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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 PYLD, CGMS, BRK.B, DFIV, CGGR, and represent 40.22% of Eq Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGCB, PYLD, VCRM, CGMS, DFIV, CGDV, BRK.B, CGGR, FNDX, DFAS.
Reduced shares in these 10 stocks: SCHP, BNDX, IAU, , NULG, STIP, MFUS, ABT, MTDR, ROK.
Sold out of its positions in T, ABT, PALL, SIVR, ACM, ALL, GOOG, GOOGL, MO, AEE.
Eq Wealth Advisors was a net buyer of stock by $2.2M.
Eq Wealth Advisors has $171M in assets under management (AUM), dropping by 0.98%.
Central Index Key (CIK): 0002047572

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Portfolio Holdings for Eq Wealth Advisors

Eq Wealth Advisors holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	10.2	$17M	+11%	664k	26.20	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	10.2	$17M	+7%	638k	27.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	7.7	$13M	+5%	27k	479.20	View chart
Dimensional International Value Etf Etf (DFIV)	6.2	$11M	+9%	202k	52.78	View chart
Capital Group Growth Etf Etf (CGGR)	6.0	$10M	+5%	256k	40.19	View chart
Schwab Us Tips Etf Etf (SCHP)	5.3	$9.1M	-19%	342k	26.61	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	4.6	$7.9M		201k	39.44	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	4.6	$7.8M		223k	35.04	View chart
Vanguard Total International Bond Etf Etf (BNDX)	4.5	$7.6M	-11%	159k	48.05	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	3.7	$6.4M	+7%	229k	27.85	View chart
Capital Group Municipal Income Etf Etf (CGMU)	3.0	$5.1M	+3%	188k	27.15	View chart
Ishares Gold Trust Etf (IAU)	2.7	$4.6M	-14%	52k	88.16	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	2.4	$4.2M	+6%	117k	35.78	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	2.3	$4.0M	+70%	53k	75.15	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	2.3	$3.9M	+12%	116k	33.37	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.2	$3.8M	+5%	43k	88.46	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	2.1	$3.6M		141k	25.79	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.0	$3.5M	+30%	81k	42.54	View chart
Capital Group Core Bond Etf Etf (CGCB)	1.9	$3.3M	+407%	124k	26.26	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.4	$2.5M	+2%	11k	215.07	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	1.3	$2.3M	-4%	70k	32.43	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	1.3	$2.2M	-4%	57k	38.26	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.3	$2.2M	-7%	21k	103.43	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	1.2	$2.1M		45k	45.87	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.9	$1.5M	-9%	32k	46.36	View chart
Microsoft Corp Stock (MSFT)	0.8	$1.4M	-3%	3.9k	370.16	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.6	$1.1M	+6%	37k	29.99	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.6	$983k	+9%	31k	31.57	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.5	$865k	+107%	12k	71.13	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.5	$819k		17k	48.93	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.5	$810k		36k	22.34	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	0.5	$780k	+99%	31k	25.32	View chart
Nuveen Mun High Income Opportu Cef (NMZ)	0.4	$684k	+3%	66k	10.38	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$559k		3.3k	169.67	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.3	$517k		15k	35.71	View chart
Mcdonalds Corp Stock (MCD)	0.3	$503k		1.6k	310.79	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.3	$489k	+91%	15k	33.67	View chart
Csx Corp Stock (CSX)	0.3	$460k		11k	41.05	View chart
Ishares Tips Bond Etf Etf (TIP)	0.3	$430k	-2%	3.9k	110.36	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.2	$397k	-13%	3.6k	109.48	View chart
Spdr Gold Shares Etf (GLD)	0.2	$395k		918.00	430.29	View chart
Chevron Corporation Stock (CVX)	0.2	$395k		1.9k	206.93	View chart
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX)	0.2	$376k		9.4k	39.82	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$376k		4.7k	79.27	View chart
Amazon Stock (AMZN)	0.2	$311k	-12%	1.5k	208.27	View chart
Apple Stock (AAPL)	0.2	$287k	-4%	1.1k	253.69	View chart
Abbvie Stock (ABBV)	0.2	$283k		1.3k	217.49	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$253k	-3%	5.3k	47.53	View chart
Rtx Corporation Stock (RTX)	0.1	$251k		1.3k	192.97	View chart
Eli Lilly & Co Stock (LLY)	0.1	$250k		272.00	920.08	View chart
Nuveen Mun Cr Income Fd Com Sh Ben Int Cef (NZF)	0.1	$249k	+15%	21k	12.18	View chart
Amgen Stock (AMGN)	0.1	$246k		700.00	351.85	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$234k	-5%	5.1k	45.50	View chart
Cencora Stock (COR)	0.1	$225k		716.00	314.14	View chart

Past Filings by Eq Wealth Advisors

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

Eq Wealth Advisors 2026 Q1 filed May 1, 2026
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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