EQ WEALTH ADVISORS, LLC: 13F holdings
CIK 20475722026Q2
| Positions | 57 |
|---|---|
| Reported value | $182.0m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 710,027 | $18.8m | 10.3% |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 679,303 | $18.6m | 10.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 27,556 | $13.8m | 7.6% |
| CGGR CAPITAL GROUP GROWTH ETF | 261,134 | $12.3m | 6.8% |
| DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | 195,764 | $10.6m | 5.8% |
| DIMENSIONAL US SMALL CAP VALUE ETF | 215,024 | $8.3m | 4.6% |
| DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 192,541 | $7.7m | 4.2% |
| SCHP SCHWAB US TIPS ETF | 279,578 | $7.4m | 4.1% |
| FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 230,580 | $7.2m | 3.9% |
| CAPITAL GROUP CORE BOND ETF | 244,250 | $6.4m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2047572")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.