EQ WEALTH ADVISORS, LLC
Follow13F filer, CIK 2047572, DALLAS, TX
EQ WEALTH ADVISORS, LLC reported $171,050,029 across 54 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 62.91% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986152-26-000052
- Period
- 2026-03-31
- Reported value
- $171M
- Holdings
- 54
- Top 10 weight
- 62.91%
- New
- 0
- Sold out
- 205
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CGCBadded | +99,492 | $2.61M |
| PYLDadded | +68,065 | $1.78M |
| VCRMadded | +21,956 | $1.65M |
| CGMSadded | +43,972 | $1.2M |
| DFIVadded | +16,703 | $882K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHPreduced | -83,651 | -$2.23M |
| BNDXreduced | -19,821 | -$952K |
| IAUreduced | -8,851 | -$780K |
| ORCLexited | -1,306 | -$255K |
| NULGexited | -1,893 | -$185K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 54 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ORCLORACLE CORP | 1,306 | $255K | shares |
| NULGNUSHARES ETF TR | 1,893 | $185K | shares |
| MFUSPIMCO EQUITY SER | 3,189 | $181K | shares |
| ABTABBOTT LABORATORIES | 1,300 | $163K | shares |
| MTDRMATADOR RES CO | 3,710 | $157K | shares |
| ROKROCKWELL AUTOMATION INC | 393 | $153K | shares |
| SCHISCHWAB STRATEGIC TR | 6,408 | $147K | shares |
| NVDANVIDIA CORPORATION | 768 | $143K | shares |
| PFEPFIZER INC | 5,401 | $134K | shares |
| UPSUNITED PARCEL SVCS INC | 1,275 | $126K | shares |
| NOCNORTHROP GRUMMAN CORP | 216 | $123K | shares |
| PEPPEPSICO INC | 834 | $120K | shares |
| MARMARRIOTT INTL INC NEW | 377 | $117K | shares |
| DGROISHARES TR | 1,625 | $113K | shares |
| GOOGLALPHABET INC | 349 | $109K | shares |
| VTVVANGUARD INDEX FDS | 560 | $107K | shares |
| ESGDISHARES TR | 1,125 | $107K | shares |
| ETHGRAYSCALE ETHEREUM STAKING | 3,788 | $106K | shares |
| MGKVANGUARD WORLD FD | 254 | $105K | shares |
| NSCNORFOLK SOUTHN CORP | 345 | $99.6K | shares |
| JNJJOHNSON & JOHNSON | 471 | $97.5K | shares |
| GEGE AEROSPACE | 312 | $96.1K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 324 | $96K | shares |
| QQQINVESCO QQQ TR | 135 | $82.9K | shares |
| VDEVANGUARD WORLD FD | 654 | $82.4K | shares |
| KMBKIMBERLY-CLARK CORP | 800 | $80.7K | shares |
| DFARDIMENSIONAL ETF TRUST | 3,365 | $77.1K | shares |
| AEEAMEREN CORP | 721 | $72K | shares |
| TAT&T INC | 2,880 | $71.5K | shares |
| GDXVANECK ETF TRUST | 817 | $70.1K | shares |
| ESGEISHARES INC | 1,581 | $69.8K | shares |
| AVGOBROADCOM INC | 190 | $65.8K | shares |
| DFAEDIMENSIONAL ETF TRUST | 2,001 | $65.2K | shares |
| NUSCNUSHARES ETF TR | 1,392 | $62.2K | shares |
| IWDISHARES TR | 293 | $61.6K | shares |
| OKEONEOK INC NEW | 810 | $59.5K | shares |
| IWRISHARES TR | 604 | $58.1K | shares |
| IVVISHARES TR | 81 | $55.5K | shares |
| GEVGE VERNOVA INC | 78 | $51K | shares |
| EYLDCAMBRIA ETF TR | 1,269 | $48.6K | shares |
| NUVNUVEEN MUN VALUE FD INC | 5,177 | $46.9K | shares |
| MSTRSTRATEGY INC | 307 | $46.6K | shares |
| LMTLOCKHEED MARTIN CORP | 96 | $46.4K | shares |
| YUMYUM BRANDS INC | 306 | $46.3K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 227 | $43.5K | shares |
| EMBISHARES TR | 441 | $42.5K | shares |
| WMTWALMART INC | 370 | $41.2K | shares |
| LQDISHARES TR | 373 | $41.1K | shares |
| MMM3M CO | 250 | $40K | shares |
| HDVISHARES TR | 328 | $39.9K | shares |
| XLFSELECT SECTOR SPDR TR | 709 | $38.8K | shares |
| VCRVANGUARD WORLD FD | 98 | $38.6K | shares |
| IWFISHARES TR | 80 | $37.9K | shares |
| XLUSELECT SECTOR SPDR TR | 852 | $36.4K | shares |
| LXPLXP INDUSTRIAL TRUST | 692 | $34.3K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 600 | $32.4K | shares |
| MPLXMPLX LP | 594 | $31.7K | shares |
| CSCOCISCO SYS INC | 396 | $30.5K | shares |
| CGSMCAPITAL GRP FIXED INCM ETF T | 1,154 | $30.4K | shares |
| SDVYFIRST TR EXCHANGE TRADED FD | 781 | $29.9K | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 504 | $28.8K | shares |
| VZVERIZON COMMUNICATIONS INC | 706 | $28.8K | shares |
| INTCINTEL CORP | 647 | $23.9K | shares |
| SIVRABRDN SILVER ETF TRUST | 348 | $23.5K | shares |
| VTIVANGUARD INDEX FDS | 68 | $22.8K | shares |
| HYMBSPDR SERIES TRUST | 892 | $22.2K | shares |
| AEPAMERICAN ELEC PWR CO INC | 191 | $22K | shares |
| XLKSELECT SECTOR SPDR TR | 138 | $19.9K | shares |
| DVYEISHARES INC | 636 | $19.8K | shares |
| GCOWPACER FDS TR | 480 | $19.8K | shares |
| VTEBVANGUARD MUN BD FDS | 393 | $19.8K | shares |
| PCHPOTLATCHDELTIC CORP | 485 | $19.3K | shares |
| WBDWARNER BROS DISCOVERY INC | 669 | $19.3K | shares |
| XLISELECT SECTOR SPDR TR | 122 | $18.9K | shares |
| JPMJPMORGAN CHASE & CO | 57 | $18.4K | shares |
| CTVACORTEVA INC | 256 | $17.2K | shares |
| ORNORION GROUP HLDGS INC | 1,700 | $16.9K | shares |
| DLXDELUXE CORP MEDIUM TERM NTS | 732 | $16.3K | shares |
| WFCWELLS FARGO & CO | 170 | $15.8K | shares |
| XLVSELECT SECTOR SPDR TR | 100 | $15.5K | shares |
| BNDVANGUARD BD INDEX FDS | 208 | $15.4K | shares |
| SLBSLB LIMITED | 400 | $15.4K | shares |
| PMPHILIP MORRIS INTL INC | 95 | $15.2K | shares |
| XYZBLOCK INC | 230 | $15K | shares |
| CMCSACOMCAST CORP NEW | 482 | $14.4K | shares |
| CARRCARRIER GLOBAL CORPORATION | 272 | $14.4K | shares |
| FTNTFORTINET INC | 180 | $14.3K | shares |
| IEFAISHARES TR | 157 | $14K | shares |
| METAMETA PLATFORMS INC | 21 | $13.9K | shares |
| TFCTRUIST FINL CORP | 265 | $13K | shares |
| SPGSIMON PPTY GROUP INC NEW | 70 | $13K | shares |
| MPMP MATERIALS CORP | 250 | $12.6K | shares |
| STRKSTRATEGY INC | 151 | $11.9K | shares |
| MDTMEDTRONIC PLC | 123 | $11.8K | shares |
| XELXCEL ENERGY INC | 158 | $11.7K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 144 | $11.6K | shares |
| TJXTJX COS INC NEW | 72 | $11.1K | shares |
| CITHE CIGNA GROUP | 40 | $11K | shares |
| SYFSYNCHRONY FINANCIAL | 129 | $10.8K | shares |
| AXPAMERICAN EXPRESS CO | 29 | $10.6K | shares |
| PNWPINNACLE WEST CAP CORP | 118 | $10.5K | shares |
| GDGENERAL DYNAMICS CORP | 31 | $10.4K | shares |
| DDDUPONT DE NEMOURS INC | 256 | $10.3K | shares |
| PRUPRUDENTIAL FINL INC | 89 | $10.1K | shares |
| CGBLCAPITAL GROUP CORE BALANCED | 285 | $10.1K | shares |
| WMBWILLIAMS COS INC | 167 | $10K | shares |
| KMIKINDER MORGAN INC DEL | 364 | $10K | shares |
| REMXVANECK ETF TRUST | 134 | $9.9K | shares |
| ALLALLSTATE CORP | 47 | $9.78K | shares |
| SILASILA REALTY TRUST INC | 419 | $9.77K | shares |
| EMREMERSON ELEC CO | 73 | $9.69K | shares |
| GILDGILEAD SCIENCES INC | 77 | $9.45K | shares |
| LITELUMENTUM HLDGS INC | 25 | $9.21K | shares |
| EDVVANGUARD WORLD FD | 141 | $9.17K | shares |
| BUIBLACKROCK UTILS INFRASTRUCTU | 350 | $8.99K | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 374 | $8.98K | shares |
| DLRDIGITAL RLTY TR INC | 57 | $8.82K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 104 | $8.53K | shares |
| WELLWELLTOWER INC | 45 | $8.35K | shares |
| HASHASBRO INC | 100 | $8.2K | shares |
| PGRPROGRESSIVE CORP | 33 | $7.51K | shares |
| BLKBLACKROCK INC | 7 | $7.49K | shares |
| VTRSVIATRIS INC | 597 | $7.43K | shares |
| FCXFREEPORT MCMORAN INC | 146 | $7.42K | shares |
| OREALTY INCOME CORP | 130 | $7.33K | shares |
| HDHOME DEPOT INC | 21 | $7.23K | shares |
| PCGPG&E CORP | 430 | $6.91K | shares |
| PFGPRINCIPAL FINANCIAL GROUP IN | 75 | $6.62K | shares |
| MRKMERCK & CO INC | 62 | $6.53K | shares |
| NPWRNET POWER INC | 2,786 | $6.35K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 22 | $6.06K | shares |
| PGPROCTER & GAMBLE CO | 42 | $6.02K | shares |
| DOWDOW HLDGS INC | 256 | $5.99K | shares |
| MACMACERICH CO | 310 | $5.72K | shares |
| ETNEATON CORP PLC | 17 | $5.42K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 38 | $5.36K | shares |
| USHYISHARES TR | 142 | $5.31K | shares |
| VNOMVIPER ENERGY INC | 137 | $5.29K | shares |
| VWOBVANGUARD WHITEHALL FDS | 78 | $5.26K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 56 | $5.15K | shares |
| HCAHCA HEALTHCARE INC | 11 | $5.13K | shares |
| SOLVSOLVENTUM CORP | 62 | $4.91K | shares |
| WMWASTE MGMT INC DEL | 22 | $4.83K | shares |
| CATCATERPILLAR INC | 8 | $4.58K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 47 | $3.93K | shares |
| NXPINXP SEMICONDUCTORS N V | 18 | $3.91K | shares |
| SCZISHARES TR | 50 | $3.88K | shares |
| DALDELTA AIR LINES INC | 54 | $3.75K | shares |
| NEENEXTERA ENERGY INC | 46 | $3.69K | shares |
| KLACKLA CORP | 3 | $3.65K | shares |
| FNDBSCHWAB STRATEGIC TR | 136 | $3.61K | shares |
| PLDPROLOGIS INC. | 28 | $3.57K | shares |
| KOCOCA COLA CO | 50 | $3.5K | shares |
| NUBDNUSHARES ETF TR | 149 | $3.33K | shares |
| MOALTRIA GROUP INC | 55 | $3.17K | shares |
| YUMCYUM CHINA HLDGS INC | 66 | $3.15K | shares |
| REGNREGENERON PHARMACEUTICALS | 4 | $3.09K | shares |
| PCARPACCAR INC | 28 | $3.07K | shares |
| WABWABTEC | 14 | $2.99K | shares |
| LINLINDE PLC | 7 | $2.98K | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 6 | $2.92K | shares |
| LTPZPIMCO ETF TR | 51 | $2.64K | shares |
| VIAVVIAVI SOLUTIONS INC | 125 | $2.23K | shares |
| RRCRANGE RES CORP | 63 | $2.22K | shares |
| PALLABRDN PALLADIUM ETF TRUST | 15 | $2.18K | shares |
| NKENIKE INC | 33 | $2.1K | shares |
| SOFISOFI TECHNOLOGIES INC | 78 | $2.04K | shares |
| MRNAMODERNA INC | 69 | $2.04K | shares |
| OTISOTIS WORLDWIDE CORP | 20 | $1.75K | shares |
| PNRPENTAIR PLC | 16 | $1.67K | shares |
| LNCLINCOLN NATL CORP IND | 37 | $1.65K | shares |
| TXNTEXAS INSTRS INC | 9 | $1.56K | shares |
| NOWSERVICENOW INC | 10 | $1.53K | shares |
| CCCHEMOURS CO | 120 | $1.42K | shares |
| MTZMASTEC INC | 6 | $1.3K | shares |
| TRVTRAVELERS COMPANIES INC | 4 | $1.16K | shares |
| AVNSAVANOS MED INC | 100 | $1.12K | shares |
| TPGTPG INC | 17 | $1.08K | shares |
| KDKYNDRYL HLDGS INC | 40 | $1.06K | shares |
| DISDISNEY WALT CO | 9 | $1.02K | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 38 | $926 | shares |
| MATVMATIV HOLDINGS INC | 67 | $814 | shares |
| ACMAECOM | 8 | $763 | shares |
| PYPLPAYPAL HLDGS INC | 13 | $759 | shares |
| APAAPA CORPORATION | 30 | $734 | shares |
| SCHGSCHWAB STRATEGIC TR | 20 | $656 | shares |
| PNCPNC FINL SVCS GROUP INC | 3 | $626 | shares |
| HPQHP INC | 25 | $557 | shares |
| GOOGALPHABET INC | 2 | $542 | shares |
| SCHDSCHWAB STRATEGIC TR | 19 | $531 | shares |
| TILINSTIL BIO INC | 40 | $440 | shares |
| PTONPELOTON INTERACTIVE INC | 70 | $431 | shares |
| CRONCRONOS GROUP INC | 128 | $337 | shares |
| RMRRMR GROUP INC | 20 | $301 | shares |
| TMVDIREXION SHARES ETF TRUST | 8 | $297 | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 1 | $294 | shares |
| SCHBSCHWAB STRATEGIC TR | 9 | $236 | shares |
| BACBANK OF AMER CORP | 4 | $223 | shares |
| NWSANEWS CORP NEW | 7 | $183 | shares |
| IWOISHARES TR | 1 | $166 | shares |
| RIGTRANSOCEAN LTD | 26 | $107 | shares |
| SOSOUTHERN CO | 1 | $87 | shares |
| SIFYSIFY TECHNOLOGIES LTD | 3 | $37 | shares |
| PDIPIMCO DYNAMIC INCOME FD | 1 | $18 | shares |
| EFAISHARES TR | 0 | $14 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001986152-26-000052 | base | 2026-05-01 | acceptance time not in the bulk data set |