Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EQ WEALTH ADVISORS, LLC (CIK 2047572) reported $171.1M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PYLD ($17.4M, 10.17%), CGMS ($17.4M, 10.16%), BRK/B ($13.1M, 7.65%), DFIV ($10.6M, 6.22%), CGGR ($10.3M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $17.4M | 10.17% | 663,936 | Added |
| 2 | CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $17.4M | 10.16% | 638,390 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.1M | 7.65% | 27,322 | Added |
| 4 | DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $10.6M | 6.22% | 201,567 | Added |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $10.3M | 6.01% | 255,908 | Added |
| 6 | SCHP | SCHWAB US TIPS ETF | $9.1M | 5.31% | 341,629 | Trimmed |
| 7 | DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $7.9M | 4.62% | 200,572 | Trimmed |
| 8 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $7.8M | 4.57% | 223,158 | Added |
| 9 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $7.6M | 4.45% | 158,509 | Trimmed |
| 10 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $6.4M | 3.72% | 228,662 | Added |
| 11 | CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $5.1M | 2.98% | 187,936 | Added |
| 12 | IAU | ISHARES GOLD TRUST | $4.6M | 2.66% | 51,665 | Trimmed |
| 13 | DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $4.2M | 2.44% | 116,864 | Added |
| 14 | VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $4.0M | 2.34% | 53,147 | Added |
| 15 | CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $3.9M | 2.26% | 116,060 | Added |
| 16 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $3.8M | 2.20% | 42,579 | Added |
| 17 | CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3.6M | 2.12% | 140,897 | Added |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $3.5M | 2.02% | 81,194 | Added |
| 19 | CGCB | CAPITAL GROUP CORE BOND ETF | $3.3M | 1.90% | 123,931 | Added |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2.5M | 1.43% | 11,412 | Added |
| 21 | FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $2.3M | 1.33% | 70,048 | Trimmed |
| 22 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $2.2M | 1.28% | 57,364 | Trimmed |
| 23 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $2.2M | 1.28% | 21,190 | Trimmed |
| 24 | PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $2.1M | 1.21% | 45,246 | Trimmed |
| 25 | FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $1.5M | 0.86% | 31,704 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31