13F Filings History of EQ WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$169,390,217
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by EQ WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EQ WEALTH ADVISORS, LLC reported 258 stock holdings with total value $169,390,217 as of Q4 2025. Top holdings included CGMS, PYLD, BRKB, SCHP, and CGGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 258 $169,390,217 +$18,388,138 -$3,160,423 +$15,227,715 CGMS, PYLD, BRKB, SCHP, CGGR 13F-HR 30 Jan 2026, 19:55
Q3 2025 49 $152,201,724 +$7,626,861 -$8,494,621 -$867,760 CGMS, PYLD, BRKB, SCHP, CGGR 13F-HR 27 Oct 2025, 18:17
Q2 2025 251 $146,746,126 +$33,641,535 -$16,844,453 +$16,797,082 CGMS, BRKB, PYLD, SCHP, BNDX 13F-HR 28 Jul 2025, 13:36
Q1 2025 275 $125,335,509 +$19,312,410 -$1,311,522 +$18,000,888 BRKB, CGMS, SCHP, EDV, CGGR 13F-HR 22 Apr 2025, 18:51
Q4 2024 50 $103,861,267 $0 $0 $0 BRKB, CGMS, EDV, SCHP, CGGR 13F-HR 24 Jan 2025, 16:23