Eq Wealth Advisors, LLC
- SEC CIK
- 0002047572
- Latest filing
- Jul 24, 2026
The latest 13F from Eq Wealth Advisors, LLC covers Q2 2026 (filed Jul 24, 2026): 57 long positions worth $182.0M. The top 10 holdings make up 61.1% of the portfolio, and the largest is PIMCO ETF Tr at 10.3%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 4
- Est. +$1.28M
- Added
- 21
- Est. +$9.01M
- Reduced
- 23
- Est. −$7.12M
- Sold out
- 1
- Est. −$559.1K
Top 5 holdings
Share of this quarter's portfolio value
- PIMCO ETF Tr72201R58510.3%$18.8M
- Capital Grp Fixed Incm ETF T14020Y30010.2%$18.6M
- BRK.BBerkshire Hathaway Inc
- Capital Group Growth ETF14020G1016.8%$12.3M
- Dimensional ETF Trust25434V8075.8%$10.6M
Biggest buys
New and added positions, by estimated amount bought
- Capital Grp Fixed Incm ETF T14020Y508+$3.15MAdded
- Capital Grp Fixed Incm ETF T14020Y805+$1.24MAdded
- PIMCO ETF Tr72201R585+$1.22MAdded
- Capital Grp Fixed Incm ETF T14020Y300+$1.12MAdded
- Vanguard Mun BD FDS922907712+$948.7KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Capital Grp Fixed Incm ETF T14020Y508+1.61 pp1.9% → 3.5%
- Capital Group Growth ETF14020G101+0.76 pp6.0% → 6.8%
- Capital Grp Fixed Incm ETF T14020Y805+0.66 pp0.5% → 1.1%
- Capital Group GBL Growth EQT14020X104+0.61 pp2.3% → 2.9%
- Vanguard Mun BD FDS922907712+0.42 pp2.3% → 2.8%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Total International Bond ETF92203J407−$3.22MReduced
- Schwab US Tips ETF808524870−$1.64MReduced
- XOMExxonMobil Holdings Corp
- Dimensional ETF Trust25434V781−$322.3KReduced
- Dimensional ETF Trust25434V815−$315.5KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Total International Bond ETF92203J407−2.00 pp4.5% → 2.5%
- Schwab US Tips ETF808524870−1.24 pp5.3% → 4.1%
- IAUiShares Gold Trust
- Dimensional ETF Trust25434V807−0.41 pp6.2% → 5.8%
- Dimensional ETF Trust25434V781−0.38 pp4.6% → 4.2%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $182.0M
- +$11.0M (+6.4%) vs. prior quarter
- Positions
- 57
- +3 vs. prior quarter
- Top 10 concentration
- 61.1%
- Top 10 as share of value
- Turnover
- 4.3%
- Q2 2026, one quarter
- Average holding period
- 6.7 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $182.0M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 57 | $182.0M | PIMCO ETF TrCapital Grp Fixed Incm ETF TBRK.B | vs. Q1 2026 | SEC |
| Q1 2026 | May 1, 2026 | 54 | $171.1M | PIMCO ETF TrCapital Grp Fixed Incm ETF TBRK.B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 2, 2026 | 259 | $169.4M | Capital Grp Fixed Incm ETF TPIMCO ETF TrBRK.B | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 28, 2025 | 49 | $152.2M | Capital Grp Fixed Incm ETF TPIMCO ETF TrBRK.B | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 28, 2025 | 253 | $146.7M | Capital Grp Fixed Incm ETF TBRK.BPIMCO ETF Tr | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 23, 2025 | 279 | $125.5M | BRK.BCapital Grp Fixed Incm ETF TSchwab US Tips ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 24, 2025 | 50 | $104.0M | BRK.BCapital Grp Fixed Incm ETF TVanguard World FD | – | SEC |