Eq Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Eq Wealth Advisors, LLCInvestment ActivityEq Wealth Advisors, LLC has $104.04 million in total holdings as of December 31, 2024.Eq Wealth Advisors, LLC owns shares of 50 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway $11,857,352Capital Group U.S. Multi-Sector Income ETF $10,477,122Vanguard Extended Duration Treasury ETF $8,155,290Schwab U.S. TIPS ETF $7,901,898Capital Group Growth ETF $5,801,169 Sector AllocationMap of 500 Largest Holdings ofEq Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$11,857,35226,15911.4%FinanceCGMSCapital Group U.S. Multi-Sector Income ETF$10,477,122384,05910.1%ETFEDVVanguard Extended Duration Treasury ETF$8,155,290120,4277.8%ETFSCHPSchwab U.S. TIPS ETF$7,901,898305,9197.6%ETFCGGRCapital Group Growth ETF$5,801,169156,0715.6%ETFDFSVDimensional US Small Cap Value ETF$5,490,201178,3695.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,127,443197,8184.9%ETFDFIVDimensional International Value ETF$3,939,403111,0323.8%ETFIAUiShares Gold Trust$3,654,23473,8083.5%FinanceDISVDimensional International Small Cap Value ETF$3,455,931130,0693.3%ETFDFLVDimensional US Large Cap Value ETF$3,270,700108,9143.1%ETFVIGIVanguard International Dividend Appreciation ETF$3,038,72937,9892.9%ETFCGSDCapital Group Short Duration Income ETF$2,763,490107,7802.7%ETFVIGVanguard Dividend Appreciation ETF$2,706,37913,8202.6%ETFCGMUCapital Group Municipal Income ETF$2,551,00494,7622.5%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$1,991,26247,8551.9%ManufacturingFNDESchwab Fundamental Emerging Markets Large Company Index ETF$1,909,17665,7201.8%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$1,905,51564,1591.8%ETFMSFTMicrosoft$1,822,9884,3251.8%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$1,730,27859,2161.7%ETFDFEVDimensional Emerging Markets Value ETF$1,462,89055,8141.4%ETFFNDCSchwab Fundamental International Small Cap Company Index ETF$1,277,17737,4101.2%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$1,106,02016,1181.1%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$1,054,57713,8111.0%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$897,34737,8950.9%ETFSCHQSchwab Long-Term U.S. Treasury ETF$895,40728,4890.9%ETFGRAYSCALE BITCOIN MINI TRUST ETF$803,02519,1790.8%ETFCGCPCapital Group Core Plus Income ETF$642,34428,9340.6%ETFMCDMcDonald's$463,8241,6000.4%Retail/WholesaleFNDFSchwab Fundamental International Large Company Index ETF$431,91613,0060.4%ETFXOMExxon Mobil$416,5873,8730.4%Oils/EnergyAAPLApple$405,6801,6200.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$375,9054,8190.4%ETFAMZNAmazon.com$372,0851,6960.4%Retail/WholesaleCSXCSX$364,52211,2960.4%TransportationTSLATesla$342,8608490.3%Auto/Tires/TrucksTIPiShares TIPS Bond ETF$335,5263,1490.3%ETFCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF$300,28712,1230.3%ETFCVXChevron$287,5071,9850.3%Oils/EnergyNMZNuveen Municipal High Income Opportunity Fund$279,71425,8750.3%Financial ServicesCAPITAL GROUP CORE BOND ETF$244,5419,4820.2%ETFGLDSPDR Gold Shares$235,3509720.2%FinanceIVViShares Core S&P 500 ETF$231,3513930.2%ETFABBVAbbVie$231,0101,3000.2%MedicalPRFInvesco FTSE RAFI US 1000 ETF$223,0405,5290.2%ETFNZFNuveen Municipal Credit Income Fund$215,37217,6970.2%Financial ServicesSCHISchwab 5-10 Year Corporate Bond ETF$212,8039,6420.2%ETFLLYEli Lilly and Company$203,0362630.2%MedicalORCLOracle$160,25376,4390.2%Computer and TechnologyETEnergy Transfer$16,13516,1350.0%Oils/EnergyShowing 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. 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