Eagle Wealth Advisors LLC ETF holdings
Westport, CT
Reported $27.5M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$27.5M
ETFs held
20
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
21.0%
of $131.1M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| STIP | iShares 0-5 Year TIPS Bond ETF | $4.8M | 47,147 | +6,980 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $3.8M | 43,415 | +34,606 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $3.8M | 70,807 | +15,762 shares |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond Index ETF | $2.7M | 88,939 | −10,516 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.7M | 9,029 | −6 shares |
| QTEC | First Trust NASDAQ-100-Technology Sector Index Fund | $1.3M | 3,753 | No change |
| VOO | Vanguard S&P 500 ETF | $1.2M | 1,814 | −9 shares |
| VIS | Vanguard Industrials ETF | $1.0M | 2,882 | No change |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $1.0M | 30,544 | +29 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $951K | 1,274 | −56 shares |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002107271. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Eagle Wealth Advisors LLC own?
Eagle Wealth Advisors LLC reported 20 ETF positions worth $27.5M in its Form 13F for June 30, 2026. The largest was STIP, at $4.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.