You're signed outSign in or to get full access.
Eq LLC
EQ LLC is a registered investment adviser headquartered in Bellevue, Washington. The firm serves primarily individuals and high-net-worth individuals, as well as at least one charitable organization, offering investment advisory services. EQ LLC was founded in 2018 and employs approximately 13 people as of 2025, with the majority serving as investment professionals. The company reports to the SEC and manages client assets with a focus on personalized, hands-on portfolio management. Their typical client is based in the United States, reflecting a domestic client base.
Investment Strategy
EQ LLC's investment strategy centers on discretionary and non-discretionary investment advisory services, primarily tailored for individual and high-net-worth clients. The firm utilizes personalized asset allocation and portfolio management, seeking to build and maintain diversified portfolios tailored to each client’s risk tolerance and financial goals. EQ offers both discretionary (where the adviser makes investment decisions on behalf of clients) and non-discretionary services (where clients retain final decision-making authority), and its investment philosophy emphasizes fiduciary responsibility and customized investment planning.
Latest 13F Filing Activity
Eq LLC filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $258M. The fund increased holdings in Fidelity Comwlth TR, Ishares TR, Blackrock Etf Trust among other positions. Eq LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DYNF | BLACKROCK ETF TRUST | 9.10% | $23.4M | 430,405 | $48.63 | $54.46 | +$5.6M |
V VOO | VANGUARD INDEX FDS | 8.76% | $22.6M | 39,747 | $411.49 | $568.03 | +$1.5M |
I IVV | ISHARES TR | 7.41% | $19.1M | 30,741 | $452.68 | $620.90 | +$4.5M |
I IEMG | ISHARES INC | 7.19% | $18.5M | 308,403 | $55.33 | $60.03 | +$5.2M |
I IVW | ISHARES TR | 6.36% | $16.4M | 148,854 | $104.62 | $110.10 | +$13.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more