Eq Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Eq Wealth Advisors, LLCInvestment ActivityEq Wealth Advisors, LLC has $171.05 million in total holdings as of September 30, 2025.Eq Wealth Advisors, LLC owns shares of 54 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.64% of the portfolio was purchased this quarter.About 6.36% of the portfolio was sold this quarter.This quarter, Eq Wealth Advisors, LLC has purchased 259 new stocks and bought additional shares in 27 stocks.Eq Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 205 stocks this quarter.Largest Holdings PIMCO Multi Sector Bond Active ETF $17,395,119Capital Group U.S. Multi-Sector Income ETF $17,383,365Berkshire Hathaway $13,092,702Dimensional International Value ETF $10,638,682Capital Group Growth ETF $10,284,933 Largest Purchases this Quarter CAPITAL GROUP CORE BOND ETF 99,492 shares (about $2.61M)PIMCO Multi Sector Bond Active ETF 68,065 shares (about $1.78M)VANGUARD CORE TAX-EXEMPT BOND ETF 21,956 shares (about $1.65M)Capital Group U.S. Multi-Sector Income ETF 43,972 shares (about $1.20M)Dimensional International Value ETF 16,703 shares (about $881.58K) Largest Sales this Quarter Schwab U.S. TIPS ETF 83,651 shares (about $2.23M)Vanguard Total International Bond ETF 19,821 shares (about $952.40K)iShares Gold Trust 8,851 shares (about $780.30K)iShares 0-5 Year TIPS Bond ETF 1,758 shares (about $181.83K)Schwab Fundamental International Small Equity ETF 3,141 shares (about $145.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEq Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPYLDPIMCO Multi Sector Bond Active ETF$17,395,119$1,783,303 â–²11.4%663,93610.2%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$17,383,365$1,197,358 â–²7.4%638,39010.2%ETFBRK.BBerkshire Hathaway$13,092,702$716,883 â–²5.8%27,3227.7%FinanceDFIVDimensional International Value ETF$10,638,682$881,582 â–²9.0%201,5676.2%ETFCGGRCapital Group Growth ETF$10,284,933$527,011 â–²5.4%255,9086.0%ETFSCHPSchwab U.S. TIPS ETF$9,090,743$2,225,952 â–¼-19.7%341,6295.3%ETFDISVDimensional International Small Cap Value ETF$7,910,544$76,277 â–¼-1.0%200,5724.6%ETFDFSVDimensional US Small Cap Value ETF$7,819,454$48,986 â–²0.6%223,1584.6%ETFBNDXVanguard Total International Bond ETF$7,616,336$952,396 â–¼-11.1%158,5094.5%ETFFNDXSchwab Fundamental U.S. Large Company ETF$6,368,250$463,314 â–²7.8%228,6623.7%ETFCGMUCapital Group Municipal Income ETF$5,102,472$169,851 â–²3.4%187,9363.0%ETFIAUiShares Gold Trust$4,554,786$780,304 â–¼-14.6%51,6652.7%FinanceDFEVDimensional Emerging Markets Value ETF$4,181,380$256,220 â–²6.5%116,8642.4%ETFVANGUARD CORE TAX-EXEMPT BOND ETF$3,994,022$1,650,004 â–²70.4%53,1472.3%ETFCGGOCapital Group Global Growth Equity ETF$3,872,914$434,577 â–²12.6%116,0602.3%ETFVIGIVanguard International Dividend Appreciation ETF$3,766,572$185,679 â–²5.2%42,5792.2%ETFCGSDCapital Group Short Duration Income ETF$3,633,737$3,894 â–²0.1%140,8972.1%ETFCGDVCapital Group Dividend Value ETF$3,453,973$808,553 â–²30.6%81,1942.0%ETFCAPITAL GROUP CORE BOND ETF$3,254,431$2,612,662 â–²407.1%123,9311.9%ETFVIGVanguard Dividend Appreciation ETF$2,454,372$51,617 â–²2.1%11,4121.4%ETFFNDASchwab Fundamental U.S. Small Company ETF$2,271,667$118,208 â–¼-4.9%70,0481.3%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$2,194,736$95,879 â–¼-4.2%57,3641.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$2,191,689$181,831 â–¼-7.7%21,1901.3%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$2,075,431$15,779 â–¼-0.8%45,2461.2%ManufacturingFNDCSchwab Fundamental International Small Equity ETF$1,469,801$145,617 â–¼-9.0%31,7040.9%ETFMSFTMicrosoft$1,441,015$55,153 â–¼-3.7%3,8930.8%Computer and TechnologyGRAYSCALE BITCOIN MINI TRUST ETF$1,110,950$63,399 â–²6.1%37,0440.6%ETFCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF$982,786$88,934 â–²9.9%31,1300.6%ETFDFASDimensional U.S. Small Cap ETF$865,414$447,751 â–²107.2%12,1670.5%ETFFNDFSchwab Fundamental International Equity ETF$818,454$4,893 â–²0.6%16,7270.5%ETFCGCPCapital Group Core Plus Income ETF$810,050$13,091 â–¼-1.6%36,2600.5%ETFCAPITAL GROUP MUNICIPAL HIGH-INCOME ETF$780,153$388,127 â–²99.0%30,8120.5%ETFNMZNuveen Municipal High Income Opportunity Fund$683,898$23,251 â–²3.5%65,8860.4%Financial ServicesXOMExxonMobil$559,060$679 â–²0.1%3,2950.3%EnergyDFLVDimensional US Large Cap Value ETF$516,676$2,107 â–¼-0.4%14,4690.3%ETFMCDMcDonald's$502,5470.0%1,6170.3%Retail/WholesaleDFISDimensional International Small Cap ETF$488,737$233,998 â–²91.9%14,5160.3%ETFCSXCSX$460,2120.0%11,2110.3%TransportationTIPiShares TIPS Bond ETF$429,852$12,029 â–¼-2.7%3,8950.3%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$396,860$63,717 â–¼-13.8%3,6250.2%ETFGLDSPDR Gold Shares$395,0060.0%9180.2%FinanceCVXChevron$394,8260.0%1,9080.2%EnergyMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$376,139$40 â–²0.0%9,4460.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$375,824$159 â–²0.0%4,7410.2%ETFAMZNAmazon.com$310,947$42,695 â–¼-12.1%1,4930.2%Retail/WholesaleAAPLApple$286,671$14,968 â–¼-5.0%1,1300.2%Computer and TechnologyABBVAbbVie$282,7370.0%1,3000.2%MedicalPRFInvesco RAFI US 1000 ETF$253,287$9,506 â–¼-3.6%5,3290.1%ETFRTXRTX$250,8580.0%1,3000.1%AerospaceLLYEli Lilly and Company$250,2630.0%2720.1%MedicalNZFNuveen Municipal Credit Income Fund$249,288$33,739 â–²15.7%20,4670.1%Financial ServicesAMGNAmgen$246,2950.0%7000.1%MedicalNULVNuveen ESG Large-Cap Value ETF$234,189$12,922 â–¼-5.2%5,1470.1%ETFCORCencora$224,9240.0%7160.1%MedicalORCLOracle$0$254,552 â–¼-100.0%00.0%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$0$185,135 â–¼-100.0%00.0%ETFMFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF$0$180,513 â–¼-100.0%00.0%ETFABTAbbott Laboratories$0$162,877 â–¼-100.0%00.0%MedicalMTDRMatador Resources$0$157,462 â–¼-100.0%00.0%EnergyROKRockwell Automation$0$152,905 â–¼-100.0%00.0%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$0$147,192 â–¼-100.0%00.0%ETFNVDANVIDIA$0$143,246 â–¼-100.0%00.0%Computer and TechnologyPFEPfizer$0$134,485 â–¼-100.0%00.0%MedicalUPSUnited Parcel Service$0$126,467 â–¼-100.0%00.0%TransportationNOCNorthrop Grumman$0$123,165 â–¼-100.0%00.0%AerospacePEPPepsiCo$0$119,696 â–¼-100.0%00.0%Consumer StaplesMARMarriott International$0$116,924 â–¼-100.0%00.0%Consumer DiscretionaryDGROiShares Core Dividend Growth ETF$0$112,808 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$109,237 â–¼-100.0%00.0%Computer and TechnologyVTVVanguard Value ETF$0$107,032 â–¼-100.0%00.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$0$106,976 â–¼-100.0%00.0%ManufacturingGRAYSCALE ETHEREUM MINI TRUST ETF$0$106,291 â–¼-100.0%00.0%ETFMGKVanguard Mega Cap Growth ETF$0$104,844 â–¼-100.0%00.0%ETFNSCNorfolk Southern$0$99,608 â–¼-100.0%00.0%TransportationJNJJohnson & Johnson$0$97,473 â–¼-100.0%00.0%MedicalGEGE Aerospace$0$96,105 â–¼-100.0%00.0%AerospaceIBMInternational Business Machines$0$95,972 â–¼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$82,932 â–¼-100.0%00.0%FinanceVDEVanguard Energy ETF$0$82,352 â–¼-100.0%00.0%ETFKIMBERLY-CLARK CORP COM$0$80,712 â–¼-100.0%00.0%StockDFARDimensional US Real Estate ETF$0$77,065 â–¼-100.0%00.0%ETFAEEAmeren$0$72,016 â–¼-100.0%00.0%UtilitiesTAT&T$0$71,539 â–¼-100.0%00.0%Computer and TechnologyGDXVanEck Gold Miners ETF$0$70,074 â–¼-100.0%00.0%ETFESGEiShares ESG Aware MSCI EM ETF$0$69,833 â–¼-100.0%00.0%ManufacturingAVGOBroadcom$0$65,759 â–¼-100.0%00.0%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$0$65,173 â–¼-100.0%00.0%ETFNUSCNuveen ESG Small-Cap ETF$0$62,153 â–¼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$61,630 â–¼-100.0%00.0%ETFOKEONEOK$0$59,535 â–¼-100.0%00.0%EnergyIWRiShares Russell Mid-Cap ETF$0$58,147 â–¼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$55,480 â–¼-100.0%00.0%ETFGE VERNOVA INC COM$0$50,978 â–¼-100.0%00.0%StockEYLDCambria Emerging Shareholder Yield ETF$0$48,641 â–¼-100.0%00.0%ETFNUVNuveen Municipal Value Fund$0$46,903 â–¼-100.0%00.0%FinanceMSTRStrategy$0$46,649 â–¼-100.0%00.0%Computer and TechnologyLMTLockheed Martin$0$46,432 â–¼-100.0%00.0%AerospaceYUMYum! Brands$0$46,292 â–¼-100.0%00.0%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$0$43,484 â–¼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$42,459 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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