Q2 2026 13F · SEC CIK 2047572

Eq Wealth Advisors, LLC

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $182.0M
Reported positions: 57
Holdings vs S&P 500, 3 yrs: —
Assets under management: $617.0M

Eq Wealth Advisors, LLC is a wealth manager that reported 57 positions worth $182.0M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Pimco ETF Tr (PYLD, 10.3%), Capital Grp Fixed Incm ETF T (CGMS, 10.2%), Berkshire Hathaway Inc Del (BRK-B, 7.6%).

Eq Wealth Advisors, LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Eq Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PYLDPimco ETF Tr	10.3%	10.2%	710,027	+6.9%	$18.8M
CGMSCapital Grp Fixed Incm ETF T	10.2%	10.2%	679,303	+6.4%	$18.6M
BRK-BBerkshire Hathaway Inc Del	7.6%	7.7%	27,556	+0.9%	$13.8M
CGGRCapital Group Growth ETF	6.8%	6.0%	261,134	+2.0%	$12.3M
DFIVDimensional ETF Trust	5.8%	6.2%	195,764	-2.9%	$10.6M
DFSVDimensional US Small Cap	4.6%	4.6%	215,024	-3.6%	$8.3M
DISVDimensional ETF Trust	4.2%	4.6%	192,541	-4.0%	$7.7M
SCHPSchwab Strategic Tr	4.1%	5.3%	279,578	-18.2%	$7.4M
FNDXSchwab Strategic Tr	3.9%	3.7%	230,580	+0.8%	$7.2M
CGCBCapital Grp Fixed Incm ETF T	3.5%	1.9%	244,250	+97.1%	$6.4M
CGMUCapital Grp Fixed Incm ETF T	2.9%	3.0%	190,366	+1.3%	$5.2M
CGGOCapital Group Gbl Growth Eqt	2.9%	2.3%	123,449	+6.4%	$5.2M
VCRMVanguard Mun Bd Fds	2.8%	2.3%	65,564	+23.4%	$5.0M
DFEVDimensional ETF Trust	2.7%	2.4%	114,988	-1.6%	$4.9M
BNDXVanguard Charlotte Fds	2.5%	4.5%	92,087	-41.9%	$4.5M
CGDVCapital Group Dividend Value	2.2%	2.0%	83,067	+2.3%	$4.1M
VIGIVanguard Whitehall Fds	2.2%	2.2%	42,040	-1.3%	$3.9M
IAUIshares Gold Tr	2.0%	2.7%	48,294	-6.5%	$3.6M
CGSDCapital Grp Fixed Incm ETF T	1.9%	2.1%	134,922	-4.2%	$3.5M
VIGVanguard Specialized Funds	1.5%	1.4%	11,203	-1.8%	$2.7M
FNDASchwab Strategic Tr	1.5%	1.3%	69,451	-0.9%	$2.6M
PRFZInvesco Rafi US 1500 Small-Mid ETF	1.3%	1.2%	41,686	-7.9%	$2.3M
FNDESchwab Strategic Tr	1.2%	1.3%	55,141	-3.9%	$2.2M
CGHMCapital Grp Fixed Incm ETF T	1.1%	0.5%	78,739	+155.5%	$2.0M
STIPIshares Tr	1.0%	1.3%	18,581	-12.3%	$1.9M
FNDCSchwab Strategic Tr	0.8%	0.9%	31,655	-0.2%	$1.5M
MSFTMicrosoft Corp	0.8%	0.8%	3,873	-0.5%	$1.4M
CGNGCapital Group New Geography	0.7%	0.6%	32,080	+3.1%	$1.2M
DFASDimensional ETF Trust	0.6%	0.5%	14,331	+17.8%	$1.2M
BTCGrayscale Bitcoin Mini Tr Et	0.5%	0.6%	37,330	+0.8%	$969K
FNDFSchwab Strategic Tr	0.5%	0.5%	16,867	+0.8%	$890K
NMZNuveen Mun High Income Oppor	0.4%	0.4%	70,022	+6.3%	$740K
CGCPCapital Grp Fixed Incm ETF T	0.4%	0.5%	32,319	-10.9%	$720K
DFISDimensional ETF Trust	0.3%	0.3%	17,053	+17.5%	$597K
DFLVDimensional ETF Trust	0.3%	0.3%	14,473	+0.0%	$572K
CSXCsx Corp	0.3%	0.3%	11,211	+0.0%	$533K
XOMExxonmobil Holdings Corp	0.2%	—	3,295	—	$451K
MCDMcdonalds Corp	0.2%	0.3%	1,612	-0.3%	$436K
RSPGInvesco Exchange Traded Fd T	0.2%	0.2%	4,355	+20.1%	$427K
TIPIshares Tr	0.2%	0.3%	3,887	-0.2%	$425K
CGCVCapital Group Conservative E	0.2%	—	12,244	—	$402K
MFDXPimco Equity Ser	0.2%	0.2%	9,447	+0.0%	$393K
VCSHVanguard Scottsdale Fds	0.2%	0.2%	4,745	+0.1%	$375K
AMZNAmazon Com Inc	0.2%	0.2%	1,470	-1.5%	$350K
GLDSpdr Gold Tr	0.2%	0.2%	911	-0.8%	$336K
ABBVAbbvie Inc	0.2%	0.2%	1,300	+0.0%	$327K
LLYEli Lilly & Co	0.2%	0.1%	272	+0.0%	$326K
CVXChevron Corporation	0.2%	0.2%	1,876	-1.7%	$311K
AAPLApple Inc	0.2%	0.2%	1,031	-8.8%	$298K
PRFInvesco Exchange Traded Fd T	0.2%	0.1%	5,329	+0.0%	$288K

What Eq Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$182.0M	57
Q1 2026	$171.1M	54
Q4 2025	$169.4M	259
Q3 2025	$152.2M	49
Q2 2025	$146.7M	253
Q1 2025	$125.5M	279
Q4 2024	$104.0M	50

Questions about Eq Wealth Advisors, LLC's portfolio

What stocks does Eq Wealth Advisors, LLC own?

Eq Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 57 positions worth $182.0M. The largest are Pimco ETF Tr (PYLD) at 10.3%, Capital Grp Fixed Incm ETF T (CGMS) at 10.2%, Berkshire Hathaway Inc Del (BRK-B) at 7.6%, Capital Group Growth ETF (CGGR) at 6.8% and Dimensional ETF Trust (DFIV) at 5.8%.

What did Eq Wealth Advisors, LLC buy last quarter?

In Q2 2026, Eq Wealth Advisors, LLC added Capital Grp Fixed Incm ETF T (CGHM) (+155.5% shares), Capital Grp Fixed Incm ETF T (CGCB) (+97.1% shares) and Vanguard Mun Bd Fds (VCRM) (+23.4% shares), compared with its Q1 2026 filing.

What did Eq Wealth Advisors, LLC sell last quarter?

In Q2 2026, Eq Wealth Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Rtx Corporation (RTX), Vanguard Charlotte Fds (BNDX) (-41.9% shares), Schwab Strategic Tr (SCHP) (-18.2% shares) and Ishares Tr (STIP) (-12.3% shares), compared with its Q1 2026 filing.

When is Eq Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Eq Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Eq Wealth Advisors, LLC manage?

Eq Wealth Advisors, LLC reported $617.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $182.0M.