EQ WEALTH ADVISORS, LLC 13F Holdings
CIK 0002047572 · DALLAS, TX
As of Sep 30, 2025, EQ WEALTH ADVISORS, LLC reported 49 positions worth
CIK 0002047572 · DALLAS, TX
As of Sep 30, 2025, EQ WEALTH ADVISORS, LLC reported 49 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 522,997 | 4.5M | 9.54% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 518,121 | 3.9M | 9.14% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 25,687 | 2.9M | 8.48% |
| SCHWAB US TIPS ETF | SCHP | — | 449,925 | 2.1M | 7.97% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 238,539 | 0.5M | 6.88% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 193,895 | $8.9M | 5.88% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 167,617 | $8.3M | 5.45% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 213,492 | $7.6M | 5.01% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 231,864 | $7.4M | 4.85% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 202,794 | $5.3M | 3.50% |
| ISHARES GOLD TRUST | IAU | — | 61,157 | $4.5M | 2.92% |
| CAPITAL GROUP SHORT DURATION INCOME ETF | CGSD | — | 156,122 | $4.1M | 2.66% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 39,828 | $3.6M | 2.34% |
| CAPITAL GROUP MUNICIPAL INCOME ETF | CGMU | — | 125,566 | $3.4M | 2.25% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 105,299 | $3.4M | 2.21% |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | CGGO | — | 92,696 | $3.2M | 2.08% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 23,877 | $2.5M | 1.62% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 11,402 | $2.5M | 1.62% |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | FNDA | — | 78,488 | $2.4M | 1.61% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 62,930 | $2.3M | 1.50% |
| MICROSOFT CORP | MSFT | Technology | 4,329 | $2.2M | 1.47% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 46,798 | $2.1M | 1.40% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 40,098 | .7M | 1.11% |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | — | 32,989 | .7M | 1.10% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 36,903 | .6M | 1.08% |