account_balance
Investment manager · 13F filer · SEC CIK 2047572
Eq Wealth Advisors, LLC
Reported value$182Mas of Jun 30, 2026
Positions57 3 new, 0 sold out
Top 10 weight61.1%PYLD alone is 10%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PYLDPimco Multisector Bond Active Exchange-Traded Fund
10.3%Added +7%
CGMSCapital Group U.S. Multi-Sector Income ETF
10.2%Added +6%
BRK-BBerkshire Hathaway Inc
7.6%
CGGRCapital Group Growth ETF
6.8%Added +2%
DFIVDimensional International Value ETF
5.8%Trimmed −3%
DFSVDimensional US Small Cap Value ETF
4.6%Trimmed −4%
DISVDimensional International Small Cap Value ETF
4.2%Trimmed −4%
SCHPSchwab US Tips ETF
4.1%Trimmed −18%
FNDXSchwab Fundamental U.S. Large Company ETF
3.9%
CGCBCapital Group Core Bond ETF
3.5%+97%
CGMUCapital Group Municipal Income ETF
2.9%
CGGOCapital Group Global Growth Equity ETF
2.9%Added +6%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
10.3%Added +7%
CGMSCapital Group U.S. Multi-Sector Income ETF
10.2%Added +6%
BRK-BBerkshire Hathaway Inc
7.6%
CGGRCapital Group Growth ETF
6.8%
DFIVDimensional International Value ETF
5.8%−3%
DFSVDimensional US Small Cap Value ETF
4.6%
DISVDimensional International Small Cap Value ETF
4.2%
SCHPSchwab US Tips ETF
4.1%
FNDX3.9%
CGCB
CGMU2.9%
CGGO2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PYLD Pimco Multisector Bond Active Exchange-Traded Fund 10.3% Added +7%
CGMS Capital Group U.S. Multi-Sector Income ETF 10.2% Added +6%
BRK-B Berkshire Hathaway Inc 7.6% HeldCGGR Capital Group Growth ETF 6.8% Added +2%
DFIV Dimensional International Value ETF 5.8% Trimmed −3%
DFSV Dimensional US Small Cap Value ETF 4.6% Trimmed −4%
DISV Dimensional International Small Cap Value ETF 4.2% Trimmed −4%
SCHP Schwab US Tips ETF 4.1% Trimmed −18%
FNDX Schwab Fundamental U.S. Large Company ETF 3.9% Held
CGCB Capital Group Core Bond ETF 3.5% Added +97%
CGMU Capital Group Municipal Income ETF 2.9% Held
CGGO Capital Group Global Growth Equity ETF 2.9% Added +6%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- CGCV $402K
- MFUS $214K
- NULG $210K
arrow_upwardAdded
- CGHM +156%
- CGCB +97%
- VCRM +23%
- RSPG +20%
arrow_downwardTrimmed
- BNDX −42%
- SCHP −18%
- STIP −12%
- CGCP −11%
remove_circleSold out
None
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