13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002047572
Total reported value
$182.0M
$182.0M
54 檔
37.8%
At the close of Q1 2026, Eq Wealth Advisors, LLC disclosed equity holdings valued at approximately $182.0M, spread across 54 reported holdings.
In Q1 2026, Eq Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 148 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.17% | +0.18% | +11.42% | |
| 2 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 10.16% | +0.04% | +7.40% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.65% | -0.07% | +5.79% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 6.22% | -0.41% | +9.04% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 6.01% | +0.76% | +5.40% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.31% | -1.24% | -19.67% | |
| 7 | DISV | Dimensional International Sm | ETF-Other | 4.62% | -0.37% | -0.95% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.57% | +0.01% | +0.63% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.45% | -2.00% | -11.11% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.72% | +0.22% | +7.85% | |
| 11 | CGMU | Cap Group Municipal Income | ETF-Other | 2.98% | -0.11% | +3.44% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.66% | -0.66% | -14.63% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.44% | +0.26% | +6.53% | |
| 14 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.34% | +0.41% | +70.39% | |
| 15 | CGGO | Cap Group Global Growth | ETF-Other | 2.26% | +0.61% | +12.64% | |
| 16 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.20% | -0.04% | +5.19% | |
| 17 | CGSD | Cap Group Short Duration | ETF-Other | 2.12% | -0.21% | +0.11% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 2.02% | +0.23% | +30.56% | |
| 19 | CGCB | Cap Group Core Bond | ETF-Other | 1.90% | +1.61% | +407.10% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.43% | +0.03% | +2.15% | |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.33% | +0.12% | -4.95% | |
| 22 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.28% | -0.08% | -4.19% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.28% | -0.24% | -7.66% | |
| 24 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.21% | +0.07% | -0.75% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.86% | -0.02% | -9.01% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.05% | -3.69% | |
| 27 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.65% | -0.12% | +6.05% | |
| 28 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.57% | +0.09% | +9.95% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.51% | +0.14% | +107.20% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.48% | +0.01% | +0.60% | |
| 31 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.47% | -0.07% | -1.59% | |
| 32 | CGHM | Cap Group Muni High-income | ETF-Other | 0.46% | +0.66% | +99.01% | |
| 33 | NMZ | Nuveen Muni Hi Inc Opport | Stock-Other | 0.40% | +0.01% | +3.52% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.33% | EXIT | |
| 35 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | -0.41% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.05% | — | |
| 37 | DFIS | Dimensional International Sm | ETF-Other | 0.29% | +0.04% | +91.86% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.27% | +0.02% | — | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.25% | -0.02% | -2.72% | |
| 40 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | — | -13.83% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.23% | -0.05% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.06% | — | |
| 43 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.22% | — | +0.01% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.22% | -0.01% | +0.04% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.01% | -12.07% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.17% | -0.01% | -4.96% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.15% | +0.01% | -3.62% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.15% | -0.01% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGCB | Cap Group Core Bond | +1.5% | +407.10% | Add |
| 2 | VCRM | Vanguard Core Tax-ex Bond | +1% | +70.39% | Add |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.8% | +11.42% | Add |
| 4 | DFIV | Dimensional International Va | +0.8% | +9.04% | Add |
| 5 | CGMS | Cap Group US Multi-sect Bond | +0.5% | +7.40% | Add |
| 6 | CGDV | Cap Group Dividend Value | +0.4% | +30.56% | Add |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +7.85% | Add |
| 8 | DFAS | Dimensional US Small Cap ETF | +0.3% | +107.20% | Add |
| 9 | DFSV | Dimensional US Small Cap Val | +0.3% | +0.63% | Add |
| 10 | DFEV | Dimensional Emrg Mrkt Val | +0.3% | +6.53% | Add |
| 11 | CGHM | Cap Group Muni High-income | +0.2% | +99.01% | Add |
| 12 | CGGO | Cap Group Global Growth | +0.2% | +12.64% | Add |
| 13 | DFIS | Dimensional International Sm | +0.1% | +91.86% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.12% | Add |
| 15 | DISV | Dimensional International Sm | +0.1% | -0.95% | Trim |
| 16 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 17 | CGMU | Cap Group Municipal Income | 0% | +3.44% | Add |
| 18 | CGNG | Cap Group New Geography Eq | 0% | +9.95% | Add |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +0.60% | Add |
| 20 | RSPG | Invesco S&p 500 Equal Weight | 0% | -13.83% | Trim |
| 21 | CSX | Csx CORP | 0% | — | Unchanged |
| 22 | NMZ | Nuveen Muni Hi Inc Opport | 0% | +3.52% | Add |
| 23 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 24 | NZF | Nuveen Municipal Credit Inc | 0% | +15.65% | Add |
| 25 | VIGI | Vanguard Int Div App Indx Fd | 0% | +5.19% | Add |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | -4.19% | Trim |
| 27 | DFLV | Dim US Large Cap Value ETF | 0% | -0.41% | Trim |
| 28 | MFDX | Pimco Rafi Dynamic Multi-fac | 0% | +0.01% | Add |
| 29 | RTX | Rtx CORP | 0% | — | Unchanged |
| 30 | AMGN | Amgen Inc | — | — | Unchanged |
| 31 | NULV | Nuveen Esg Large-cap Val ETF | — | -5.23% | Trim |
| 32 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 33 | PRF | Invesco Rafi US 1000 ETF | — | -3.62% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.79% | Add |
| 35 | COR | Cencora Inc | 0% | — | Unchanged |
| 36 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 37 | TIP | Ishares Tips Bond ETF | 0% | -2.72% | Trim |
| 38 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 39 | AAPL | Apple Inc | 0% | -4.96% | Trim |
| 40 | CGCP | Cap Group Core Plus Income | 0% | -1.59% | Trim |
| 41 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | -0.75% | Trim |
| 42 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -4.95% | Trim |
| 43 | CGSD | Cap Group Short Duration | 0% | +0.11% | Add |
| 44 | AMZN | Amazon.com Inc | -0.1% | -12.07% | Trim |
| 45 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | -0.1% | -9.01% | Trim |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | -7.66% | Trim |
| 47 | BTC | Grayscale Bitcoin Mini ETF | -0.2% | +6.05% | Add |
| 48 | IAU | Ishares Gold Trust | -0.2% | -14.63% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | -3.69% | Trim |
| 50 | CGGR | Cap Group Growth Equity | -0.4% | +5.40% | 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 54 disclosed positions in Q1 2026.
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 PYLD, CGMS, BRK-B) accounted for 37.8% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
ORCL
前期市值: $254.6K
During Q1 2026, Eq Wealth Advisors, LLC's top holdings by market value included PYLD (10.2%)、CGMS (10.2%)、BRK-B (7.7%). The largest single position, PYLD, represented 10.2% of total portfolio value.
In Q1 2026, Eq Wealth Advisors, LLC made 191 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 18 holdings, and fully liquidating 148 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.