EQ WEALTH ADVISORS, LLC

Name: EQ WEALTH ADVISORS, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002047572 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗

EQ WEALTH ADVISORS, LLC reported 57 positions worth $182.0M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: PYLD (10.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$182.0M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

61.1%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 57 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	SH	$18.8M	10.35%	710,027	—	—
▸ 2	CGMS	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	SH	$18.6M	10.20%	679,303	—	—
▸ 3	BRK-B	BERKSHIRE HATHAWAY INC DEL CL B NEW	SH	$13.8M	7.58%	27,556	—	—
▸ 4	CGGR	CAPITAL GROUP GROWTH ETF	SH	$12.3M	6.77%	261,134	—	—
▸ 5	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	SH	$10.6M	5.81%	195,764	—	—
▸ 6	DFSV	DIMENSIONAL US SMALL CAP VALUE ETF	SH	$8.3M	4.58%	215,024	—	—
▸ 7	DISV	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	SH	$7.7M	4.25%	192,541	—	—
▸ 8	SCHP	SCHWAB US TIPS ETF	SH	$7.4M	4.07%	279,578	—	—
▸ 9	FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	SH	$7.2M	3.94%	230,580	—	—
▸ 10	CGCB	CAPITAL GROUP CORE BOND ETF	SH	$6.4M	3.51%	244,250	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does EQ WEALTH ADVISORS, LLC hold as of Q2 2026?

EQ WEALTH ADVISORS, LLC reported 57 positions worth $182.0M in its Q2 2026 13F filing. Largest positions: PYLD (10.3%), CGMS (10.2%), BRK-B (7.6%), CGGR (6.8%) and DFIV (5.8%).

What did EQ WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did EQ WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.