EQ Wealth Advisors
EQ Wealth Advisors reported 57 stocks worth $182M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are PYLD (10.3%), CGMS (10.2%) and BRK.B (7.6%). Compared with Q1 2026, the fund opened new positions in XOM, CGCV and MFUS, added to PYLD, CGMS and BRK.B, trimmed DFIV, DISV and SCHP and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PYLD Pimco ETF TR | $18.8M | 10.3% | 710K | +46K (+7%) | 7 of 7 | |
| 2 |  CGMS Capital Group U S Multi | $18.6M | 10.2% | 679K | +41K (+6%) | 7 of 7 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $13.8M | 7.6% | 28K | +234 (+1%) | 7 of 7 | |
| 4 |  CGGR Capital Group Growth | $12.3M | 6.8% | 261K | +5,226 (+2%) | 7 of 7 | |
| 5 |  DFIV Dimensional ETF Trust | $10.6M | 5.8% | 196K | −5,803 (−3%) | 7 of 7 | |
| 6 | DIMENSIONAL ETF TRUST | $8.3M | 4.6% | 215K | −8,134 (−4%) | 7 of 7 | |
| 7 |  DISV Dimensional ETF Trust | $7.7M | 4.3% | 193K | −8,031 (−4%) | 7 of 7 | |
| 8 |  SCHP Schwab US Tips ETF | $7.4M | 4.1% | 280K | −62K (−18%) | 7 of 7 | |
| 9 |  FNDX Schwab Fundamental U.s. Large Company ETF | $7.2M | 3.9% | 231K | +1,918 (+1%) | 7 of 7 | |
| 10 |  CGCB Capital Group Core Bond ETF | $6.4M | 3.5% | 244K | +120K (+97%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $559K | 3,295 |
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EQ Wealth Advisors 13F FAQ
What does EQ Wealth Advisors own?
EQ Wealth Advisors reported 57 stocks worth $182M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are PYLD (10.3%), CGMS (10.2%) and BRK.B (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did EQ Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 18 added to, 23 trimmed and 1 sold out. New positions include XOM, CGCV and MFUS. It sold all of XOM.
When will EQ Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EQ Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $182M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.