EQ WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q2 2026

EQ WEALTH ADVISORS, LLC

$182M in tracked AUM across 57 positions as of Q2 2026.

EW

CIK 0002047572 · last filed Jun 30, 2026

Total AUM

$182M

as of Q2 2026

Holdings

57

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

EQ WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

$19M710K10.3%02

CGMS

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

$19M679K10.2%03

BRK/B

BERKSHIRE HATHAWAY INC DEL CL B NEW

$14M28K7.6%04

CGGR

CAPITAL GROUP GROWTH ETF

$12M261K6.8%05

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

$11M196K5.8%06

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

$8M215K4.6%07

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

$8M193K4.2%08

SCHP

SCHWAB US TIPS ETF

$7M280K4.1%09

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF