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CIK: 0002047572
Total reported value
$182.0M
$182.0M
49 檔
35.1%
The Q3 2025 SEC filing reveals that Eq Wealth Advisors, LLC held a total portfolio value of $182.0M, covering 49 public equity positions.
In Q3 2025, Eq Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 18 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CGMS, PYLD, BRK-B) accounted for 35.1% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 9.54% | +0.04% | +8.13% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 9.14% | +0.18% | +17.48% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.48% | -0.07% | -2.91% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 7.97% | -1.24% | +4.59% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 6.88% | +0.76% | +1.32% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.88% | -0.41% | +7.37% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.45% | -2.00% | -17.20% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 5.01% | -0.37% | +6.78% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.85% | +0.01% | -1.29% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.50% | +0.22% | -0.43% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.92% | -0.66% | -1.47% | |
| 12 | CGSD | Cap Group Short Duration | ETF-Other | 2.66% | -0.21% | -1.97% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.34% | -0.04% | -2.06% | |
| 14 | CGMU | Cap Group Municipal Income | ETF-Other | 2.25% | -0.11% | +17.22% | |
| 15 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.21% | +0.26% | +3.78% | |
| 16 | CGGO | Cap Group Global Growth | ETF-Other | 2.08% | +0.61% | +8.37% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.62% | -0.24% | +22.05% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.62% | +0.03% | -4.90% | |
| 19 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.61% | +0.12% | +0.37% | |
| 20 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.50% | -0.08% | -0.62% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.05% | +0.02% | |
| 22 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.40% | +0.07% | -1.66% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 1.11% | +0.23% | +14.94% | |
| 24 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 1.10% | -0.12% | +5.27% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.08% | -0.02% | -0.52% | |
| 26 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.56% | -0.07% | -2.94% | |
| 27 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.52% | +0.09% | +4.65% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.39% | +0.01% | -1.43% | |
| 29 | CGCB | Cap Group Core Bond | ETF-Other | 0.39% | +1.61% | +99.33% | |
| 30 | NMZ | Nuveen Muni Hi Inc Opport | Stock-Other | 0.36% | +0.01% | +329.91% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.05% | — | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | -1.27% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.29% | -0.02% | — | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | — | -48.98% | |
| 35 | CSX | Csx CORP | Stock-Industrials | 0.26% | +0.02% | -1.08% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | +3.07% | |
| 37 | CGHM | Cap Group Muni High-income | ETF-Other | 0.25% | +0.66% | +468.51% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.25% | -0.01% | +0.06% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.33% | EXIT | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.22% | -0.01% | +0.08% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.20% | -0.05% | -8.24% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.06% | -12.42% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.16% | +0.01% | — | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.01% | — | |
| 46 | COR | Cencora Inc | Stock-Healthcare | 0.15% | -0.02% | — | |
| 47 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.15% | -0.01% | — | |
| 48 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.14% | — | +0.02% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | +0.03% | — |
According to official SEC Form 13F filings, Eq Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $182.0M across 49 disclosed positions in Q3 2025.
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Top New Position Initiated
CGHM
市值: $382.6K
Top Position Liquidated / Trimmed
EDV
前期市值: $8.7M
During Q3 2025, Eq Wealth Advisors, LLC's top holdings by market value included CGMS (9.5%)、PYLD (9.1%)、BRK-B (8.5%). The largest single position, CGMS, represented 9.5% of total portfolio value.
In Q3 2025, Eq Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 8 holdings, and fully liquidating 18 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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