Eq Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Eq Wealth Advisors, LLC reported 50 stock positions worth $104.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.4% of the portfolio, followed by Cap Group US Multi-Sect Bond (CGMS, 10.1%) and Vanguard Extended Dur Treas (EDV, 7.8%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002047572
- Portfolio Value
- $104.0M (Q4 2024)
- SEC Filing
- 0001986152-25-000006 ↗ filed Jan 24, 2025
Holdings Value
Holdings 50 stocks · $104.0M
| BRK.B Berkshire Hathaway Inc. Class B | 11.40% | 26,159 | $11.9M | — |
| CGMS Cap Group US Multi-Sect Bond | 10.07% | 384,059 | $10.5M | — |
| EDV Vanguard Extended Dur Treas | 7.84% | 120,427 | $8.2M | — |
| SCHP Schwab U.S. Tips ETF | 7.60% | 305,919 | $7.9M | — |
| CGGR Cap Group Growth Equity | 5.58% | 156,071 | $5.8M | — |
| DFSV Dimensional US Small Cap Val | 5.28% | 178,369 | $5.5M | — |
| PYLD PIMCO Multisector Bond Actv | 4.93% | 197,818 | $5.1M | — |
| DFIV Dimensional International Va | 3.79% | 111,032 | $3.9M | — |
| IAU iShares Gold Trust | 3.51% | 73,808 | $3.7M | — |
| DISV Dimensional International SM | 3.32% | 130,069 | $3.5M | — |
| DFLV Dim US Large Cap Value ETF | 3.14% | 108,914 | $3.3M | — |
| VIGI Vanguard Int Div App Indx FD | 2.92% | 37,989 | $3.0M | — |
| CGSD Cap Group Short Duration | 2.66% | 107,780 | $2.8M | — |
| VIG Vanguard Dividend Apprec ETF | 2.60% | 13,820 | $2.7M | — |
| CGMU Cap Group Municipal Income | 2.45% | 94,762 | $2.6M | — |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 1.91% | 47,855 | $2.0M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.84% | 65,720 | $1.9M | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.83% | 64,159 | $1.9M | — |
| MSFT Microsoft Corp. | 1.75% | 4,325 | $1.8M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 1.66% | 59,216 | $1.7M | — |
| DFEV Dimensional Emrg MRKT Val | 1.41% | 55,814 | $1.5M | — |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 1.23% | 37,410 | $1.3M | — |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 1.06% | 16,118 | $1.1M | — |
| RSPG Invesco S&P 500 Equal Weight | 1.01% | 13,811 | $1.1M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.86% | 37,895 | $897K | — |
| SCHQ Schwab Long-Term US Treasury | 0.86% | 28,489 | $895K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.77% | 19,179 | $803K | — |
| CGCP Cap Group Core Plus Income | 0.62% | 28,934 | $642K | — |
| MCD McDonald's Corp. | 0.45% | 1,600 | $464K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.42% | 13,006 | $432K | — |
| XOM Exxon Mobil Corp. | 0.40% | 3,873 | $417K | — |
| AAPL Apple Inc. | 0.39% | 1,620 | $406K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 4,819 | $376K | — |
| AMZN Amazon.com Inc. | 0.36% | 1,696 | $372K | — |
| CSX CSX Corp. | 0.35% | 11,296 | $365K | — |
| TSLA Tesla Inc. | 0.33% | 849 | $343K | — |
| TIP iShares Tips Bond ETF | 0.32% | 3,149 | $336K | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.29% | 12,123 | $300K | — |
| CVX Chevron Corp. | 0.28% | 1,985 | $288K | — |
| NMZ Nuveen Muni Hi Inc. Opport | 0.27% | 25,875 | $280K | — |
| CGCB Cap Group Core Bond | 0.24% | 9,482 | $245K | — |
| GLD SPDR Gold Shares | 0.23% | 972 | $235K | — |
| IVV iShares Core S&P 500 ETF | 0.22% | 393 | $231K | — |
| ABBV Abbvie Inc. | 0.22% | 1,300 | $231K | — |
| PRF Invesco Rafi US 1000 ETF | 0.21% | 5,529 | $223K | — |
| NZF Nuveen Municipal Credit Inc. | 0.21% | 17,697 | $215K | — |
| SCHI Schwab 5-10 Year Corporate B | 0.20% | 9,642 | $213K | — |
| LLY Eli Lilly & Co. | 0.20% | 263 | $203K | — |
| ORCL Oracle Corp. | 0.15% | 76,439 | $160K | — |
| ET Energy Transfer LP | 0.02% | 16,135 | $16K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $182.0M | PYLD, CGMS, BRK.B, CGGR, DFIV |
| Q1 2026 | 54 | $171.1M | PYLD, CGMS, BRK.B, DFIV, CGGR |
| Q4 2025 | 257 | $169.4M | CGMS, PYLD, BRK.B, SCHP, CGGR |
| Q3 2025 | 49 | $152.2M | CGMS, PYLD, BRK.B, SCHP, CGGR |
| Q2 2025 | 251 | $146.7M | CGMS, BRK.B, PYLD, SCHP, BNDX |
| Q1 2025 | 275 | $125.5M | BRK.B, CGMS, SCHP, EDV, CGGR |
| Q4 2024 | 50 | $104.0M | BRK.B, CGMS, EDV, SCHP, CGGR |