Eq Wealth Advisors, LLC Portfolio Holdings

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025

Eq Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Core Plus Income E with a value of $14.5B, Pimco Multisector Bond Active Exchange Traded Fund with a value of $13.9B, Berkshire Hathaway Inc Class B with a value of $12.9B, Schwab Strategic Us Tips ETF with a value of $12.1B, and Capital Group Growth ETF Shs C with a value of $10.5B.

Examining the 13F form we can see an increase of $5.46B in the current position value, from $147B to 152B.

Eq Wealth Advisors, LLC is based out at Dallas, TX

Below you can find more details about Eq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $93.3 Billion
Financial Services: $13.7 Billion
Technology: $2.57 Billion
Consumer Cyclical: $870 Million
Healthcare: $725 Million
Industrials: $642 Million
Energy: $634 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $152 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Eq Wealth Advisors, LLC Portfolio

Follow Eq Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email