Eq Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$171.1M
Q ending 2026-03-31
Prior quarter
$169.4M
Q ending 2025-12-31
Change
+1.0% QoQ · +36.3% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pimco Multisector Bond Active Exch | PYLD | Shares | $17.4M | 664K |
| Capital Group U.S. Multi-Sector In | CGMS | Shares | $17.4M | 638K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $13.1M | 27K |
| Dimensional International Value Et | DFIV | Shares | $10.6M | 202K |
| Capital Group Growth Etf | CGGR | Shares | $10.3M | 256K |
| Schwab Us Tips Etf | SCHP | Shares | $9.1M | 342K |
| Dimensional International Small Ca | DISV | Shares | $7.9M | 201K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $7.8M | 223K |
| Vanguard Total International Bond | BNDX | Shares | $7.6M | 159K |
| Schwab Fundamental U.S. Large Comp | FNDX | Shares | $6.4M | 229K |
| Capital Group Municipal Income Etf | CGMU | Shares | $5.1M | 188K |
| Ishares Gold Trust | IAU | Shares | $4.6M | 52K |
| Dimensional Emerging Markets Value | DFEV | Shares | $4.2M | 117K |
| Vanguard Core Tax-Exempt Bond Etf | VCRM | Shares | $4.0M | 53K |
| Capital Group Global Growth Equity | CGGO | Shares | $3.9M | 116K |
| Vanguard International Dividend Ap | VIGI | Shares | $3.8M | 43K |
| Capital Group Short Duration Incom | CGSD | Shares | $3.6M | 141K |
| Capital Group Dividend Value Etf | CGDV | Shares | $3.5M | 81K |
| Capital Group Core Bond Etf | CGCB | Shares | $3.3M | 124K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $2.5M | 11K |
| Schwab Fundamental U.S. Small Comp | FNDA | Shares | $2.3M | 70K |
| Schwab Fundamental Emerging Market | FNDE | Shares | $2.2M | 57K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $2.2M | 21K |
| Invesco Rafi Us 1500 Small-Mid Etf | PRFZ | Shares | $2.1M | 45K |
| Schwab Fundamental International S | FNDC | Shares | $1.5M | 32K |
| Microsoft Corp Com | MSFT | Shares | $1.4M | 4K |
| Grayscale Bitcoin Mini Trust Etf | BTC | Shares | $1.1M | 37K |
| Capital Group New Geography Equity | CGNG | Shares | $983K | 31K |
| Dimensional U.S. Small Cap Etf | DFAS | Shares | $865K | 12K |
| Schwab Fundamental International E | FNDF | Shares | $818K | 17K |
| Capital Group Core Plus Income Etf | CGCP | Shares | $810K | 36K |
| Capital Group Municipal High-Incom | CGHM | Shares | $780K | 31K |
| Nuveen Mun High Income Opportu Com | NMZ | Shares | $684K | 66K |
| Exxon Mobil Corp Com | XOM | Shares | $559K | 3K |
| Dimensional Us Large Cap Value Etf | DFLV | Shares | $517K | 14K |
| Mcdonalds Corp Com | MCD | Shares | $503K | 2K |
| Dimensional International Small Ca | DFIS | Shares | $489K | 15K |
| Csx Corp Com | CSX | Shares | $460K | 11K |
| Ishares Tips Bond Etf | TIP | Shares | $430K | 4K |
| Invesco S&P 500 Equal Weight Energ | RSPG | Shares | $397K | 4K |
| Spdr Gold Shares | GLD | Shares | $395K | 918 |
| Chevron Corporation Com | CVX | Shares | $395K | 2K |
| Pimco Rafi Dynamic Multi-Factor In | MFDX | Shares | $376K | 9K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $376K | 5K |
| Amazon Com Inc Com | AMZN | Shares | $311K | 1K |
| Apple Inc Com | AAPL | Shares | $287K | 1K |
| Abbvie Inc Com | ABBV | Shares | $283K | 1K |
| Invesco Rafi Us 1000 Etf | PRF | Shares | $253K | 5K |
| Rtx Corporation Com | RTX | Shares | $251K | 1K |
| Eli Lilly & Co Com | LLY | Shares | $250K | 272 |
| Nuveen Mun Cr Income Fd Com Sh Ben | NZF | Shares | $249K | 20K |
| Amgen Inc Com | AMGN | Shares | $246K | 700 |
| Nuveen Esg Large-Cap Value Etf | NULV | Shares | $234K | 5K |
| Cencora Inc Com | COR | Shares | $225K | 716 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.