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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 42.01% of Eq Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD, CGMS, DFIV, SCHP, CGMU, DISV, STIP, NMZ, CGHM, CGCB.
Reduced shares in these 10 stocks: BNDX, RSPG, BRK.B, AMGN, UPS, , MTDR, SCHI, ABT, MFUS.
Sold out of its positions in T, ABT, PALL, SIVR, ACM, ADVM, ATI, GOOG, GOOGL, MO.
Eq Wealth Advisors was a net seller of stock by $-868k.
Eq Wealth Advisors has $152M in assets under management (AUM), dropping by 3.72%.
Central Index Key (CIK): 0002047572

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Portfolio Holdings for Eq Wealth Advisors

Eq Wealth Advisors holds 49 positions in its portfolio as reported in the September 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)	9.5	$15M	+8%	523k	27.75	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	9.1	$14M	+17%	518k	26.84	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	8.5	$13M	-2%	26k	502.75	View chart
Schwab Us Tips Etf Etf (SCHP)	8.0	$12M	+4%	450k	26.95	View chart
Capital Group Growth Etf Etf (CGGR)	6.9	$11M		239k	43.92	View chart
Dimensional International Value Etf Etf (DFIV)	5.9	$8.9M	+7%	194k	46.12	View chart
Vanguard Total International Bond Etf Etf (BNDX)	5.4	$8.3M	-17%	168k	49.46	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	5.0	$7.6M	+6%	214k	35.69	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	4.9	$7.4M		232k	31.84	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	3.5	$5.3M		203k	26.30	View chart
Ishares Gold Trust Etf (IAU)	2.9	$4.5M		61k	72.77	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	2.7	$4.1M		156k	25.98	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.3	$3.6M	-2%	40k	89.57	View chart
Capital Group Municipal Income Etf Etf (CGMU)	2.3	$3.4M	+17%	126k	27.29	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.2	$3.4M	+3%	105k	31.89	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	2.1	$3.2M	+8%	93k	34.17	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.6	$2.5M	+22%	24k	103.36	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.6	$2.5M	-4%	11k	215.79	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	1.6	$2.4M		79k	31.16	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.5	$2.3M		63k	36.16	View chart
Microsoft Corp Stock (MSFT)	1.5	$2.2M		4.3k	517.95	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	1.4	$2.1M		47k	45.42	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.1	$1.7M	+14%	40k	42.03	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	1.1	$1.7M	+5%	33k	50.63	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	1.1	$1.6M		37k	44.51	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.6	$845k	-2%	37k	22.72	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.5	$799k	+4%	26k	30.90	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.4	$593k		14k	42.96	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.4	$590k	+99%	22k	26.58	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.4	$543k	+329%	51k	10.59	View chart
Mcdonalds Corp Stock (MCD)	0.3	$486k		1.6k	303.89	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.3	$482k		15k	32.90	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$445k		4.0k	111.22	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.3	$415k	-48%	5.2k	79.61	View chart
Csx Corp Stock (CSX)	0.3	$397k		11k	35.51	View chart
Amazon Stock (AMZN)	0.3	$384k	+3%	1.7k	219.57	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	0.3	$383k	+468%	15k	25.29	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$378k		4.7k	79.94	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$364k	-3%	3.2k	112.77	View chart
Apple Stock (AAPL)	0.2	$330k		1.3k	254.62	View chart
Spdr Gold Shares Etf (GLD)	0.2	$305k	-8%	857.00	355.47	View chart
Abbvie Stock (ABBV)	0.2	$301k		1.3k	231.54	View chart
Chevron Corp Stock (CVX)	0.2	$271k	-12%	1.7k	155.32	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.2	$250k		5.5k	45.21	View chart
Rtx Corporation Stock (RTX)	0.2	$245k		1.5k	167.38	View chart
Cencora Stock (COR)	0.1	$224k		716.00	312.53	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF)	0.1	$222k		18k	12.56	View chart
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX)	0.1	$206k		5.6k	37.17	View chart
Eli Lilly & Co Stock (LLY)	0.1	$201k		263.00	763.15	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 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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