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CIK: 0002047572
Total reported value
$182.0M
$182.0M
279 檔
27.9%
During the Q1 2025 filing period, Eq Wealth Advisors, LLC (CIK: 0002047572) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $182.0M across 279 reported positions.
In Q1 2025, Eq Wealth Advisors, LLC displayed an active expansion posture, initiating 23 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.25% | -0.07% | +1.34% | |
| 2 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 9.24% | +0.04% | +10.61% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 7.54% | -1.24% | +15.02% | |
| 4 | EDV | Vanguard Extended Dur Treas | ETF-Other | 6.93% | — | +1.51% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.57% | +0.76% | +30.80% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.44% | +0.18% | +31.07% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.82% | +0.01% | +20.61% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.61% | -0.41% | +32.37% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.81% | -0.37% | +26.15% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.61% | +0.01% | +36.02% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 3.37% | -0.66% | -2.92% | |
| 12 | CGSD | Cap Group Short Duration | ETF-Other | 2.62% | -0.21% | +18.35% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.60% | -0.04% | +3.49% | |
| 14 | CGMU | Cap Group Municipal Income | ETF-Other | 2.32% | -0.11% | +14.53% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.29% | +0.03% | +7.34% | |
| 16 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.85% | +0.26% | +53.57% | |
| 17 | CGGO | Cap Group Global Growth | ETF-Other | 1.68% | +0.61% | +26.05% | |
| 18 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.57% | -0.08% | -2.57% | |
| 19 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.44% | +0.07% | -0.36% | |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.32% | +0.12% | -5.70% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.05% | +0.05% | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.08% | -0.02% | +0.32% | |
| 23 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.87% | — | -5.51% | |
| 24 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | — | -8.16% | |
| 25 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.65% | -0.12% | +16.54% | |
| 26 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.64% | — | -14.30% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.63% | +0.22% | -12.08% | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.52% | -0.07% | +0.45% | |
| 29 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.42% | +0.09% | +71.15% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.05% | — | |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.40% | +0.01% | +5.95% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.38% | -0.24% | — | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.37% | -0.02% | +32.14% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.33% | EXIT | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | -0.01% | -1.93% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.01% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.06% | +0.20% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.26% | +0.02% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | — | |
| 40 | NMZ | Nuveen Muni Hi Inc Opport | Stock-Other | 0.22% | +0.01% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | -0.05% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | +0.01% | — | |
| 43 | CGCB | Cap Group Core Bond | ETF-Other | 0.20% | +1.61% | -0.82% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.18% | +0.01% | — | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.17% | — | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.03% | — | |
| 47 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.17% | -0.01% | — | |
| 48 | COR | Cencora Inc | Stock-Healthcare | 0.16% | -0.02% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.15% | -0.01% | — | |
| 50 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.14% | — | -19.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | +0.8% | +32.37% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +0.5% | +31.07% | Add |
| 3 | DISV | Dimensional International Sm | +0.5% | +26.15% | Add |
| 4 | DFLV | Dim US Large Cap Value ETF | +0.5% | +36.02% | Add |
| 5 | DFEV | Dimensional Emrg Mrkt Val | +0.4% | +53.57% | Add |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | +0.4% | NEW | New buy |
| 7 | AMGN | Amgen Inc | +0.2% | NEW | New buy |
| 8 | COR | Cencora Inc | +0.2% | NEW | New buy |
| 9 | RTX | Rtx CORP | +0.2% | NEW | New buy |
| 10 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 11 | MFDX | Pimco Rafi Dynamic Multi-fac | +0.1% | NEW | New buy |
| 12 | CGNG | Cap Group New Geography Eq | +0.1% | +71.15% | Add |
| 13 | MFUS | Pimco Rafi Dynamic Multi-fac | +0.1% | NEW | New buy |
| 14 | MTDR | Matador Resources Co | +0.1% | NEW | New buy |
| 15 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 16 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 17 | DFAR | Dimensional US Real Est ETF | +0.1% | NEW | New buy |
| 18 | KMB | Kimberly-clark CORP | +0.1% | NEW | New buy |
| 19 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 20 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 22 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 23 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 24 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 25 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 26 | VDE | Vanguard Energy ETF | +0.1% | NEW | New buy |
| 27 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 28 | NSC | Norfolk Southern CORP | +0.1% | NEW | New buy |
| 29 | OKE | Oneok Inc | +0.1% | NEW | New buy |
| 30 | TIP | Ishares Tips Bond ETF | +0.1% | +32.14% | Add |
| 31 | CGGO | Cap Group Global Growth | 0% | +26.05% | Add |
| 32 | CGGR | Cap Group Growth Equity | 0% | +30.80% | Add |
| 33 | CGSD | Cap Group Short Duration | 0% | +18.35% | Add |
| 34 | SCHP | Schwab U.s. Tips ETF | -0.1% | +15.02% | Add |
| 35 | CGMU | Cap Group Municipal Income | -0.1% | +14.53% | Add |
| 36 | IAU | Ishares Gold Trust | -0.1% | -2.92% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.34% | Add |
| 38 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | -0.2% | +0.32% | Add |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.2% | -79.39% | Trim |
| 40 | SCHQ | Schwab Long-term US Treasury | -0.2% | -14.30% | Trim |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | -12.08% | Trim |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +7.34% | Add |
| 43 | VIGI | Vanguard Int Div App Indx Fd | -0.3% | +3.49% | Add |
| 44 | TSLA | Tesla Inc | -0.3% | EXIT | Sold out |
| 45 | DFSV | Dimensional US Small Cap Val | -0.5% | +20.61% | Add |
| 46 | MSFT | Microsoft CORP | -0.5% | +0.05% | Add |
| 47 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | -0.5% | -0.36% | Trim |
| 48 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.5% | -5.70% | Trim |
| 49 | CGMS | Cap Group US Multi-sect Bond | -0.8% | +10.61% | Add |
| 50 | EDV | Vanguard Extended Dur Treas | -0.9% | +1.51% | Add |
According to official SEC Form 13F filings, Eq Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $182.0M across 279 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, CGMS, SCHP) accounted for 27.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
STIP
市值: $477.3K
Top Position Liquidated / Trimmed
TSLA
前期市值: $342.9K
During Q1 2025, Eq Wealth Advisors, LLC's top holdings by market value included BRK-B (11.3%)、CGMS (9.2%)、SCHP (7.5%). The largest single position, BRK-B, represented 11.3% of total portfolio value.
In Q1 2025, Eq Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 23 new buys, adding to 20 positions, trimming 6 holdings, and fully liquidating 1 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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