Eq Wealth Advisors, Llc Portfolio Stock Holdings
Eq Wealth Advisors, Llc disclosed 54 stock positions valued at approximately $171.1 million in its latest SEC 13F filing. The largest holdings include PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND, CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF, and BERKSHIRE HATHAWAY INC DEL CL B NEW. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 54
- Portfolio Value
- $171.1M
Holdings by Sector
Eq Wealth Advisors, Llc Portfolio Holdings in Q1 2026
51 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | Other | 10.17% | 663,936 | +68,065 | +11.42% | $17,395,119 |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | CGMS | Other | 10.16% | 638,390 | +43,972 | +7.40% | $17,383,365 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 7.65% | 27,322 | +1,496 | +5.79% | $13,092,702 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | Other | 6.22% | 201,567 | +16,703 | +9.04% | $10,638,682 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 6.01% | 255,908 | +13,113 | +5.40% | $10,284,933 |
| SCHWAB US TIPS ETF | SCHP | Other | 5.31% | 341,629 | -83,651 | -19.67% | $9,090,743 |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | Other | 4.62% | 200,572 | -1,934 | -0.96% | $7,910,544 |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | Other | 4.57% | 223,158 | +1,398 | +0.63% | $7,819,454 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | BNDX | Other | 4.45% | 158,509 | -19,821 | -11.11% | $7,616,336 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | FNDX | Other | 3.72% | 228,662 | +16,636 | +7.85% | $6,368,250 |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | Other | 2.98% | 187,936 | +6,256 | +3.44% | $5,102,472 |
| ISHARES GOLD TRUST | IAU | Other | 2.66% | 51,665 | -8,851 | -14.63% | $4,554,786 |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | Other | 2.44% | 116,864 | +7,161 | +6.53% | $4,181,380 |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | Other | 2.26% | 116,060 | +13,023 | +12.64% | $3,872,914 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | VIGI | Other | 2.20% | 42,579 | +2,099 | +5.19% | $3,766,572 |
| CAPITAL GROUP SHORT DURATION INCOME ETF | CGSD | Other | 2.12% | 140,897 | +151 | +0.11% | $3,633,737 |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | Other | 2.02% | 81,194 | +19,007 | +30.56% | $3,453,973 |
| CAPITAL GROUP CORE BOND ETF | CGCB | Other | 1.90% | 123,931 | +99,492 | +407.10% | $3,254,431 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 1.43% | 11,412 | +240 | +2.15% | $2,454,372 |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | FNDA | Other | 1.33% | 70,048 | -3,645 | -4.95% | $2,271,667 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | Other | 1.28% | 57,364 | -2,506 | -4.19% | $2,194,736 |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | Other | 1.28% | 21,190 | -1,758 | -7.66% | $2,191,689 |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | Other | 1.21% | 45,246 | -344 | -0.75% | $2,075,431 |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | Other | 0.86% | 31,704 | -3,141 | -9.01% | $1,469,801 |
| MICROSOFT CORP COM | MSFT | Technology | 0.84% | 3,893 | -149 | -3.69% | $1,441,015 |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | Other | 0.65% | 37,044 | +2,114 | +6.05% | $1,110,950 |
| DIMENSIONAL U.S. SMALL CAP ETF | DFAS | Other | 0.51% | 12,167 | +6,295 | +107.20% | $865,414 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | Other | 0.48% | 16,727 | +100 | +0.60% | $818,454 |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | Other | 0.47% | 36,260 | -586 | -1.59% | $810,050 |
| NUVEEN MUN HIGH INCOME OPPORTU COM | NMZ | Financial Services | 0.40% | 65,886 | +2,240 | +3.52% | $683,898 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.33% | 3,295 | +4 | +0.12% | $559,060 |
| DIMENSIONAL US LARGE CAP VALUE ETF | DFLV | Other | 0.30% | 14,469 | -59 | -0.41% | $516,676 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 0.29% | 1,617 | - | - | $502,547 |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | Other | 0.29% | 14,516 | +6,950 | +91.86% | $488,737 |
| CSX CORP COM | CSX | Industrials | 0.27% | 11,211 | - | - | $460,212 |
| ISHARES TIPS BOND ETF | TIP | Other | 0.25% | 3,895 | -109 | -2.72% | $429,852 |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | RSPG | Other | 0.23% | 3,625 | -582 | -13.83% | $396,860 |
| SPDR GOLD SHARES | GLD | Other | 0.23% | 918 | - | - | $395,006 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.23% | 1,908 | - | - | $394,826 |
| PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF | MFDX | Other | 0.22% | 9,446 | +1 | +0.01% | $376,139 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | VCSH | Other | 0.22% | 4,741 | +2 | +0.04% | $375,824 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.18% | 1,493 | -205 | -12.07% | $310,947 |
| APPLE INC COM | AAPL | Technology | 0.17% | 1,130 | -59 | -4.96% | $286,671 |
| ABBVIE INC COM | ABBV | Healthcare | 0.17% | 1,300 | - | - | $282,737 |
| INVESCO RAFI US 1000 ETF | PRF | Other | 0.15% | 5,329 | -200 | -3.62% | $253,287 |
| RTX CORPORATION COM | RTX | Industrials | 0.15% | 1,300 | - | - | $250,858 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.15% | 272 | - | - | $250,263 |
| NUVEEN MUN CR INCOME FD COM SH BEN INT | NZF | Financial Services | 0.15% | 20,467 | +2,770 | +15.65% | $249,288 |
| AMGEN INC COM | AMGN | Healthcare | 0.14% | 700 | - | - | $246,295 |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | Other | 0.14% | 5,147 | -284 | -5.23% | $234,189 |
| CENCORA INC COM | COR | Healthcare | 0.13% | 716 | - | - | $224,924 |