§ 13F · FUND PROFILE
EQ WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146.7T (13F)Positions · 253Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 594K | $16.4T | 9.7% | +14% |
| 2 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 596K | $15.9T | 9.4% | +15% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 26K | $13.0T | 7.7% | +1% |
| 4 | SCHP | SCHWAB US TIPS ETF | 425K | $11.3T | 6.7% | −5% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 243K | $10.8T | 6.4% | +2% |
| 6 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 185K | $9.2T | 5.4% | −5% |
| 7 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 178K | $8.6T | 5.1% | +6% |
| 8 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 203K | $7.7T | 4.5% | −5% |
| 9 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 222K | $7.3T | 4.3% | −4% |
| 10 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 212K | $5.8T | 3.4% | +5% |
§ 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 $146746.1 trillion in assets. The fund runs a broad portfolio of 253 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed