Eq LLC

CIK 1757605
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Eq LLC holds a focused book of 87 stocks worth $407.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ishrs US E F R A ETF-Usd Inc at 10% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
22
existing
Trimmed
42
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.3%
+16.5%/yr · since Feb '25
Their reported book
+61.9%
held from quarter-end
S&P 500
+24.6%
same window
$8K$10K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Eq LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +61.9%, a 36.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Eq LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
66%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Financials
1%
Information Technology
1%
Communication Services
0%
Consumer Discretionary
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Eq LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC79 / 80$129.7B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$14.3B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 80$11.9B
OSAIC HOLDINGS, INC.78 / 80$11.3B
MML INVESTORS SERVICES, LLC78 / 80$9.8B
JPMORGAN CHASE & CO77 / 80$284.6B
UBS Group AG77 / 80$84.3B
Farther Finance Advisors, LLC77 / 80$2.6B

Ranked by how many of Eq LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

87 positions
#SecurityValueShares% PortLast moveHistory
1BlackRock ETF Trust
ISHARES US EQUIT
$40.8M599.8K
10.0%
−4.4%
Reduced · −28K sh
2Ishares TR
S&P 500 GRWT ETF
$38.9M283.1K
9.6%
+6.7%
Added · +18K sh
3Ishares TR
CORE S&P500 ETF
$31.9M42.6K
7.8%
+68%
Added · +17K sh
4Vanguard Index FDS
S&P 500 ETF SHS
$28.0M40.8K
6.9%
−2.6%
Reduced · −1K sh
5BlackRock ETF Trust
ISHA LA VALU ETF
$27.4M663.7K
6.7%
−23%
Reduced · −202K sh
6BlackRock ETF Trust
ISHA IN CTRY ETF
$22.5M613.8K
5.5%
New
New position
7Fidelity Comwlth TR
NASDAQ COMPSIT
$21.8M210.9K
5.3%
+250%
Added · +151K sh
8Ishares Inc
CORE MSCI EMKT
$20.5M246.9K
5.0%
−32%
Reduced · −115K sh
9BlackRock ETF Trust
ISHA US THEM ETF
$19.7M455.9K
4.8%
+6.9%
Added · +30K sh
10BlackRock ETF Trust
ISHA I IN TE ETF
$16.5M312.3K
4.0%
−19%
Reduced · −75K sh
11Global X FDS
DEFENSE TECH ETF
$11.4M191.0K
2.8%
+64%
Added · +75K sh
12Ishares TR
EAFE VALUE ETF
$9.6M125.9K
2.4%
−64%
Reduced · −222K sh
13Ishares TR
CORE DIV GRWTH
$8.6M113.5K
2.1%
−23%
Reduced · −34K sh
14Ishares TR
EAFE GRWTH ETF
$8.6M69.0K
2.1%
+8.6%
Added · +5K sh
15Vanguard World FD
ESG US STK ETF
$6.2M47.2K
1.5%
−6.2%
Reduced · −3K sh
16Ishares Gold TR
ISHARES NEW
$4.9M65.5K
1.2%
−11%
Reduced · −8K sh
17BlackRock ETF Trust
ISHA U S IND ETF
$4.7M127.7K
1.2%
+7.3%
Added · +9K sh
18Ishares TR
GLOBAL TECH ETF
$4.4M30.5K
1.1%
−2.7%
Reduced · −858 sh
19Ishares TR
MSCI USA VALUE
$4.2M21.1K
1.0%
−6.4%
Reduced · −1K sh
20BlackRock ETF Trust II
ISHA FLEX IN ETF
$3.9M74.4K
1.0%
+12%
Added · +8K sh
21Vanguard Admiral FDS Inc
MIDCP 400 IDX
$3.6M27.6K
0.9%
+3.7%
Added · +983 sh
22Ishares TR
US TREAS BD ETF
$3.6M157.1K
0.9%
New
New position
23Ishares TR
U.S. TECH ETF
$3.4M13.3K
0.8%
+6.7%
Added · +839 sh
24GMO ETF Trust
US QUALITY ETF
$3.2M75.9K
0.8%
+14%
Added · +9K sh
25Ishares TR
MSCI EAFE ETF
$3.0M29.1K
0.7%
−85%
Reduced · −162K sh
26BlackRock ETF Trust
ISHA LA CORE ETF
$2.9M58.5K
0.7%
New
New position
27Ishares TR
CORE S&P SCP ETF
$2.9M19.6K
0.7%
−55%
Reduced · −24K sh
28Vanguard Admiral FDS Inc
SMLLCP 600 IDX
$2.8M20.5K
0.7%
−5.3%
Reduced · −1K sh
29Ishares TR
S&P 500 VAL ETF
$2.7M11.9K
0.7%
−32%
Reduced · −6K sh
30Ishares Inc
MSCI EMRG CHN
$2.7M26.0K
0.7%
−4.2%
Reduced · −1K sh
31BlackRock ETF Trust
ISHA SYST AL ETF
$2.6M91.7K
0.6%
New
New position
32Ishares TR
20 YR TR BD ETF
$2.4M27.8K
0.6%
−51%
Reduced · −28K sh
33Vanguard Scottsdale FDS
VNG RUS2000IDX
$2.1M17.7K
0.5%
+26%
Added · +4K sh
34Vanguard Charlotte FDS
TOTAL INT BD ETF
$1.9M38.8K
0.5%
+34%
Added · +10K sh
35Ishares TR
RUS 1000 ETF
$1.8M4.5K
0.4%
−4.9%
Reduced · −229 sh
36Ishares TR
10-20 YR TRS ETF
$1.7M17.0K
0.4%
−29%
Reduced · −7K sh
37Vanguard Index FDS
TOTAL STK MKT
$1.5M4.1K
0.4%
−6.9%
Reduced · −306 sh
38Ishares TR
RUSSELL 2000 ETF
$1.5M5.1K
0.4%
−3.4%
Reduced · −180 sh
39Ishares Inc
ESG AWR MSCI EM
$1.5M27.3K
0.4%
−10%
Reduced · −3K sh
40Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.4M20.3K
0.4%
−5.4%
Reduced · −1K sh
41Ishares TR
MSCI USA MMENTM
$1.4M4.0K
0.3%
−36%
Reduced · −2K sh
42Nvidia Corporation
COM
$1.3M6.4K
0.3%
+3.2%
Added · +198 sh
43Ishares TR
LONG TERM MUNI
$1.1M21.7K
0.3%
New
New position
44Graniteshares Gold TR
SHS BEN INT
$1.1M26.9K
0.3%
+1.5%
Added · +392 sh
45BlackRock ETF Trust
ISHA US AWAR ETF
$988K12.3K
0.2%
−10%
Reduced · −1K sh
46Ishares TR
CORE UNIVRSL USD
$985K21.3K
0.2%
+0.4%
Added · +79 sh
47Vanguard Scottsdale FDS
VNG RUS1000GRW
$812K6.4K
0.2%
Held
48Ishares TR
MSCI USA QLT FCT
$760K3.5K
0.2%
−71%
Reduced · −8K sh
49Ishares TR
ESG AWR MSCI USA
$753K4.6K
0.2%
−1.1%
Reduced · −49 sh
50Ishares TR
S&P 100 ETF
$698K1.9K
0.2%
−74%
Reduced · −5K sh
Showing 50 of 87 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202687$407.2M13F-HR
Q1 2026Mar 31, 2026May 6, 202674$355.0M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202677$346.8M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202574$294.6M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202572$257.6M13F-HR
Q1 2025Mar 31, 2025May 5, 202565$214.1M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202562$212.9M13F-HR
Q3 2023Sep 30, 2023Feb 4, 202550$134.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.