ETF Holders

EQ Wealth Advisors, LLC ETF holdings

Dallas, TX

Reported $162.0M in 42 ETFs in its Form 13F for June 30, 2026.

ETF value
$162.0M
ETFs held
42
Change from prior quarter
+6.7%
With price moves
ETFs as a share of its 13F
89.0%
of $182.0M

Top 10 of 42 ETF holdings

TickerFundValueSharesChange
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$18.8M710,027+46,091 shares
CGMSCapital Group U.S. Multi-Sector Income ETF$18.6M679,303+40,913 shares
CGGRCapital Group Growth ETF$12.3M261,134+5,226 shares
DFIVDimensional International Value ETF$10.6M195,764−5,803 shares
DFSVDimensional US Small Cap Value ETF$8.3M215,024−8,134 shares
DISVDimensional International Small Cap Value ETF$7.7M192,541−8,031 shares
SCHPSchwab U.S. TIPS ETF$7.4M279,578−62,051 shares
FNDXSchwab Fundamental U.S. Large Company ETF$7.2M230,580+1,918 shares
CGCBCapital Group Core Bond ETF$6.4M244,250+120,319 shares
CGMUCapital Group Municipal Income ETF$5.2M190,366+2,430 shares
32 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002047572. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does EQ Wealth Advisors, LLC own?

EQ Wealth Advisors, LLC reported 42 ETF positions worth $162.0M in its Form 13F for June 30, 2026. The largest was PYLD, at $18.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.