Eq Wealth Advisors, LLC
- SEC CIK
- 0002047572
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only.
- Positions
- 50
- No filing for Q3 2024
- Portfolio value
- $104.0M
- No filing for Q3 2024
Eq Wealth Advisors, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 26,159 | $11.9M | 11.4% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 384,059 | $10.5M | 10.1% | – | – | – |
| Vanguard World FD921910709 | EXTENDED DUR | 120,427 | $8.16M | 7.8% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 305,919 | $7.90M | 7.6% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 156,071 | $5.80M | 5.6% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 178,369 | $5.49M | 5.3% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 197,818 | $5.13M | 4.9% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 111,032 | $3.94M | 3.8% | – | – | – |
| IAUiShares Gold Trust | ETF | 73,808 | $3.65M | 3.5% | – | – | History |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 130,069 | $3.46M | 3.3% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 108,914 | $3.27M | 3.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 37,989 | $3.04M | 2.9% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 107,780 | $2.76M | 2.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,820 | $2.71M | 2.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 94,762 | $2.55M | 2.5% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 47,855 | $1.99M | 1.9% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 65,720 | $1.91M | 1.8% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 64,159 | $1.91M | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,325 | $1.82M | 1.8% | – | – | History |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 59,216 | $1.73M | 1.7% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 55,814 | $1.46M | 1.4% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 37,410 | $1.28M | 1.2% | – | – | – |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 16,118 | $1.11M | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 13,811 | $1.05M | 1.0% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 37,895 | $897.3K | 0.9% | – | – | – |
| Schwab Strategic Tr808524680 | LONG TERM US | 28,489 | $895.4K | 0.9% | – | – | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 19,179 | $803.0K | 0.8% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 28,934 | $642.3K | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,600 | $463.8K | 0.4% | – | – | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 13,006 | $431.9K | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,873 | $416.6K | 0.4% | – | – | History |
| AAPLApple Inc. | Stock | 1,620 | $405.7K | 0.4% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,819 | $375.9K | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,696 | $372.1K | 0.4% | – | – | History |
| CSXCSX Corp | Stock | 11,296 | $364.5K | 0.4% | – | – | History |
| TSLATesla, Inc. | Stock | 849 | $342.9K | 0.3% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 3,149 | $335.5K | 0.3% | – | – | – |
| Capital Group New Geography14021N105 | SHS | 12,123 | $300.3K | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 1,985 | $287.5K | 0.3% | – | – | History |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 25,875 | $279.7K | 0.3% | – | – | History |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 9,482 | $244.5K | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 972 | $235.3K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 393 | $231.4K | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,300 | $231.0K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,529 | $223.0K | 0.2% | – | – | – |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 17,697 | $215.4K | 0.2% | – | – | History |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,642 | $212.8K | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 263 | $203.0K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 76,439 | $160.3K | 0.2% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 16,135 | $16.1K | <0.1% | – | – | History |