Eq Wealth Advisors

Eq Wealth Advisors as of March 31, 2026

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