Eq Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Eq Wealth Advisors, LLCInvestment ActivityEq Wealth Advisors, LLC has $182.01 million in total holdings as of September 30, 2025.Eq Wealth Advisors, LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Eq Wealth Advisors, LLC has purchased 54 new stocks and bought additional shares in 21 stocks.Eq Wealth Advisors, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings PIMCO Multi Sector Bond Active ETF $18,829,928Capital Group U.S. Multi-Sector Income ETF $18,565,354Berkshire Hathaway $13,788,747Capital Group Growth ETF $12,325,513Dimensional International Value ETF $10,575,148 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $450,516 Holding14020U100 - CAPITAL GROUP CONSERVATIVE EQUITY ETF $401,848 Holding72202L363 - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF $214,213 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $210,006 Holding Largest Purchases this Quarter CAPITAL GROUP CORE BOND ETF 120,319 shares (about $3.15M)CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 47,927 shares (about $1.24M)PIMCO Multi Sector Bond Active ETF 46,091 shares (about $1.22M)Capital Group U.S. Multi-Sector Income ETF 40,913 shares (about $1.12M)VANGUARD CORE TAX-EXEMPT BOND ETF 12,417 shares (about $948.65K) Largest Sales this Quarter Vanguard Total International Bond ETF 66,422 shares (about $3.22M)Schwab U.S. TIPS ETF 62,051 shares (about $1.64M)Dimensional International Small Cap Value ETF 8,031 shares (about $322.28K)Dimensional US Small Cap Value ETF 8,134 shares (about $315.52K)Dimensional International Value ETF 5,803 shares (about $313.48K) 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$18,829,928$1,222,334 â–²6.9%710,02710.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$18,565,354$1,118,152 â–²6.4%679,30310.2%ETFBRK.BBerkshire Hathaway$13,788,747$117,091 â–²0.9%27,5567.6%FinanceCGGRCapital Group Growth ETF$12,325,513$246,667 â–²2.0%261,1346.8%ETFDFIVDimensional International Value ETF$10,575,148$313,477 â–¼-2.9%195,7645.8%ETFDFSVDimensional US Small Cap Value ETF$8,340,786$315,518 â–¼-3.6%215,0244.6%ETFDISVDimensional International Small Cap Value ETF$7,726,672$322,284 â–¼-4.0%192,5414.2%ETFSCHPSchwab U.S. TIPS ETF$7,408,809$1,644,350 â–¼-18.2%279,5784.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$7,171,037$59,650 â–²0.8%230,5803.9%ETFCAPITAL GROUP CORE BOND ETF$6,394,470$3,149,954 â–²97.1%244,2503.5%ETFCGMUCapital Group Municipal Income ETF$5,229,363$66,752 â–²1.3%190,3662.9%ETFCGGOCapital Group Global Growth Equity ETF$5,225,586$312,776 â–²6.4%123,4492.9%ETFVANGUARD CORE TAX-EXEMPT BOND ETF$5,009,056$948,652 â–²23.4%65,5642.8%ETFDFEVDimensional Emerging Markets Value ETF$4,906,206$80,044 â–¼-1.6%114,9882.7%ETFBNDXVanguard Total International Bond ETF$4,459,789$3,216,829 â–¼-41.9%92,0872.5%ETFCGDVCapital Group Dividend Value ETF$4,093,554$92,302 â–²2.3%83,0672.2%ETFVIGIVanguard International Dividend Appreciation ETF$3,925,712$50,332 â–¼-1.3%42,0402.2%ETFIAUiShares Gold Trust$3,646,680$254,544 â–¼-6.5%48,2942.0%FinanceCGSDCapital Group Short Duration Income ETF$3,471,548$153,737 â–¼-4.2%134,9221.9%ETFVIGVanguard Dividend Appreciation ETF$2,650,915$49,455 â–¼-1.8%11,2031.5%ETFFNDASchwab Fundamental U.S. Small Company ETF$2,643,320$22,722 â–¼-0.9%69,4511.5%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$2,324,832$198,542 â–¼-7.9%41,6861.3%ManufacturingFNDESchwab Fundamental Emerging Markets Equity ETF$2,188,010$88,209 â–¼-3.9%55,1411.2%ETFCAPITAL GROUP MUNICIPAL HIGH-INCOME ETF$2,035,399$1,238,910 â–²155.5%78,7391.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,898,284$266,542 â–¼-12.3%18,5811.0%ETFFNDCSchwab Fundamental International Small Equity ETF$1,537,168$2,379 â–¼-0.2%31,6550.8%ETFMSFTMicrosoft$1,444,881$7,461 â–¼-0.5%3,8730.8%Computer and TechnologyCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF$1,201,731$35,587 â–²3.1%32,0800.7%ETFDFASDimensional U.S. Small Cap ETF$1,180,011$178,183 â–²17.8%14,3310.6%ETFGRAYSCALE BITCOIN MINI TRUST ETF$968,714$7,422 â–²0.8%37,3300.5%ETFFNDFSchwab Fundamental International Equity ETF$889,888$7,386 â–²0.8%16,8670.5%ETFNMZNuveen Municipal High Income Opportunity Fund$740,137$43,718 â–²6.3%70,0220.4%Financial ServicesCGCPCapital Group Core Plus Income ETF$720,400$87,846 â–¼-10.9%32,3190.4%ETFDFISDimensional International Small Cap ETF$597,364$88,871 â–²17.5%17,0530.3%ETFDFLVDimensional US Large Cap Value ETF$572,267$158 â–²0.0%14,4730.3%ETFCSXCSX$532,8590.0%11,2110.3%TransportationEXXONMOBIL HOLDINGS CORP COM SHS$450,516$450,516 â–²New Holding3,2950.2%StockMCDMcDonald's$435,740$1,352 â–¼-0.3%1,6120.2%Retail/WholesaleRSPGInvesco S&P 500 Equal Weight Energy ETF$426,615$71,511 â–²20.1%4,3550.2%ETFTIPiShares TIPS Bond ETF$425,354$875 â–¼-0.2%3,8870.2%ETFCAPITAL GROUP CONSERVATIVE EQUITY ETF$401,848$401,848 â–²New Holding12,2440.2%ETFMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$393,352$42 â–²0.0%9,4470.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$374,998$316 â–²0.1%4,7450.2%ETFAMZNAmazon.com$350,360$5,482 â–¼-1.5%1,4700.2%Retail/WholesaleGLDSPDR Gold Shares$335,594$2,579 â–¼-0.8%9110.2%FinanceABBVAbbVie$327,1320.0%1,3000.2%MedicalLLYEli Lilly and Company$326,3800.0%2720.2%MedicalCVXChevron$311,015$5,305 â–¼-1.7%1,8760.2%EnergyAAPLApple$298,262$28,640 â–¼-8.8%1,0310.2%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$287,9260.0%5,3290.2%ETFNZFNuveen Municipal Credit Income Fund$259,5220.0%20,4670.1%Financial ServicesNULVNuveen ESG Large-Cap Value ETF$257,2990.0%5,1470.1%ETFAMGNAmgen$253,4840.0%7000.1%MedicalRTXRTX$246,7360.0%1,3000.1%AerospaceMFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF$214,213$214,213 â–²New Holding3,1890.1%ETFNULGNuveen ESG Large-Cap Growth ETF$210,006$210,006 â–²New Holding1,7940.1%ETFCORCencora$202,6140.0%7160.1%MedicalXOMExxonMobil$0$559,060 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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