EQ WEALTH ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
49
Total value ($000)
$152,202
Net value change ($000)
+5,456 (3.7%)
New positions
0
Sold out positions
204
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PYLD 2,201 18.8%
DFIV 1,207 15.6%
CGMS 1,154 8.6%
DISV 1,040 15.8%
CGGR 906 9.5%
SCHP 648 5.6%
IAU 579 15.0%
CGMU 568 19.9%
DFSV 470 6.8%
STIP 455 22.6%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -1,733 -17.3%
RSPG -345 -45.4%
AMGN -195 -100.0%
UPS -184 -100.0%
SPY -180 -100.0%
SCHI -177 -100.0%
MTDR -177 -100.0%
ABT -177 -100.0%
MFUS -170 -100.0%
PFE -131 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type