Glekko logo

Eq Wealth Advisors, LLC - Q42025 Holdings

Eq Wealth Advisors, LLC holds 258 stocks with a total portfolio value of $ 169.39M as of Q42025. In Q42025, Eq Wealth Advisors, LLC added 258 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Capital Group U.S. Multi-Sector Income Etf (CGMS), representing 9.69% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options