Loading portfolio…

EQ WEALTH ADVISORS, LLC | Tormere

EQ WEALTH ADVISORS, LLC

Est. AUM

$171.1M

13F long equity, this entity only

Positions

54

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	ETF	$17.4M	663936	10.17%	SOLE
2	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	ETF	$17.4M	638390	10.16%	SOLE
3	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$13.1M	27322	7.65%	SOLE
4	DIMENSIONAL INTERNATIONAL VALUE ETF	ETF	$10.6M	201567	6.22%	SOLE
5	CAPITAL GROUP GROWTH ETF	ETF	$10.3M	255908	6.01%	SOLE
6	SCHWAB US TIPS ETF	ETF	$9.1M	341629	5.31%	SOLE
7	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	ETF	$7.9M	200572	4.62%	SOLE
8	DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$7.8M	223158	4.57%	SOLE
9	VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$7.6M	158509	4.45%	SOLE
10	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$6.4M	228662	3.72%	SOLE
11	CAPITAL GROUP MUNICIPAL INCOME ETF	ETF	$5.1M	187936	2.98%	SOLE
12	ISHARES GOLD TRUST	ETF	$4.6M	51665	2.66%	SOLE
13	DIMENSIONAL EMERGING MARKETS VALUE ETF	ETF	$4.2M	116864	2.44%	SOLE
14	VANGUARD CORE TAX-EXEMPT BOND ETF	ETF	$4.0M	53147	2.33%	SOLE
15	CAPITAL GROUP GLOBAL GROWTH EQUITY ETF	ETF	$3.9M	116060	2.26%	SOLE
16	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	ETF	$3.8M	42579	2.20%	SOLE
17	CAPITAL GROUP SHORT DURATION INCOME ETF	ETF	$3.6M	140897	2.12%	SOLE
18	CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$3.5M	81194	2.02%	SOLE
19	CAPITAL GROUP CORE BOND ETF	ETF	$3.3M	123931	1.90%	SOLE
20	VANGUARD DIVIDEND APPRECIATION ETF	ETF	$2.5M	11412	1.43%	SOLE
21	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	ETF	$2.3M	70048	1.33%	SOLE
22	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	ETF	$2.2M	57364	1.28%	SOLE
23	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$2.2M	21190	1.28%	SOLE
24	INVESCO RAFI US 1500 SMALL-MID ETF	ETF	$2.1M	45246	1.21%	SOLE
25	SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF	ETF	$1.5M	31704	0.86%	SOLE
26	MICROSOFT CORP COM	Stock	$1.4M	3893	0.84%	SOLE
27	GRAYSCALE BITCOIN MINI TRUST ETF	ETF	$1.1M	37044	0.65%	SOLE
28	CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF	ETF	$983K	31130	0.57%	SOLE
29	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$865K	12167	0.51%	SOLE
30	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	ETF	$818K	16727	0.48%	SOLE
31	CAPITAL GROUP CORE PLUS INCOME ETF	ETF	$810K	36260	0.47%	SOLE
32	CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF	ETF	$780K	30812	0.46%	SOLE
33	NUVEEN MUN HIGH INCOME OPPORTU COM	CEF	$684K	65886	0.40%	SOLE
34	EXXON MOBIL CORP COM	Stock	$559K	3295	0.33%	SOLE
35	DIMENSIONAL US LARGE CAP VALUE ETF	ETF	$517K	14469	0.30%	SOLE
36	MCDONALDS CORP COM	Stock	$503K	1617	0.29%	SOLE
37	DIMENSIONAL INTERNATIONAL SMALL CAP ETF	ETF	$489K	14516	0.29%	SOLE
38	CSX CORP COM	Stock	$460K	11211	0.27%	SOLE
39	ISHARES TIPS BOND ETF	ETF	$430K	3895	0.25%	SOLE
40	INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF	ETF	$397K	3625	0.23%	SOLE
41	SPDR GOLD SHARES	ETF	$395K	918	0.23%	SOLE
42	CHEVRON CORPORATION COM	Stock	$395K	1908	0.23%	SOLE
43	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$376K	4741	0.22%	SOLE
44	PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF	ETF	$376K	9446	0.22%	SOLE
45	AMAZON COM INC COM	Stock	$311K	1493	0.18%	SOLE
46	APPLE INC COM	Stock	$287K	1130	0.17%	SOLE
47	ABBVIE INC COM	Stock	$283K	1300	0.17%	SOLE
48	INVESCO RAFI US 1000 ETF	ETF	$253K	5329	0.15%	SOLE
49	RTX CORPORATION COM	Stock	$251K	1300	0.15%	SOLE
50	ELI LILLY & CO COM	Stock	$250K	272	0.15%	SOLE

1–50 of 54

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.