Institutional Fund
Eq Wealth Advisors, LLC
Dallas, TXCIK 20475725 filings on record
Portfolio Value
$171.05M
Q1 2026
Holdings
54
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.0%
from $169.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pimco ETF Tr10.2%
- Capital Grp Fixed Incm ETF T10.2%
- Berkshire Hathaway Inc Del7.7%
- Dimensional ETF Trust6.2%
- Capital Group Growth ETF6.0%
- Schwab Strategic Tr5.3%
- Other54.5%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 663.9K | $17.40M | 10.2% | +68.1K | Added |
| 2 | Capital Grp Fixed Incm ETF T | 638.4K | $17.38M | 10.2% | +44.0K | Added |
| 3 | Berkshire Hathaway Inc Del | 27.3K | $13.09M | 7.7% | +1.5K | Added |
| 4 | Dimensional ETF Trust | 201.6K | $10.64M | 6.2% | +16.7K | Added |
| 5 | Capital Group Growth ETF | 255.9K | $10.28M | 6.0% | +13.1K | Added |
| 6 | Schwab Strategic Tr | 341.6K | $9.09M | 5.3% | −83.7K | Reduced |
| 7 | Dimensional ETF Trust | 200.6K | $7.91M | 4.6% | −1.9K | Reduced |
| 8 | Dimensional ETF Trust | 223.2K | $7.82M | 4.6% | +1.4K | Added |
| 9 | Vanguard Charlotte Fds | 158.5K | $7.62M | 4.5% | −19.8K | Reduced |
| 10 | Schwab Strategic Tr | 228.7K | $6.37M | 3.7% | +16.6K | Added |
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