§ 13F · FUND PROFILE
EQ WEALTH ADVISORS, LLC.
AUM · $182M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 710K | $19M | 10.3% | +7% |
| 2 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 679K | $19M | 10.2% | +6% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 28K | $14M | 7.6% | +1% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | 261K | $12M | 6.8% | +2% |
| 5 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 196K | $11M | 5.8% | −3% |
| 6 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 215K | $8M | 4.6% | −4% |
| 7 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 193K | $8M | 4.2% | −4% |
| 8 | SCHP | SCHWAB US TIPS ETF | 280K | $7M | 4.1% | −18% |
| 9 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 231K | $7M | 3.9% | +1% |
| 10 | CGCB | CAPITAL GROUP CORE BOND ETF | 244K | $6M | 3.5% | +97% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EQ SIGNAL
AC read
EQ WEALTH ADVISORS, LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 57 positions.
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