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CIK: 0002047572
Total reported value
$182.0M
$182.0M
50 檔
24.3%
At the close of Q4 2024, Eq Wealth Advisors, LLC disclosed equity holdings valued at approximately $182.0M, spread across 50 reported holdings.
During Q4 2024, Eq Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, CGMS, EDV) accounted for 24.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.40% | -0.07% | — | |
| 2 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 10.07% | +0.04% | — | |
| 3 | EDV | Vanguard Extended Dur Treas | ETF-Other | 7.84% | — | — | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 7.60% | -1.24% | — | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.58% | +0.76% | — | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.28% | +0.01% | — | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.93% | +0.18% | — | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.79% | -0.41% | — | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.51% | -0.66% | — | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.32% | -0.37% | — | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.14% | +0.01% | — | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.92% | -0.04% | — | |
| 13 | CGSD | Cap Group Short Duration | ETF-Other | 2.66% | -0.21% | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.60% | +0.03% | — | |
| 15 | CGMU | Cap Group Municipal Income | ETF-Other | 2.45% | -0.11% | — | |
| 16 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.91% | +0.07% | — | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.84% | -0.08% | — | |
| 18 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.83% | +0.12% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.05% | — | |
| 20 | CGGO | Cap Group Global Growth | ETF-Other | 1.66% | +0.61% | — | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.41% | +0.26% | — | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.23% | -0.02% | — | |
| 23 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 1.06% | — | — | |
| 24 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | — | — | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.86% | +0.22% | — | |
| 26 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.86% | — | — | |
| 27 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.77% | -0.12% | — | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.62% | -0.07% | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.05% | — | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.42% | +0.01% | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.33% | EXIT | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.39% | -0.01% | — | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.36% | -0.01% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | — | |
| 35 | CSX | Csx CORP | Stock-Industrials | 0.35% | +0.02% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.32% | -0.02% | — | |
| 38 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.29% | +0.09% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.06% | — | |
| 40 | NMZ | Nuveen Muni Hi Inc Opport | Stock-Other | 0.27% | +0.01% | — | |
| 41 | CGCB | Cap Group Core Bond | ETF-Other | 0.24% | +1.61% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.05% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | — | |
| 45 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.21% | +0.01% | — | |
| 46 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.21% | -0.01% | — | |
| 47 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.20% | — | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | — | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.02% | — | — |
According to official SEC Form 13F filings, Eq Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $182.0M across 50 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Eq Wealth Advisors, LLC's top holdings by market value included BRK-B (11.4%)、CGMS (10.1%)、EDV (7.8%). The largest single position, BRK-B, represented 11.4% of total portfolio value.
In Q4 2024, Eq Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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