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Eq Wealth Advisors - Q1 2026 13F Filings

EQ

Eq Wealth Advisors, LLC

CIK: 0002047572
Address: Texas Dallas 10000 North Central Express Way Suite 1350
$171.05 M
Portfolio Value
54
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CGCB Capital Group Core Bond Etf
+$2.61 M
2. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$1.78 M
3. VCRM Vanguard Core Tax-Exempt Bond Etf
+$1.65 M
4. CGMS Capital Group Us Multi-Sector Income Etf
+$1.2 M
5. DFIV Dimensional International Value Etf
+$881,582.33

Top Sells

Q1 2026
1. SCHP Schwab Us Tips Etf
−$2.23 M
2. BNDX Vanguard Total International Bond Etf
−$952,396.37
3. IAU Ishares Gold Trust
−$780,304.09
4. ORCL Oracle Corporation
−$254,552
5. NULG Nuveen Esg Large-Cap Growth Etf
−$185,135

Asset Allocation

Stocks/ETFs
+1.48%
$157.48 M 92.07%
Options
$0 0.00%
Debt
$0 0.00%
Other
-4.36%
$13.57 M 7.93%

Sector Allocation (Stocks)

Eq Wealth Advisors Q1 2026 Filing Summary

Eq Wealth Advisors, LLC filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 171.05 M reflecting a +0.98% change from the prior quarter, spanning 54 assets. The top 10 holdings comprised 63.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 199 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Eq Wealth Advisors’s Q1 2026 Filing

Eq Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Eq Wealth Advisors reported a managed portfolio value of 171.05 M, consisting of 54 individual positions.

This page displays the raw filing documents. To see which stocks Eq Wealth Advisors bought or sold during Q1 2026, please visit Eq Wealth Advisors's Portfolio Analysis page.