Eq Wealth Advisors

Eq Wealth Advisors as of Sept. 30, 2025

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