2026 Q1 Portfolio Activity
In 2026 Q1, EAGLE WEALTH STRATEGIES LLC maintained a portfolio of 123 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 0.21% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 31.2%.
Position History
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Total Positions
123
Quarter
2026 Q1
Top Holding
VOO (22.7%)
Top 10 Concentration
73.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 123
EAGLE WEALTH STRATEGIES LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 22.66% | 19.25% |
#1
Prev: #1
|
8.5 |
—
|
20,554 | 31.2% |
P
S
|
86,475 | $51,672,902 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 12.93% | 12.87% |
#2
Prev: #2
|
6.0 |
—
|
-4,148 | -1.5% |
P
S
|
266,876 | $29,481,776 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FLQM
FRANKLIN TEMPLE...
|
ETF | 10.56% | 10.97% |
#3
Prev: #3
|
5.5 |
—
|
19,886 | 4.7% |
P
S
|
438,625 | $24,093,670 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 7.71% | 8.18% |
#4
Prev: #4
|
4.1 |
—
|
3,667 | 1.9% |
P
S
|
200,179 | $17,583,740 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 7.66% | 7.59% |
#5
Prev: #5
|
4.1 |
—
|
5,483 | 1.1% |
P
S
|
488,464 | $17,477,225 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 4.64% | 5.11% |
#6
Prev: #6
|
2.4 |
—
|
1,371 | 1.9% |
P
S
|
72,223 | $10,588,552 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.21% | 1.67% |
#7
2
Prev: #9
|
1.9 |
—
|
no change | no change |
P
S
|
29,750 | $5,047,345 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.71% | 2.10% |
#8
1
Prev: #7
|
1.2 |
—
|
-802 | -4.1% |
P
S
|
18,763 | $3,907,770 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.66% | 2.07% |
#9
1
Prev: #8
|
1.2 |
—
|
-1 | -0.0% |
P
S
|
4,126 | $3,795,142 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.44% | 1.61% |
#10
Prev: #10
|
1.1 |
—
|
-25 | -0.5% |
P
S
|
5,050 | $3,283,970 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.22% | 1.27% |
#11
2
Prev: #13
|
2.5 |
—
|
1,287 | 8.8% |
P
S
|
15,964 | $2,784,142 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 1.21% | 1.29% |
#12
Prev: #12
|
1.0 |
—
|
-35 | -0.3% |
P
S
|
13,269 | $2,761,204 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.09% | 1.48% |
#13
2
Prev: #11
|
0.9 |
—
|
117 | 1.8% |
P
S
|
6,686 | $2,475,027 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.05% | 1.23% |
#14
Prev: #14
|
0.9 |
—
|
-58 | -0.7% |
P
S
|
8,142 | $2,395,010 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.00% | 1.14% |
#15
Prev: #15
|
0.9 |
—
|
-26 | -0.3% |
P
S
|
8,991 | $2,281,808 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.95% | 0.74% |
#16
1
Prev: #17
|
0.9 |
—
|
68 | 0.7% |
P
S
|
10,481 | $2,168,586 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
FULT
FULTON FINL COR...
|
Financial Services | 0.78% | 0.80% |
#17
1
Prev: #16
|
0.8 |
—
|
-2,460 | -2.8% |
P
S
|
86,956 | $1,768,679 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
PFIS
PEOPLES FINL SV...
|
Financial Services | 0.67% | 0.65% |
#18
3
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
28,655 | $1,528,171 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.61% | 0.72% |
#19
1
Prev: #18
|
0.7 |
—
|
-83 | -1.7% |
P
S
|
4,875 | $1,398,545 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IWB
ISHARES TR
|
ETF | 0.60% | 0.49% |
#20
3
Prev: #23
|
2.7 |
—
|
1,029 | 36.7% |
P
S
|
3,834 | $1,367,060 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.57% | 0.45% |
#21
3
Prev: #24
|
2.7 |
—
|
1,172 | 35.3% |
P
S
|
4,491 | $1,289,833 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.55% | 0.40% |
#22
5
Prev: #27
|
2.7 |
—
|
2,332 | 28.6% |
P
S
|
10,478 | $1,260,398 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 0.53% | 0.66% |
#23
4
Prev: #19
|
0.7 |
—
|
33 | 0.6% |
P
S
|
5,535 | $1,198,770 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.52% | 0.57% |
#24
2
Prev: #22
|
0.7 |
—
|
91 | 1.6% |
P
S
|
5,833 | $1,186,607 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.46% | 0.66% |
#25
5
Prev: #20
|
0.7 |
—
|
2 | 0.0% |
P
S
|
5,256 | $1,042,212 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.45% | 0.42% |
#26
Prev: #26
|
0.7 |
—
|
24 | 0.2% |
P
S
|
11,172 | $1,037,637 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.36% | 0.31% |
#27
6
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
1,171 | $829,362 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
COHR
COHERENT CORP
|
Technology | 0.35% | 0.29% |
#28
9
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
3,395 | $808,723 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.35% | 0.43% |
#29
4
Prev: #25
|
0.6 |
—
|
-82 | -3.1% |
P
S
|
2,596 | $803,532 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
T
AT&T INC
|
Communication Services | 0.34% | 0.28% |
#30
9
Prev: #39
|
2.1 |
—
|
2,723 | 11.4% |
P
S
|
26,698 | $773,974 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 0.32% | 0.33% |
#31
1
Prev: #32
|
0.6 |
—
|
-13 | -0.2% |
P
S
|
6,308 | $724,310 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NWFL
NORWOOD FINANCI...
|
Financial Services | 0.30% | 0.31% |
#32
3
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
23,528 | $692,194 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.30% | 0.27% |
#33
10
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
1,001 | $682,922 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CCL
CARNIVAL CORP
|
Consumer Cyclical | 0.30% | 0.37% |
#34
4
Prev: #30
|
0.6 |
—
|
63 | 0.2% |
P
S
|
26,263 | $679,677 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.29% | 0.39% |
#35
7
Prev: #28
|
2.1 |
—
|
229 | 5.3% |
P
S
|
4,522 | $665,159 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
APD
AIR PRODUCTS AN...
|
Basic Materials | 0.28% | 0.25% |
#36
9
Prev: #45
|
0.6 |
—
|
11 | 0.5% |
P
S
|
2,220 | $644,888 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 0.27% | 0.31% |
#37
3
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
1,707 | $612,608 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
IWM
ISHARES TR
|
ETF | 0.27% | 0.22% |
#38
15
Prev: #53
|
2.6 |
—
|
585 | 31.1% |
P
S
|
2,464 | $611,072 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.26% | 0.26% |
#39
5
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,302 | $599,188 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
ACGL
ARCH CAP GROUP ...
|
Financial Services | 0.26% | 0.27% |
#40
1
Prev: #41
|
0.6 |
—
|
67 | 1.1% |
P
S
|
6,074 | $583,043 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.25% | 0.21% |
#41
13
Prev: #54
|
0.6 |
—
|
489 | 4.4% |
P
S
|
11,575 | $581,085 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.25% | 0.22% |
#42
7
Prev: #49
|
0.6 |
—
|
13 | 0.8% |
P
S
|
1,685 | $569,260 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 0.24% | 0.18% |
#43
19
Prev: #62
|
0.6 |
—
|
-130 | -6.4% |
P
S
|
1,902 | $539,814 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CCJ
CAMECO CORP
|
Energy | 0.24% | 0.38% |
#44
15
Prev: #29
|
0.1 |
—
|
-4,050 | -45.0% |
P
S
|
4,955 | $538,163 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.23% | 0.37% |
#45
14
Prev: #31
|
0.6 |
—
|
122 | 1.5% |
P
S
|
8,448 | $530,112 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.23% | 0.21% |
#46
10
Prev: #56
|
0.6 |
—
|
44 | 0.8% |
P
S
|
5,341 | $529,026 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.23% | 0.27% |
#47
7
Prev: #40
|
0.6 |
—
|
35 | 4.0% |
P
S
|
920 | $526,257 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
V
VISA INC
|
Financial Services | 0.23% | 0.28% |
#48
10
Prev: #38
|
0.6 |
—
|
12 | 0.7% |
P
S
|
1,727 | $522,080 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.22% | 0.30% |
#49
13
Prev: #36
|
0.6 |
—
|
-2 | -0.1% |
P
S
|
1,827 | $510,274 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.22% | 0.19% |
#50
9
Prev: #59
|
0.6 |
—
|
9 | 0.4% |
P
S
|
2,029 | $495,940 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-10 |
Showing 1-50 of 123 holdings