › UBER TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -3,463 0
ADBE funds › ADOBE INC EXIT 0.0% -0.2% 0.0 0 -1,089 0
BLK funds › BLACKROCK INC EXIT 0.0% -0.2% 0.0 0 -234 0
INTU funds › INTUIT EXIT 0.0% -0.4% 0.0 0 -1,030 0
OTIS funds › OTIS WORLDWIDE CORP EXIT 0.0% -0.2% 0.0 0 -2,685 0
REGN funds › REGENERON PHARMACEUTICALS EXIT 0.0% -0.2% 0.0 0 -272 0
SPGI funds › S&P GLOBAL INC EXIT 0.0% -0.2% 0.0 0 -585 0
FDHY funds › FIDELITY COVINGTON TRUST EXIT 0.0% -0.2% 0.0 0 -4,943 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 131 100 0.12 46% 0.032 0.212 in
2026Q1 108 98 0.13 49% 0.036 0.207 entered
2025Q4 117 91 0.00 55% 0.043 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status