EQ Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$2.36M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$2.08M |
| 3 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$1.98M |
| 4 |
Capital Group Municipal Income ETF
CGMU
|
+$1.54M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$948K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$661K |
| 2 |
Dimensional International Value ETF
DFIV
|
+$429K |
| 3 |
Capital Group Short Duration Income ETF
CGSD
|
+$400K |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$398K |
| 5 |
DFSV
Dimensional US Small Cap Value ETF
DFSV
|
+$325K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 7.73% |
| 2 | Technology | 1.78% |
| 3 | Healthcare | 0.93% |
| 4 | Industrials | 0.88% |
| 5 | Consumer Discretionary | 0.64% |
Similar funds
EQ Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, EQ Wealth Advisors held 259 positions worth $169M, up 11% from $152M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
EQ Wealth Advisors deployed $15.3M of net new capital in Q4 2025, opening 209 new positions and adding to 25 existing holdings. Its largest new stake was Vanguard Core Tax-Exempt Bond ETF: 31,191 shares worth $2.36M.
By sector, the portfolio is most concentrated in Financials at 7.7% of assets, down from 8.5% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Schwab US TIPS ETF, an estimated $661K trimmed.
- EQ Wealth Advisors's largest Q4 2025 buy was Vanguard Core Tax-Exempt Bond ETF: 31,191 shares worth $2.36M.
- EQ Wealth Advisors added most to PIMCO Multi Sector Bond Active ETF in Q4 2025, an estimated $2.08M increase.
- EQ Wealth Advisors's biggest Q4 2025 reduction was Schwab US TIPS ETF, cutting an estimated $661K.
- EQ Wealth Advisors's ten largest holdings make up 63% of its $169M portfolio in Q4 2025.
- EQ Wealth Advisors opened 209 new positions and closed 0 in Q4 2025.
- EQ Wealth Advisors's portfolio value rose 11% quarter-over-quarter to $169M.
Based on EQ Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.