§ 13F · FUND PROFILE
EQ WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152M (13F)Positions · 49Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 664K | $17M | 10.2% | +11% |
| 2 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 638K | $17M | 10.2% | +7% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 27K | $13M | 7.7% | +6% |
| 4 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 202K | $11M | 6.2% | +9% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 256K | $10M | 6.0% | +5% |
| 6 | SCHP | SCHWAB US TIPS ETF | 342K | $9M | 5.3% | −20% |
| 7 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 201K | $8M | 4.6% | −1% |
| 8 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 223K | $8M | 4.6% | +1% |
| 9 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 159K | $8M | 4.5% | −11% |
| 10 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 229K | $6M | 3.7% | +8% |
§ 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 $152 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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