EQ WEALTH ADVISORS, LLC

CIK

2047572

Location

DALLAS, TX

Portfolio Value

Small $182,008,523

Diversification

Diversified

Filing Date

Global Rank

#6,781 / 8,793 ▼ 597

Top Industry

Insurance - Diversified 69.1%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

7 quarters · since Dec 2024

Portfolio Concentration

37 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.0%

+0.8 pts

Top 5

68.6%

−0.4 pts

Top 10

85.6%

−1.3 pts

HHI

1,145

Diversified+4

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.0%	$162,040,553	22
Financial Services	8.1%	$14,788,399	3
Technology	1.0%	$1,743,036	2
Healthcare	0.6%	$1,109,473	4
Consumer Cyclical	0.4%	$786,098	2
Industrials	0.4%	$779,507	2
Energy	0.4%	$761,457	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	+201,673	1,359,899	$36,416,505
BILZ	PIMCO Ultra Short Government Active ETF	+46,091	710,027	$18,829,916
VCRM	Vanguard Core Tax-Exempt Bond ETF	+12,417	65,564	$5,009,089
CGGO	Capital Group Global Growth Equity ETF	+7,389	123,449	$5,225,596
CGGR	Capital Group Growth ETF	+5,226	261,134	$12,325,524
NMZ	Nuveen Municipal High Income Opportunity Fund	+4,136	70,022	$740,132
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	+3,190	12,636	$607,578
CGDV	Capital Group Dividend Value ETF	+1,873	83,067	$4,093,541
NCLO	Nuveen AA-BBB CLO ETF	+1,794	6,941	$467,303
CGNG	Capital Group New Geography Equity ETF	+950	32,080	$1,201,716
ABI	VictoryShares Pioneer Asset-Based Income ETF	+730	9,684	$714,540
BTC	Grayscale Bitcoin Mini Trust ETF	+286	37,330	$968,713
BRK-B	Berkshire Hathaway Inc	+234	27,556	$13,788,746
BNDW	Vanguard Total World Bond ETF	+4	4,745	$374,997
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	−66,422	92,087	$4,459,773
FNDA	Schwab Fundamental U.S. Small Company ETF	−62,862	683,272	$21,838,222
DCOR	Dimensional US Core Equity 1 ETF	−19,139	764,174	$33,898,455
CVY	Invesco Zacks Multi-Asset Income ETF	−3,560	41,686	$2,324,828
IAU	Ishares Gold Trust	−3,371	48,294	$3,646,679
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−2,617	22,468	$2,323,588
VIGI	Vanguard International Dividend Appreciation ETF	−539	42,040	$3,925,695
VIG	Vanguard Dividend Appreciation ETF	−209	11,203	$2,650,853
AAPL	Apple Inc.	−99	1,031	$298,330
CVX	Chevron Corp	−32	1,876	$310,965
AMZN	Amazon Com Inc	−23	1,470	$350,359
MSFT	Microsoft Corp	−20	3,873	$1,444,706
GLD	Spdr Gold Trust	−7	911	$335,594
MCD	Mcdonalds Corp	−5	1,612	$435,739
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CGCV	Capital Group Conservative Equity ETF	12,244	$401,848
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

37 tracked positions · $182,008,523 total · filing declares 57 positions · $182,009,104 · as of Jun 30, 2026

All sectors Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CGCB	Capital Group Core Bond ETF	Added	1,359,899	+201,673	$36,416,505	+17.6%	20.01%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	764,174	-19,139	$33,898,455	+4.6%	18.62%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	683,272	-62,862	$21,838,222	−1.7%	12.00%
BILZ	PIMCO Ultra Short Government Active ETF	Added	710,027	+46,091	$18,829,916	+8.2%	10.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,556	+234	$13,788,746	+5.3%	7.58%
CGGR	Capital Group Growth ETF	Added	261,134	+5,226	$12,325,524	+19.8%	6.77%
CGGO	Capital Group Global Growth Equity ETF	Added	123,449	+7,389	$5,225,596	+34.9%	2.87%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	65,564	+12,417	$5,009,089	+25.4%	2.75%
BNDX	Vanguard Total International Bond ETF	Reduced	92,087	-66,422	$4,459,773	−41.4%	2.45%
CGDV	Capital Group Dividend Value ETF	Added	83,067	+1,873	$4,093,541	+18.5%	2.25%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	42,040	-539	$3,925,695	+4.2%	2.16%
IAU	Ishares Gold Trust	Reduced	48,294	-3,371	$3,646,679	−19.9%	2.00%
VIG	Vanguard Dividend Appreciation ETF	Reduced	11,203	-209	$2,650,853	+8.0%	1.46%
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	41,686	-3,560	$2,324,828	+12.0%	1.28%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	22,468	-2,617	$2,323,588	—	1.28%
MSFT	Microsoft Corp Technology	Reduced	3,873	-20	$1,444,706	+0.3%	0.79%
CGNG	Capital Group New Geography Equity ETF	Added	32,080	+950	$1,201,716	+22.3%	0.66%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	37,330	+286	$968,713	−12.8%	0.53%
NMZ	Nuveen Municipal High Income Opportunity Fund Financial Services	Added	70,022	+4,136	$740,132	+8.2%	0.41%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	9,684	+730	$714,540	+9.9%	0.39%
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	Added	12,636	+3,190	$607,578	+61.5%	0.33%
CSX	Csx Corp Industrials	Held	11,211	0	$532,858	+15.8%	0.29%
NCLO	Nuveen AA-BBB CLO ETF	Added	6,941	+1,794	$467,303	+99.5%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Held	3,295	0	$450,492	−19.4%	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,612	-5	$435,739	−13.3%	0.24%
CGCV	Capital Group Conservative Equity ETF	NEW	12,244	NEW	$401,848	NEW	0.22%
BNDW	Vanguard Total World Bond ETF	Added	4,745	+4	$374,997	−0.2%	0.21%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,470	-23	$350,359	+12.7%	0.19%
GLD	Spdr Gold Trust	Reduced	911	-7	$335,594	−15.0%	0.18%
ABBV	AbbVie Inc. Healthcare	Held	1,300	0	$327,132	+15.7%	0.18%
LLY	ELI LILLY & Co Healthcare	Held	272	0	$326,244	+30.4%	0.18%
CVX	Chevron Corp Energy	Reduced	1,876	-32	$310,965	−21.2%	0.17%
AAPL	Apple Inc. Technology	Reduced	1,031	-99	$298,330	+4.0%	0.16%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	20,467	0	$259,521	+4.1%	0.14%
AMGN	Amgen Inc Healthcare	Held	700	0	$253,484	+2.9%	0.14%
RTX	RTX Corp Industrials	Held	1,300	0	$246,649	−1.6%	0.14%
COR	Cencora, Inc. Healthcare	Held	716	0	$202,613	−9.9%	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.