EQ WEALTH ADVISORS, LLC

CIK

2047572

Location

DALLAS, TX

Portfolio Value

Micro $24,468,464

Diversification

Highly concentrated

Filing Date

Global Rank

#7,638 / 8,517 ▼ 834

Top Industry

Insurance - Diversified 70.6%

3Y Alpha vs SPY

-8.3%

Period ended 46 days ago

Filed Jul 24, 2026 · 22d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+13.7%

SPY

+27.3%

Annualised alpha

-8.5%

Max drawdown

−8.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

56.4%

+37.0 pts

Top 5

84.1%

+25.7 pts

Top 10

92.2%

+8.9 pts

HHI

3,480

Highly concentrated+2,515

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	60.4%	$14,788,399	3
Unclassified	20.2%	$4,950,986	3
Technology	7.1%	$1,743,036	2
Healthcare	4.5%	$1,109,473	4
Consumer Cyclical	3.2%	$786,098	2
Industrials	3.2%	$779,507	2
Energy	1.3%	$310,965	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
NMZ	Nuveen Municipal High Income Opportunity Fund	+4,136	70,022	$740,132
BTC	Grayscale Bitcoin Mini Trust ETF	+286	37,330	$968,713
BRK-B	Berkshire Hathaway Inc	+234	27,556	$13,788,746
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−3,371	48,294	$3,646,679
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

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	255,908	$10,284,942
BNDX	Vanguard Total International Bond ETF	158,509	$7,616,357
VCRM	Vanguard Core Tax-Exempt Bond ETF	53,147	$3,993,997
CGGO	Capital Group Global Growth Equity ETF	116,060	$3,872,922
VIGI	Vanguard International Dividend Appreciation ETF	42,579	$3,766,538
CGDV	Capital Group Dividend Value ETF	81,194	$3,453,992
CGCB	Capital Group Core Bond ETF	123,931	$3,254,428
VIG	Vanguard Dividend Appreciation ETF	11,412	$2,454,264
FNDA	Schwab Fundamental U.S. Small Company ETF	70,048	$2,271,656
CGNG	Capital Group New Geography Equity ETF	31,130	$982,774
XOM	ExxonMobil Holdings Corp	3,295	$559,029
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	9,446	$376,139
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $24,468,464 total · 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
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,556	+234	$13,788,746	+5.3%	56.35%
IAU	Ishares Gold Trust	Reduced	48,294	-3,371	$3,646,679	−19.9%	14.90%
MSFT	Microsoft Corp Technology	Reduced	3,873	-20	$1,444,706	+0.3%	5.90%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	37,330	+286	$968,713	−12.8%	3.96%
NMZ	Nuveen Municipal High Income Opportunity Fund Financial Services	Added	70,022	+4,136	$740,132	+8.2%	3.02%
CSX	Csx Corp Industrials	Held	11,211	0	$532,858	+15.8%	2.18%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,612	-5	$435,739	−13.3%	1.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,470	-23	$350,359	+12.7%	1.43%
GLD	Spdr Gold Trust	Reduced	911	-7	$335,594	−15.0%	1.37%
ABBV	AbbVie Inc. Healthcare	Held	1,300	0	$327,132	+15.7%	1.34%
LLY	ELI LILLY & Co Healthcare	Held	272	0	$326,244	+30.4%	1.33%
CVX	Chevron Corp Energy	Reduced	1,876	-32	$310,965	−21.2%	1.27%
AAPL	Apple Inc. Technology	Reduced	1,031	-99	$298,330	+4.0%	1.22%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	20,467	0	$259,521	+4.1%	1.06%
AMGN	Amgen Inc Healthcare	Held	700	0	$253,484	+2.9%	1.04%
RTX	RTX Corp Industrials	Held	1,300	0	$246,649	−1.6%	1.01%
COR	Cencora, Inc. Healthcare	Held	716	0	$202,613	−9.9%	0.83%

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.