Eq Wealth Advisors

Eq Wealth Advisors as of June 30, 2026

Portfolio Holdings for Eq Wealth Advisors

Eq Wealth Advisors holds 57 positions in its portfolio as reported in the June 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) 10.3 $19M 710k 26.52
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 10.2 $19M 679k 27.33
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 7.6 $14M 28k 500.39
Capital Group Growth Etf Etf (CGGR) 6.8 $12M 261k 47.20
Dimensional International Value Etf Etf (DFIV) 5.8 $11M 196k 54.02
Dimensional Us Small Cap Value Etf Etf (DFSV) 4.6 $8.3M 215k 38.79
Dimensional International Small Cap Value Etf Etf (DISV) 4.2 $7.7M 193k 40.13
Schwab Us Tips Etf Etf (SCHP) 4.1 $7.4M 280k 26.50
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 3.9 $7.2M 231k 31.10
Capital Group Core Bond Etf Etf (CGCB) 3.5 $6.4M 244k 26.18
Capital Group Municipal Income Etf Etf (CGMU) 2.9 $5.2M 190k 27.47
Capital Group Global Growth Equity Etf Etf (CGGO) 2.9 $5.2M 123k 42.33
Vanguard Core Tax-exempt Bond Etf Etf (VCRM) 2.8 $5.0M 66k 76.40
Dimensional Emerging Markets Value Etf Etf (DFEV) 2.7 $4.9M 115k 42.67
Vanguard Total International Bond Etf Etf (BNDX) 2.5 $4.5M 92k 48.43
Capital Group Dividend Value Etf Etf (CGDV) 2.2 $4.1M 83k 49.28
Vanguard International Dividend Appreciation Etf Etf (VIGI) 2.2 $3.9M 42k 93.38
Ishares Gold Trust Etf (IAU) 2.0 $3.6M 48k 75.51
Capital Group Short Duration Income Etf Etf (CGSD) 1.9 $3.5M 135k 25.73
Vanguard Dividend Appreciation Etf Etf (VIG) 1.5 $2.7M 11k 236.63
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 1.5 $2.6M 70k 38.06
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ) 1.3 $2.3M 42k 55.77
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 1.2 $2.2M 55k 39.68
Capital Group Municipal High-income Etf Etf (CGHM) 1.1 $2.0M 79k 25.85
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 1.0 $1.9M 19k 102.16
Schwab Fundamental International Small Equity Etf Etf (FNDC) 0.8 $1.5M 32k 48.56
Microsoft Corp Stock (MSFT) 0.8 $1.4M 3.9k 373.07
Capital Group New Geography Equity Etf Etf (CGNG) 0.7 $1.2M 32k 37.46
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.6 $1.2M 14k 82.34
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.5 $969k 37k 25.95
Schwab Fundamental International Equity Etf Etf (FNDF) 0.5 $890k 17k 52.76
Nuveen Mun High Income Opportu Cef (NMZ) 0.4 $740k 70k 10.57
Capital Group Core Plus Income Etf Etf (CGCP) 0.4 $720k 32k 22.29
Dimensional International Small Cap Etf Etf (DFIS) 0.3 $597k 17k 35.03
Dimensional Us Large Cap Value Etf Etf (DFLV) 0.3 $572k 15k 39.54
Csx Corp Stock (CSX) 0.3 $533k 11k 47.53
Exxonmobil Holdings Corp Stock 0.2 $451k 3.3k 136.73
Mcdonalds Corp Stock (MCD) 0.2 $436k 1.6k 270.31
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG) 0.2 $427k 4.4k 97.96
Ishares Tips Bond Etf Etf (TIP) 0.2 $425k 3.9k 109.43
Capital Group Conservative Equity Etf Etf (CGCV) 0.2 $402k 12k 32.82
Pimco Rafi Dynamic Multi-factor International Equity Etf Etf (MFDX) 0.2 $393k 9.4k 41.64
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $375k 4.7k 79.03
Amazon Stock (AMZN) 0.2 $350k 1.5k 238.34
Spdr Gold Shares Etf (GLD) 0.2 $336k 911.00 368.38
Abbvie Stock (ABBV) 0.2 $327k 1.3k 251.64
Eli Lilly & Co Stock (LLY) 0.2 $326k 272.00 1199.93
Chevron Corporation Stock (CVX) 0.2 $311k 1.9k 165.79
Apple Stock (AAPL) 0.2 $298k 1.0k 289.29
Invesco Rafi Us 1000 Etf Etf (PRF) 0.2 $288k 5.3k 54.03
Nuveen Mun Cr Income Fd Com Sh Ben Int Cef (NZF) 0.1 $260k 21k 12.68
Nuveen Esg Large-cap Value Etf Etf (NULV) 0.1 $257k 5.1k 49.99
Amgen Stock (AMGN) 0.1 $254k 700.00 362.12
Rtx Corporation Stock (RTX) 0.1 $247k 1.3k 189.80
Pimco Rafi Dynamic Multi-factor U.s. Equity Etf Etf (MFUS) 0.1 $214k 3.2k 67.17
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.1 $210k 1.8k 117.06
Cencora Stock (COR) 0.1 $203k 716.00 282.98