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CIK: 0002047572
Total reported value
$182.0M
$182.0M
259 檔
37.0%
During the Q4 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 259 reported positions.
In Q4 2025, Eq Wealth Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 9.69% | +0.04% | +13.66% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 9.39% | +0.18% | +15.01% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.66% | -0.07% | +0.54% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 6.65% | -1.24% | -5.48% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 6.37% | +0.76% | +1.78% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.45% | -0.41% | -4.66% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.09% | -2.00% | +6.39% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 4.54% | -0.37% | -5.15% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.31% | +0.01% | -4.36% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.41% | +0.22% | +4.55% | |
| 11 | CGMU | Cap Group Municipal Income | ETF-Other | 2.94% | -0.11% | +44.69% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.90% | -0.66% | -1.05% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.19% | -0.04% | +1.64% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.19% | +0.26% | +4.18% | |
| 15 | CGSD | Cap Group Short Duration | ETF-Other | 2.16% | -0.21% | -9.85% | |
| 16 | CGGO | Cap Group Global Growth | ETF-Other | 2.11% | +0.61% | +11.16% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 1.60% | +0.23% | +55.09% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | +0.03% | -2.02% | |
| 19 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 1.39% | +0.41% | — | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.39% | -0.24% | -3.89% | |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.37% | +0.12% | -6.11% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.27% | -0.08% | -4.86% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.24% | +0.07% | -2.58% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.05% | -6.63% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.92% | -0.02% | -5.58% | |
| 26 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.80% | -0.12% | +5.88% | |
| 27 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.53% | +0.09% | +9.57% | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.49% | -0.07% | -0.96% | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.44% | +0.01% | +20.56% | |
| 30 | NMZ | Nuveen Muni Hi Inc Opport | Stock-Other | 0.38% | +0.01% | +24.22% | |
| 31 | CGCB | Cap Group Core Bond | ETF-Other | 0.38% | +1.61% | +10.08% | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | -0.78% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.05% | +1.06% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.26% | -0.02% | — | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.24% | +0.14% | — | |
| 36 | CSX | Csx CORP | Stock-Industrials | 0.24% | +0.02% | +0.33% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.33% | EXIT | |
| 38 | CGHM | Cap Group Muni High-income | ETF-Other | 0.23% | +0.66% | +2.35% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -2.86% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.22% | -0.01% | +0.13% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.05% | +7.12% | |
| 42 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.21% | — | +70.09% | |
| 43 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.20% | — | -19.20% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.19% | -0.01% | -8.26% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.01% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +0.03% | +3.42% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.06% | +9.53% | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.15% | +0.01% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | — | |
| 50 | DFIS | Dimensional International Sm | ETF-Other | 0.15% | +0.04% | — |
According to official SEC Form 13F filings, Eq Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $182.0M across 259 disclosed positions in Q4 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 CGMS, PYLD, BRK-B) accounted for 37.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCRM
市值: $2.4M
Top Position Liquidated / Trimmed
SCHP
前期市值: $12.1M
During Q4 2025, Eq Wealth Advisors, LLC's top holdings by market value included CGMS (9.7%)、PYLD (9.4%)、BRK-B (7.7%). The largest single position, CGMS, represented 9.7% of total portfolio value.
In Q4 2025, Eq Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 27 new buys, adding to 15 positions, trimming 8 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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