Eq Wealth Advisors, LLC 13F Holdings · Q2 2026
Eq Wealth Advisors, LLC reported 57 securities worth $182.01M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PYLD (10.35%), CGMS (10.20%), BRKB (7.58%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $18.8M | 10.35% | 710,027 | Added |
| 2 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $18.6M | 10.20% | 679,303 | Added |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.8M | 7.58% | 27,556 | Added |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $12.3M | 6.77% | 261,134 | Added |
| 5 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $10.6M | 5.81% | 195,764 | Trimmed |
| 6 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $8.3M | 4.58% | 215,024 | Trimmed |
| 7 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $7.7M | 4.25% | 192,541 | Trimmed |
| 8 | SCHP | SCHWAB US TIPS ETF | $7.4M | 4.07% | 279,578 | Trimmed |
| 9 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $7.2M | 3.94% | 230,580 | Added |
| 10 | CGCB | CAPITAL GROUP CORE BOND ETF | $6.4M | 3.51% | 244,250 | Added |
| 11 | CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $5.2M | 2.87% | 123,449 | Added |
| 12 | CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $5.2M | 2.87% | 190,366 | Added |
| 13 | VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $5.0M | 2.75% | 65,564 | Added |
| 14 | DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $4.9M | 2.70% | 114,988 | Trimmed |
| 15 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $4.5M | 2.45% | 92,087 | Trimmed |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $4.1M | 2.25% | 83,067 | Added |
| 17 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $3.9M | 2.16% | 42,040 | Trimmed |
| 18 | IAU | ISHARES GOLD TRUST | $3.6M | 2.00% | 48,294 | Trimmed |
| 19 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3.5M | 1.91% | 134,922 | Trimmed |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2.7M | 1.46% | 11,203 | Trimmed |
| 21 | FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $2.6M | 1.45% | 69,451 | Trimmed |
| 22 | PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $2.3M | 1.28% | 41,686 | Trimmed |
| 23 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $2.2M | 1.20% | 55,141 | Trimmed |
| 24 | CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $2.0M | 1.12% | 78,739 | Added |
| 25 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $1.9M | 1.04% | 18,581 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR