Eq Wealth Advisors, LLC holds a focused book of 57 stocks worth $182.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Dimensional International Va. Their largest long position is Pimco Multisector Bond Actv at 10% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2047572/holdings"
Use Arkolith to show EQ WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Eq Wealth Advisors, 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.
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
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, no cost basis
Other tracked managers holding the same core names as Eq Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 57 | $261.2B |
| LPL Financial LLC | 79 / 57 | $40.1B |
| OSAIC HOLDINGS, INC. | 79 / 57 | $9.0B |
| WELLS FARGO & COMPANY/MN | 78 / 57 | $74.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 57 | $42.0B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 57 | $31.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 57 | $10.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 / 57 | $10.3B |
Ranked by how many of Eq Wealth Advisors, LLC's top 57 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 57 | $182.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 54 | $171.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 259 | $169.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 49 | $152.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 253 | $146.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 279 | $125.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 50 | $104.0M | 13F-HR |
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.