Eq Wealth Advisors, LLC reported 57 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Eq Wealth Advisors, LLC reported 57 holdings worth US$182M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Csx Corporation. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 27,556 | US$13.8M | 7.6% |
| Microsoft Corp. | 3,873 | US$1.44M | 0.79% |
| Csx Corporation | 11,211 | US$533K | 0.29% |
| Mcdonald's Corporation | 1,612 | US$436K | 0.24% |
| Amazon.com, Inc. | 1,470 | US$350K | 0.19% |
| Abbvie Inc. | 1,300 | US$327K | 0.18% |
| Eli Lilly And Company | 272 | US$326K | 0.18% |
| Chevron Corporation | 1,876 | US$311K | 0.17% |
| Apple Inc | 1,031 | US$298K | 0.16% |
| Amgen Inc. | 700 | US$253K | 0.14% |
| Rtx Corporation | 1,300 | US$247K | 0.14% |
| Cencora, Inc. | 716 | US$203K | 0.11% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |