Eq Wealth Advisors, LLC holds a focused book of 57 reported positions worth $182.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Dimensional International Va. Their largest long position is Pimco Multisector Bond Actv at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Eq Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Eq Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
+4 sectors below the cut, 2% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Eq Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| AdviceOne Advisory Services, LLC | 7 / 57 | $121.9M |
| Independent Investors Inc | 8 / 57 | $349.8M |
| Daniel Investment Group, Inc. | 6 / 57 | $109.6M |
| Schiavi & Co LLC | 8 / 57 | $226.9M |
| Prairiewood Capital, LLC | 13 / 57 | $223.6M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 5 / 57 | $263.3M |
| Private Capital Advisors, Inc. | 9 / 57 | $633.8M |
| Dixon Fnancial Services, Inc. | 10 / 57 | $129.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Eq Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pimco Multisector Bond Active Exchange-Traded Fund ETF | $18.8M | 710.0K | 10.3% | ▲+6.9% Added · +46K sh | |
| 2 | Capital Group U.S. Multi-Sector Income ETF ETF | $18.6M | 679.3K | 10.2% | ▲+6.4% Added · +41K sh | |
| 3 | Berkshire Hathaway Inc Del CL B New Stock | $13.8M | 27.6K | 7.6% | ▲+0.8% Added · +234 sh | |
| 4 | Capital Group Growth ETF ETF | $12.3M | 261.1K | 6.8% | ▲+2.0% Added · +5K sh | |
| 5 | Dimensional International Value ETF ETF | $10.6M | 195.8K | 5.8% | ▼−2.9% Reduced · −6K sh | |
| 6 | Dimensional US Small Cap Value ETF ETF | $8.3M | 215.0K | 4.6% | ▼−3.6% Reduced · −8K sh | |
| 7 | Dimensional International Small Cap Value ETF ETF | $7.7M | 192.5K | 4.2% | ▼−4.0% Reduced · −8K sh | |
| 8 | Schwab US Tips ETF ETF | $7.4M | 279.6K | 4.1% | ▼−18% Reduced · −62K sh | |
| 9 | Schwab Fundamental U.S. Large Company ETF ETF | $7.2M | 230.6K | 3.9% | ▲+0.8% Added · +2K sh | |
| 10 | Capital Group Core Bond ETF ETF | $6.4M | 244.3K | 3.5% | ▲+97% Added · +120K sh | |
| 11 | Capital Group Municipal Income ETF ETF | $5.2M | 190.4K | 2.9% | ▲+1.3% Added · +2K sh | |
| 12 | Capital Group Global Growth Equity ETF ETF | $5.2M | 123.4K | 2.9% | ▲+6.4% Added · +7K sh | |
| 13 | Vanguard Core Tax-Exempt Bond ETF ETF | $5.0M | 65.6K | 2.8% | ▲+23% Added · +12K sh | |
| 14 | Dimensional Emerging Markets Value ETF ETF | $4.9M | 115.0K | 2.7% | ▼−1.6% Reduced · −2K sh | |
| 15 | Vanguard Total International Bond ETF ETF | $4.5M | 92.1K | 2.5% | ▼−42% Reduced · −66K sh | |
| 16 | Capital Group Dividend Value ETF ETF | $4.1M | 83.1K | 2.2% | ▲+2.3% Added · +2K sh | |
| 17 | Vanguard International Dividend Appreciation ETF ETF | $3.9M | 42.0K | 2.2% | ▼−1.3% Reduced · −539 sh | |
| 18 | Ishares Gold Trust ETF | $3.6M | 48.3K | 2.0% | ▼−6.5% Reduced · −3K sh | |
| 19 | Capital Group Short Duration Income ETF ETF | $3.5M | 134.9K | 1.9% | ▼−4.2% Reduced · −6K sh | |
| 20 | Vanguard Dividend Appreciation ETF ETF | $2.7M | 11.2K | 1.5% | ▼−1.8% Reduced · −209 sh | |
| 21 | Schwab Fundamental U.S. Small Company ETF ETF | $2.6M | 69.5K | 1.5% | ▼−0.8% Reduced · −597 sh | |
| 22 | Invesco Rafi US 1500 Small-Mid ETF ETF | $2.3M | 41.7K | 1.3% | ▼−7.9% Reduced · −4K sh | |
| 23 | Schwab Fundamental Emerging Markets Equity ETF ETF | $2.2M | 55.1K | 1.2% | ▼−3.9% Reduced · −2K sh | |
| 24 | Capital Group Municipal High-Income ETF ETF | $2.0M | 78.7K | 1.1% | ▲+156% Added · +48K sh | |
| 25 | Ishares 0-5 Year Tips Bond ETF ETF | $1.9M | 18.6K | 1.0% | ▼−12% Reduced · −3K sh | |
| 26 | Schwab Fundamental International Small Equity ETF ETF | $1.5M | 31.7K | 0.8% | ▼−0.1% Reduced · −49 sh | |
| 27 | Microsoft Corp Com Stock | $1.4M | 3.9K | 0.8% | ▼−0.5% Reduced · −20 sh | |
| 28 | Capital Group New Geography Equity ETF ETF | $1.2M | 32.1K | 0.7% | ▲+3.0% Added · +950 sh | |
| 29 | Dimensional U.S. Small Cap ETF ETF | $1.2M | 14.3K | 0.6% | ▲+18% Added · +2K sh | |
| 30 | Grayscale Bitcoin Mini Trust ETF ETF | $969K | 37.3K | 0.5% | ▲+0.8% Added · +286 sh | |
| 31 | Schwab Fundamental International Equity ETF ETF | $890K | 16.9K | 0.5% | ▲+0.8% Added · +140 sh | |
| 32 | Nuveen Mun High Income Opportu Com CEF | $740K | 70.0K | 0.4% | ▲+6.3% Added · +4K sh | |
| 33 | Capital Group Core Plus Income ETF ETF | $720K | 32.3K | 0.4% | ▼−11% Reduced · −4K sh | |
| 34 | Dimensional International Small Cap ETF ETF | $597K | 17.1K | 0.3% | ▲+17% Added · +3K sh | |
| 35 | Dimensional US Large Cap Value ETF ETF | $572K | 14.5K | 0.3% | ▲~0% Added · +4 sh | |
| 36 | CSX Corp Com Stock | $533K | 11.2K | 0.3% | —Held | |
| 37 | ExxonMobil Holdings Corp Com SHS Stock | $451K | 3.3K | 0.2% | ▲New New position | |
| 38 | McDonalds Corp Com Stock | $436K | 1.6K | 0.2% | ▼−0.3% Reduced · −5 sh | |
| 39 | Invesco S&P 500 Equal Weight Energy ETF ETF | $427K | 4.4K | 0.2% | ▲+20% Added · +730 sh | |
| 40 | Ishares Tips Bond ETF ETF | $425K | 3.9K | 0.2% | ▼−0.2% Reduced · −8 sh | |
| 41 | Capital Group Conservative Equity ETF ETF | $402K | 12.2K | 0.2% | ▲New New position | |
| 42 | Pimco Rafi Dynamic Multi-Factor International Equity ETF ETF | $393K | 9.4K | 0.2% | ▲~0% Added · +1 sh | |
| 43 | Vanguard Short-Term Corporate Bond ETF ETF | $375K | 4.7K | 0.2% | ▲+0.1% Added · +4 sh | |
| 44 | Amazon Com Inc Com Stock | $350K | 1.5K | 0.2% | ▼−1.5% Reduced · −23 sh | |
| 45 | SPDR Gold Shares ETF | $336K | 911 | 0.2% | ▼−0.8% Reduced · −7 sh | |
| 46 | Abbvie Inc Com Stock | $327K | 1.3K | 0.2% | —Held | |
| 47 | Eli Lilly & Co Com Stock | $326K | 272 | 0.2% | —Held | |
| 48 | Chevron Corporation Com Stock | $311K | 1.9K | 0.2% | ▼−1.7% Reduced · −32 sh | |
| 49 | Apple Inc Com Stock | $298K | 1.0K | 0.2% | ▼−8.8% Reduced · −99 sh | |
| 50 | Invesco Rafi US 1000 ETF ETF | $288K | 5.3K | 0.2% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show EQ WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 57 | $182.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 54 | $171.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 259 | $169.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 49 | $152.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 28d | 253 | $146.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 279 | $125.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 50 | $104.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.