Portfolio (Quarterly) Guide ↗

EQ WEALTH ADVISORS, LLC

· CIK 0002047572

13F Portfolio $182M AUM 57 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 2 New 22 Added 21 Reduced 204 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
201	SO	SOUTHERN CO COM	Utilities	1	$87.0	—	SOLD
202	—	SIFY TECHNOLOGIES LTD SPONSORED ADR	—	3	$37.0	—	SOLD
203	PDI	PIMCO DYNAMIC INCOME FD SHS	Financial Services	1	$18.0	—	SOLD
204	EFA	ISHARES MSCI EAFE ETF	—	—	$14.0	—	SOLD

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Sector Allocation

Financial Services 56.8%

Technology 16.6%

Healthcare 8.7%

Consumer Cyclical 7.5%

Industrials 7.4%

Energy 3.0%