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Eq Wealth Advisors

Latest statistics and disclosures from Eq Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGMS, PYLD, BRK.B, SCHP, CGGR, and represent 39.77% of Eq Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VCRM, PYLD, CGMS, CGMU, CGDV, BNDX, DFAS, CGGO, ORCL, FNDX.
Started 210 new stock positions in LTPZ, DIS, T, PCAR, AVNS, ETH, HCA, CAT, DFAS, LMT.
Reduced shares in these 10 stocks: SCHP, DFIV, DISV, CGSD, DFSV, FNDA, MSFT, FNDE, STIP, FNDC.
Eq Wealth Advisors was a net buyer of stock by $15M.
Eq Wealth Advisors has $169M in assets under management (AUM), dropping by 11.29%.
Central Index Key (CIK): 0002047572

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Portfolio Holdings for Eq Wealth Advisors

Eq Wealth Advisors holds 259 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	9.7	$16M	+13%	594k	27.62	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	9.4	$16M	+15%	596k	26.68	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	7.7	$13M		26k	502.66	View chart
Schwab Us Tips Etf Etf (SCHP)	6.7	$11M	-5%	425k	26.49	View chart
Capital Group Growth Etf Etf (CGGR)	6.4	$11M		243k	44.47	View chart
Dimensional International Value Etf Etf (DFIV)	5.4	$9.2M	-4%	185k	49.90	View chart
Vanguard Total International Bond Etf Etf (BNDX)	5.1	$8.6M	+6%	178k	48.32	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	4.5	$7.7M	-5%	203k	38.00	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	4.3	$7.3M	-4%	222k	32.89	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	3.4	$5.8M	+4%	212k	27.21	View chart
Capital Group Municipal Income Etf Etf (CGMU)	2.9	$5.0M	+44%	182k	27.38	View chart
Ishares Gold Trust Etf (IAU)	2.9	$4.9M		61k	81.17	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.2	$3.7M		41k	91.45	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.2	$3.7M	+4%	110k	33.74	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	2.2	$3.7M	-9%	141k	26.01	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	2.1	$3.6M	+11%	103k	34.65	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.6	$2.7M	+55%	62k	43.64	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.4	$2.5M	-2%	11k	219.78	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	1.4	$2.4M	NEW	31k	75.57	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.4	$2.3M	-3%	23k	102.39	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	1.4	$2.3M	-6%	74k	31.51	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.3	$2.2M	-4%	60k	36.06	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	1.2	$2.1M	-2%	46k	45.89	View chart
Microsoft Corp Stock (MSFT)	1.2	$2.0M	-6%	4.0k	483.64	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.9	$1.6M	-5%	35k	44.55	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.8	$1.4M	+5%	35k	38.73	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.5	$904k	+9%	28k	31.93	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.5	$834k		37k	22.64	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.4	$752k	+20%	17k	45.21	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.4	$649k	+24%	64k	10.19	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.4	$648k	+10%	24k	26.52	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.3	$497k		15k	34.21	View chart
Mcdonalds Corp Stock (MCD)	0.3	$494k		1.6k	305.63	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$440k		4.0k	109.91	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$409k	NEW	5.9k	69.67	View chart
Csx Corp Stock (CSX)	0.2	$406k		11k	36.25	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$396k	+2%	3.3k	120.33	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	0.2	$395k	+2%	16k	25.48	View chart
Amazon Stock (AMZN)	0.2	$392k	-2%	1.7k	230.82	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$378k		4.7k	79.72	View chart
Spdr Gold Shares Etf (GLD)	0.2	$364k	+7%	918.00	396.31	View chart
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX)	0.2	$363k	+70%	9.4k	38.43	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$335k	-19%	4.2k	79.58	View chart
Apple Stock (AAPL)	0.2	$323k	-8%	1.2k	271.94	View chart
Abbvie Stock (ABBV)	0.2	$297k		1.3k	228.49	View chart
Eli Lilly & Co Stock (LLY)	0.2	$292k	+3%	272.00	1074.96	View chart
Chevron Corp Stock (CVX)	0.2	$291k	+9%	1.9k	152.43	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.2	$259k		5.5k	46.92	View chart
Oracle Corp Stock (ORCL)	0.2	$255k	NEW	1.3k	194.91	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.1	$249k	NEW	7.6k	32.94	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$245k	NEW	5.4k	45.05	View chart
Cencora Stock (COR)	0.1	$242k		716.00	337.75	View chart
Rtx Corporation Stock (RTX)	0.1	$239k	-11%	1.3k	183.46	View chart
Amgen Stock (AMGN)	0.1	$229k	NEW	700.00	327.31	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$223k		18k	12.58	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.1	$185k	NEW	1.9k	97.80	View chart
Pimco Rafi Dynamic Multi-factor U.s. Equity Etf Etf (MFUS)	0.1	$181k	NEW	3.2k	56.60	View chart
Abbott Labs Stock (ABT)	0.1	$163k	NEW	1.3k	125.29	View chart
Matador Res Stock (MTDR)	0.1	$158k	NEW	3.7k	42.44	View chart
Rockwell Automation Stock (ROK)	0.1	$153k	NEW	393.00	389.07	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.1	$147k	NEW	6.4k	22.97	View chart
Nvidia Corporation Stock (NVDA)	0.1	$143k	NEW	768.00	186.52	View chart
Pfizer Stock (PFE)	0.1	$135k	NEW	5.4k	24.90	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$127k	NEW	1.3k	99.19	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$123k	NEW	216.00	570.21	View chart
Pepsico Stock (PEP)	0.1	$120k	NEW	834.00	143.52	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$117k	NEW	377.00	310.14	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$113k	NEW	1.6k	69.42	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$109k	NEW	349.00	313.00	View chart
Vanguard Value Etf Etf (VTV)	0.1	$107k	NEW	560.00	191.13	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.1	$107k	NEW	1.1k	95.09	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.1	$106k	NEW	3.8k	28.06	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$105k	NEW	254.00	412.77	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$100k	NEW	345.00	288.72	View chart
Johnson & Johnson Stock (JNJ)	0.1	$98k	NEW	471.00	206.95	View chart
Ge Aerospace Stock (GE)	0.1	$96k	NEW	312.00	308.03	View chart
International Business Machs Stock (IBM)	0.1	$96k	NEW	324.00	296.21	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$83k	NEW	135.00	614.31	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$82k	NEW	654.00	125.92	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$81k	NEW	800.00	100.89	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$77k	NEW	3.4k	22.90	View chart
Ameren Corp Stock (AEE)	0.0	$72k	NEW	721.00	99.88	View chart
At&t Stock (T)	0.0	$72k	NEW	2.9k	24.84	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$70k	NEW	817.00	85.77	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$70k	NEW	1.6k	44.17	View chart
Broadcom Stock (AVGO)	0.0	$66k	NEW	190.00	346.10	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.0	$65k	NEW	2.0k	32.57	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$62k	NEW	1.4k	44.65	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$62k	NEW	293.00	210.34	View chart
Oneok Stock (OKE)	0.0	$60k	NEW	810.00	73.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$58k	NEW	604.00	96.27	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$56k	NEW	81.00	684.94	View chart
Ge Vernova Stock (GEV)	0.0	$51k	NEW	78.00	653.56	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$49k	NEW	1.3k	38.33	View chart
Nuveen Mun Value Cef (NUV)	0.0	$47k	NEW	5.2k	9.06	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$47k	NEW	307.00	151.95	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$46k	NEW	96.00	483.67	View chart
Yum Brands Stock (YUM)	0.0	$46k	NEW	306.00	151.28	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$44k	NEW	227.00	191.56	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$43k	NEW	441.00	96.28	View chart
Walmart Stock (WMT)	0.0	$41k	NEW	370.00	111.41	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$41k	NEW	373.00	110.19	View chart
3M Stock (MMM)	0.0	$40k	NEW	250.00	160.10	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$40k	NEW	328.00	121.61	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$39k	NEW	709.00	54.77	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$39k	NEW	98.00	393.92	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$38k	NEW	80.00	473.30	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$36k	NEW	852.00	42.69	View chart
Lxp Industrial Trust Reit (LXP)	0.0	$34k	NEW	692.00	49.58	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$32k	NEW	600.00	53.94	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$32k	NEW	594.00	53.40	View chart
Cisco Sys Stock (CSCO)	0.0	$31k	NEW	396.00	77.03	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.0	$30k	NEW	1.2k	26.34	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$30k	NEW	781.00	38.32	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$29k	NEW	504.00	57.24	View chart
Verizon Communications Stock (VZ)	0.0	$29k	NEW	706.00	40.73	View chart
Intel Corp Stock (INTC)	0.0	$24k	NEW	647.00	36.90	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$24k	NEW	348.00	67.64	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$23k	NEW	68.00	335.26	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.0	$22k	NEW	892.00	24.94	View chart
American Elec Pwr Stock (AEP)	0.0	$22k	NEW	191.00	115.31	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$20k	NEW	138.00	143.97	View chart
Ishares Emerging Markets Dividend Etf Etf (DVYE)	0.0	$20k	NEW	636.00	31.16	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$20k	NEW	480.00	41.22	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$20k	NEW	393.00	50.29	View chart
Potlatchdeltic Corporation Reit	0.0	$19k	NEW	485.00	39.78	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$19k	NEW	669.00	28.82	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$19k	NEW	122.00	155.12	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$18k	NEW	57.00	322.23	View chart
Corteva Stock (CTVA)	0.0	$17k	NEW	256.00	67.03	View chart
Orion Group Hldgs Stock (ORN)	0.0	$17k	NEW	1.7k	9.94	View chart
Deluxe Corp Stock (DLX)	0.0	$16k	NEW	732.00	22.33	View chart
Wells Fargo Stock (WFC)	0.0	$16k	NEW	170.00	93.20	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$16k	NEW	100.00	154.80	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$15k	NEW	208.00	74.07	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$15k	NEW	400.00	38.38	View chart
Philip Morris Intl Stock (PM)	0.0	$15k	NEW	95.00	160.40	View chart
Block Inc Cl A Stock (XYZ)	0.0	$15k	NEW	230.00	65.09	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$14k	NEW	482.00	29.89	View chart
Carrier Global Corporation Stock (CARR)	0.0	$14k	NEW	272.00	52.84	View chart
Fortinet Stock (FTNT)	0.0	$14k	NEW	180.00	79.41	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$14k	NEW	157.00	89.46	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$14k	NEW	21.00	660.10	View chart
Truist Finl Corp Stock (TFC)	0.0	$13k	NEW	265.00	49.21	View chart
Simon Ppty Group Reit (SPG)	0.0	$13k	NEW	70.00	185.11	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$13k	NEW	250.00	50.52	View chart
Strategy Inc Series A Perp Pf Convertible Preferred (STRK)	0.0	$12k	NEW	151.00	78.76	View chart
Medtronic Stock (MDT)	0.0	$12k	NEW	123.00	96.06	View chart
Xcel Energy Stock (XEL)	0.0	$12k	NEW	158.00	73.86	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$12k	NEW	144.00	80.30	View chart
Tjx Cos Stock (TJX)	0.0	$11k	NEW	72.00	153.61	View chart
The Cigna Group Stock (CI)	0.0	$11k	NEW	40.00	275.23	View chart
Synchrony Financial Stock (SYF)	0.0	$11k	NEW	129.00	83.43	View chart
American Express Stock (AXP)	0.0	$11k	NEW	29.00	366.10	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$11k	NEW	118.00	88.70	View chart
General Dynamics Corp Stock (GD)	0.0	$10k	NEW	31.00	336.65	View chart
Dupont De Nemours Stock (DD)	0.0	$10k	NEW	256.00	40.20	View chart
Prudential Finl Stock (PRU)	0.0	$10k	NEW	89.00	113.34	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.0	$10k	NEW	285.00	35.31	View chart
Williams Cos Stock (WMB)	0.0	$10k	NEW	167.00	60.11	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$10k	NEW	364.00	27.49	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.0	$9.9k	NEW	134.00	73.92	View chart
Allstate Corp Stock (ALL)	0.0	$9.8k	NEW	47.00	208.15	View chart
Sila Realty Trust Reit (SILA)	0.0	$9.8k	NEW	419.00	23.31	View chart
Emerson Elec Stock (EMR)	0.0	$9.7k	NEW	73.00	132.73	View chart
Gilead Sciences Stock (GILD)	0.0	$9.5k	NEW	77.00	122.74	View chart
Lumentum Hldgs Stock (LITE)	0.0	$9.2k	NEW	25.00	368.60	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.0	$9.2k	NEW	141.00	65.01	View chart
Blackrock Utils Infrastructure Cef (BUI)	0.0	$9.0k	NEW	350.00	25.69	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$9.0k	NEW	374.00	24.02	View chart
Digital Rlty Tr Reit (DLR)	0.0	$8.8k	NEW	57.00	154.70	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$8.5k	NEW	104.00	82.02	View chart
Welltower Reit (WELL)	0.0	$8.4k	NEW	45.00	185.60	View chart
Hasbro Stock (HAS)	0.0	$8.2k	NEW	100.00	82.00	View chart
Progressive Corp Stock (PGR)	0.0	$7.5k	NEW	33.00	227.73	View chart
Blackrock Stock (BLK)	0.0	$7.5k	NEW	7.00	1070.29	View chart
Viatris Stock (VTRS)	0.0	$7.4k	NEW	597.00	12.44	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$7.4k	NEW	146.00	50.79	View chart
Realty Income Corp Reit (O)	0.0	$7.3k	NEW	130.00	56.37	View chart
Home Depot Stock (HD)	0.0	$7.2k	NEW	21.00	344.10	View chart
Pg&e Corp Stock (PCG)	0.0	$6.9k	NEW	430.00	16.07	View chart
Principal Financial Group Stock (PFG)	0.0	$6.6k	NEW	75.00	88.21	View chart
Merck & Co Stock (MRK)	0.0	$6.5k	NEW	62.00	105.26	View chart
Net Power Inc Com Cl A Stock (NPWR)	0.0	$6.4k	NEW	2.8k	2.28	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$6.1k	NEW	22.00	275.41	View chart
Procter And Gamble Stock (PG)	0.0	$6.0k	NEW	42.00	143.31	View chart
Dow Stock (DOW)	0.0	$6.0k	NEW	256.00	23.38	View chart
Macerich Reit (MAC)	0.0	$5.7k	NEW	310.00	18.46	View chart
Eaton Corp Stock (ETN)	0.0	$5.4k	NEW	17.00	318.53	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$5.4k	NEW	38.00	141.05	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$5.3k	NEW	142.00	37.39	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$5.3k	NEW	137.00	38.63	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$5.3k	NEW	78.00	67.44	View chart
Astrazeneca Adr	0.0	$5.1k	NEW	56.00	91.93	View chart
Hca Healthcare Stock (HCA)	0.0	$5.1k	NEW	11.00	466.82	View chart
Solventum Corp Stock (SOLV)	0.0	$4.9k	NEW	62.00	79.24	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$4.8k	NEW	22.00	219.73	View chart
Caterpillar Stock (CAT)	0.0	$4.6k	NEW	8.00	572.88	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$3.9k	NEW	47.00	83.62	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$3.9k	NEW	18.00	217.06	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$3.9k	NEW	50.00	77.54	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$3.7k	NEW	54.00	69.41	View chart
Nextera Energy Stock (NEE)	0.0	$3.7k	NEW	46.00	80.28	View chart
Kla Corp Stock (KLAC)	0.0	$3.6k	NEW	3.00	1215.00	View chart
Schwab Fundamental U.s. Broad Market Etf Etf (FNDB)	0.0	$3.6k	NEW	136.00	26.57	View chart
Prologis Reit (PLD)	0.0	$3.6k	NEW	28.00	127.64	View chart
Coca Cola Stock (KO)	0.0	$3.5k	NEW	50.00	69.92	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.0	$3.3k	NEW	149.00	22.36	View chart
Altria Group Stock (MO)	0.0	$3.2k	NEW	55.00	57.65	View chart
Yum China Hldgs Stock (YUMC)	0.0	$3.2k	NEW	66.00	47.74	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$3.1k	NEW	4.00	771.75	View chart
Paccar Stock (PCAR)	0.0	$3.1k	NEW	28.00	109.50	View chart
Wabtec Stock (WAB)	0.0	$3.0k	NEW	14.00	213.43	View chart
Linde Stock (LIN)	0.0	$3.0k	NEW	7.00	426.43	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$2.9k	NEW	6.00	487.33	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Etf (LTPZ)	0.0	$2.6k	NEW	51.00	51.75	View chart
Viavi Solutions Stock (VIAV)	0.0	$2.2k	NEW	125.00	17.82	View chart
Range Res Corp Stock (RRC)	0.0	$2.2k	NEW	63.00	35.25	View chart
Abrdn Physical Palladium Shares Etf Etf (PALL)	0.0	$2.2k	NEW	15.00	145.40	View chart
Nike Inc Cl B Stock (NKE)	0.0	$2.1k	NEW	33.00	63.70	View chart
Sofi Technologies Stock (SOFI)	0.0	$2.0k	NEW	78.00	26.18	View chart
Moderna Stock (MRNA)	0.0	$2.0k	NEW	69.00	29.49	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$1.7k	NEW	20.00	87.35	View chart
Pentair Stock (PNR)	0.0	$1.7k	NEW	16.00	104.12	View chart
Lincoln Natl Corp Ind Stock (LNC)	0.0	$1.6k	NEW	37.00	44.54	View chart
Texas Instrs Stock (TXN)	0.0	$1.6k	NEW	9.00	173.44	View chart
Servicenow Stock (NOW)	0.0	$1.5k	NEW	10.00	153.20	View chart
Chemours Stock (CC)	0.0	$1.4k	NEW	120.00	11.79	View chart
Mastec Stock (MTZ)	0.0	$1.3k	NEW	6.00	217.33	View chart
Travelers Companies Stock (TRV)	0.0	$1.2k	NEW	4.00	290.00	View chart
Avanos Med Stock (AVNS)	0.0	$1.1k	NEW	100.00	11.23	View chart
Tpg Inc Com Cl A Stock (TPG)	0.0	$1.1k	NEW	17.00	63.82	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.1k	NEW	40.00	26.55	View chart
Disney Walt Stock (DIS)	0.0	$1.0k	NEW	9.00	113.78	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.0	$925.999200	NEW	38.00	24.37	View chart
Mativ Holdings Stock (MATV)	0.0	$814.003100	NEW	67.00	12.15	View chart
Aecom Stock (ACM)	0.0	$763.000000	NEW	8.00	95.38	View chart
Paypal Hldgs Stock (PYPL)	0.0	$758.999800	NEW	13.00	58.38	View chart
Apa Corporation Stock (APA)	0.0	$734.001000	NEW	30.00	24.47	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$656.000000	NEW	20.00	32.80	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$626.000100	NEW	3.00	208.67	View chart
HP Stock (HPQ)	0.0	$557.000000	NEW	25.00	22.28	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$542.000000	NEW	2.00	271.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$531.000600	NEW	19.00	27.95	View chart
Instil Bio Stock (TIL)	0.0	$440.000000	NEW	40.00	11.00	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$430.997000	NEW	70.00	6.16	View chart
Cronos Group Stock (CRON)	0.0	$336.998400	NEW	128.00	2.63	View chart
Rmr Group Inc Cl A Stock (RMR)	0.0	$301.000000	NEW	20.00	15.05	View chart
Direxion Daily 20 Year Treasury Bear 3x Shares Etf (TMV)	0.0	$297.000000	NEW	8.00	37.12	View chart
L3harris Technologies Stock (LHX)	0.0	$294.000000	NEW	1.00	294.00	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$235.999800	NEW	9.00	26.22	View chart
Bank America Corp Stock (BAC)	0.0	$223.000000	NEW	4.00	55.75	View chart
News Corp New Cl A Stock (NWSA)	0.0	$183.000300	NEW	7.00	26.14	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$166.000000	NEW	1.00	166.00	View chart
Transocean Ltd Registered Stock (RIG)	0.0	$107.000400	NEW	26.00	4.12	View chart
Southern Stock (SO)	0.0	$87.000000	NEW	1.00	87.00	View chart
Sify Technologies Adr (SIFY)	0.0	$36.999900	NEW	3.00	12.33	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$18.000000	NEW	1.00	18.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Eq Wealth Advisors

SEC 13F filings are viewable for Eq Wealth Advisors going back to 2024

Eq Wealth Advisors 2025 Q4 filed Feb. 2, 2026
Eq Wealth Advisors 2025 Q3 filed Oct. 28, 2025
Eq Wealth Advisors 2025 Q2 filed July 28, 2025
Eq Wealth Advisors 2025 Q1 filed April 23, 2025
Eq Wealth Advisors 2024 Q4 filed Jan. 24, 2025

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