Eq Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Eq Wealth Advisors, LLCInvestment ActivityEq Wealth Advisors, LLC has $146.75 million in total holdings as of June 30, 2025.Eq Wealth Advisors, LLC owns shares of 253 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 22.92% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Eq Wealth Advisors, LLC has purchased 277 new stocks and bought additional shares in 40 stocks.Eq Wealth Advisors, LLC sold shares of 29 stocks and completely divested from 32 stocks this quarter.Largest Holdings Capital Group U.S. Multi-Sector Income ETF $13,359,191Berkshire Hathaway $12,851,531PIMCO Multi Sector Bond Active ETF $11,704,660Schwab U.S. TIPS ETF $11,477,499Vanguard Total International Bond ETF $10,022,518 Largest New Holdings this Quarter 911312106 - United Parcel Service $183,812 Holding78462F103 - SPDR S&P 500 ETF Trust $179,794 Holding14020Y805 - CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF $65,554 Holding55336V100 - Mplx $30,617 Holding025072703 - Avantis International Equity ETF $148 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 201,276 shares (about $9.97M)PIMCO Multi Sector Bond Active ETF 181,743 shares (about $4.82M)Schwab Fundamental U.S. Large Company ETF 170,352 shares (about $4.18M)Schwab U.S. TIPS ETF 78,325 shares (about $2.09M)Capital Group U.S. Multi-Sector Income ETF 58,882 shares (about $1.63M) Largest Sales this Quarter Oracle 75,933 shares (about $16.60M)Dimensional US Large Cap Value ETF 133,310 shares (about $4.14M)iShares Gold Trust 9,584 shares (about $597.66K)Vanguard Dividend Appreciation ETF 2,844 shares (about $582.07K)Invesco S&P 500 Equal Weight Energy ETF 2,479 shares (about $184.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEq Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGMSCapital Group U.S. Multi-Sector Income ETF$13,359,191$1,626,321 ▲13.9%483,6789.1%ETFBRK.BBerkshire Hathaway$12,851,531$26,232 ▼-0.2%26,4568.8%FinancePYLDPIMCO Multi Sector Bond Active ETF$11,704,660$4,823,455 ▲70.1%441,0208.0%ETFSCHPSchwab U.S. TIPS ETF$11,477,499$2,089,712 ▲22.3%430,1917.8%ETFBNDXVanguard Total International Bond ETF$10,022,518$9,965,185 ▲17,381.3%202,4346.8%ETFCGGRCapital Group Growth ETF$9,570,728$1,272,509 ▲15.3%235,4426.5%ETFDFIVDimensional International Value ETF$7,734,841$1,439,987 ▲22.9%180,5945.3%ETFDFSVDimensional US Small Cap Value ETF$6,913,101$582,007 ▲9.2%234,9004.7%ETFDISVDimensional International Small Cap Value ETF$6,580,185$1,180,152 ▲21.9%199,9454.5%ETFFNDXSchwab Fundamental U.S. Large Company ETF$4,998,046$4,180,445 ▲511.3%203,6693.4%ETFCGSDCapital Group Short Duration Income ETF$4,130,515$822,244 ▲24.9%159,2642.8%ETFIAUiShares Gold Trust$3,870,560$597,658 ▼-13.4%62,0682.6%FinanceVIGIVanguard International Dividend Appreciation ETF$3,664,824$121,932 ▲3.4%40,6662.5%ETFDFEVDimensional Emerging Markets Value ETF$3,042,779$472,282 ▲18.4%101,4602.1%ETFCGMUCapital Group Municipal Income ETF$2,859,046$37,660 ▼-1.3%107,1201.9%ETFCGGOCapital Group Global Growth Equity ETF$2,734,699$348,407 ▲14.6%85,5401.9%ETFVIGVanguard Dividend Appreciation ETF$2,453,950$582,071 ▼-19.2%11,9901.7%ETFFNDASchwab Fundamental U.S. Small Company ETF$2,240,453$507,104 ▲29.3%78,2011.5%ETFMSFTMicrosoft$2,152,738$497 ▲0.0%4,3281.5%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$2,090,188$23,371 ▼-1.1%63,3201.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,013,205$1,538,487 ▲324.1%19,5631.4%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$1,935,430$3,742 ▼-0.2%47,5891.3%ManufacturingFNDCSchwab Fundamental International Small Equity ETF$1,559,879$18,292 ▼-1.2%37,0961.1%ETFGRAYSCALE BITCOIN MINI TRUST ETF$1,496,342$429,082 ▲40.2%31,3371.0%ETFCGDVCapital Group Dividend Value ETF$1,377,648$1,315,293 ▲2,109.4%34,8860.9%ETFCGCPCapital Group Core Plus Income ETF$862,459$208,527 ▲31.9%38,3320.6%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$760,058$184,633 ▼-19.5%10,2050.5%ETFCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF$711,348$113,569 ▲19.0%24,6910.5%ETFFNDFSchwab Fundamental International Equity ETF$559,944$8,484 ▲1.5%13,9920.4%ETFMCDMcDonald's$467,4720.0%1,6000.3%Retail/WholesaleDFLVDimensional US Large Cap Value ETF$460,070$4,135,387 ▼-90.0%14,8310.3%ETFTIPiShares TIPS Bond ETF$440,600$17,276 ▼-3.8%4,0040.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$376,011$318 ▲0.1%4,7300.3%ETFAMZNAmazon.com$372,0850.0%1,6960.3%Retail/WholesaleCSXCSX$368,5880.0%11,2960.3%TransportationXOMExxon Mobil$360,702$3,665 ▼-1.0%3,3460.2%EnergyCAPITAL GROUP CORE BOND ETF$292,929$45,604 ▲18.4%11,1380.2%ETFCVXChevron$284,8470.0%1,9890.2%EnergyGLDSPDR Gold Shares$284,711$11,584 ▼-3.9%9340.2%FinanceAAPLApple$265,797$66,706 ▼-20.1%1,2950.2%Computer and TechnologyABBVAbbVie$241,3060.0%1,3000.2%MedicalPRFInvesco RAFI US 1000 ETF$233,7110.0%5,5290.2%ETFCORCencora$214,6930.0%7160.1%MedicalRTXRTX$213,6940.0%1,4630.1%AerospaceNZFNuveen Municipal Credit Income Fund$210,9480.0%17,6970.1%Financial ServicesLLYEli Lilly and Company$205,0360.0%2630.1%MedicalMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$199,511$8,445 ▲4.4%5,5520.1%ETFAMGNAmgen$195,4470.0%7000.1%MedicalUPSUnited Parcel Service$183,812$183,812 ▲New Holding1,8210.1%TransportationSPYSPDR S&P 500 ETF Trust$179,794$179,794 ▲New Holding2910.1%FinanceMTDRMatador Resources$177,052$48,200 ▲37.4%3,7100.1%EnergySCHISchwab 5-10 Year Corporate Bond ETF$176,9860.0%7,7760.1%ETFABTAbbott Laboratories$176,8130.0%1,3000.1%MedicalMFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF$170,399$12,080 ▲7.6%3,1880.1%ETFPFEPfizer$130,9200.0%5,4010.1%MedicalROKRockwell Automation$130,5430.0%3930.1%Computer and TechnologyMSTRMicroStrategy$124,0990.0%3070.1%Computer and TechnologyNMZNuveen Municipal High Income Opportunity Fund$123,590$144,734 ▼-53.9%11,9180.1%Financial ServicesNVDANVIDIA$121,336$790 ▼-0.6%7680.1%Computer and TechnologyQQQInvesco QQQ$118,6030.0%2150.1%FinanceORCLOracle$110,627$16,601,265 ▼-99.3%5060.1%Computer and TechnologyNOCNorthrop Grumman$107,9960.0%2160.1%AerospacePEPPepsiCo$105,8960.0%8020.1%Consumer StaplesDGROiShares Core Dividend Growth ETF$103,9030.0%1,6250.1%ETFKMBKimberly-Clark$103,1360.0%8000.1%Consumer StaplesMARMarriott International$102,9680.0%3770.1%Consumer DiscretionaryGRAYSCALE ETHEREUM MINI TRUST ETF$102,755$18,454 ▲21.9%4,3320.1%ETFVTVVanguard Value ETF$98,6090.0%5580.1%ETFMGKVanguard Mega Cap Growth ETF$93,0070.0%2540.1%ETFDFARDimensional US Real Estate ETF$88,923$27,686 ▼-23.7%3,7900.1%ETFNSCNorfolk Southern$88,3100.0%3450.1%TransportationGEGE Aerospace$80,3060.0%3120.1%AerospaceTAT&T$80,0480.0%2,7660.1%Computer and TechnologyVDEVanguard Energy ETF$77,9040.0%6540.1%ETFJNJJohnson & Johnson$71,9450.0%4710.0%MedicalAEEAmeren$68,309$480 ▲0.7%7110.0%UtilitiesOKEONEOK$66,1200.0%8100.0%EnergyCAPITAL GROUP MUNICIPAL HIGH-INCOME ETF$65,554$65,554 ▲New Holding2,6610.0%ETFIBMInternational Business Machines$58,956$22,993 ▼-28.1%2000.0%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$57,9290.0%2,0010.0%ETFAVGOBroadcom$57,887$12,404 ▼-17.6%2100.0%Computer and TechnologyGOOGLAlphabet$55,8650.0%3170.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$55,5500.0%6040.0%ETFRSPInvesco S&P 500 Equal Weight ETF$51,2510.0%2820.0%ETFIVViShares Core S&P 500 ETF$50,2930.0%810.0%ETFKKellanova$47,7180.0%6000.0%Consumer DiscretionaryGDXVanEck Gold Miners ETF$47,4790.0%9120.0%ETFEYLDCambria Emerging Shareholder Yield ETF$45,8360.0%1,2690.0%ETFYUMYum! Brands$45,3430.0%3060.0%Retail/WholesaleNUVNuveen Municipal Value Fund$44,652$165 ▲0.4%5,1380.0%FinanceLMTLockheed Martin$44,4610.0%960.0%AerospaceGE VERNOVA INC COM$41,274$6,350 ▼-13.3%780.0%StockWMTWalmart$39,5030.0%4040.0%Retail/WholesaleHDViShares Core High Dividend ETF$38,4320.0%3280.0%ETFMMM3M$38,0600.0%2500.0%Multi-Sector ConglomeratesFTNTFortinet$38,0590.0%3600.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$37,3630.0%880.0%ETFINTCIntel$32,9730.0%1,4720.0%Computer and TechnologyMPLXMplx$30,617$30,617 ▲New Holding5940.0%EnergyVZVerizon Communications$30,5490.0%7060.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
