StockDriftsStockDriftsTop 50 Eq Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 10.35% | 710.0K | $18.8M | +6.94%(+46.09K) | $26.42(-0.96%) | 2026-06-30 | |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 10.2% | 679.3K | $18.6M | +6.41%(+40.91K) | $27.52(-1.39%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.58% | 27.6K | $13.8M | +0.86%(+234) | $459.52(+13.89%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.77% | 261.1K | $12.3M | +2.04%(+5.23K) | $36.78(+27.92%) | 2026-06-30 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 5.81% | 195.8K | $10.6M | -2.88%(-5.80K) | $39.29(+47.45%) | 2026-06-30 | |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 4.58% | 215.0K | $8.3M | -3.64%(-8.13K) | $30.44(+32.87%) | 2026-06-30 | |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 4.25% | 192.5K | $7.7M | -4.00%(-8.03K) | $28.80(+52.04%) | 2026-06-30 | |
| SCHP | SCHWAB US TIPS ETF | 4.07% | 279.6K | $7.4M | -18.16%(-62.05K) | $26.42(-1.92%) | 2026-06-30 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 3.94% | 230.6K | $7.2M | +0.84%(+1.92K) | $24.35(+33.37%) | 2026-06-30 | |
| CGCB | CAPITAL GROUP CORE BOND ETF | 3.51% | 244.3K | $6.4M | +97.09%(+120.32K) | $26.30(-1.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.14% |
Eq Wealth Advisors LLC reports $182.01M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are PYLD (10.3%), CGMS (10.2%) and BRK.B (7.6%). The top 20 holdings account for 84.48% of reported assets. Its disclosed equity book has returned +17.37% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eq Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2047572). View Eq Wealth Advisors LLC’s 13F filings on SEC