Institutions / Eq Wealth Advisors, LLC

Eq Wealth Advisors, LLC

CIK 2047572 · Institution · as of Dec 31, 2025

Portfolio value

$169.39M

Positions

259

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 259 →

Company	Class	Value	Shares	% of portfolio
Capital Group U.S. Multi-Sector Income ETF	—	$16.42M	594,418	9.7%
PIMCO Multisector Bond Active Exchange-Traded Fund	—	$15.90M	595,871	9.4%
Warren E. Buffett	—	$12.98M	25,826	7.7%
Schwab US Tips ETF	—	$11.27M	425,280	6.7%
Capital Group Growth ETF	—	$10.80M	242,795	6.4%
Dimensional International Value ETF	—	$9.22M	184,864	5.4%
Vanguard Total International Bond ETF	—	$8.62M	178,330	5.1%
Dimensional International Small Cap Value ETF	—	$7.70M	202,506	4.5%
Dimensional US Small Cap Value ETF	—	$7.29M	221,760	4.3%
Schwab Fundamental U.S. Large Company ETF	—	$5.77M	212,026	3.4%
Capital Group Municipal Income ETF	—	$4.97M	181,680	2.9%
iShares Gold Trust	—	$4.91M	60,516	2.9%
Vanguard International Dividend Appreciation ETF	—	$3.70M	40,480	2.2%
Dimensional Emerging Markets Value ETF	—	$3.70M	109,703	2.2%
Capital Group Short Duration Income ETF	—	$3.66M	140,746	2.2%
Capital Group Global Growth Equity ETF	—	$3.57M	103,037	2.1%
Capital Group Dividend Value ETF	—	$2.71M	62,187	1.6%
Vanguard Dividend Appreciation ETF	—	$2.46M	11,172	1.4%
Vanguard Core Tax-Exempt Bond ETF	—	$2.36M	31,191	1.4%
iShares MSCI UAE ETF	—	$2.35M	22,948	1.4%
Schwab Fundamental U.S. Small Company ETF	—	$2.32M	73,693	1.4%
Schwab Fundamental Emerging Markets Equity ETF	—	$2.16M	59,870	1.3%
Invesco Rafi US 1500 Small-Mid ETF	—	$2.09M	45,590	1.2%
Microsoft Corp	—	$1.95M	4,042	1.2%
Schwab Fundamental International Small Equity ETF	—	$1.55M	34,845	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.