EQ WEALTH ADVISORS, LLC
CIK: 0002047572SEC EDGAR →
Portfolio Value
$169.4M
Holdings
259
As of
Q4 2025
New Positions
259
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 594,418 | $16.4M | 9.69% |
| 2 | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 595,871 | $15.9M | 9.38% |
| 3 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 25,826 | $13.0M | 7.66% |
| 4 | SCHWAB US TIPS ETF | 425,280 | $11.3M | 6.65% |
| 5 | CAPITAL GROUP GROWTH ETF | 242,795 | $10.8M | 6.37% |
| 6 | DIMENSIONAL INTERNATIONAL VALUE ETF | 184,864 | $9.2M | 5.45% |
| 7 | VANGUARD TOTAL INTERNATIONAL BOND ETF | 178,330 | $8.6M | 5.09% |
| 8 | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 202,506 | $7.7M | 4.54% |
| 9 | DIMENSIONAL US SMALL CAP VALUE ETF | 221,760 | $7.3M | 4.31% |
| 10 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 212,026 | $5.8M | 3.41% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (259)
$16.4M · 594K shares
$15.9M · 596K shares
$13.0M · 26K shares
$11.3M · 425K shares
$10.8M · 243K shares
$9.2M · 185K shares
$8.6M · 178K shares
$7.7M · 203K shares
$7.3M · 222K shares
$5.8M · 212K shares
$5.0M · 182K shares
$4.9M · 61K shares
$3.7M · 40K shares
$3.7M · 110K shares
$3.7M · 141K shares
$3.6M · 103K shares
$2.7M · 62K shares
$2.5M · 11K shares
$2.4M · 31K shares
$2.3M · 23K shares
$2.3M · 74K shares
$2.2M · 60K shares
$2.1M · 46K shares
$2.0M · 4K shares
$1.6M · 35K shares
$1.4M · 35K shares
$904K · 28K shares
$834K · 37K shares
$751K · 17K shares
$648K · 64K shares
$648K · 24K shares
$497K · 15K shares
$494K · 2K shares
$440K · 4K shares
$409K · 6K shares
$406K · 11K shares
$396K · 3K shares
$394K · 15K shares
$391K · 2K shares
$377K · 5K shares
$363K · 918 shares
$362K · 9K shares
$334K · 4K shares
$323K · 1K shares
$297K · 1K shares
$292K · 272 shares
$290K · 2K shares
$259K · 6K shares
$254K · 1K shares
$249K · 8K shares
$244K · 5K shares
$241K · 716 shares
$238K · 1K shares
$229K · 700 shares
$222K · 18K shares
$185K · 2K shares
$180K · 3K shares
$162K · 1K shares
$157K · 4K shares
$152K · 393 shares
$147K · 6K shares
$143K · 768 shares
$134K · 5K shares
$126K · 1K shares
$123K · 216 shares
$119K · 834 shares
$116K · 377 shares
$112K · 2K shares
$109K · 349 shares
$107K · 560 shares
$106K · 1K shares
$106K · 4K shares
$104K · 254 shares
$99K · 345 shares
$97K · 471 shares
$96K · 312 shares
$95K · 324 shares
$82K · 135 shares
$82K · 654 shares
$80K · 800 shares
$77K · 3K shares
$72K · 721 shares
$71K · 3K shares
$70K · 817 shares
$69K · 2K shares
$65K · 2K shares
$65K · 190 shares
$62K · 1K shares
$61K · 293 shares
$59K · 810 shares
$58K · 604 shares
$55K · 81 shares
$50K · 78 shares
$48K · 1K shares
$46K · 307 shares
$46K · 5K shares
$46K · 96 shares
$46K · 306 shares
$43K · 227 shares
$42K · 441 shares
$41K · 370 shares
$41K · 373 shares
$40K · 250 shares
$39K · 328 shares
$38K · 98 shares
$38K · 709 shares
$37K · 80 shares
$36K · 852 shares
$34K · 692 shares
$32K · 600 shares
$31K · 594 shares
$30K · 396 shares
$30K · 1K shares
$29K · 781 shares
$28K · 504 shares
$28K · 706 shares
$23K · 647 shares
$23K · 348 shares
$22K · 68 shares
$22K · 892 shares
$22K · 191 shares
$19K · 669 shares
$19K · 138 shares
$19K · 636 shares
$19K · 393 shares
$19K · 480 shares
$19K · 485 shares
$18K · 122 shares
$18K · 57 shares
$17K · 256 shares
$16K · 732 shares
$16K · 2K shares
$15K · 100 shares
$15K · 170 shares
$15K · 95 shares
$15K · 400 shares
$15K · 208 shares
$14K · 230 shares
$14K · 482 shares
$14K · 157 shares
$14K · 180 shares
$14K · 272 shares
$13K · 21 shares
$13K · 265 shares
$12K · 70 shares
$12K · 250 shares
$11K · 151 shares
$11K · 158 shares
$11K · 123 shares
$11K · 72 shares
$11K · 144 shares
$11K · 40 shares
$10K · 364 shares
$10K · 285 shares
$10K · 256 shares
$10K · 129 shares
$10K · 89 shares
$10K · 167 shares
$10K · 118 shares
$10K · 29 shares
$10K · 31 shares
$9K · 141 shares
$9K · 47 shares
$9K · 419 shares
$9K · 134 shares
$9K · 25 shares
$9K · 77 shares
$9K · 73 shares
$8K · 104 shares
$8K · 57 shares
$8K · 374 shares
$8K · 100 shares
$8K · 350 shares
$8K · 45 shares
$7K · 7 shares
$7K · 130 shares
$7K · 146 shares
$7K · 33 shares
$7K · 597 shares
$7K · 21 shares
$6K · 3K shares
$6K · 42 shares
$6K · 75 shares
$6K · 62 shares
$6K · 430 shares
$6K · 22 shares
$5K · 256 shares
$5K · 56 shares
$5K · 17 shares
$5K · 310 shares
$5K · 142 shares
$5K · 11 shares
$5K · 38 shares
$5K · 137 shares
$5K · 78 shares
$4K · 22 shares
$4K · 62 shares
$4K · 8 shares
$3K · 28 shares
$3K · 3 shares
$3K · 149 shares
$3K · 66 shares
$3K · 136 shares
$3K · 47 shares
$3K · 50 shares
$3K · 4 shares
$3K · 28 shares
$3K · 55 shares
$3K · 54 shares
$3K · 50 shares
$3K · 46 shares
$3K · 18 shares
$2K · 7 shares
$2K · 15 shares
$2K · 78 shares
$2K · 14 shares
$2K · 33 shares
$2K · 63 shares
$2K · 69 shares
$2K · 125 shares
$2K · 6 shares
$2K · 51 shares
$1K · 6 shares
$1K · 37 shares
$1K · 17 shares
$1K · 10 shares
$1K · 9 shares
$1K · 120 shares
$1K · 40 shares
$1K · 16 shares
$1K · 4 shares
$1K · 100 shares
$1K · 20 shares
$1K · 9 shares
$0 · 3 shares
$0 · 13 shares
$0 · 4 shares
$0 · 0 shares
$0 · 40 shares
$0 · 70 shares
$0 · 8 shares
$0 · 1 shares
$0 · 26 shares
$0 · 8 shares
$0 · 67 shares
$0 · 20 shares
$0 · 30 shares
$0 · 25 shares
$0 · 2 shares
$0 · 7 shares
$0 · 38 shares
$0 · 1 shares
$0 · 3 shares
$0 · 19 shares
$0 · 1 shares
$0 · 1 shares
$0 · 128 shares
$0 · 20 shares
$0 · 9 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 107 | $137.4M | 81.2% |
| Unknown | 15 | $20.8M | 12.3% |
| Technology | 27 | $5.2M | 3.1% |
| Industrials | 25 | $1.4M | 0.8% |
| Consumer Cyclical | 11 | $1.3M | 0.8% |
| Healthcare | 21 | $1.3M | 0.8% |
| Energy | 12 | $975K | 0.6% |
| Consumer Defensive | 6 | $252K | 0.1% |
| Communication Services | 10 | $243K | 0.1% |
| Utilities | 9 | $185K | 0.1% |
| Real Estate | 8 | $78K | 0.0% |
| Basic Materials | 8 | $54K | 0.0% |