EQ WEALTH ADVISORS, LLC - Portfolio overview

EQ WEALTH ADVISORS, LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PYLD - PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND, 10.17%
2. CGMS - CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF, 10.16%
3. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 7.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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