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EQ WEALTH ADVISORS, LLC
EQ WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
EQ WEALTH ADVISORS, LLC runs EQ WEALTH ADVISORS, LLC and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $182.01M. Their top holdings are PYLD, CGMS, BRK-B, CGGR, DFIV. The top five represent 40.7% of reported portfolio weight. EQ WEALTH ADVISORS, LLC ranks #945 out of 1000 investors tracked by Alpha Score. In the most recent quarter, EQ WEALTH ADVISORS, LLC initiated 1 new position. They added to 20 existing positions. They trimmed 22 positions. Their current best-performing preview position is LLY with returns of +30.40%.
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57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 10.35% | $26.36 | $26.17 | -0.72% | Added +6.94% |
 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 10.20% | $27.37 | $27.14 | -0.84% | Added +6.41% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.58% | $456.31 | $495.77 | +8.65% | Added +0.86% |
 CGGR CAPITAL GROUP GROWTH ETF | 6.77% | $37.60 | $46.99 | +24.97% | Added +2.04% |
 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | 5.81% | $39.41 | $58.30 | +47.92% | Trimmed -2.88% |
 DFSV DIMENSIONAL US SMALL CAP VALUE ETF | 4.58% | $30.28 | $40.29 | +33.04% | Trimmed -3.65% |
 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 4.25% | $28.62 | $44.49 | +55.45% | Trimmed -4.00% |
 SCHP SCHWAB US TIPS ETF | 4.07% | $26.14 | $25.96 | -0.69% | Trimmed -18.16% |
 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 3.94% | $24.82 | $32.52 | +31.00% | Added +0.84% |
 CGCB CAPITAL GROUP CORE BOND ETF | 3.51% | $26.22 | $25.84 | -1.47% | Added +97.09% |
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